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Backed By Stack AI
No-code agent builder enabling financial workflows and analytics for finance teams.
Stack AI empowers non-technical finance teams to design agent workflows using a drag-and-drop interface. These agents handle investment memo generation, compliance checks, document summarization, and report drafting. Built with enterprise-grade security and LLM model flexibility.
Investment memo generation
Compliance document analysis
Report summarization
Financial analytics automation
500 runs per month
2,000 runs per month
5,000 runs per month
No-Code AI Workflow Builder (Drag-and-Drop)
Multi-LLM and Data Source Integration
Document Intelligence (Comparison, Reconciliation)
API Endpoints for One-Click Deployment
Built-in Customizable UIs
Real user experiences from across different platforms
StackAI get every company complex problem doable within a few days time. How modular and easy to use it is. You can build a fully functioning AI workstream within seconds, collaborate with coworkers and see live the outcome of the structure you are building.
Luis M.
11/15/2024
e, compliant (SOC2, HIPAA, GDPR) AI workflow automation.
urces with advanced LLMs via a no-code interface.
n needs (it is overkill and too expensive).
between freemium and enterprise.
Enables Enterprise GenAI transformation securely and scalably, allowing domain experts (not just developers) to automate critical, document-heavy operations while maintaining full data governance and compliance (SOC 2, HIPAA, GDPR).
Steep learning curve/Feature complexity reported by some non-technical users High-cost barrier; limited middle tier between free and Enterprise plans User-reported slow performance, particularly during peak hours Lack of native integrations for some niche tools (e.g., Google Analytics, Spendesk) Some integrations can be confusing to set up