Tell your agent what you need in a message or voice note. It can work in Pennylane for you, finding information, taking action, and keeping track of tasks.
DR
Dana Reyes
Works for me. Let’s lock that in.
You
Hey @Pennylane agent, follow up on our discussion and make the updates.
Pennylane agent
Done. It’s all in Pennylane.
Automate Workflows with Pennylane
Build workflows around how you actually work, then let your agent handle updates, follow-ups, and recurring work in Pennylane.
Your agent, your control
Choose what your agent can access and how it can act in Pennylane. Require approval before actions, keep access read-only, or allow approved work to run automatically.
What Can Zenzap’s Pennylane AI Agent Do?
Find financial records
Search Pennylane for supported invoices, bills, expenses, customers, vendors, and accounts.
Create finance records
Create supported invoices, bills, expenses, payments, or accounting tasks in Pennylane.
Update accounting data
Change supported amounts, categories, statuses, due dates, and record details in Pennylane.
Flag finance work that needs attention
Check Pennylane for overdue, unreconciled, rejected, or exceptional records.
Summarize financial activity
Bring supported balances, transactions, cash activity, and open items from Pennylane into the chat.
Monitor recurring finance work
Run regular checks and coordinate close, payment, or reconciliation work in Pennylane.
Security & Compliance
Zenzap’s AI agents are SOC 2, GDPR, and ISO 27001 certified, with full HIPAA compliance and signed BAA for healthcare teams. Your data is never used to train AI models.
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