Close the books. Without the chaos.

Close the books. Without the chaos.

AI agents that orchestrate every task, journal, and reconciliation against a live close calendar. Owners assigned. Approvals enforced. Audit trail built as you go.

AI agents that orchestrate every task, journal, and reconciliation against a live close calendar. Owners assigned. Approvals enforced. Audit trail built as you go.

A close timeline you can actually commit to

Your close runs against a live calendar instead of a spreadsheet checklist. Bottlenecks surface while there's still time to act, workload rebalances before anyone falls behind, and the close lands on the day you said it would.

Controls built into the workflow, not layered on top

Approvals, segregation of duties, and role-based access are enforced by the workflow itself. Preparers prepare, reviewers review, and nothing posts to the GL until it's cleared the controls your policy requires.

Audit prep that happens while you close

Every task, approval, and supporting document is logged with preparer, reviewer, and timestamp as the work happens. When auditors arrive, the evidence is already assembled, already linked to the underlying balances, and already tied to the policy it supports.

Run every close the same way, only faster each time

See the entire close on one timeline before day one

Every task, owner, dependency, and deadline sits on a single live calendar. Controllers see where the close stands without asking, team leads see the week ahead, and anyone waiting on an upstream task knows the moment it clears.

Define each close task once, run it the same way every period

Set the preparer, reviewer, supporting evidence, and linked policy for a task once, and it runs the same way every close. When something changes, you update the workflow and the next period inherits it automatically.

Enforce segregation of duties without chasing sign-offs

Preparer and reviewer roles are enforced at the task level, approvals route automatically, and nothing posts to the GL until it's cleared the workflow. The controls your policy describes are the controls the system actually runs.

See the entire close on one timeline before day one

Who did what, when they did it, and what changed is captured as the close runs: reconciliations, working papers, journals, and approvals all tied to the period they belong to. Your auditors get the full trail in a single export, without your team assembling it after the fact.

How It Works

  1. Structure

Import your close calendar, map each task to an owner, and link it to the policy it supports. Stacks inherits your existing close structure rather than asking you to rebuild it.

  1. Execute

Tasks open on schedule with source data, linked reconciliations, and supporting policies already attached. Reviewers are notified the moment a task is ready, not the next morning.

  1. Control

Approvals enforce segregation of duties automatically, journals stage for review before they post, and exceptions escalate by rule. Every action is recorded as it happens.

  1. Close & Prove

Sign-off locks the period and its evidence. The audit trail is already assembled, linked to balances, and tied to policy, and every improvement you made this close carries into the next one.

Why Stacks vs. Legacy Intercompany Tools

LEGACY APPROACH

LEGACY APPROACH

TASK MANAGEMENT

Spreadsheet checklists updated by hand

Live close calendar with real-time status across every task

TASK MANAGEMENT

Spreadsheet checklists updated by hand

Live close calendar with real-time status across every task

APPROVALS

Approvals chased over Slack and email

Segregation of duties enforced by the workflow itself

APPROVALS

Approvals chased over Slack and email

Segregation of duties enforced by the workflow itself

DOCUMENTATION

Evidence scattered across drives, inboxes, and ERP screenshots

Every reconciliation, journal, and working paper attached to its task

DOCUMENTATION

Evidence scattered across drives, inboxes, and ERP screenshots

Every reconciliation, journal, and working paper attached to its task

STATUS MONITORING

Status meetings to find out where the close stands

Bottlenecks surface the moment they form

STATUS MONITORING

Status meetings to find out where the close stands

Bottlenecks surface the moment they form

AUDIT PREP

Audit prep as a separate project after close

Audit trail built continuously as the close runs

AUDIT PREP

Audit prep as a separate project after close

Audit trail built continuously as the close runs

INSTITUTIONAL KNOWLEDGE

Tribal knowledge in one senior controller's head

Repeatable workflows that survive turnover and scale with headcount

INSTITUTIONAL KNOWLEDGE

Tribal knowledge in one senior controller's head

Repeatable workflows that survive turnover and scale with headcount

"Since using Stacks, we've reduced the time to financial close by three and a half days, which is material in our case. And more importantly, we've been able to utilize our resources more effectively."

RUBEN A.

HEAD OF FINANCE, JUNI

Enterprise security and control, built in

Stacks meets the security, compliance, and control standards your audit committee requires, with no gaps in segregation of duties, data governance, or audit trail.

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.

Integrate anything, access everything

Stacks connects directly to existing systems. Nothing to migrate, nothing to replace. You'll be up & running before your next close.

BROWSE ALL INTEGRATIONS

Scheduled syncs eliminate rekeying between your data sources and ERP

Read-only access, centralised controls, no changes to ERP configuration

Open API for proprietary reconciliation logic and custom data sources

ERP

SPREADSHEETS

BI SOLUTIONS

DATA LAKES

FILE STORAGE

CUSTOM INTEGRATIONS

Part of the Stacks close platform

Reconciliations

AI agents match transactions across your subledgers, bank feeds, and GL. Your team reviews exceptions and signs off.

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Intercompany

Match, net, and eliminate across every entity. FX tolerance built in. Corrective journals ready before your team starts.

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Reporting & Analysis

Material variances identified. Audit-ready commentary generated for sign-off and board reporting.

LEARN MORE

Close on schedule. Every period. Without the chaos.

See how Stacks replaces the spreadsheet checklist, the Slack approvals, and the last-week-of-close audit scramble with a single close workflow.

See how Stacks can work for your team. Let's figure out how to cut your month-end close in half — together.