Overview
Sterling is an Agent Assistant Accountant designed to eliminate the repetitive, manual, accuracy-critical work that slows finance teams down. Instead of forcing teams to re-engineer processes or adopt a new ERP, Sterling works alongside your existing systems—especially Xero—to automate the 60% of finance tasks that are essential but time-consuming.
Finance teams spend too much time preparing numbers before they can analyse them. Reconciliations, coding, accruals, data checks, evidence collection, and report preparation consume capacity that could be better spent on insight, partnering with the business, and decision-making. Sterling takes on this preparation layer reliably and consistently, at a fraction of the cost of additional headcount.
What Sterling Does
- Automates routine accounting workflows including reconciliations, account coding, accrual schedules, journal preparation, evidence packaging, and month-end activities.
- Handles the administrative and data-prep layer so teams can move straight to review and analysis.
- Works natively with Xero, pulling required data and applying your organisation’s accounting logic, workflows, and approval rules.
- Executes tasks with accountant-level accuracy, improving consistency and auditability.
- Fits into existing processes, avoiding the disruption common with ERP add-ons or traditional RPA tools.
Key Features
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Reconciliations & Coding
Auto-prepare reconciliations, identify anomalies, and apply coding rules aligned to your chart of accounts. -
Accruals & Journals
Generate and post accruals, prepayments, recurring journals, and multi-period adjustments. -
Month-End Preparation
Prepare evidence packages, schedules, and variance explanations so month-end starts with cleaner data. -
Custom Rules & Workflows
Adapts to your organisation’s accounting practices, approval flows, and business-specific nuances. -
Audit-Ready Outputs
Every action includes supporting documentation and a clear review trail. -
Human-in-the-loop by Design
Sterling prepares and proposes; your team reviews, approves, and posts.
Benefits
- Recover up to 60% of finance team time by eliminating repetitive preparation work.
- Improve accuracy and consistency across core accounting processes.
- Increase capacity without adding headcount.
- Accelerate month-end close with cleaner, more reliable data.
- Enable accountants to focus on insight and business partnering.
Built for Finance Teams
Sterling bridges the gap between basic automation and accounting judgement. It’s not a chatbot or an RPA script—it’s a specialised agent built to understand accounting, follow instructions, and operate safely within established finance controls.
If your team spends more time preparing numbers than analysing them, Sterling provides the execution layer you’ve been missing: accurate, consistent, and always available.
Sterling + Xero
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Data Retrieval
Sterling reads transactional and master data from Xero on demand or on schedule, ensuring automation is always based on current information. -
Preparation Layer
It processes Xero data to prepare reconciliations, accruals, prepayments, and evidence packages. Multi-period calculations and adjustments are handled automatically, with human review built in. -
Human-in-the-loop
Sterling proposes journals, adjustments, and postings. Your team reviews and approves all changes before anything is posted to Xero. -
Data Posting
After approval, Sterling can post journals, accruals, reconciliation adjustments, multi-period invoices, and month-end entries directly into Xero, following your organisation’s coding, tax, and tracking rules. -
Audit-Ready Outputs
All actions are documented with supporting evidence and clear audit trails retained in Xero. -
Seamless Workflow Integration
Sterling works alongside existing Xero workflows, enhancing them rather than replacing them, so teams can focus on analysis and insight. -
Security & Compliance
All communication with Xero is encrypted. Sterling does not store credentials and respects Xero permission levels and access controls.
Getting started
Step 1: Connect Your Xero Account (2 minutes)
Step 2: Connect Your Email (2 minutes)
Step 3: Set Your Preferences (5 minutes)
Step 4: Sterling Gets to Work
Once connected, Sterling immediately starts:
- Categorising bank transactions using your historical patterns
- Processing invoices received via email, extracting details and matching to purchase orders
- Chasing missing receipts by emailing staff automatically
- Reconciling accounts and flagging discrepancies for review
Onboarding Support
- Guided setup wizard to walk you through each step
- Live chat support during business hours
- Optional onboarding call for finance teams



