Double From $10/mo 9.2 Visit 
Stacks Financial Close
stacks.ai
What it is
Stacks Financial Close coordinates finance close tasks, journals, and reconciliations through AI agents and a live calendar. The calendar tracks owners, dependencies, deadlines, and status across the team. Teams can import an existing calendar, assign owners, link policies, and carry workflow improvements into later periods. Tasks can retain a preparer, reviewer, supporting evidence, and linked policy for reuse. The workflow enforces role separation and approvals, with journals staged for review before posting to the general ledger. Timestamped records cover tasks, approvals, supporting documents, reconciliations, working papers, and journals. Listed ERP connections include NetSuite, Microsoft Dynamics 365 BC, SAP S/4HANA, and Workday; other connections include spreadsheet, storage, data, and analytics services. The close management page describes read-only access, centralized controls, and no changes to ERP configuration. Stacks lists SOC II Type II, ISO 27001:2022, GDPR compliance, SOX-ready controls, and SAML-based single sign-on. It runs on the web. Pricing is on request; the site invites prospective customers to book a demo.
Spec sheet
- Purpose
- Stacks uses AI agents to coordinate close tasks, journals, and reconciliations against a live close calendar.Read 3 Oct 2026 · stacks.ai
- Intended users
- Stacks describes its platform as serving enterprise finance teams, including complex multi-entity operations.Read 3 Oct 2026 · stacks.ai
- Integrations
- Listed integrations include NetSuite, SAP S/4HANA, Workday, Microsoft Dynamics 365 BC, Excel, Google Sheets, Box, Dropbox, Google Drive, and Snowflake.Read 3 Oct 2026 · stacks.ai
- Security
- The product page states SOC II Type II, ISO 27001:2022, GDPR compliance, SOX-ready controls, and SAML-based single sign-on.Read 3 Oct 2026 · stacks.ai
- Support
- The site lists support at [email protected] and offers booking a demo.Read 2 Oct 2026 · stacks.ai
- API availability
- The integrations page labels its custom API connection “COMING SOON.”Read 2 Oct 2026 · stacks.ai
- Approvals
- Preparer and reviewer roles are enforced at task level, and journals stage for review before posting to the general ledger.Read 3 Oct 2026 · stacks.ai
- Approvals and controls
- The workflow enforces preparer and reviewer roles, segregation of duties, and approvals before journals post to the general ledger.Read 2 Oct 2026 · stacks.ai
- Audit trail
- The system logs tasks, approvals, supporting documents, and timestamps as close work happens, with an audit trail available for export.Read 3 Oct 2026 · stacks.ai
- Booking and support
- The site invites prospective customers to book a demo and lists support at [email protected].Read 3 Oct 2026 · stacks.ai
- Close calendar
- The live calendar shows tasks, owners, dependencies, and deadlines, with close status visible across the team.Read 2 Oct 2026 · stacks.ai
- Close process
- Stacks supports importing an existing close calendar, assigning task owners, linking policies, and carrying workflow improvements into later periods.Read 2 Oct 2026 · stacks.ai
- Close workflow
- Teams can assign owners, dependencies, and deadlines on a live close calendar with real-time task status.Read 3 Oct 2026 · stacks.ai
- Company mission
- Stacks says its mission is to help reinvent the financial close and make the monthly close faster through AI-enabled tools.Read 3 Oct 2026 · stacks.ai
- Integration access
- Stacks says it offers scheduled syncs, read-only access without ERP configuration changes, and an open API for custom data sources; its integrations page labels API as coming soon.Read 3 Oct 2026 · stacks.ai
- Intended audience
- Stacks describes its product as close management automation software for enterprise finance teams.Read 2 Oct 2026 · stacks.ai
- Other connections
- The integrations page also lists Excel, Google Sheets, AWS Redshift, AWS S3, Box, Databricks, Dropbox, Google BigQuery, Google Drive, Looker, OneDrive, Power BI, SharePoint, and Snowflake.Read 2 Oct 2026 · stacks.ai
- Pricing
- The close management page presents a book-a-demo call to action and does not state a price.Read 3 Oct 2026 · stacks.ai
- Repeatable tasks
- Tasks can be configured with a preparer, reviewer, supporting evidence, and linked policy for reuse each close period.Read 3 Oct 2026 · stacks.ai
- Repeatable workflows
- Users can define a close task’s preparer, reviewer, supporting evidence, and linked policy for reuse in later periods.Read 2 Oct 2026 · stacks.ai
Strong points and limits
Strong points
- Live calendar tracks owners, dependencies, deadlines, and status.
- Reusable tasks retain evidence, roles, and linked policies.
- Journals require review before general-ledger posting.
- Timestamped records cover close activity and supporting materials.
- Listed connections include major ERP and analytics services.
Limits
- Pricing is available on request only.
- Custom API connection is marked coming soon.
- Web is the only listed platform.
Who it suits
It is aimed at enterprise finance teams, including teams managing complex, multi-entity operations. It suits teams that need repeatable close workflows, role-based approvals, and a shared view of close progress.
Verdict
Stacks Financial Close brings close scheduling, reusable task controls, and audit records into one workflow. Prospective customers must request pricing and book a demo to learn more.
Where Specifiction places it
- Financial Close Software#22 of 296.7
