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Give your AI a permanent memory of your business. A course for people who use ChatGPT or Claude daily.Compound Context
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StackAI

4.5
•

StackAI helps businesses build and manage AI agents to automate tasks. It transforms unstructured data into useful insights, retrieves answers from documents, and generates reports. Anyone can create these AI workflows using a simple drag-and-drop interface, without needing to code.

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OverviewFeaturesUse CasesFAQIntegrationsPricing

About StackAI

Who It's For

StackAI is for many business teams, including IT, operations, finance, and risk. It helps both technical and non-technical users. Industries like banking, government, and healthcare can all use this tool to make their work better.

What You Get

You get AI agents that automate many tasks. They can pull specific data from documents like PDFs. They also answer questions using your company's own knowledge. Plus, the agents can create new reports and documents fast. The platform offers strong security and connects with over 100 other business tools.

How It Works

You build AI agents using a simple drag-and-drop system; no coding is needed. You can start with templates or from scratch. Then, you set up the AI agent by picking models and giving instructions. You can also connect your company's documents so it learns more. Once ready, you deploy the agent to begin automating work.

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StackAI

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Compound Context

Give your AI a memory

Build one knowledge base all your AI tools draw from, kept current with your review.

Course

Features & Capabilities

🧠 AI Agent Core Capabilities

Data Extraction

Pulls structured data from unstructured sources like PDFs, scans, and forms with built-in Optical Character Recognition.

Knowledge Retrieval

Instantly provides cited answers from your knowledge base using one-click Retrieval-Augmented Generation.

Document Generation

Creates polished, stakeholder-ready documents in minutes, saving to popular formats like Google Docs or Microsoft Word.

⚙️ Platform & Workflow Automation

End-to-End AI Agent Deployment

Provides a comprehensive platform for deploying AI agents that can analyze data and take actions.

Document Intelligence

Automates the processing and analysis of documents for tasks such as underwriting and reconciliation.

Intelligent Ticket Triage

Routes IT support tickets intelligently, streamlining operations and improving response times.

Automated Data Analysis & Summarization

Leverages Large Language Models to identify key financial indicators and create concise summaries from reports.

🔒 Enterprise-Grade Security

HIPAA Compliance

Protects sensitive medical data through secure processing, adhering to HIPAA confidentiality standards.

SOC 2 Type II Certification

Adheres to rigorous standards for information processing, data retention, and access control.

GDPR Compliance

Guards data by ensuring secure processing and providing mechanisms to exercise user rights under GDPR.

Use Cases

Automating Financial & Operational Document Analysis

Organizations struggle with manually extracting insights from vast amounts of unstructured documents like financial reports, contracts, and forms. StackAI agents leverage data extraction and knowledge retrieval to automatically pull structured data, summarize key information, and generate cited reports from these sources, drastically reducing manual effort and improving accuracy.

Financial ServicesFor: Finance Teams

Deploying AI-Powered Customer & IT Support Agents

Traditional support channels often lead to slow response times and inefficient handling of common inquiries. StackAI enables non-technical teams to quickly build and deploy AI chatbots and voice agents that provide instant, accurate, and context-aware assistance by retrieving information from internal knowledge bases and integrating with core business systems, thereby improving satisfaction and reducing operational load.

IT ServicesFor: IT Support Teams

Accelerating Sales & Go-to-Market Activities

Sales and business development teams spend significant time on manual tasks like researching accounts, enriching CRM data, and drafting proposals. StackAI empowers these teams to automate information gathering from web sources and internal documents, generate personalized RFP responses, and quickly produce competitive analysis reports, allowing them to focus more on strategic engagement and closing deals.

B2B SaaSFor: Account Executives

Building Secure & Governed AI Agents for Enterprise Operations

Enterprises face challenges automating complex, data-sensitive operations due to a lack of AI development resources and stringent security requirements. StackAI offers a no-code, drag-and-drop platform for IT and Enterprise Architecture teams to build, deploy, and manage AI agents that integrate with over 100 enterprise systems, all while ensuring compliance with HIPAA, SOC2, and GDPR standards, transforming operational efficiency across the organization.

General EnterpriseFor: IT and Enterprise Architecture Teams

Frequently asked questions

Tags

task automationdata extractionreport generationagent managementunstructured data processing

Specifications

Deployment
Self-hosted
Browser
Cloud
Target Audience
Startup
Business
Enterprise
Complexity
Developer

Pricing

Free

Per monthly

Free
  • 500 runs per month
  • 2 Projects
  • 1 Seat
  • Community support on Discord

Enterprise

Per monthly

Free
  • Custom number of runs
  • Custom number of seats
  • All features and data loaders
  • Dedicated infrastructure
  • Dedicated solution engineers
  • On-prem deployment
  • Virtual Private Cloud deployment
  • Access control
  • SSO (Single Sign-On)
  • SOC 2, HIPAA & GDPR compliance

✓ Free plan • ✓ Enterprise options

Integrations

Google Docs
Microsoft Word
Anthropic

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Links

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