Meet Teams Where They Work: Stacks for Excel, Slack, and Email

How Stacks Integrates with Excel, Slack, and Email to Deliver Value Faster

Last month, we shared why we doubled down on Excel instead of replacing it.
👉 Why We Doubled Down on Excel, Not Replaced It

That decision wasn’t just about spreadsheets—it was about a core product philosophy:

Don’t force users to change how they work.
Meet them where they already are.

For many finance teams, that means Excel. But just as often, it also means Slack and Email. That’s where the real work happens—where collaboration unfolds, blockers surface, and momentum is built.

That’s why we’ve prioritized integrating with those tools directly at Stacks, not as afterthoughts, but as genuine sources of value.

Slack: Your Close Process, in Real-Time

Slack isn’t just for status updates anymore. With Stacks, it becomes a live workspace for collaboration, oversight, and momentum-building.

You’ll receive timely nudges when your input’s needed, whether that’s reviewing a comment, approving a task, or catching a blocker early. Stacks doesn’t just inform you, it invites you into the moment of action.

1. Stay on top of tasks: Get notified when tasks are assigned, reopened, or completed.

2. Never miss a change: Due date shifts? New comments? You’ll know in real-time.

3. Close out blockers fast: See delays, follow-ups, or overdue work in shared channels.

4. Celebrate progress: Milestone notifications and weekly summaries keep the team motivated and aligned.

Whether it’s a personal DM or a shared team channel, Slack becomes where visibility meets action.

“No more sifting through platforms. Stacks updates just show up where our team already lives.” — A controller at a Stacks customer

Slack Channels: Keep the Whole Team in Sync

In addition to individual task alerts, you can direct the Stacks Slack bot to a dedicated team channel, like #close-progress, to keep everyone aligned.

Group notifications help your team:

1. Daily Summaries – Receive a daily summary of completed work, pending items, and recent activity updates.

2. Identify Blockers – Surface delays, overdue items, and anything that risks falling behind.

3. Weekly Digests – Reflect on what got done and what’s coming up. Delivered every Monday.

4. Milestone Announcements – Celebrate wins together with automated shoutouts when key milestones are reached.

This isn’t just about visibility, it’s about building shared awareness without adding work. Your team can comment, react, or jump straight into the relevant tasks, right from Slack.

Email: Still Critical, Still Built-In

For many teams, especially cross-functional ones, it’s still essential.

That’s why all Stacks updates are also available as daily summaries via email.
You’ll get:

• Overdue task reminders

• Close checklists and task status

• Commentary on what's been completed and what needs attention

No digging, no dashboards. Just a daily, curated view of what matters.

Visibility, Velocity, and Trust—Without a New Tab

We don’t expect finance teams to switch tools just because they’ve added Stacks.

That’s the whole point.

Whether it’s:

• Uploading a reconciliation file from Excel

• Getting an approval nudge via Slack

• Tracking checklist progress in your inbox

Stacks is built to fit around your workflow, not fight it.

The Big Idea: Integrate With Behavior, Not Just Data

We believe great tools should make you more productive without asking you to be someone else.

That’s why we don’t ask teams to abandon Excel.
We don’t expect you to check a new dashboard every hour.
We don’t build “systems”—we build interfaces that respect your process.

So whether you’re running your close in sheets, tracking follow-ups in Slack, or checking audit updates via email… Stacks is there.

Right where it needs to be.