Strong ERP connections aren’t just about syncs; they're the backbone of intelligent workflows. At Stacks, we built our platform to tap your ERP’s full potential by becoming a modern workflow layer that integrates deeply with your existing systems.

Most legacy close management tools simply add an extra layer of process on top of the ERP, checklists, review workflows, and status dashboards, without solving the harder problem: surfacing the right data or insights that drive decisions. Deep integration is what powers intelligent automation, real-time collaboration, and a truly smarter close.

But automation isn’t just about connectivity; it’s about the right foundation.

The Foundation Problem: Why Most AI Fails in Accounting

Every ERP vendor is racing to introduce AI features. But too often, they’re built on weak foundations.

Much of the industry relies on high-level, summary data like trial balances. These snapshots miss the underlying transaction-level details that provide essential context for accurate automation.

Without that context, AI tools struggle to deliver useful recommendations. What’s missing are the decision breadcrumbs: how transactions were previously handled, who made edits, what documents were attached, and why adjustments were made. Those are the real signals.

More training data or better models won’t solve it. You can’t out-algorithm missing context.

The real value comes from what’s captured inside the system, not just outcomes, but the full story that led to them.

And that story isn’t just in the data, but in how it’s handled. For example, one organization may code Amazon as “AMZ,” another as “AMZN.” It’s not just about the name, it’s about what that transaction meant in context. Was it a software purchase? Office supplies? A client gift? That context lives in how your team treats the data: in tasks, in corrections, in workflows.

Every correction is feedback. Every task tells a story. Systems need to learn from them.

Stacks: Built on Context, Not Just Checklists

We designed Stacks to rethink the workflow from the ground up, not to orchestrate what's already broken, but to replace manual work with intelligence from day one.

Here's how:

1. Real-Time ERP Syncs with Full Granularity

We pull in entities, GL accounts, subledger transactions, and journal history hourly. That includes attachments, edits, and approvals - not just numbers.

2. Contextual Matching & Anomaly Detection

AI agents don’t guess. They match transactions with past behavior, recognize exceptions, and surface what changed - across periods, users, and workflows.

3. Smart Excel, Not Static Spreadsheets

Our Synced Sheets carry structure, formulas, and source links. No exporting. Just clean, up-to-date data that feeds directly into close workflows.

Why the Foundation Matters

Finance teams don’t need AI that generates checklists. They need:

• Tasks that bring the right data

• Agents that understand past context

• Workflows that prevent errors before they happen

That only happens if the data is structured, synced, and grounded in reality.

Legacy tools aren’t designed for this. They treat AI as a bolt-on, an additional feature, not a core principle.

At Stacks, we do the opposite: We make the system teachable. So every correction, every match, every approval builds a better model.

What This Means

You can’t automate what’s messy. You can’t teach AI without examples. And you can’t build trust without transparency.

That’s why we don’t start with algorithms. We start with foundations.

Stacks isn’t a skin on top of your ERP. It’s a rethink of how accounting work gets done, powered by the right data, in the right format, at the right time.

The AI-powered close isn’t the future. It’s already here.

It just needed the right groundwork to stand on.