Enterprise-Grade AI for Finance
AI Transformation for
Finance Teams
StackAI helps finance teams streamline compliance, accelerate reporting, and eliminate manual workflows—while maintaining enterprise-grade security and control.
Classify CapEx and OpEx instantly
Reconcile financial statements and Excel sheets
Draft reports and memos in minutes
Classify CapEx and OpEx instantly
Reconcile financial statements and Excel sheets
Draft reports and memos in minutes
Enterprise-Grade AI for Finance
AI Transformation for
Finance Teams
StackAI helps finance teams streamline compliance, accelerate reporting, and eliminate manual workflows—while maintaining enterprise-grade security and control.
Secure AI for Finance Teams
StackAI helps finance teams streamline compliance, accelerate reporting, and eliminate manual workflows—while maintaining enterprise-grade security and control.
On-premise deployment
On-premise deployment
On-premise deployment
Built-in governance and analytics
Built-in governance and analytics
Built-in governance and analytics
White-glove support from AI experts
White-glove support from AI experts
White-glove support from AI experts
Templates for compliance, classification, and clients
Templates for compliance, classification, and clients
Templates for compliance, classification, and clients
Talk to an AI Expert
See Enterprise AI Agents in Action
Book a demo to get industry-tailored use cases, custom strategies to scale AI adoption across your enterprise, and a roadmap for safe, auditable deployment.
SOC 2 Type II, GDPR, and HIPAA compliance
On-premise deployment
Built-in governance and analytics
White-glove support from AI experts
Talk to an AI Expert
See Enterprise AI Agents in Action
Book a demo to get industry-tailored use cases, custom strategies to scale AI adoption across your enterprise, and a roadmap for safe, auditable deployment.
SOC 2 Type II, GDPR, and HIPAA compliance
On-premise deployment
Built-in governance and analytics
White-glove support from AI experts
Talk to an AI Expert
See Enterprise AI Agents in Action
Book a demo to get industry-tailored use cases, custom strategies to scale AI adoption across your enterprise, and a roadmap for safe, auditable deployment.
Case Studies
Trusted by Leading Finance Teams
From enterprise controllers to FP&A teams, finance organizations rely on StackAI to reduce operational drag and deliver deeper insights, faster.
Case Studies
Trusted by Leading Finance Teams
From enterprise controllers to FP&A teams, finance organizations rely on StackAI to reduce operational drag and deliver deeper insights, faster.
Case Studies
Trusted by Leading Finance Teams
From enterprise controllers to FP&A teams, finance organizations rely on StackAI to reduce operational drag and deliver deeper insights, faster.
A finance team at a leading bank built an AI agent to classify OpEx and CapEx, unlocking millions in tax savings. Their suite of AI agents continues to help them reduce delays, improve efficiency, and save thousands of hours every month.
Workflows used
CapEx classification
Employee refund processing
Contract review and redlining
How a Leading Finance Team Saved 8,000+ Hours a Month With AI Agents
How a Leading Finance Team Saved 8,000+ Hours a Month With AI Agents
How a Leading Finance Team Saved 8,000+ Hours a Month With AI Agents
Use Cases Collection
25+ AI Agents Transforming Finance
Explore 25+ real-world AI agent use cases helping finance teams reduce manual tasks, speed up decisions, and drive smarter, more scalable operations.
Use Cases Collection
25+ AI Agents Transforming Finance
Explore 25+ real-world AI agent use cases helping finance teams reduce manual tasks, speed up decisions, and drive smarter, more scalable operations.
Use Cases Collection
25+ AI Agents Transforming Finance
Explore 25+ real-world AI agent use cases helping finance teams reduce manual tasks, speed up decisions, and drive smarter, more scalable operations.
Platform
The AI Transformation Platform for Finance Teams
Automate compliance, reporting, and operations with AI agents that analyze data, ensure accuracy, and act securely.
Platform
The AI Transformation Platform for Finance Teams
Automate compliance, reporting, and operations with AI agents that analyze data, ensure accuracy, and act securely.
Platform
The AI Transformation Platform for Finance Teams
Automate compliance, reporting, and operations with AI agents that analyze data, ensure accuracy, and act securely.
Workflows
Interfaces
Integrations
On-Premise
Security
Support
integrations
Bring Agentic AI to Your Enterprise
With 100+ enterprise integrations, AI agents built on StackAI can read, write, and execute tasks within your existing systems.
integrations
Bring Agentic AI to Your Enterprise
With 100+ enterprise integrations, AI agents built on StackAI can read, write, and execute tasks within your existing systems.
integrations
Bring Agentic AI to Your Enterprise
With 100+ enterprise integrations, AI agents built on StackAI can read, write, and execute tasks within your existing systems.
our certifications
Enterprise-Grade Security
Don't just take our word for it—StackAI is certified to protect sensitive data, no matter the industry or use case.
our certifications
Enterprise-Grade Security
Don't just take our word for it—StackAI is certified to protect sensitive data, no matter the industry or use case.
HIPAA
We protect sensitive medical data through secure processing, adhering to HIPAA compliance for data confidentiality.
Healthcare
001
HIPAA
We protect sensitive medical data through secure processing, adhering to HIPAA compliance for data confidentiality.
Healthcare
001
HIPAA
We protect sensitive medical data through secure processing, adhering to HIPAA compliance for data confidentiality.
Healthcare
001
SOC 2 Type II
We adhere to rigorous standards in areas such as information processing, data retention, and access control.
SECURITY
002
SOC 2 Type II
We adhere to rigorous standards in areas such as information processing, data retention, and access control.
SECURITY
002
SOC 2 Type II
We adhere to rigorous standards in areas such as information processing, data retention, and access control.
SECURITY
002
GDPR
We guard data by ensuring secure processing and providing mechanisms to exercise your rights under GDPR.
Europe
003
GDPR
We guard data by ensuring secure processing and providing mechanisms to exercise your rights under GDPR.
Europe
003
GDPR
We guard data by ensuring secure processing and providing mechanisms to exercise your rights under GDPR.
Europe
003
our clients' opinions
Proven Impact, In Our Customers' Words
our clients' opinions
Proven Impact, In Our Customers' Words
“What I liked about my experience using StackAI was how intuitive it was: I was able to create a complete AI workflow without the use of code. I was able to develop within minutes an automated email assistant. The drag and drop interface makes it very easy.”
G2 Review
“StackAI has revolutionized the way language models are approached thanks to its modular approach: by combining multiple independent layers of processing. Its scalable architecture allows for training new layers specific to particular domains without the need to retrain the entire system, which reduces costs and accelerates deployment. StackAI has become a must-reference for projects that require customization capability and robustness in real environments.”
G2 Review
“StackAI helps our team streamline the management and scaling of complex AI workflows across multiple products. We’ve used it to test, deploy, and manage a wide range of agents—StackAI provides a reliable foundation for building and running production-ready AI systems.”
Stefan Galluppi
Chief Information Officer
“Had a wonderful experience creating AI agents with StackAI, their platform feels robust and complete with all things you might need, like different ways of exporting your agent and different integrations with other softwares and platforms. The interface is also easy to use and their costumer service is always there for whatever question you might have. Would recommend for any business looking for efficient ways to complete their tasks and workflows.”
G2 Review
“StackAI makes it easy to build and deploy AI-powered workflows without heavy infrastructure setup. The hierarchical dependency system and ability to define reusable nodes/tools is very helpful. Integrations with APIs, knowledge bases, and external services are smooth.”
G2 Review
“Once you become familiar with it, the results are truly impressive, and the building experience becomes almost self-explanatory. The range of LLMs you can integrate is remarkable, and the granular settings available for each LLM make it suitable for nearly any use case. The ability to stack workflows is definitely a unique element of the product. This way, one can avoid building a massive workflow and instead build smaller increments and then connect them in a master flow.”
G2 Review
“StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”
Doug Williams
Gen AI Lead
“I like how there's no code required to build AI Agents that help me build workflows that help me save a lot of time.”
G2 Review
“For me the best thing is how much time it saves on the prep work. I can take messy client notes or long reports and turn them into something usable, like a creative brief or a quick summary, without spending hours doing it manually. It’s also great for brainstorming — I can quickly explore different campaign directions or generate first drafts of presentation copy, which helps me get to the actual design and strategy part faster. Since we work with a lot of different types of clients, I like that Stack AI is flexible enough to adapt depending on the project.”
G2 Review
“I love how Stack AI helps me process documents without needing to go through them manually. It streamlines my workflow with automation, like executing workflows upon receiving emails, reducing manual work. The integration with web scraping is fantastic, capturing relevant data efficiently. The support team is exceptional, responsive to new feature requests, and overall, the platform's user-friendliness and enterprise-heavy integration make it a standout choice for me.”
G2 Review
“The simplicity of creating AI agents. With other platforms, you need coding skills, but Stack AI is a no-code platform where programming knowledge isn’t required to build powerful AI agents. In just a few clicks, you can create different workflows with ease.”
G2 Review
“Once you become familiar with it, the results are truly impressive, and the building experience becomes almost self-explanatory. The range of LLMs you can integrate is remarkable, and the granular settings available for each LLM make it suitable for nearly any use case. The ability to stack workflows is definitely a unique element of the product. This way, one can avoid building a massive workflow and instead build smaller increments and then connect them in a master flow.”
G2 Review
“As I mentioned earlier, the learning curve can be a bit steep, but once you become familiar with it, the results are truly impressive, and the building experience becomes almost self-explanatory. The range of LLMs you can integrate is remarkable, and the granular settings available for each LLM make it suitable for nearly any use case. The ability to stack workflows is definitely a unique element of the product. This way, one can avoid building a massive workflow and instead build smaller increments and then connect them in a master flow.”
G2 Review
“With StackAI, work that once took a week now runs in five minutes—producing fully cited reports that eliminate the blank-page problem. StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”
Brian Hayt
Director of BI
“They are very professional and knowledgeable in AI space. They understand the issues of a company very well and tailor the solution to the need of each client. In our case they helped us get a sales chatbot that was trained on corporate data to help qualify leads. Would definitely recommend!”
G2 Review
“What I liked about my experience using StackAI was how intuitive it was: I was able to create a complete AI workflow without the use of code. I was able to develop within minutes an automated email assistant. The drag and drop interface makes it very easy.”
G2 Review
“StackAI has revolutionized the way language models are approached thanks to its modular approach: by combining multiple independent layers of processing. Its scalable architecture allows for training new layers specific to particular domains without the need to retrain the entire system, which reduces costs and accelerates deployment. StackAI has become a must-reference for projects that require customization capability and robustness in real environments.”
G2 Review
“StackAI helps our team streamline the management and scaling of complex AI workflows across multiple products. We’ve used it to test, deploy, and manage a wide range of agents—StackAI provides a reliable foundation for building and running production-ready AI systems.”
Stefan Galluppi
Chief Information Officer
“With StackAI, work that once took a week now runs in five minutes—producing fully cited reports that eliminate the blank-page problem. StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”
Brian Hayt
Director of BI
“They are very professional and knowledgeable in AI space. They understand the issues of a company very well and tailor the solution to the need of each client. In our case they helped us get a sales chatbot that was trained on corporate data to help qualify leads. Would definitely recommend!”
G2 Review
“Had a wonderful experience creating AI agents with StackAI, their platform feels robust and complete with all things you might need, like different ways of exporting your agent and different integrations with other softwares and platforms. The interface is also easy to use and their costumer service is always there for whatever question you might have. Would recommend for any business looking for efficient ways to complete their tasks and workflows.”
G2 Review
“StackAI makes it easy to build and deploy AI-powered workflows without heavy infrastructure setup. The hierarchical dependency system and ability to define reusable nodes/tools is very helpful. Integrations with APIs, knowledge bases, and external services are smooth.”
G2 Review
“Once you become familiar with it, the results are truly impressive, and the building experience becomes almost self-explanatory. The range of LLMs you can integrate is remarkable, and the granular settings available for each LLM make it suitable for nearly any use case. The ability to stack workflows is definitely a unique element of the product. This way, one can avoid building a massive workflow and instead build smaller increments and then connect them in a master flow.”
G2 Review
“StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”
Doug Williams
Gen AI Lead
“The simplicity of creating AI agents. With other platforms, you need coding skills, but Stack AI is a no-code platform where programming knowledge isn’t required to build powerful AI agents. In just a few clicks, you can create different workflows with ease.”
G2 Review
“Once you become familiar with it, the results are truly impressive, and the building experience becomes almost self-explanatory. The range of LLMs you can integrate is remarkable, and the granular settings available for each LLM make it suitable for nearly any use case. The ability to stack workflows is definitely a unique element of the product. This way, one can avoid building a massive workflow and instead build smaller increments and then connect them in a master flow.”
G2 Review
“As I mentioned earlier, the learning curve can be a bit steep, but once you become familiar with it, the results are truly impressive, and the building experience becomes almost self-explanatory. The range of LLMs you can integrate is remarkable, and the granular settings available for each LLM make it suitable for nearly any use case. The ability to stack workflows is definitely a unique element of the product. This way, one can avoid building a massive workflow and instead build smaller increments and then connect them in a master flow.”
G2 Review
“I like how there's no code required to build AI Agents that help me build workflows that help me save a lot of time.”
G2 Review
“For me the best thing is how much time it saves on the prep work. I can take messy client notes or long reports and turn them into something usable, like a creative brief or a quick summary, without spending hours doing it manually. It’s also great for brainstorming — I can quickly explore different campaign directions or generate first drafts of presentation copy, which helps me get to the actual design and strategy part faster. Since we work with a lot of different types of clients, I like that Stack AI is flexible enough to adapt depending on the project.”
G2 Review
“I love how Stack AI helps me process documents without needing to go through them manually. It streamlines my workflow with automation, like executing workflows upon receiving emails, reducing manual work. The integration with web scraping is fantastic, capturing relevant data efficiently. The support team is exceptional, responsive to new feature requests, and overall, the platform's user-friendliness and enterprise-heavy integration make it a standout choice for me.”
G2 Review
“What I liked about my experience using StackAI was how intuitive it was: I was able to create a complete AI workflow without the use of code. I was able to develop within minutes an automated email assistant. The drag and drop interface makes it very easy.”
G2 Review
“StackAI has revolutionized the way language models are approached thanks to its modular approach: by combining multiple independent layers of processing. Its scalable architecture allows for training new layers specific to particular domains without the need to retrain the entire system, which reduces costs and accelerates deployment. StackAI has become a must-reference for projects that require customization capability and robustness in real environments.”
G2 Review
“StackAI helps our team streamline the management and scaling of complex AI workflows across multiple products. We’ve used it to test, deploy, and manage a wide range of agents—StackAI provides a reliable foundation for building and running production-ready AI systems.”
Stefan Galluppi
Chief Information Officer
“With StackAI, work that once took a week now runs in five minutes—producing fully cited reports that eliminate the blank-page problem. StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”
Brian Hayt
Director of BI
“They are very professional and knowledgeable in AI space. They understand the issues of a company very well and tailor the solution to the need of each client. In our case they helped us get a sales chatbot that was trained on corporate data to help qualify leads. Would definitely recommend!”
G2 Review
“Had a wonderful experience creating AI agents with StackAI, their platform feels robust and complete with all things you might need, like different ways of exporting your agent and different integrations with other softwares and platforms. The interface is also easy to use and their costumer service is always there for whatever question you might have. Would recommend for any business looking for efficient ways to complete their tasks and workflows.”
G2 Review
“StackAI makes it easy to build and deploy AI-powered workflows without heavy infrastructure setup. The hierarchical dependency system and ability to define reusable nodes/tools is very helpful. Integrations with APIs, knowledge bases, and external services are smooth.”
G2 Review
“Once you become familiar with it, the results are truly impressive, and the building experience becomes almost self-explanatory. The range of LLMs you can integrate is remarkable, and the granular settings available for each LLM make it suitable for nearly any use case. The ability to stack workflows is definitely a unique element of the product. This way, one can avoid building a massive workflow and instead build smaller increments and then connect them in a master flow.”
G2 Review
“StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”
Doug Williams
Gen AI Lead
“The simplicity of creating AI agents. With other platforms, you need coding skills, but Stack AI is a no-code platform where programming knowledge isn’t required to build powerful AI agents. In just a few clicks, you can create different workflows with ease.”
G2 Review
“Once you become familiar with it, the results are truly impressive, and the building experience becomes almost self-explanatory. The range of LLMs you can integrate is remarkable, and the granular settings available for each LLM make it suitable for nearly any use case. The ability to stack workflows is definitely a unique element of the product. This way, one can avoid building a massive workflow and instead build smaller increments and then connect them in a master flow.”
G2 Review
“As I mentioned earlier, the learning curve can be a bit steep, but once you become familiar with it, the results are truly impressive, and the building experience becomes almost self-explanatory. The range of LLMs you can integrate is remarkable, and the granular settings available for each LLM make it suitable for nearly any use case. The ability to stack workflows is definitely a unique element of the product. This way, one can avoid building a massive workflow and instead build smaller increments and then connect them in a master flow.”
G2 Review
“I like how there's no code required to build AI Agents that help me build workflows that help me save a lot of time.”
G2 Review
“For me the best thing is how much time it saves on the prep work. I can take messy client notes or long reports and turn them into something usable, like a creative brief or a quick summary, without spending hours doing it manually. It’s also great for brainstorming — I can quickly explore different campaign directions or generate first drafts of presentation copy, which helps me get to the actual design and strategy part faster. Since we work with a lot of different types of clients, I like that Stack AI is flexible enough to adapt depending on the project.”
G2 Review
“I love how Stack AI helps me process documents without needing to go through them manually. It streamlines my workflow with automation, like executing workflows upon receiving emails, reducing manual work. The integration with web scraping is fantastic, capturing relevant data efficiently. The support team is exceptional, responsive to new feature requests, and overall, the platform's user-friendliness and enterprise-heavy integration make it a standout choice for me.”
G2 Review
“What I liked about my experience using StackAI was how intuitive it was: I was able to create a complete AI workflow without the use of code. I was able to develop within minutes an automated email assistant. The drag and drop interface makes it very easy.”
G2 Review
“StackAI helps our team streamline the management and scaling of complex AI workflows across multiple products. We’ve used it to test, deploy, and manage a wide range of agents—StackAI provides a reliable foundation for building and running production-ready AI systems.”
Stefan Galluppi
Chief Information Officer
“They are very professional and knowledgeable in AI space. They understand the issues of a company very well and tailor the solution to the need of each client. In our case they helped us get a sales chatbot that was trained on corporate data to help qualify leads. Would definitely recommend!”
G2 Review
“With StackAI, work that once took a week now runs in five minutes—producing fully cited reports that eliminate the blank-page problem. StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”
Brian Hayt
Director of BI
“I like how there's no code required to build AI Agents that help me build workflows that help me save a lot of time.”
G2 Review
“StackAI has revolutionized the way language models are approached thanks to its modular approach: by combining multiple independent layers of processing. Its scalable architecture allows for training new layers specific to particular domains without the need to retrain the entire system, which reduces costs and accelerates deployment. StackAI has become a must-reference for projects that require customization capability and robustness in real environments.”
G2 Review
“StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”
Doug Williams
Gen AI Lead
“Had a wonderful experience creating AI agents with StackAI, their platform feels robust and complete with all things you might need, like different ways of exporting your agent and different integrations with other softwares and platforms. The interface is also easy to use and their costumer service is always there for whatever question you might have. Would recommend for any business looking for efficient ways to complete their tasks and workflows.”
G2 Review
“StackAI makes it easy to build and deploy AI-powered workflows without heavy infrastructure setup. The hierarchical dependency system and ability to define reusable nodes/tools is very helpful. Integrations with APIs, knowledge bases, and external services are smooth.”
G2 Review
“Once you become familiar with it, the results are truly impressive, and the building experience becomes almost self-explanatory. The range of LLMs you can integrate is remarkable, and the granular settings available for each LLM make it suitable for nearly any use case. The ability to stack workflows is definitely a unique element of the product. This way, one can avoid building a massive workflow and instead build smaller increments and then connect them in a master flow.”
G2 Review
“The simplicity of creating AI agents. With other platforms, you need coding skills, but Stack AI is a no-code platform where programming knowledge isn’t required to build powerful AI agents. In just a few clicks, you can create different workflows with ease.”
G2 Review
“Once you become familiar with it, the results are truly impressive, and the building experience becomes almost self-explanatory. The range of LLMs you can integrate is remarkable, and the granular settings available for each LLM make it suitable for nearly any use case. The ability to stack workflows is definitely a unique element of the product. This way, one can avoid building a massive workflow and instead build smaller increments and then connect them in a master flow.”
G2 Review
“As I mentioned earlier, the learning curve can be a bit steep, but once you become familiar with it, the results are truly impressive, and the building experience becomes almost self-explanatory. The range of LLMs you can integrate is remarkable, and the granular settings available for each LLM make it suitable for nearly any use case. The ability to stack workflows is definitely a unique element of the product. This way, one can avoid building a massive workflow and instead build smaller increments and then connect them in a master flow.”
G2 Review
“For me the best thing is how much time it saves on the prep work. I can take messy client notes or long reports and turn them into something usable, like a creative brief or a quick summary, without spending hours doing it manually. It’s also great for brainstorming — I can quickly explore different campaign directions or generate first drafts of presentation copy, which helps me get to the actual design and strategy part faster. Since we work with a lot of different types of clients, I like that Stack AI is flexible enough to adapt depending on the project.”
G2 Review
“I love how Stack AI helps me process documents without needing to go through them manually. It streamlines my workflow with automation, like executing workflows upon receiving emails, reducing manual work. The integration with web scraping is fantastic, capturing relevant data efficiently. The support team is exceptional, responsive to new feature requests, and overall, the platform's user-friendliness and enterprise-heavy integration make it a standout choice for me.”
G2 Review
FAQ
Frequently Asked Questions
About AI Agents and the Enterprise AI Platform
FAQ
Frequently Asked Questions
About AI Agents and the Enterprise AI Platform
What exactly are AI agents, and how do they work?
Do I need technical skills or coding knowledge to use StackAI?
Can StackAI process unstructured documents (PDFs, scans, spreadsheets)?
Is StackAI secure enough for sensitive data?
How and where is our data stored when using StackAI?
What kind of support does StackAI provide during onboarding and deployment?
What exactly are AI agents, and how do they work?
Do I need technical skills or coding knowledge to use StackAI?
Can StackAI process unstructured documents (PDFs, scans, spreadsheets)?
Is StackAI secure enough for sensitive data?
How and where is our data stored when using StackAI?
What kind of support does StackAI provide during onboarding and deployment?
What exactly are AI agents, and how do they work?
Do I need technical skills or coding knowledge to use StackAI?
Can StackAI process unstructured documents (PDFs, scans, spreadsheets)?
Is StackAI secure enough for sensitive data?
How and where is our data stored when using StackAI?
What kind of support does StackAI provide during onboarding and deployment?
Get started
Let’s Build AI Agents for Finance, Together
Book a demo to see how AI agents can help financial firms process unstructured documents and perform complex analysis faster and more accurately.
Get started
Let’s Build AI Agents for Finance, Together
Book a demo to see how AI agents can help financial firms process unstructured documents and perform complex analysis faster and more accurately.
Get started
Let’s Build AI Agents for Finance, Together
Book a demo to see how AI agents can help financial firms process unstructured documents and perform complex analysis faster and more accurately.
Solutions
©2025 StackAI. All rights reserved
Made by PhDs at
Solutions
©2025 StackAI. All rights reserved
Made by PhDs at
Solutions
©2025 StackAI. All rights reserved
Made by PhDs at