STACKS DEMO DAY
Four generations of finance software organised the close. People still did the work. Ahead of year-end and audit season, we're showing what comes next, live in Stacks: agents that reconcile and match as transactions land and prepare the entries, a team that reviews the exceptions, and an audit trail that's complete before the auditors ask.
We'll run bank recs, cash application, intercompany and accruals on a demo company's books, sign off the close with the evidence attached, and share what we're building next. Lucy Rutherford, Finance Reporting Manager at Yoto, joins to talk about going into the Deloitte audit with Stacks in place.
Free 60-minute live masterclass
Thursday, October 29 at 2pm UK / 3pm CET
ABOUT THE MASTERCLASS
What you'll learn
Why the close is still a monthly event
The business runs every day. Accounting batches the work into close week because the team can't keep pace with the volume.
What changes when agents do the work
Each task runs when its data lands. Bank, receivables, payables and intercompany reconcile continuously. Accruals and account recs stay current through the month. Month-end becomes a review, not a sprint, and year-end starts with the year's recs already reviewed.
Audit-ready by default
You decide what agents can do, when they need approval and who reviews. Every action, by a person or an agent, is logged with the source data and logic behind it, so the evidence is already there when the auditors ask for it.
What we're building next, and why
Naman Mathur walks through what's in build and the thinking behind it. [Product to confirm the items]
Audit season at Yoto (TBC)
"Having a full audit trail is a big plus for us. We now have a centralised source for all our recs, checklists and reviews." Yoto's finance team, customer story. Lucy Rutherford, Finance Reporting Manager, covers going into the Deloitte audit with Stacks in place.
What we will demo
Bank reconciliation: transactions matched as they land, with the reasoning behind each match
Cash application: remittance read, payment applied across open invoices, exceptions handed back, entry posted after approval
Intercompany: balances matched across entities, FX differences isolated
Accruals: prepared by an agent with its support, reviewed by your team
Sign-off: preparer and reviewer on each task, with a full audit trail
AGENDA
The Agenda
Real-time Accounting: What we're building and why
Presented by Albert Malikov, CEO of Stacks.
Live demo
Bank recs, cash application, intercompany and accruals
The close, signed off
With AMDT (TBC)
Audit Season
With Yoto (TBC)
What's in build
Presented by Naman Mathur
Live Q&A
[Placeholder text]
Save your seat
Who This Is For
Controllers and heads of accounting at multi-entity groups heading into year-end and audit season, who want to see what agents can already do in the close, and what's coming, before they plan next year.
What You'll Walk Away With
Which close work agents can take on today, what stays with your team's judgement, what your auditors will see in the audit trail, and where Stacks is heading next.
HOSTS
Your hosts
Albert Malikov
CEO and Founder of Stacks
[Bio TBC] Opens with what we're building and why.
Naman Mathur
Product at Stacks
Walks through what's in build.
Lucy Rutherford
Finance Reporting Manager at Yoto
[TBC]
Save your seat
Hear how a finance team cut its month-end close from twelve days to half a day, and the steps you can take to start accelerating yours
