Closethebooks.Withoutthechaos.

AI agents that orchestrate every task, journal, and reconciliation against a live close calendar. Owners assigned. Approvals enforced. Audit trail built as you go.

A close timeline you can actually commit to

Your close runs against a live calendar instead of a spreadsheet checklist. Bottlenecks surface while there's still time to act, workload rebalances before anyone falls behind, and the close lands on the day you said it would.

Controls built into the workflow, not layered on top

Approvals, segregation of duties, and role-based access are enforced by the workflow itself. Preparers prepare, reviewers review, and nothing posts to the GL until it's cleared the controls your policy requires.

Audit prep that happens while you close

Every task, approval, and supporting document is logged with preparer, reviewer, and timestamp as the work happens. When auditors arrive, the evidence is already assembled, already linked to the underlying balances, and already tied to the policy it supports.

Run every close the same way, only faster each time

See the entire close on one timeline before day one

Every task, owner, dependency, and deadline sits on a single live calendar. Controllers see where the close stands without asking, team leads see the week ahead, and anyone waiting on an upstream task knows the moment it clears.

Define each close task once, run it the same way every period

Set the preparer, reviewer, supporting evidence, and linked policy for a task once, and it runs the same way every close. When something changes, you update the workflow and the next period inherits it automatically.

Enforce segregation of duties without chasing sign-offs

Preparer and reviewer roles are enforced at the task level, approvals route automatically, and nothing posts to the GL until it's cleared the workflow. The controls your policy describes are the controls the system actually runs.

See the entire close on one timeline before day one

Who did what, when they did it, and what changed is captured as the close runs: reconciliations, working papers, journals, and approvals all tied to the period they belong to. Your auditors get the full trail in a single export, without your team assembling it after the fact.

How It Works

  1. Structure

Import your close calendar, map each task to an owner, and link it to the policy it supports. Stacks inherits your existing close structure rather than asking you to rebuild it.

  1. Execute

Tasks open on schedule with source data, linked reconciliations, and supporting policies already attached. Reviewers are notified the moment a task is ready, not the next morning.

  1. Control

Approvals enforce segregation of duties automatically, journals stage for review before they post, and exceptions escalate by rule. Every action is recorded as it happens.

  1. Close & Prove

Sign-off locks the period and its evidence. The audit trail is already assembled, linked to balances, and tied to policy, and every improvement you made this close carries into the next one.

Why Stacks vs. Legacy Close Tools

Legacy approach

  • Spreadsheet checklists updated by hand
  • Live close calendar with real-time status across every task
  • Approvals chased over Slack and email
  • Segregation of duties enforced by the workflow itself
  • Evidence scattered across drives, inboxes, and ERP screenshots
  • Every reconciliation, journal, and working paper attached to its task
  • Status meetings to find out where the close stands
  • Bottlenecks surface the moment they form
  • Audit prep as a separate project after close
  • Audit trail built continuously as the close runs
  • Tribal knowledge in one senior controller's head
  • Repeatable workflows that survive turnover and scale with headcount

"Since using Stacks, we've reduced the time to financial close by three and a half days, which is material in our case. And more importantly, we've been able to utilize our resources more effectively."

RUBEN A.

HEAD OF FINANCE, JUNI

Part of the Stacks close platform

Reconciliations
AI agents match transactions across your subledgers, bank feeds, and GL. Your team reviews exceptions and signs off.

Intercompany
Match, net, and eliminate across every entity. FX tolerance built in. Corrective journals ready before your team starts.

Reporting & Analysis
Material variances identified. Audit-ready commentary generated for sign-off and board reporting.

Closeonschedule.Everyperiod.Withoutthechaos.

See how Stacks replaces the spreadsheet checklist, the Slack approvals, and the last-week-of-close audit scramble with a single close workflow.