/

The AI Transformation Platform for Professional Services & Advisory

The AI Transformation Platform for Professional Services & Advisory

Trusted by

Bootcamp

Become an AI Agent Leader at EY

Host the AI Agents 101 Bootcamp at EY (Ernst & Young). We'll come to you!

Bootcamp

Become an AI Agent Leader at EY

Host the AI Agents 101 Bootcamp at EY (Ernst & Young). We'll come to you!

What You'll Learn

We’ll tailor the session to your organization’s priorities, whether it’s automating workflows, accelerating analysis, or exploring new AI use cases. Each Bootcamp combines:

What You'll Learn

We’ll tailor the session to your organization’s priorities, whether it’s automating workflows, accelerating analysis, or exploring new AI use cases. Each Bootcamp combines:

Foundational Knowledge

Learn the core concepts of AI agents: what they are, how they work, and features like Retrieval-Augmented Generation (RAG), security, and integrations.

Real-World Applications

Explore how AI agents can automate tasks, support decision-making, and create efficiencies in your work or organization through tailored use-cases.

Hands-On Building

Design and deploy your first AI agent, no coding skills needed. Leave with working AI agents tailored to your own needs. Need help? We'll be there to support.

low-angle photography of building

Secure Agentic AI for Audit Automation, Tax Compliance, and Advisory Workflows

StackAI helps professional services firms like EY deploy secure AI agents that automate document-intensive workflows—from investment memo generation and contract analysis to compliance checks and knowledge management—connecting to internal systems like SharePoint and Snowflake with enterprise-grade governance, SSO, and role-based access controls.

On-premise deployment
On-premise deployment
Built-in governance and analytics
Built-in governance and analytics
White-glove support from AI experts
White-glove support from AI experts
Templates for audit automation, tax compliance, and advisory report generation
Templates for audit automation, tax compliance, and advisory report generation

Governance

Multi-Layer Governance

Governance on StackAI ensures that AI agents are built and deployed safely, so enterprises can scale their AI initiatives with confidence.

Governance

Multi-Layer Governance

Governance on StackAI ensures that AI agents are built and deployed safely, so enterprises can scale their AI initiatives with confidence.

Governance

Multi-Layer Governance

Governance on StackAI ensures that AI agents are built and deployed safely, so enterprises can scale their AI initiatives with confidence.

Granular RBAC

Create custom roles and groups

Global Policy

Admins set cross-cutting policy

Agentic Development Life Cycle

The safest path from prototype to production

Analytics

Customizable audit logs and global analytics

Delegated Permissions

Enforce end-user access to sensitive information

Scope Control

Assign users and groups to private folders

Case Studies

Trusted by Leading Professional Services Firms

Professional services leaders trust StackAI to empower citizen developers, scale AI adoption across teams, and unlock enterprise-wide efficiency gains.

Case Studies

Trusted by Leading Professional Services Firms

Professional services leaders trust StackAI to empower citizen developers, scale AI adoption across teams, and unlock enterprise-wide efficiency gains.

Ducker Carlisle, an EY organization, used StackAI to launch a citizen developer program that empowered business users to build and deploy their own AI workflows without relying on centralized IT. This unlocked approximately $1M in savings, dramatically accelerated time-to-value for AI initiatives, and created a scalable model for enterprise-wide AI adoption.

Workflows used

Citizen developer enablement.
$1M in operational cost savings
Scalable enterprise AI adoption
cityscape photography of high-rise building

From Bottleneck to Breakthrough: How Ducker Carlisle Unlocked $1M in Savings with a Citizen Developer Program

Use Cases Collection

10+ 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

10+ 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.

integrations

Bring Agentic AI to

Bring Agentic AI to

EY (Ernst & Young)

EY (Ernst & Young)

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

Secure, certified handling of sensitive health information.

Healthcare

001

HIPAA

Secure, certified handling of sensitive health information.

Healthcare

001

HIPAA

Secure, certified handling of sensitive health information.

Healthcare

001

HIPAA

Secure, certified handling of sensitive health information.

Healthcare

001

GDPR

Advanced privacy standards for the protection of personal data.

Europe

002

GDPR

Advanced privacy standards for the protection of personal data.

Europe

002

GDPR

Advanced privacy standards for the protection of personal data.

Europe

002

GDPR

Advanced privacy standards for the protection of personal data.

Europe

002

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

003

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

003

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

003

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

003

ISO 27001

Global excellence in information security management.

global

004

ISO 27001

Global excellence in information security management.

global

004

ISO 27001

Global excellence in information security management.

global

004

ISO 27001

Global excellence in information security management.

global

004