Trusted by Busy Entrepreneurs and Professional Clinics
From small businesses to healthcare practices, clients choose Stellar Accounts for expertise, confidentiality, and technology that keeps their financial data protected and compliant.
For owners who don’t have time to babysit their books
If you’re wearing twelve hats, bookkeeping should not be the thirteenth. We combine automation with expert review so deposits match reports, payroll ties out, and month-end closes without drama.
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Busy
No more chasing receipts or reconciling at midnight.
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Messy data
We clean and structure transactions for consistent reporting.
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Slow close
Close faster with bank-feed rules + human QA.
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Unclear cash
See runway, tax set-asides, and variances at a glance.
Express Onboarding in days—not weeks
We do the heavy lifting. You review and approve.
Connect
Securely connect bank feeds, QBO/Xero, and receipt inbox.
Automate
We set smart rules, SMS intake for invoices, and AI-assisted categorizations.
Validate
Senior bookkeeper QA and a clean, human-readable first close.
AI is our assistant—your bookkeeper is in charge
Faster, more accurate, still human-led
We use AI to draft categorizations, detect anomalies, and summarize patterns. Then a senior bookkeeper reviews, adjusts, and signs off. You get speed and consistency—without losing judgment and context.
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Local private AI
LLMs run on our own hardware—no exposure to public models.
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Pattern & anomaly hints
Flags odd vendors, split transactions, and timing gaps for review.
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Auto-draft memos & tags
Consistent labels for cleaner reporting and faster searches.
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Variance summaries
“What changed and why” explained in plain English each month.
Your Data Stays Private—By Design
At Stellar Accounts, privacy isn’t an afterthought — it’s built into every workflow we create.
Our systems, processes, and technology are designed to protect your financial and client data with the same rigor you’d expect from a healthcare-grade environment.
Local AI, Not Public Clouds
We run private, local AI models on our own in-house hardware.
That means no data ever leaves our secured environment or gets shared with third-party public AI platforms.
Every automation we use — from categorization to reporting — runs inside encrypted, access-controlled systems.
PIPEDA-Aligned and HIPAA-Aware
Our bookkeeping workflows follow Canada’s PIPEDA and healthcare privacy standards.
Data is encrypted in transit and at rest, and every team member works under least-privilege access — ensuring sensitive information is viewed only when necessary.
We understand the confidentiality requirements of medical, dental, and counseling clinics — and we meet them.
Audit-Friendly by Default
Every review, adjustment, and approval is time-stamped and traceable.
That means you always have a clean, defensible record for auditors, compliance teams, or insurance providers.
We make transparency effortless — so you can focus on running your business, not chasing evidence trails.
Best-In-Class Tools — Configured By Experts
At Stellar Accounts, we don’t just manage your books — we build a connected financial system that runs smoothly behind the scenes.
Our team sets up, syncs, and maintains every key integration, so your data flows securely from invoice to insight — without manual uploads or app fatigue.
QuickBooks Online / Sage 50
We configure your chart of accounts, bank rules, and classes or locations to match your clinic’s real-world operations.
Whether you prefer cloud-based QuickBooks Online or on-prem Sage 50, we tailor the setup for accuracy and compliance — right from day one.
Text-to-Inbox
Each client gets a dedicated SMS number for forwarding invoices and receipts on the go.
Our system routes them to the right folder or automation rule, keeping your books current in real time.
Bank Feeds & Rules
We optimize your bank and credit card connections for clean, uninterrupted data flow.
Our custom rule sets handle recurring vendors, transfers, and deposits — so reconciliations are faster and far less error-prone.
Dext (Receipts & Invoices Automation)
No more chasing paper or emailing receipts.
We’ll set up Dext to capture, read, and categorize receipts and invoices automatically — synced directly to your accounting system for review.
Simply snap a photo or forward by email or text — it’s done.
Secure File Portal
Need to upload statements or year-end docs?
Our secure, encrypted portal lets you drag and drop files that are automatically sorted to the correct client or category.
No more hunting through email attachments.
Management Dashboards
Stay ahead with visual dashboards showing cash runway, AR aging, and expense ratios — updated automatically every day.
Your key metrics are just a click away, not buried in reports.
💡 Prefer another stack?
We’ll work with your existing tools or recommend a setup that’s faster, safer, and easier for your team.
About AI and Professional Judgement
AI can accelerate routine tasks (draft categorizations, surface anomalies) but it does not replace professional judgment or compliance with accounting standards. All deliverables are reviewed and approved by a qualified bookkeeper. Final responsibility for filings and management decisions remains with the business and its designated accounting/tax professionals.