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
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.
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
“I was looking for a company designing systems and solutions based on the capabilities of generative AI, and that’s what led me to StackAI. The StackAI team has been amazing, and having StackAI as a platform for DDC has opened the door for us to implement agentic AI across all of our departmental functions at a corporate level.”

Dale Ward
EVP of Innovation
“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

“What I liked about my experience using StackAI was how intuitive it was, being able to create a complete AI workflow without the use of code. I was able to develop within minutes and automatized email assistant. The drag and drop interface makes it very intuitive.”
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
"I've found StackAI's visual workflow builder to be very beneficial. I was really impressed with how our team was able to jump in and create something quickly. It just goes to show how easy the platform is to use."

Gabriel Ruiz
CTO & Director of IT Operations

“StackAI lets our users create enterprise-grade solutions, not just chatbots. It has changed how we think about participant service and how we approach our work: faster and smarter.”

Gerard Rescigno
Chief Information Officer

“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

“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
“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 was looking for a company designing systems and solutions based on the capabilities of generative AI, and that’s what led me to StackAI. The StackAI team has been amazing, and having StackAI as a platform for DDC has opened the door for us to implement agentic AI across all of our departmental functions at a corporate level.”

Dale Ward
EVP of Innovation
“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've found StackAI's visual workflow builder to be very beneficial. I was really impressed with how our team was able to jump in and create something quickly—it just goes to show how easy the platform is to use.

Gabriel Ruiz
CTO & Director of IT Operations

“StackAI lets our users create enterprise-grade solutions, not just chatbots. It has changed how we think about participant service and how we approach our work—faster and smarter.”

Gerard Rescigno
Chief Information Officer

“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

“I was looking for a company designing systems and solutions based on the capabilities of generative AI, and that’s what led me to StackAI. The StackAI team has been amazing, and having StackAI as a platform for DDC has opened the door for us to implement agentic AI across all of our departmental functions at a corporate level.”

Dale Ward
EVP of Innovation
“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

“What I liked about my experience using Stack AI was how intuitive it was, being able to create a complete AI workflow without the use of code. I was able to develop within minutes and automatized email assitant. Tha drag and drop interface makes it very intuitive.”
G2 Review
I've found StackAI's visual workflow builder to be very beneficial. I was really impressed with how our team was able to jump in and create something quickly—it just goes to show how easy the platform is to use.

Gabriel Ruiz
CTO & Director of IT Operations

“StackAI lets our users create enterprise-grade solutions, not just chatbots. It has changed how we think about participant service and how we approach our work—faster and smarter.”

Gerard Rescigno
Chief Information Officer

“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

“Stack AI 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, knowlegebases, and external services are smooth.”
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

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.

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Solutions
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Join the newsletter and get AI news, resource for real-world use cases, AI agent tutorials, and more.




Solutions
©2025 StackAI. All rights reserved
Made by PhDs at
Join the newsletter and get AI news, resource for real-world use cases, AI agent tutorials, and more.




Solutions
©2025 StackAI. All rights reserved
Made by PhDs at




