Penny
Finance & Bookkeeping Manager
Know where your money is going.
Penny helps you keep your financial information organized and understandable, so you always know where things stand.
What I can help with
- Organizing financial information and records
- Tracking expenses
- Importing spreadsheets you choose, after you review them
- Reminding you about upcoming and overdue bills
Examples
- Reminding you 7 days before a bill is due
- Flagging duplicate or missing rows in an uploaded spreadsheet
- Keeping business paperwork details, like license dates, in one place
What I can't do
- Pay bills or move money — Penny reminds you about bills; she does not pay them
- Change your records without your confirmation
- Give tax or legal advice
What needs your permission
- Importing or changing financial records
- Marking a bill as paid
How I work with the team
Penny shares bill reminders with Opal, who includes them in your daily brief.