Run every client close without the chase.

You gather statements, reconcile, and deliver the pack. Stelaah keeps the engagement, the document requests, the close checklist, and the invoice on one client thread, so month-end stays orderly instead of frantic. It coordinates the client work around the books; it does not replace the accounting ledger, payroll, or tax-filing software.

app.stelaah.com

a Stelaah workspace showing finance client projects and invoices

The numbers are fine. The chase is the problem.

Documents arrive late and incompleteReceipts and statements live in inboxes until close day.

Close checklists live in spreadsheetsEvery client gets a reinvented month-end list.

Engagement letters drift from the workScope is signed once, then forgotten when extras pile up.

Billing lags the closeWork is done, the invoice still waits on a separate tool.

Built for recurring client finance work.

The same calm workspace, shaped to books and advisory. Each client carries requests, close tasks, and billing together.

A recurring close space per client, with the checklist attached.

Document requests clients actually complete.

Engagement letters signed and stored beside the work.

Hours that flow straight into the invoice.

Retainers and close billing with reminders.

Clients upload and approve without another email.

a bookkeeper reviewing client binders at a calm desk near a window

From engagement to filed close.

1

Engage

Sign the letter and set the cadence.

2

Request

Collect statements through the portal.

3

Reconcile

Tasks and files on the client record.

4

Review

Share the pack for sign-off.

5

Bill

Invoice with the close history intact.

See the connected record, not a borrowed claim.

Inspect how the project, decision, and invoice remain connected. No testimonial or performance result is presented without approved evidence.

The Stelaah Projects workspace

ProjectsDelivery context stays current

The Stelaah Invoices workspace

InvoicesMoney stays tied to the work

One workspace, turned on for your world.

Projects Tasks Forms Contracts Time tracking Invoices Client portal Files Automations

Bring your next client close into one place.

Start with one monthly client. Keep the requests, the checklist, and the invoice together.

Start free Book a demo

Free to start. No credit card. Your work is yours to export whenever you want.