Excel works. We just made it smarter, faster, and tightly synced with your ERP and close process.

When we started building Stacks, we spent a lot of time talking to finance teams, controllers, accountants, and ICs. It became obvious very quickly: Excel isn’t just a tool in the workflow, it is the workflow. It’s second nature to accountants. They trust it, they know how to make it move fast, and it gives them the flexibility most systems can’t.

So we made an early decision: we wouldn’t try to replace Excel with yet another rigid interface or closed system.

Instead, we’d build around it.

Our goal was to superpower what already works by making Excel ERP-connected, agent-ready, and tightly integrated with your close process. We wanted teams to be able to work exactly where they’re comfortable, but with better structure, faster outputs, and a lot less manual overhead.

Roks S., Accountant at Volt, highlights:

“I can now upload multiple entries directly from Excel without worrying about errors. It’s a huge time-saver as a preparer every month.”

Read the full case study here.

Meet the Excel Assistant: Your Accounting Excel Copilot

We didn’t stop at integrating Excel. We went one step further and built a true assistant that understands your data, your ERP, and your workflow.

The Stacks Excel Assistant transforms Excel from a spreadsheet into a smart workspace. It’s deeply integrated with your ERP and helps you prepare, validate, and post journal entries with ease and confidence.

Here’s what makes it different:

1. Bi-directional ERP Sync (a.k.a. Synced Sheets)

Pull real-time data directly into Excel from your ERP. Think trial balances, transactions, or supporting data, live and ready to work with. No exporting. No stale data. Just one-click refresh.

2. Journal Entry Automation from Excel

Work on your entries exactly where you’re comfortable. When you’re ready, post them directly to the ERP, no manual mapping, no copy-pasting into some separate UI. It’s structured, compliant, and audit-ready.

• Smart categorization: The Assistant understands your lines and helps map them to the right accounts.

• One-click posting: Finalize and send to ERP with full traceability.

• Multi-entity and multi-currency support: No hacks, no workarounds.

3. Review & Approve Flows Built-In

Every entry goes through a structured review with proper workflows for ICs, managers, and controllers. From Excel, you can see who prepared what, who approved it, and when. No more chasing people on Slack.

4. Context-Aware Suggestions & Error Detection

The Assistant flags mismatches, detects formatting issues, and ensures the journal is balanced before it’s ever posted. You get peace of mind and save hours of review cycles.

5. Data + Documentation in One Place

Supporting documents like statements or backups can be attached right from Excel. Everything flows through to your workspace and your audit trail.

Stacks didn’t try to reinvent Excel.

We just made it agent-ready, ERP-connected, and control-friendly.

If you already work in Excel, you can now stay there and move 10x faster.