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
Anything that sends or publishes waits for your Approve.
Gmail, Outlook, and Google Drive hold the papers. Stripe shows the charges. You approve the reminder.
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 draft 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 draft the work in the tools you connected.
- 03
You approve the risky step
Anything that sends, publishes, ships, or charges waits for your Approve.
- 04
You get the result
A sorted inbox, a close checklist, and a reminder or client note held for your Approve.
The team
You, and the assistants.
You
You approve every client email, every reminder, and every charge.
Accountant
Sorts invoices and receipts, drafts the payment reminder, and prepares the close checklist.
Marketing
Drafts plain client notes about deadlines and the documents you need, 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, with the tools its job needs, and hands the files back to you.
Pictures and videos in credits
Assistants make pictures and short videos on StellarFirm's studio account. Each answer says the credits it 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 a picture or clip 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 prices, each call paid in credits.
Pages and documents beside the chat
A page, chart, table, document or picture an assistant makes opens beside the chat, so you read it before anything ships.
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.
- Prepare the month end checklist 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.