Automate your recurring accounting work.

Automate your recurring accounting work.

Workspace Agents use your connected data, accounting tools and saved instructions to prepare recurring work. Your team guides the process, reviews the results and handles the decisions that need its judgement, so more is ready before month-end.

Workspace Agents use your connected data, accounting tools and saved instructions to prepare recurring work. Your team guides the process, reviews the results and handles the decisions that need its judgement, so more is ready before month-end.

BOOK A DEMO

Illustrative Stacks workspace: connected accounting sources feed a saved calculation, checks and a human review, with the chat composer below.
Illustrative Stacks workspace: connected accounting sources feed a saved calculation, checks and a human review, with the chat composer below.

Spend less time preparing the numbers

Agents gather connected data, run your saved calculations and prepare journals and supporting schedules. Your team spends less time assembling the work and more time reviewing it.

Keep work moving before month-end

Prepare recurring work as the information becomes available. Identify missing inputs and exceptions earlier, so your team can resolve more before the close begins.

Know what you’re approving

Review the source records, calculations and supporting files behind each result. Ask for changes and decide what is ready to approve.

Workspace Agents, built around your process.

Work from connected financial data

Agents work with accounting records from your ERP and supporting information from connected apps and files. Inputs, prepared work and supporting records stay together, so your team can review each result in context.

Illustrative NetSuite and Drive sources feeding a saved accrual calculation.

Work from connected financial data

Agents work with accounting records from your ERP and supporting information from connected apps and files. Inputs, prepared work and supporting records stay together, so your team can review each result in context.

Illustrative NetSuite and Drive sources feeding a saved accrual calculation.

Use the right tools for financial work

Agents use accounting tools, matching engines and repeatable calculations to prepare the work. Saved calculation logic handles the routine steps, while AI helps interpret information and raise questions that need your team’s judgement.

Illustrative Python tool preparing an accrual journal.

Use the right tools for financial work

Agents use accounting tools, matching engines and repeatable calculations to prepare the work. Saved calculation logic handles the routine steps, while AI helps interpret information and raise questions that need your team’s judgement.

Illustrative Python tool preparing an accrual journal.

Keep your team in the workflow

Keep the agent’s work alongside your team’s tasks, files and conversations. Preparers and reviewers can inspect the output, ask for changes and sign off in the same workspace, with ownership and context carried through the process.

Illustrative Stacks Agent, preparer and reviewer collaborating on an accrual journal.

Keep your team in the workflow

Keep the agent’s work alongside your team’s tasks, files and conversations. Preparers and reviewers can inspect the output, ask for changes and sign off in the same workspace, with ownership and context carried through the process.

Illustrative Stacks Agent, preparer and reviewer collaborating on an accrual journal.

Keep control as your process changes

Agree the plan, review the result and decide what is ready to approve. Saved instructions are versioned, so your team can see what changed, refine the process and return to an earlier version when needed.

Illustrative versioned accrual instructions with three saved revisions and named authors.

Keep control as your process changes

Agree the plan, review the result and decide what is ready to approve. Saved instructions are versioned, so your team can see what changed, refine the process and return to an earlier version when needed.

Illustrative versioned accrual instructions with three saved revisions and named authors.

Manage your close from your AI assistant.

With Stacks MCP, ask what’s still open, see who owns the work, and create or update close tasks from the AI assistant you already use. Your existing Stacks permissions apply, and the team keeps working in the same shared workspace.

Turn your process into work ready for review.

Define

Explain the task in plain language, including the sources, calculations, exceptions and review steps. Work through the approach with the agent.

Connect

Bring together the ERP records and supporting files the process needs. The sources and available actions depend on your setup.

Prepare

The agent follows your saved instructions to gather inputs, prepare calculations and bring back the result, with questions for your team where needed.

Review & reuse

Check the supporting work, ask for changes and approve what is ready. Refine the instructions so the process can be reused next period.

Explore agents for recurring accounting work.

Examples of processes teams can configure around their own data, accounting rules and review steps.

Category

Stacks Agent

Accruals & deferrals

Expense accruals

Prepare expense accruals from vendor bills, forecasts and agreed exclusions, with supporting schedules for review.

Stacks Agent

Accruals & deferrals

Expense accruals

Prepare expense accruals from vendor bills, forecasts and agreed exclusions, with supporting schedules for review.

Stacks Agent

Accruals & deferrals

Purchase order accruals

Turn received-not-billed purchase orders into accrual journals by subsidiary and currency, ready for review.

Stacks Agent

Accruals & deferrals

Purchase order accruals

Turn received-not-billed purchase orders into accrual journals by subsidiary and currency, ready for review.

Stacks Agent

Accruals & deferrals

Prepayment releases

Prepare monthly release journals from prepayment schedules, with held items and reconciliation checks for review.

Stacks Agent

Accruals & deferrals

Prepayment releases

Prepare monthly release journals from prepayment schedules, with held items and reconciliation checks for review.

Stacks Agent

Journals & review

Payroll journals

Convert payroll exports into journal files using your account mappings and upload format.

Stacks Agent

Journals & review

Payroll journals

Convert payroll exports into journal files using your account mappings and upload format.

Stacks Agent

Journals & review

Journal review

Review journals against agreed checks and materiality thresholds, then flag entries for follow-up.

Stacks Agent

Journals & review

Journal review

Review journals against agreed checks and materiality thresholds, then flag entries for follow-up.

Stacks Agent

Reconciliations

Supplier statement reconciliation

Compare supplier statements with the ledger and prepare a working paper of matches and differences.

Stacks Agent

Reconciliations

Supplier statement reconciliation

Compare supplier statements with the ledger and prepare a working paper of matches and differences.

Stacks Agent

Reconciliations

Unapplied receipts

Reconcile unapplied receipts to the ledger and keep an open-items schedule ready for review.

Stacks Agent

Reconciliations

Unapplied receipts

Reconcile unapplied receipts to the ledger and keep an open-items schedule ready for review.

Stacks Agent

Reconciliations

Clearing account review

Match offsetting entries, surface open items and prepare a clearing journal for review.

Stacks Agent

Reconciliations

Clearing account review

Match offsetting entries, surface open items and prepare a clearing journal for review.

Stacks Agent

Accruals & deferrals

Accrued income

Prepare accrued-income journals from source data, with a working paper and explanations of period movements.

Stacks Agent

Accruals & deferrals

Accrued income

Prepare accrued-income journals from source data, with a working paper and explanations of period movements.

12 DAYS → 3 HOURS

“When we started, the close took about 12 days. Today, a six-person team closes six subsidiaries in NetSuite, and we’re usually done by 10 a.m. on the first workday.”

JASON BROWNLEE

SVP OF ACCOUNTING, ONBOARD

Enterprise security and control, built in

Stacks meets the security, compliance, and control standards your audit committee requires, with no gaps in segregation of duties, data governance, or audit trail.

VISIT OUR TRUST CENTER

SOC II TYPE II

Independently audited controls for security, availability, and confidentiality, validated continuously.

SOC II TYPE II

Independently audited controls for security, availability, and confidentiality, validated continuously.

ISO 27001:2022

Certified information security management aligned with the global enterprise standard.

ISO 27001:2022

Certified information security management aligned with the global enterprise standard.

GDPR COMPLIANT

Privacy by design, with EU data handling, data processing agreements, and full subject access request support.

GDPR COMPLIANT

Privacy by design, with EU data handling, data processing agreements, and full subject access request support.

SOX-READY CONTROLS

Full audit trail, enforced segregation of duties, and role-based approvals across every workflow.

SOX-READY CONTROLS

Full audit trail, enforced segregation of duties, and role-based approvals across every workflow.

SAML-BASED SSO

Integration with your existing identity provider, so access control stays within your IT governance framework.

SAML-BASED SSO

Integration with your existing identity provider, so access control stays within your IT governance framework.

TRUST CENTER

Visit our full Trust Center at trust.stacks.ai.

TRUST CENTER

Visit our full Trust Center at trust.stacks.ai.

Connect the systems your work depends on.

Bring the relevant accounting records and supporting information into Stacks. Workspace Agents work alongside your ERP, which remains the accounting system of record.

BROWSE ALL INTEGRATIONS

Bring relevant ERP records and supporting information into the workflow

Choose the data and access needed for your process

Start with one recurring process and build from there

ERP

SPREADSHEETS

BI SOLUTIONS

DATA LAKES

FILE STORAGE

CUSTOM INTEGRATIONS

Part of the Stacks close platform

Reconciliations

AI agents match transactions across your subledgers, bank feeds, and GL. Your team reviews exceptions and signs off.

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Intercompany

Match, net, and eliminate across every entity. FX tolerance built in. Corrective journals ready before your team starts.

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Reporting & Analysis

Material variances identified. Audit-ready commentary generated for sign-off and board reporting.

LEARN MORE

See what agents could take off your team’s plate.

Bring one recurring accounting process. We’ll walk through the inputs, rules and review steps, and show where Workspace Agents can help.

BOOK A DEMO