Why everything we build, from flux to reconciliations, is designed for traceability, visibility, and peace of mind

Before jumping into how Stacks helps, let’s take a step back.

We talk to a lot of finance teams—controllers, ICs, CFOs—and when audit season comes up, there’s usually a shared look: half knowing smile, half grimace. Because even when the team is buttoned up, audit prep often feels like a last-minute scramble. Rebuilding what already happened. Digging through shared folders. Explaining the context that lives in someone’s head, or worse, in Slack.

But it doesn’t have to be that way.

Audit readiness isn’t about preparing at the end. It’s about building the right structure into the everyday work. If you’re doing that well, the audit becomes a review, not a rescue mission.

What Actually Makes a Team Audit-Ready

Being audit-ready isn’t just about having documentation. It’s about having:

1. Process consistency — repeatable workflows that aren’t reinvented every month

2. Clear ownership — who prepared, reviewed, and approved each task

3. Evidence in context — docs and notes living with the work, not in a folder

4. Review visibility — knowing what’s done, what changed, and why

5. System controls — access, approvals, and permissions that reflect how your team actually works

6. A clean audit trail — timestamped, traceable records of every action and decision

We recently interviewed auditors about the evolution of audits, best practices for preparing, and the role of AI in all of it. Read the full write up here.

What Makes You Audit-Ready—and How Stacks Gets You There

Audit readiness is the outcome. Here's how Stacks helps you get there by design, not by prep.

Clear, Documented Workflows

Every task in Stacks is structured and repeatable—linked to close checklists, reconciliations, and month-end timelines. No one’s reinventing the process each month, and everything is centralized in one place.

Ownership and Approval Trails

Preparer and reviewer roles are built into every workflow. You know who did what, when it was submitted, and who signed off. Full traceability, no ambiguity.

Supporting Evidence in Context

Documents, GL data, flux commentary, and notes live inside the task, not in folders, Slack, or someone’s inbox. Auditors don’t need to ask twice.

Real-Time ERP Sync

Balances and transactions are pulled directly from your ERP. If something changes, the task automatically reopens. You're never working off stale exports or outdated reconciliations.

Alerts and Discrepancy Detection

If something’s off—like an unbalanced account or missing explanation—Stacks flags it before review, not after.

Strong Controls

Stacks supports role-based access, SAML SSO, and entity-level visibility—so responsibilities stay clear and access is always controlled.

Need to give auditors visibility without changing anything?

Stacks includes a read-only auditor role, so external reviewers can access what they need without disrupting your workflows.

A Built-In Audit Trail

Every action, comment, and change is logged and timestamped. You don’t have to build an audit trail later. It’s already there.

Built for Peace of Mind

Audit season doesn’t need to feel like starting from scratch.
When your financial operations are structured, traceable, and built for visibility, the review writes itself.

Audit-ready shouldn’t be something you prepare for. It should be something you already are.

Learn more about audit-ready workflows →