Accounting firm
Your next close, shipped
Someday is now. Agentic Assistants for your work sort invoices and draft the reminder. Marketing drafts the client note. You give the final go.
Everything adds up
A close checklist for review
- Your clients and their books
- The close and the reminders that repeat
- Where you give the final go
Nothing is sent or shipped unless you asked for it or approved it, and money always asks.
Gmail, Outlook, and Google Drive hold the papers. Stripe shows the charges. A reminder or a client note waits for your Approve before it is sent.
A closer look
An idea goes in.
Real work comes out.
A close checklist for review. Explore how the pieces fit.
Illustrated workflow
02 / The team works
The team works
The assistants take the goal, use the ready prompts and skills, and do the work in the tools you connected.
How it works
From a goal to a result.
- 01
Set a goal
You say what done looks like: a ticket, a client, a deadline, or a draft.
- 02
The team works
The assistants take the goal, use the ready prompts and skills, and do the work in the tools you connected.
- 03
You approve the risky step
Anything that sends, publishes, ships, or charges waits for your Approve. Approve a kind of step once and that assistant remembers it, but money always asks.
- 04
You get the result
A sorted inbox, a close checklist, and a reminder or client note held for your Approve.
Example
Send the month-end summary to your client
It sends to people, so it asks first.
The team
You, and the assistants.
You
You approve the client emails and reminders that go out, and every charge.
Accountant
Sorts invoices and receipts, keeps the ledger and the reconciliation in Excel workbooks with live formulas, drafts the payment reminder, and prepares the close checklist.
Marketing
Drafts plain client notes about deadlines and the documents you need. Sending one waits for your Approve.
Integrations
The tools it starts with.
- Gmail
- Outlook
- Google Drive
- Stripe
- Slack
Built in
What your assistants can use.
Its own computer
Each assistant works on its own computer in StellarFirm cloud, set up with the tools its job needs, and hands you the files.
Roles you make yourself
Name a role we don't ship, say what it does and give it any of our skills or your own. Comes with Ultra and enterprise.
Your own mail and calendar
Connect your Gmail, Outlook, Slack and calendars. Assistants read them and draft replies, and the Send is your Approve.
Pictures and short videos
Assistants make pictures and short videos on StellarFirm's studio account, and each answer tells you what the work used.
Edit a clip in the browser
Trim, split, reorder, caption and add music to a clip, then export a new version. The edit runs in your browser.
Send your work to Canva
Send what an assistant made to your own Canva to finish it there.
Research tools
Web, news and scholar searches, scholarly works, video transcripts and market data, all read-only.
It asks only when it matters
Assistants make and change things on their own and ask before they send, publish or delete. Approve a kind of step once and that assistant stops asking; money always asks.
Ready to use
Prompts and skills.
Skills
- Triage invoice and expense email
- Draft a payment reminder
- Bookkeeping checklist
- Monthly expense summary
- Draft an invoice
Ready prompts
Sort the new invoices in the inbox by client, amount, and due date. Read only.
Draft a polite payment reminder for this invoice and hold it for my Approve.
Reconcile this month's Stripe charges against the invoices in an Excel workbook and list what is still missing.
Questions
Before you join.
Start with your first assistant.
Leave your email. Invites go out every day until 27 October, and we'll write when your spot is ready.