Role-specific. Annual pricing. The whole team can use it.

Finance Fellow

A custom-built AI finance fellow that lives in your team's Slack. Reconciles books, chases overdue invoices, drafts the close package, and flags spending anomalies. Trained on your chart of accounts, your billing model, and your cadence.

What your Finance fellow knows about your books

A Finance fellow is not an accounting tool with a Slack notification. It is custom-built around your business. We start by scoping the role with you — your chart of accounts, your billing model, your bank and card setup, your close calendar, and your AR cadence.

By the time Sterling joins your Slack, it knows that your revenue source of truth is Stripe (not the CRM), that Brex expenses need to be categorized by Friday, and that the monthly close package goes to your fractional CFO by the 5th. It knows your accounts, your vendors, and your patterns.

The accounting tool features stay inside the tool. Sterling lives in your channel, answers finance questions on demand, and handles the daily grind your finance team (or founder) never has enough hours for.

The tool features stay in the tool. The fellow lives in your channel.

Tools your Finance fellow connects to

Deep, role-specific integrations. Not 3,000 shallow ones.

Accounting

QuickBooks Xero NetSuite (read-only)

Billing

Stripe Chargebee Maxio Paddle

Banking

Mercury Brex (read-only) US banks via Plaid

Cards / Expenses

Brex Ramp Stripe Issuing Expensify

Payroll

Gusto (read-only) Rippling (read-only) Justworks (read-only)

Communication

Slack Microsoft Teams Gmail Outlook

Spreadsheets

Google Sheets Excel

Need a tool not listed? Tell us during scoping.

How a Finance fellow shows up in your channel

Your first 30 days with a Finance fellow

Week 1

Setup

  • Scope the role with you (chart of accounts, billing, cadence, close calendar)
  • Custom-train Sterling on your books, prior closes, and reconciliation patterns
  • Add Sterling to your Slack and connect accounting + billing in read mode

Week 2

Shadow

  • Sterling reconciles in read-only and drafts AR follow-ups for review
  • You give it small jobs: pull AR aging, summarize last month, categorize this expense
  • Every output reviewed before send

Week 3

Delegate

  • Weekly reconciliation runs and posts the summary
  • AR cadence runs automatically (drafts at 7/14/30 days, escalation drafts when warranted)
  • Spend anomalies ping the channel

Week 4

Measure

  • Review days saved on close, AR collected, anomalies caught
  • Decide what to expand into Sterling's scope
  • Onboard another role if ready

Why this is different from your accounting software

QuickBooks and Xero are your system of record. Sterling is the person who works those systems — reconciling, chasing AR, categorizing, and prepping the close. The tool features stay inside the tool. The fellow lives in your channel.

Most teams run the fellow alongside their accounting software. Sterling is the junior finance hire you have not made yet.

Pricing

Each Finance fellow is on a custom annual plan based on the scope of your books and transaction volume. Predictable annual price. No per-transaction meters.

Get pricing for a Finance fellow

Frequently asked questions

No. Sterling handles routine reconciliation, AR cadence, expense categorization, and close prep. Your accountant or CFO stays on judgment work — tax strategy, financial planning, audit prep, GAAP calls. Most teams use the fellow to give their finance people back a week per month.

We scope write access during setup. Default is draft-only with human approval. We can configure write access for narrow categories (categorizing expenses, drafting JEs for review) once you trust the patterns.

We scope access to the data and tools you specify. We are pilot-stage and our compliance posture (SOC 2) is on the roadmap. If you have audit or compliance requirements that need certified vendors today, we will tell you what we can and cannot meet.

No. Tax filings and audit support stay with your accountant. The fellow handles the daily and monthly grind that surrounds them — the prep, the reconciliation, the documentation.

Bring on a Finance fellow.

Tell us about your books. We will scope the fellow and have it in your Slack in about a week.