Stacks Financial Close
Stacks Financial Close is web-based close management automation software for enterprise finance teams.
What Stacks Financial Close is
Stacks Financial Close is web-based close management automation software for enterprise finance teams. AI agents coordinate close tasks, journals and reconciliations on a live calendar showing owners, dependencies, deadlines and team status. Teams can import an existing calendar, assign owners, link policies and carry workflow changes into later close periods. Tasks can retain preparer and reviewer roles, supporting evidence and linked policies for reuse. The workflow enforces segregation of duties and approvals, with journals staged for review before posting to the general ledger. Tasks, approvals, documents, reconciliations, working papers and journals receive timestamped audit records. Listed ERP connections include NetSuite, Microsoft Dynamics 365 BC, SAP S/4HANA and Workday; other connections include spreadsheets, storage, data and analytics services. The close page describes read-only access, centralized controls and no ERP configuration changes. Stacks states that it has SOC II Type II, ISO 27001:2022, GDPR compliance, SOX-ready controls and SAML-based single sign-on. Pricing is on request; the site invites prospective customers to book a demo.
Good
- Live calendar shows owners, dependencies and deadlines.
- Repeatable tasks can retain policies and evidence.
- Preparer and reviewer roles are enforced.
- Timestamped audit records cover close activity.
- ERP connections include NetSuite and Workday.
Watch out
- Pricing is available on request.
- Custom API connection is marked coming soon.
- The product is listed for web only.
Who it suits
It is intended for enterprise finance teams, including those managing complex multi-entity operations. Teams seeking to organize recurring close tasks, approvals and audit records may find its workflow relevant.
Verdict
Stacks Financial Close is built around recurring close workflows, task controls and timestamped records. Organizations should assess the listed integrations and request pricing through the demo process.
The facts
Each one read from Stacks Financial Close's own pages, with the date it was checked.
What it does
- API availability
- The integrations page labels its custom API connection “COMING SOON.”checked 2 Oct 2026
- Audit trail
- The system logs tasks, approvals, supporting documents, and timestamps as close work happens, with an audit trail available for export.checked 3 Oct 2026
- Booking and support
- The site invites prospective customers to book a demo and lists support at [email protected].checked 3 Oct 2026
- Close calendar
- The live calendar shows tasks, owners, dependencies, and deadlines, with close status visible across the team.checked 2 Oct 2026
- Close process
- Stacks supports importing an existing close calendar, assigning task owners, linking policies, and carrying workflow improvements into later periods.checked 2 Oct 2026
- Close workflow
- Teams can assign owners, dependencies, and deadlines on a live close calendar with real-time task status.checked 3 Oct 2026
- 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.checked 3 Oct 2026
- Integrations
- Listed integrations include NetSuite, SAP S/4HANA, Workday, Microsoft Dynamics 365 BC, Excel, Google Sheets, Box, Dropbox, Google Drive, and Snowflake.checked 3 Oct 2026
- Intended audience
- Stacks describes its product as close management automation software for enterprise finance teams.checked 2 Oct 2026
- Intended users
- Stacks describes its platform as serving enterprise finance teams, including complex multi-entity operations.checked 3 Oct 2026
- 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.checked 2 Oct 2026
- Pricing
- The close management page presents a book-a-demo call to action and does not state a price.checked 3 Oct 2026
- Purpose
- Stacks uses AI agents to coordinate close tasks, journals, and reconciliations against a live close calendar.checked 3 Oct 2026
- Repeatable tasks
- Tasks can be configured with a preparer, reviewer, supporting evidence, and linked policy for reuse each close period.checked 3 Oct 2026
- Repeatable workflows
- Users can define a close task’s preparer, reviewer, supporting evidence, and linked policy for reuse in later periods.checked 2 Oct 2026
- Security
- The product page states SOC II Type II, ISO 27001:2022, GDPR compliance, SOX-ready controls, and SAML-based single sign-on.checked 3 Oct 2026
- Support
- The site lists support at [email protected] and offers booking a demo.checked 2 Oct 2026
Where it runs
- Approvals
- Preparer and reviewer roles are enforced at task level, and journals stage for review before posting to the general ledger.checked 3 Oct 2026
- Approvals and controls
- The workflow enforces preparer and reviewer roles, segregation of duties, and approvals before journals post to the general ledger.checked 2 Oct 2026
The company
- Company mission
- Stacks says its mission is to help reinvent the financial close and make the monthly close faster through AI-enabled tools.checked 3 Oct 2026
