For too long, finance teams have been stuck with task managers that feel like glorified to-do lists. Many close management tools have one thing in common: they’re reactive. They tell you what needs doing, but don’t help you actually do the work.

When we design a product, we spend 80% of our effort focused on the end-users, the preparers, the IC accountants, and controllers who move the close forward every day.

It was natural for us not to stop at a checklist, but to build a Workspace that truly helps teams get the work done. So we reimagined task management from the ground up—not just as a checklist, but as an active workspace built for speed, control, and the future of accounting operations.

Here’s how Stacks Workspace changes the game:

1. From Passive Lists to Active Workflows

In Stacks, every task isn’t just a reminder, it enables a workflow.

When you open a task, you don’t have to switch systems to get your work done. Everything you need, live data, templates, controls, and supporting documents, is built right into the workspace.

You’re not just tracking progress. You’re moving the close forward with every click.

2. Native ERP Integration: Real Data, Right Inside the Task

Because Stacks integrates natively with key ERPs like NetSuite, Microsoft Dynamics, and Xero, your Workspace stays in sync with your live financials.

When you open a reconciliation task, you see real balances, with real-time anomaly detection running silently in the background. When you open a journal entry task, you can make journal entries. Same with reporting, reports are one-click away.

If balances change or something breaks, Stacks reopens the task, notifies the right people through Slack or email, and keeps you in control.

3. Data Injection, Built In

Stacks doesn’t just track tasks, it brings the supporting data directly into them.

Whether you're reconciling accounts or matching transactions, key documents and data like account statements, GL line items, or supporting PDFs are injected right into the workflow.

No digging through folders.

No guessing if you’re looking at the right file.

Everything is right where you need it, at the moment you need it.

4. A Living Audit Trail, Built Automatically

Each action in Stacks generates a record: data points, notes, comments, and supporting documents are automatically saved to the task's history.

This creates an instant audit trail, not just for compliance, but for building organizational memory.

You can now share their Stacks Workspace directly with auditors in read-only mode, leading to faster audits and fewer manual requests. It also makes onboarding new team members easier: past close processes are fully documented and searchable.

5. Controlled Submissions, Built for Trust

Once a task is submitted, it’s locked and frozen, preserving the work exactly as it was completed.

If anything changes post-submission, like a mismatch in reconciliation, Stacks automatically flags the anomaly, reopens the task, and builds a full audit trail.

No silent edits. No back-channel adjustments. Full transparency, by design.

6. When You Need a Checklist, We Made That Smarter Too

We didn’t throw away the checklist, we evolved it:

• Focus filters highlight what’s overdue, blocked, or high-risk.

• Task categories define dependencies and critical paths.

• Entity-level tracking shows progress across business units.

• Preparer and reviewer roles create clear ownership structures.

• Centralized documentation keeps everything in one place, linked and audit-ready.

It's structure where you need it, and flexibility where you want it.

All this & it is designed for Agentic Workflows from Day One

Stacks isn't just about helping humans work faster today—it’s about setting up workflows that agents can operate tomorrow.

Every integration, data capture, task structure, and control layer is designed to enable intelligent agents to eventually take over repetitive actions.

For teams moving into AI-powered close processes, your system doesn’t need to be rebuilt, it’s already ready.

What does this enable?

Stacks Workspace isn’t just about running a faster close today (though you’ll feel that immediately). It’s about creating a more resilient, audit-ready, and agentic finance operation that can scale effortlessly.

You’ll see the impact quickly:

• Faster closes

• Stronger controls

• Shorter audits

• Easier onboarding for new team members

• Cleaner, more transparent books

And over time, you’ll build a finance operation that’s not just faster, but smarter.