Stacks

stacks.ai
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Stacks AI helps accounting teams close books faster, smarter, and risk-free.

Description

The end ofmonth-end · Let agents reconcile, analyze, and explain your financial data. You focus on driving outcomes. Book a free assessment. · From record-to-report to audit sign-off · The results, measured every close cycle · What our customers have to say about us · Enterprise security and control, built in

Stacks is an AI-driven platform designed to revolutionize the financial close process for accounting teams. It automates repetitive tasks, analyzes financial data, and generates journal entries, significantly reducing close time and manual reconciliations. The platform uses AI agents to handle menial accounting work, allowing finance teams to focus on strategic tasks while maintaining accuracy and compliance

Features

AI-powered accounting agents
Automated reconciliation
Journal entry generation
Variance analysis and explanations
Trend detection
Collaborative insights

Use cases

Streamlining financial close processes
Automating repetitive accounting tasks
Enhancing audit efficiency
Reducing manual reconciliations
Providing in-depth financial analysis

FAQ

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 support@stack-ai.com. 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.

Specs

Type Agent
SectionFinance
Pricing free (от $0/mo)
Platform Web only
Systems web
Hostingcloud
Who forBusiness
Complexityno-code
Site languageen
Rating0.00 (0 reviews)
Views350
Launched2025-02-19

Integrations

Platforms

web

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