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Stacks

Stacks is an AI tool for accounting teams, designed to make the monthly financial close faster and smarter. It automates common tasks like reconciliations, journal entries, and reporting, and connects with your existing financial systems. This helps reduce close times, save effort, and speed up audits significantly.

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OverviewFeaturesUse CasesFAQIntegrations

About Stacks

Who It's For

Stacks is an AI tool primarily for accounting teams to handle their monthly financial close. Other enterprise teams, like IT and operations, can also use it. Some educational institutions find it useful for academic or research purposes.

What You Get

You get a much faster and more accurate financial close each month. Stacks automates tasks like reconciliations, journal entries, and reporting. This saves significant time, makes audits quicker, and gives your team more time for strategic work.

How It Works

Stacks works by using artificial intelligence to automate many detailed and repetitive accounting tasks. It connects directly to your company's existing financial systems, such as ERPs, keeping everything in sync. You build custom AI agents with a simple drag-and-drop tool and use pre-designed interfaces. It helps with things like pulling data from documents and integrates with over 100 other business platforms. You start by logging in, creating an AI assistant, and giving it instructions to manage your workflow.

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Features & Capabilities

⚙️ Financial Close Management

End-to-End Close Automation

Streamlines the monthly close process by automating reconciliations, journal entries, variance analysis, and reporting.

Close Progress Tracking

Provides instant updates on team tasks and deadlines, ensuring a faster and more organized financial close.

AI-Powered Account Reconciliations

Automates transaction matching and discrepancy flagging with AI precision to enhance reconciliation efficiency.

Automated Journal Entries

Enables faster, smarter, and error-free journal entry posting, including seamless Excel integration.

🤖 Intelligent Automation & Insights

AI Accounting Agents

Leverages AI to automate granular and repetitive accounting tasks, freeing up valuable team time.

Real-time Financial Analysis

Provides instant insights into trends, variances, and performance metrics by connecting directly to your ERP.

ERP System Integration

Seamlessly syncs with existing ERP systems to ensure data accuracy and real-time visibility across financial operations.

🔒 Data Security & Compliance

Bank-Level Encryption

Secures all financial data with TLS in transit and AES-256 at rest, ensuring maximum protection.

Granular Access Controls

Implements role-based permissions to ensure only authorized personnel can view and manage sensitive data.

Comprehensive Audit Logs

Records every action within the system, providing full transparency and traceability for compliance.

Regulatory Compliance

Adheres to strict industry standards including SOC 2 Type II, ISO 27001, and GDPR for trusted data management.

Use Cases

Streamlining and Accelerating the Monthly Financial Close

Accounting teams face significant pressure to complete the financial close rapidly and accurately. Stacks utilizes AI agents and workflow orchestration to automate granular accounting tasks like reconciliations and journal entries, providing a centralized workspace and instant progress updates. This ensures a faster, risk-free close, proven to reduce process time by up to 23%.

Corporate FinanceFor: Head of Finance, CFO, Accounting Managers

AI-Powered Account Reconciliation with Enhanced Precision

Manual account reconciliations are a major bottleneck, consuming valuable time and increasing error risk. Stacks employs AI-powered automation and document intelligence to match transactions, flag discrepancies, and gain real-time visibility across various data sources, including ERPs and SaaS platforms, leading to substantial time savings (up to 43%) and improved accuracy for accounting professionals.

Corporate FinanceFor: Accounting Professionals, Financial Controllers

Automated and Error-Proof Journal Entry Management

The laborious and error-prone process of manually creating and posting journal entries, often within Excel, can impede the financial close. Stacks automates this critical task with AI, leveraging robust integrations to pull necessary data and ensure entries are faster, smarter, and error-free, freeing accountants from repetitive work for more strategic activities.

Corporate FinanceFor: Accountants, Financial Analysts

Generating Real-time Financial Insights and Performance Reports

Gaining immediate, accurate insights into financial performance is crucial for strategic decision-making but is often hindered by disparate data sources and slow reporting cycles. Stacks connects to ERPs and other systems via extensive integrations, providing AI-powered analysis and reporting tools for real-time visibility into trends, variances, and performance metrics, empowering finance leaders with instant, actionable data.

Corporate FinanceFor: FP&A Teams, Finance Directors, Business Analysts

Enhancing Audit Readiness and Financial Compliance Controls

Ensuring rigorous internal controls and preparing for audits can be a daunting task for finance teams. Stacks provides a fully controlled environment with granular role-based access control, comprehensive audit logs, and built-in documentation, adhering to compliance standards like SOC 2 Type II and GDPR, which significantly reduces audit cycles by up to 15% and strengthens overall financial governance.

Corporate Finance, Regulatory AffairsFor: Finance Controllers, Compliance Officers, Internal Audit Teams

Frequently asked questions

Stack AI is an enterprise-grade, no-code platform for building, deploying, and managing secure AI agents. It is designed for IT, Operations, and Enterprise Architecture teams to create sophisticated AI applications without writing thousands of lines of code. The platform offers an end-to-end experience, including workflow orchestration, interface creation, deployment, and monitoring.

Stack AI is intended for enterprise teams, including IT, Operations, and Enterprise Architecture, who need to build and deploy AI agents for business processes. It is also used by educational institutions for academic and research purposes.

The main features of Stack AI include a Drag-and-Drop Workflow Builder to build AI agent logic visually, Pre-Built User Interfaces to select and customize interfaces for your agents, and Retrieval-Augmented Generation (RAG) to use knowledge bases for context-aware answers. It also offers Document Intelligence to extract structured data from unstructured sources like PDFs, scans, and forms, Knowledge Retrieval to ask questions and get cited answers from your knowledge base, and Document Generation to create polished, stakeholder-ready documents quickly. Furthermore, it provides Extensive Integrations to connect to legacy systems such as SAP and SharePoint, and modern SaaS platforms like Workday, Salesforce, Snowflake, and Miro. Granular Role-Based Access Control (RBAC) ensures secure and governed access to AI agents and knowledge bases, and Function Calling allows the use of pre-built tools for actions like Stripe payments or Jira project management.

To get started with Stack AI, first Login via your organization’s SSO, such as Okta, or directly through the Stack AI website. Next, Create an AI Assistant using either the Quick Start widget or the custom builder to set up your agent. Then, Configure Your Project by naming it, defining your agent, and selecting an AI provider or model like Azure GPT-4o mini or Bedrock Claude 3.5 Sonnet. After that, Customize Agent Instructions by providing clear guidance for your agent’s behavior, including query requirements, persona, and output preferences. Finally, Deploy and Monitor your agent by publishing it and monitoring its performance.

Pricing details can vary, and there may be both free and paid plans. For specific pricing, refer to the official Stack AI website or contact their sales team.

Stack AI ensures security and compliance through Role-Based Permissions, allowing only authorized users to access specific data and features, and by maintaining Audit Logs where every action is logged for transparency. It also adheres to compliance standards like SOC 2 Type II, ISO 27001, and GDPR. Furthermore, Data Privacy is maintained as your data is not used to train public AI models and is stored securely.

Yes, Stack AI offers over 100 connectors to integrate with both legacy systems (SAP, SharePoint) and modern SaaS platforms (Workday, Salesforce, Snowflake, Miro).

To build an AI agent in Stack AI, first complete the Project Setup by creating a new project and naming it. Then, proceed with Workflow Building by using the drag-and-drop canvas to design your agent’s workflow. After that, move to Publishing and Interface Creation by publishing your agent and choosing a pre-built interface. Finally, engage in Monitoring and Evaluation to monitor your agent’s performance and make adjustments as needed.

The latest features in Stack AI include support for new models like Grok 4 Fast and Claude 3.5 Sonnet, new agentic tool integrations for Stripe and Jira, and enhanced document intelligence and knowledge retrieval capabilities.

For general questions regarding Stack AI, you can email [email protected]. For account eligibility and approval at educational institutions, faculty must request accounts on behalf of students, with approval based on availability and individual use cases.

The benefits of using Stack AI over competitors include its strong focus on enterprise Governance and Security, its Ease of Use as a no-code platform with a drag-and-drop workflow builder, and its Extensive Integrations that connect to a wide range of systems and platforms. It also offers Customization for highly customizable agents and workflows, and ensures Compliance by adhering to industry standards for data privacy and security.

Tags

financial operationsautomated bookkeepingaudit readinessaccounting automationaccount reconciliation

Specifications

Deployment
Browser
Cloud
Browser
Target Audience
Business
Enterprise
Complexity
No-code

Integrations

ERP
Excel

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