Keep bank reconciliation moving all month.

Keep bank reconciliation moving all month.

Stacks matches bank transactions to your ledger throughout the month. The agent confirms exact, high-confidence matches and explains the items that need review, so your team can resolve differences and approve missing entries with less investigation.

Stacks matches bank transactions to your ledger throughout the month. The agent confirms exact, high-confidence matches and explains the items that need review, so your team can resolve differences and approve missing entries with less investigation.

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A suggested €25 bank-charge journal awaits approval before posting.
Bank and ledger records for the operating account, with €25 remaining to reconcile.
A suggested €25 bank-charge journal awaits approval before posting.
Bank and ledger records for the operating account, with €25 remaining to reconcile.

Start with the items that need you

Clear matches are handled in the background, so your team starts with suggested matches, missing entries and unresolved items.

See why a match was made

Inspect the transactions and explanation behind a match. Your team can challenge a suggestion or undo a confirmed match.

Keep control of what reaches your ledger

Review, edit or reject suggested entries before posting them to your ERP. Your team decides how each difference is resolved.

Bring bank data, matching and review into one process

Bring bank transactions and ledger records together

Use a supported bank connection or upload a statement, and compare the transactions with your ERP ledger in one reconciliation. Unresolved items from the previous period stay in view.

Account view with bank and ledger balances, source data and items to review.

Bring bank transactions and ledger records together

Use a supported bank connection or upload a statement, and compare the transactions with your ERP ledger in one reconciliation. Unresolved items from the previous period stay in view.

Account view with bank and ledger balances, source data and items to review.

Bring bank transactions and ledger records together

Use a supported bank connection or upload a statement, and compare the transactions with your ERP ledger in one reconciliation. Unresolved items from the previous period stay in view.

Account view with bank and ledger balances, source data and items to review.

Match the transactions that belong together

The agent uses amounts, dates, references and descriptions to match bank and ledger activity, including grouped transactions. Open a match to see which records belong together and why.

A grouped bank-to-ledger match with the source records and its explanation.

Match the transactions that belong together

The agent uses amounts, dates, references and descriptions to match bank and ledger activity, including grouped transactions. Open a match to see which records belong together and why.

A grouped bank-to-ledger match with the source records and its explanation.

Match the transactions that belong together

The agent uses amounts, dates, references and descriptions to match bank and ledger activity, including grouped transactions. Open a match to see which records belong together and why.

A grouped bank-to-ledger match with the source records and its explanation.

Resolve missing entries with a proposal to review

Suggested matches, missing entries and unmatched transactions stay in a review queue. For an unrecorded bank charge, the agent proposes a journal entry that your team can edit, reject or post.

A missing bank charge alongside a proposed journal entry and review actions.

Resolve missing entries with a proposal to review

Suggested matches, missing entries and unmatched transactions stay in a review queue. For an unrecorded bank charge, the agent proposes a journal entry that your team can edit, reject or post.

A missing bank charge alongside a proposed journal entry and review actions.

Resolve missing entries with a proposal to review

Suggested matches, missing entries and unmatched transactions stay in a review queue. For an unrecorded bank charge, the agent proposes a journal entry that your team can edit, reject or post.

A missing bank charge alongside a proposed journal entry and review actions.

Keep account knowledge with the reconciliation

The agent saves plain-English notes about each bank account and uses them on future runs. Your team can inspect, edit, pin or remove those learnings as the process changes.

Account learnings with one recurring-fee note pinned and another open for editing.

Keep account knowledge with the reconciliation

The agent saves plain-English notes about each bank account and uses them on future runs. Your team can inspect, edit, pin or remove those learnings as the process changes.

Account learnings with one recurring-fee note pinned and another open for editing.

Keep account knowledge with the reconciliation

The agent saves plain-English notes about each bank account and uses them on future runs. Your team can inspect, edit, pin or remove those learnings as the process changes.

Account learnings with one recurring-fee note pinned and another open for editing.

From bank transactions to a reviewed reconciliation

Bring in both sides

Connect your ERP ledger and bank data, or upload a statement for the account and period you want to reconcile.

Let the agent match

The agent compares the records, confirms exact, high-confidence matches and sends uncertain cases for review.

Resolve what remains

Review suggested matches and entries. Investigate unmatched items, or record genuine timing differences as reconciling items with notes.

Review and sign off

Review the reconciliation with its supporting records, then complete the preparer and reviewer steps in your close checklist.

Less manual work between the bank statement and sign-off

Work

Manual workflow

With Stacks

Manual workflow

With Stacks

Matching transactions

Maintain rules and work through the remaining transactions by hand

Match using amounts, dates, references and descriptions

Matching transactions

Maintain rules and work through the remaining transactions by hand

Match using amounts, dates, references and descriptions

Checking a match

Switch between screens to compare the records

Open the match, its source records and explanation

Checking a match

Switch between screens to compare the records

Open the match, its source records and explanation

Missing entries

Work out the posting and enter it in the ERP

Review, edit or reject a proposed entry before posting

Missing entries

Work out the posting and enter it in the ERP

Review, edit or reject a proposed entry before posting

Account knowledge

Keep recurring patterns in personal notes or memory

Inspect and update saved learnings for the account

Account knowledge

Keep recurring patterns in personal notes or memory

Inspect and update saved learnings for the account

Review and sign-off

Gather the reconciliation and hand it to the reviewer

Keep the reconciliation linked to its close task

Review and sign-off

Gather the reconciliation and hand it to the reviewer

Keep the reconciliation linked to its close task

Built for the precision accounting demands.

Stacks agents work within defined accounting rules, permissions and approvals. Matching and calculations follow consistent logic, while supporting evidence and an activity history let your team check how each result was reached.

VISIT OUR TRUST CENTER

SOC II TYPE II

Independently audited controls for security, availability, and confidentiality, validated continuously.

SOC II TYPE II

Independently audited controls for security, availability, and confidentiality, validated continuously.

ISO 27001:2022

Certified information security management aligned with the global enterprise standard.

ISO 27001:2022

Certified information security management aligned with the global enterprise standard.

GDPR COMPLIANT

Privacy by design, with EU data handling, data processing agreements, and full subject access request support.

GDPR COMPLIANT

Privacy by design, with EU data handling, data processing agreements, and full subject access request support.

SOX-READY CONTROLS

Full audit trail, enforced segregation of duties, and role-based approvals across every workflow.

SOX-READY CONTROLS

Full audit trail, enforced segregation of duties, and role-based approvals across every workflow.

SAML-BASED SSO

Integration with your existing identity provider, so access control stays within your IT governance framework.

SAML-BASED SSO

Integration with your existing identity provider, so access control stays within your IT governance framework.

TRUST CENTER

Visit our full Trust Center at trust.stacks.ai.

TRUST CENTER

Visit our full Trust Center at trust.stacks.ai.

Connected to your systems. Built around your work.

Stacks connects to your ERP, banks and other finance systems, bringing the data and supporting documents together in one workspace. Complete the work in Stacks and post entries back to your ERP under your approval rules, keeping your ERP as the accounting record.

BROWSE ALL INTEGRATIONS

ERP

SPREADSHEETS

BI SOLUTIONS

DATA LAKES

FILE STORAGE

CUSTOM INTEGRATIONS

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See how Stacks would reconcile your bank accounts.

Bring a bank statement and a sample of your ledger records. We’ll show which transactions the agent can match, what needs review and how the work fits your close.

BOOK A DEMO