Built for small firms, bookkeeping shops, and fractional CFO practices.
A custom-built AI Finance fellow that lives in your firm's Slack. Reconciles books across multiple client engagements, runs AR cadence, drafts close packages, and flags anomalies. Trained on your firm's chart-of-accounts conventions and your client mix.
Small accounting firms and bookkeeping shops run on partner and senior hours. Every hour spent reconciling routine ledgers, chasing AR, or categorizing expenses across many client books is an hour not spent on advisory, strategy, or growth.
A generic AI tool is not built for the rhythm of an accounting firm. A FellowHire Finance fellow is custom-built \u2014 trained on your chart-of-accounts conventions, your client mix, your close cadence, and your firm's standard operating procedures. By the time it joins your Slack, it knows the difference between a Schedule C engagement and an S-Corp engagement at your firm.
Honest scope: the fellow does not file taxes, does not give regulatory advice, does not sign returns. Sterling (the Finance fellow) drafts, reconciles, and summarizes; a CPA reviews and signs. Same posture you would take with a junior staff accountant.
Most firms start with a Finance fellow. Larger firms add an Operations fellow when client onboarding load grows.
Reconciles books across client engagements, runs AR cadence, drafts close packages, flags anomalies.
Best fit if you need to free up partner hours from routine ledger work.
Manages client onboarding, runs standing rituals, pulls firm-level reports, drafts internal comms.
Best fit if your firm has multi-staff complexity.
Tracks client engagement health, surfaces upsell opportunities, drafts renewal proposals for advisory engagements.
Best fit if you have a growing advisory practice.
Sources, screens, schedules. Fits firms growing past their first 5-person team.
Best fit if you are hiring and your team is small.
Cross-checks Stripe, bank, and accounting system across each client every week. Flags mismatches per client.
Watches overdue invoices for each engagement, drafts polite reminders at 7/14/30 days, escalates to senior staff when warranted.
Reads new card and bank-feed transactions, suggests chart-of-accounts categories using each client's conventions.
Pulls revenue, expenses, and key metrics into a draft close summary for each client. Senior reviews and finalizes.
Pings when a client's vendor charge spikes or a new vendor lands a sizeable charge. Same logic per client.
Client asks how much they spent on AWS in March through email or portal. Sterling drafts the answer with the source receipt for senior review.
New client lands. Sterling provisions chart-of-accounts setup, drafts engagement letter follow-ups, kicks off the firm's standard onboarding checklist.
Pulls year-end vendor data, flags missing W-9s, drafts request emails for senior review.
We don't have an anchor accounting firm to point to yet. We're being upfront about that. The Finance fellow (Sterling) is mature. We've built it around the same patterns small firms use, and pilot customers in adjacent verticals (SaaS finance teams, professional services) are running it successfully today.
If your firm is open to being the anchor case study for this page, we offer extended pilot terms and direct founder access during the build. Tell us during scoping.
Accounting
Practice Management
Billing / Payments
Banking Feeds
Cards / Expenses
Documents
Communication
Need a tool not listed? Tell us during scoping.
On data security
Sterling operates inside your Slack with the data you grant access to. FellowHire is SOC 2 and ISO 27001 compliant. Infrastructure, data handling, access controls, and audit trails are built to meet both standards. Customer data is encrypted in transit and at rest. We use no-training enterprise agreements with our model providers. We are happy to walk through the details with your firm's risk-management team during scoping.
On regulated work
Sterling drafts, reconciles, and flags. It does not file taxes, sign returns, or provide regulatory advice. A CPA reviews every output before it leaves the firm. This is the same posture you would take with junior staff.
On client consent
We recommend disclosing AI tool use to clients in your engagement letters. We can share template language during scoping.
Each fellow is on a custom annual plan based on the role. No per-seat charges. No credit meters. Predictable bills you can absorb cleanly into your operations budget.
Most firms keep their bookkeeper and use Sterling to extend their capacity. Bookkeepers stay on judgment work and client communication; Sterling handles the routine reconciliation, AR, and categorization grind.
No. Tax filings and return signing stay with your CPAs. Sterling handles the surrounding work \u2014 close prep, reconciliation, documentation.
Yes. FellowHire is SOC 2 and ISO 27001 compliant. We are happy to walk through the details with your firm's risk-management team during scoping.
QuickBooks's AI features run inside QuickBooks. Sterling is a fellow that lives in your Slack, knows your firm-level conventions, works across all your clients in one motion, and integrates with your full stack \u2014 not just one tool.
Tell us about your client mix. We will have Sterling in your Slack in about a week.