Enterprise-Grade AI for Finance
Secure AI Agents for
Finance Operations
Secure AI Agents for
Finance Operations
Automate routine tasks, ensure compliance, and improve speed and accuracy across finance workflows.
Go Beyond OCR
Extract Reliable,
Audit-Ready Insights
Basic OCR tools stop at surface-level data. When faced with lengthy insurance documents full of clauses, tables, endorsements, and fine print, they fall short. StackAI goes further—turning unstructured content into structured insights your compliance, underwriting, and claims teams can trust.
Basic OCR tools stop at surface-level data. When faced with lengthy insurance documents full of clauses, tables, endorsements, and fine print, they fall short. StackAI goes further—turning unstructured content into structured insights your compliance, underwriting, and claims teams can trust.
Why Finance Teams Choose StackAI
Purpose-Built AI Agents for the Way Finance Works
Automate the slow, manual tasks holding your team back—from parsing CIMs and modeling data to handling compliance and reporting. Explore how StackAI’s no-code platform helps finance professionals streamline workflows, reduce risk, and move faster.
Why Finance Teams Choose StackAI
Purpose-Built AI Agents for the Way Finance Works
Automate the slow, manual tasks holding your team back—from parsing CIMs and modeling data to handling compliance and reporting. Explore how StackAI’s no-code platform helps finance professionals streamline workflows, reduce risk, and move faster.
Why Finance Teams Choose StackAI
Purpose-Built AI Agents for the Way Finance Works
Automate the slow, manual tasks holding your team back—from parsing CIMs and modeling data to handling compliance and reporting. Explore how StackAI’s no-code platform helps finance professionals streamline workflows, reduce risk, and move faster.
Built for Your Finance Stack
Seamlessly connect with the tools you already use. StackAI integrates with your data rooms, deal sourcing platforms, and internal file systems. Use native connectors or flexible APIs to embed automation directly into your workflows—with full transparency and auditability.
White-Glove Implementation
Work side-by-side with experts who speak your language. Our team of ex-bankers and private equity professionals partners with you to tailor AI agents to your unique processes—no off-the-shelf shortcuts, just solutions that fit.
Verifiable, Reliable Outputs
Trust every insight. Check every source. From CIMs to Excel models, StackAI traces every figure back to its original page or cell. Our agents deliver outputs in formats you already work with—PowerPoint, Excel, Word—and handle scanned documents, images, and more.
Control, Compliance & Auditability
Trust every insight. Check every source. From CIMs to Excel models, StackAI traces every figure back to its original page or cell. Our agents deliver outputs in formats you already work with—PowerPoint, Excel, Word—and handle scanned documents, images, and more.
Built for Your Finance Stack
Seamlessly connect with the tools you already use. StackAI integrates with your data rooms, deal sourcing platforms, and internal file systems. Use native connectors or flexible APIs to embed automation directly into your workflows—with full transparency and auditability.
White-Glove Implementation
Work side-by-side with experts who speak your language. Our team of ex-bankers and private equity professionals partners with you to tailor AI agents to your unique processes—no off-the-shelf shortcuts, just solutions that fit.
Verifiable, Reliable Outputs
Trust every insight. Check every source. From CIMs to Excel models, StackAI traces every figure back to its original page or cell. Our agents deliver outputs in formats you already work with—PowerPoint, Excel, Word—and handle scanned documents, images, and more.
Control, Compliance & Auditability
Trust every insight. Check every source. From CIMs to Excel models, StackAI traces every figure back to its original page or cell. Our agents deliver outputs in formats you already work with—PowerPoint, Excel, Word—and handle scanned documents, images, and more.
Built for Your Finance Stack
Seamlessly connect with the tools you already use. StackAI integrates with your data rooms, deal sourcing platforms, and internal file systems. Use native connectors or flexible APIs to embed automation directly into your workflows—with full transparency and auditability.
White-Glove Implementation
Work side-by-side with experts who speak your language. Our team of ex-bankers and private equity professionals partners with you to tailor AI agents to your unique processes—no off-the-shelf shortcuts, just solutions that fit.
Verifiable, Reliable Outputs
Trust every insight. Check every source. From CIMs to Excel models, StackAI traces every figure back to its original page or cell. Our agents deliver outputs in formats you already work with—PowerPoint, Excel, Word—and handle scanned documents, images, and more.
Control, Compliance & Auditability
Trust every insight. Check every source. From CIMs to Excel models, StackAI traces every figure back to its original page or cell. Our agents deliver outputs in formats you already work with—PowerPoint, Excel, Word—and handle scanned documents, images, and more.
Security
Scale with security
Scale with security
Fully secure & compliant
Fully secure & compliant
Data Retention Policies
Data Retention Policies
Data Retention Policies
Vulnerability & Threat Tracking
Vulnerability & Threat Tracking
Vulnerability & Threat Tracking
No Training on your Data
No Training on your Data
No Training on your Data
GDPR
SOC
HIPAA
Case Studies
Trusted by Leading Financial Institutions
From digital banks to insurance leaders, finance teams trust StackAI to streamline operations, ensure compliance, and accelerate decision-making with AI agents. Explore how top financial organizations drive efficiency and ROI at scale.
Case Studies
Trusted by Leading Financial Institutions
From digital banks to insurance leaders, finance teams trust StackAI to streamline operations, ensure compliance, and accelerate decision-making with AI agents. Explore how top financial organizations drive efficiency and ROI at scale.
Case Studies
Trusted by Leading Financial Institutions
From digital banks to insurance leaders, finance teams trust StackAI to streamline operations, ensure compliance, and accelerate decision-making with AI agents. Explore how top financial organizations drive efficiency and ROI at scale.
Solution
A leading digital bank used StackAI to automate compliance processes, accelerate operations, and deploy AI agents across multiple teams. This helped them reduce delays, improve efficiency, and save thousands of hours every month.
Workflows used
Compliance automation
Employee refund processing
Contract review and redlining
Manual workflows are holding you back
Manual workflows are holding you back
Accelerate analysis without adding overhead
Accelerate analysis without adding overhead
AI-powered parsing of CIMs, contracts, and redlines
Instant generation of accurate financial summaries
Standardize internal compliance reviews
Automate extraction from unstructured financial docs
Turn operational bottlenecks into automated workflows
Turn operational bottlenecks into automated workflows
Handle compliance, onboarding, and reporting with ease.
Handle compliance, onboarding, and reporting with ease.
Eliminate manual data verification
Extract insights from PDFs, emails, and CRM in seconds
Boost productivity by letting AI handle routine tasks
Free up analysts for high-value decision making
FAQ
Frequently Asked Questions
About AI Agents and the Enterprise AI Platform
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 in finance?
Do I need technical skills or coding knowledge to use StackAI?
Can StackAI process unstructured financial documents (PDFs, scans, spreadsheets)?
Is StackAI secure enough for sensitive financial data?
How and where is our financial 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 in finance?
Do I need technical skills or coding knowledge to use StackAI?
Can StackAI process unstructured financial documents (PDFs, scans, spreadsheets)?
Is StackAI secure enough for sensitive financial data?
How and where is our financial 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 in finance?
Do I need technical skills or coding knowledge to use StackAI?
Can StackAI process unstructured financial documents (PDFs, scans, spreadsheets)?
Is StackAI secure enough for sensitive financial data?
How and where is our financial data stored when using StackAI?
What kind of support does StackAI provide during onboarding and deployment?
Get started
Let’s Build Financial AI Agents, 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 Financial AI Agents, 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 Financial AI Agents, Together
Book a demo to see how AI agents can help financial firms process unstructured documents and perform complex analysis faster and more accurately.
©2025 StackAI. All rights reserved
Made with
by PhDs at
©2025 StackAI. All rights reserved
Made with
by PhDs at
©2025 StackAI. All rights reserved
Made with
by PhDs at