Get paid sooner. Keep your people on the work that needs them.
Pellucid is an AI-powered platform that automates accounts receivable and invoice-to-cash workflows for small and medium-sized B2B businesses.
Task-specific agents handle the routine follow-up, matching and reconciling. Your team approves what matters and keeps the client relationships.
Works alongside your existing accounting system
Prepared for you this morning
Tuesday, Sep 22 · 2 need your approval
Briar & Co. INV-1043
Needs approval$1,850.00 was due Sep 15. A polite reminder is drafted, referencing their usual payment run.
Hollis Partners INV-1051
Needs approvalTheir AP team asked for a PO number before paying. Reply drafted with PO-7720 added to the invoice.
Meadow Studio
Done$4,200.00 landed and was matched to INV-1038 and INV-1039. Reconciled.
What Pellucid is for
Less time chasing invoices. More cash in the bank.
Four outcomes shape everything we build.
Get paid sooner
Shorten the time from invoice to cash and bring down days sales outstanding.
Collect more cash
Consistent follow-up on every open balance, so less of what you're owed slips through.
Cut the repetitive work
Reminders, payment matching and reconciliation run in the background instead of on someone's to-do list.
Give your team time back
Free your AR people for client conversations and the calls that need judgment.
How it works
Agents do the routine. You make the calls.
Each Pellucid agent takes on a specific AR task, like collections or resolving an invoice question. It works from your accounting data and your clients' payment history.
What stays with your team
Client relationships, sensitive conversations and any decision that needs judgment. You'll always see what an agent did and why.
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01
Recommend
Agents flag which accounts need attention and suggest the next step, using each client's payment history.
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02
Prepare for approval
Reminders, replies to client questions and invoice corrections arrive drafted and ready. You review them, edit if needed, and send.
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03
Execute the routine
Routine work like matching payments to invoices and reconciling records happens on its own, with a clear record of each step.
Who it's for
Built for professional-services finance teams
We're focused on B2B professional-services firms, typically with 25–100 employees. If your team sends a steady volume of invoices each month, you're who we're building for. Invoice volume matters more to us than headcount.
Made for the people who run AR
Also for owners
Business owners get a clear view of what's owed and what's coming in, without having to chase it themselves.
Our approach
How we're approaching accounts receivable
Focused on professional services
We're designing around how professional-services firms bill their clients and collect from them.
Agents with one job each
Each agent handles one task, such as collections or issue resolution, so it's always clear what it's doing.
People stay in charge
Agents handle the routine. Your team makes the judgment calls and owns the client relationship.
Alongside your accounting system
Pellucid works with the accounting system you already use. It doesn't replace it.
Where we're headed
The full invoice-to-cash cycle is in our long-term plans. What's in the beta will depend on what we learn from the teams who join it.
- Invoice intake and sync
- Invoice creation and delivery
- Collections and follow-up
- Client questions and invoice issues
- Online invoice payment
- Cash application and reconciliation
- AR reporting and cash forecasting
- Account insights and recommendations
Private beta
Help us build the AR tool your team needs
We're inviting a small group of finance teams into the beta. Tell us a little about how you handle receivables today. We'll use it to decide who joins the beta and what we build first.
- A short conversation about your current AR workflow
- Early access as beta places open
- A real say in what Pellucid does first
Thanks, . You're on the list.
We'll email to set up a short conversation. We won't add you to a newsletter.
Request received
Someone from the Pellucid team will read what you sent about .
Questions finance teams ask us
Does Pellucid replace our accounting system?
No. Pellucid works with the accounting system you already have. It handles the AR work around it: follow-up, client questions and matching payments.
Will agents contact our clients without us knowing?
Agents recommend actions, prepare work for your approval and handle routine tasks. Your team keeps client relationships and anything that needs judgment. During the beta, we'll work out with each team which actions need review.
Which accounting systems will you connect to?
We're choosing integrations together with beta teams. Tell us what you use in the form above so we can plan for it.
Who is the beta for?
B2B professional-services firms with a steady monthly invoice volume, typically 25–100 employees. We're most interested in hearing from finance and accounting teams, but business owners are welcome too.