Stelaah

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.

The numbers are fine. The chase is the problem.

Documents arrive late and incomplete
Receipts and statements live in inboxes until close day.
Close checklists live in spreadsheets
Every client gets a reinvented month-end list.
Engagement letters drift from the work
Scope is signed once, then forgotten when extras pile up.
Billing lags the close
Work 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.

Sign the letter and set the cadence.
Now · Engage
Stage Comes from Hands to State
Engage The first enquiry Request Now
Request Engage Reconcile Next
Reconcile Request Review Next
Review Reconcile Bill Next
Bill Review The client record Next
Every step writes to the same record, so nothing is retyped when the work moves on.

From engagement to filed close.

Engage
Sign the letter and set the cadence.
Request
Collect statements through the portal.
Reconcile
Tasks and files on the client record.
Review
Share the pack for sign-off.
Bill
Invoice with the close history intact.

One workspace, turned on for your world.

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.

Bring your next client close into one place.

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

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