Advanced financial management

Not just a balance, but a system: your team’s finances in full view — from a single operation to the total for the period.

An account for every purpose

Every sub-account has its own balance and operation history. Money no longer sits in a single pool for every purpose: inside you see each deposit and each charge, and the summary gives the total for the period.
Account
Available balance
Pending amount
Auto transfer rule

A rule instead of manual top-ups

Set a threshold and an amount — when the account drops below what you need, money arrives from the main one. The rule is visible right on the account, and you can change it or switch it off at any time.

The balance accounts for every type of payment

Deposits and transfers, card charges and fees — everything adds up in a single balance, including payments still in processing.
Report period
Opening balance
Money in
Money out
Fees
Closing balance
CSV export

A cash flow report in its own space

The summary is built from the same transaction history and opens on the same page. Opening and closing balances, money in and money out for the period — every total shows what it adds up from.

Need more detail? Ask the AI

Break down spend or any single operation in a conversation: through MCP in the agent you already use, or with the built-in AI inside Stellar Card.

Ask straight from your own agent

Connect MCP to the agent you already use and break down spend without opening the product.
Fees
·
Nov vs Dec
CONNECTED
> Compare fees on the FB James Team account for November and December
🞷 Sleuthing · called stellarcard 4 times
Fees · Nov vs Dec
November
·
$1,838.79
·
2.38% of spend
December
·
$6,885.68
+274%
·
4.48% of spend
🞷 $3,300.00 of December is one-off deposit fees; without them the share stays at 2.3%
> Break down December fees by type
🞷 Sleuthing · called stellarcard 2 times

Analysis inside Stellar Card

Spend at any level of detail: ask, and get a chart and a table without assembling exports.
Spend breakdown
Break down December spend by week, FB James Team account
Spend by week
December · FB James Team account · $153,758.16
1–7 Dec
$28,420.60
8–14 Dec
$39,384.80
15–21 Dec
$49,538.46
22–31 Dec
$36,414.30

Transparency of every movement of funds

Every operation opens down to the details: what the amount adds up from, what it is linked to, and which identifiers will find it.
Path and purpose
Where the money came from and where it went: the card and its holder, the merchant, what the fee adds up from. For a crypto deposit — the wallet and the account; for a wire — the legal entity.
Type
Card payments and fees, subscription charges, crypto deposits and wire deposits.
Identifiers
Every detail of the operation can be copied in one click.
Related transaction
From the card you can jump straight to the transactions section. And it is immediately clear how charges relate to each other.

Numbers you do not need to reconcile

The same operations across every section — and a ready statement for anyperiod.

They match across every section

Cash, Transactions and Team calculate every total from the same operations — down to the last cent.

Statements for any period

A ready statement for the account: money in, money out, fees and the total. The whole history can be exported and analysed.

Your team’s finances work the way you do

Every expense and deposit in one reliable view: less time on the numbers, more time to grow.
Request invite