Precision

Books close themselves

Eliminate manual data entry, reduce errors, and close your books faster with intelligent automation tailored for accounting professionals and firms.

Invoices process themselves while you sleep

The system captures invoice data the moment it arrives, matches it against the open purchase orders, and routes it for approval. No manual keying. No chasing paper.

Clarity

See your numbers clear as a mountain stream

The dashboard pulls live data from QuickBooks and Xero without asking. Cash flow, expenses, and profit margins sit on one clean screen. You see the truth of the business the moment it happens.

Reconciliation

The books balance themselves before you pour coffee

Transactions match against bank feeds the moment they clear. The system flags what looks wrong and leaves the rest alone.

  • Auto-match cleared transactions

  • Flag discrepancies for human review

  • Close the month in hours not days

Growth

Build a firm that runs on trust and precision

Take on more clients without hiring more hands. Deliver reports that are clean and on time, every time.

Onboard a new client in a single afternoon

The system pulls historical data and sets up the chart of accounts while you talk strategy.

Cut overhead without cutting corners

Automation handles the grind so your people handle the relationships.

Scale service without scaling chaos

The same clean process runs for ten clients or a hundred.

Deliver reports that never need an apology

Error-free numbers build the kind of trust that keeps clients for decades.

FAQs

Straight answers on bringing automation into your accounting practice without disrupting the work that matters.

Will this break our compliance?

No. The automation runs on a strict, auditable trail. Every action is logged, every approval is timestamped. It enforces your existing controls rather than bypassing them. Your SOC 2 compliance stays intact.

How does it connect to QuickBooks?

It talks directly to the QuickBooks API. Data flows in clean and categorized. No CSV imports. No manual mapping. It pulls what it needs and pushes what you approve.

Is our client data secure?

Data is encrypted in transit and at rest. We never store raw financial credentials. The system processes information and then forgets it. Your clients' trust is the only currency that matters.

What about our existing stack?

It fits into your current ecosystem. Xero, Sage, NetSuite. The automation sits between your tools and handles the heavy lifting. You keep the software you trust.

Can it handle complex approvals?

Yes. You set the rules. Multi-tier, conditional routing, manager sign-offs. The system routes the right document to the right person at the right time. No bottlenecks. No lost emails.

Stop reconciling. Start advising.

See exactly how Pebble Automation removes the grind from your month-end close. A clean demo, no pressure.