Automated reconciliation, for every client file.
Manage receipt reconciliation for all your Pennylane clients from one place. The AI proposes, your team approves — multi-company is native.
A client file, in a few clicks.
Connect each company
Link your clients’ Pennylane accounts, with strict per-company data isolation.
AI prepares the matches
For each file, the AI decodes labels, retrieves receipts, and proposes the reconciliations.
Your team approves
Your staff approve in one click; recurring items become near-automatic month over month.
Less data entry, more files handled.
Native multi-company
Manage all your clients from one tool, with strict per-company data isolation.
AI label decoding
No more interpreting bank labels client by client: the AI does it.
Reconciliation proposed
Each file arrives with its matches prepared, ready to approve.
Receipts retrieved
Receipts are searched for automatically, cutting down on client follow-ups.
Measurable time savings
Repetitive reconciliation tasks go from hours to minutes per file.
Security & compliance
Encrypted tokens (AES-256), human validation, and per-company isolation.
Frequently asked questions
Does Piggy Money handle multiple companies?+
Yes, multi-company is native: each client file is isolated, and you manage everything from one tool.
Do my staff stay in control?+
Yes. The AI prepares the matches but nothing is written to Pennylane without your team’s approval.
How much time can be saved?+
Manual reconciliation, often time-consuming, becomes a one-click approval — turning some tasks from hours into minutes per file.
Is client data siloed?+
Yes. Each company’s data is strictly isolated and connection tokens are encrypted at rest.
Save your firm hours.
Automate receipt reconciliation across all your Pennylane files — under your team’s control.