Enterprise-Grade AI for Finance
Secure AI Agents for
Finance Operations
Secure AI Agents for
Finance Operations
Automate routine tasks, ensure compliance, and improve speed and accuracy across finance workflows.
Platform
An End-to-End Interface to Deploy AI Agents
Turn complex financial documents into clear insights.
Platform
An End-to-End Interface to Deploy AI Agents
Turn complex financial documents into clear insights.
Platform
An End-to-End Interface to Deploy AI Agents
Turn complex financial documents into clear insights.
Investment Memo
Turn raw documents into structured investment insights
Document Comparison
Highlight key changes across versions instantly
Spreadsheet AI
Chat with your Excel to get instant, cited answers.
10Q/10K
Bulk upload filings and get instant summaries.
Output
Investment Memo
Output the result of nodes as text
TEMPLATE
Uses a template to combine all the sections into a single document with headers and formatting. The sections include:
Executive Summary
Business Overview
Competitive Landscape
Financial Overview
summary_1
6.2 sec
LLM
Business Overview
Instructions
PROMPT
You are an assistant in drafting investment memos for a private equity firm. You will receive information from the internet about a company, along with…
GPT 4.1
382 Tokens
6.7 sec
Action
Knowledge Base
Save knowledge to supplement future findings
0.8 sec
Input
URL Submission
Input links related to the topic you’re researching
https://www.crunchbase.com/stackai
3.0 sec
Input
Documents
Enables user to upload Files (e.g. PDF, Word, Excel etc.)
Company-pitch-deck.pdf
Official Documentation Source File
P&L statement.xlsx
Revenue projections
Meeting notes.docx
Internal meetings info
9.2 sec
Workflow
AI Investment Memo
Generator
Generate insights from financial data using AI
Company Name
Fill here...
Reports
Choose or drag and drop here
Maximum file size of 20Mb
Upload File
Submit
Analysis
Download
Interface
Investment Memo
Turn raw documents into structured investment insights
Document Comparison
Highlight key changes across versions instantly
Spreadsheet AI
Chat with your Excel to get instant, cited answers.
10Q/10K
Bulk upload filings and get instant summaries.
Output
Investment Memo
Output the result of nodes as text
TEMPLATE
Uses a template to combine all the sections into a single document with headers and formatting. The sections include:
Executive Summary
Business Overview
Competitive Landscape
Financial Overview
summary_1
6.2 sec
LLM
Business Overview
Instructions
PROMPT
You are an assistant in drafting investment memos for a private equity firm. You will receive information from the internet about a company, along with…
GPT 4.1
382 Tokens
6.7 sec
Action
Knowledge Base
Save knowledge to supplement future findings
0.8 sec
Input
URL Submission
Input links related to the topic you’re researching
https://www.crunchbase.com/stackai
3.0 sec
Input
Documents
Enables user to upload Files (e.g. PDF, Word, Excel etc.)
Company-pitch-deck.pdf
Official Documentation Source File
P&L statement.xlsx
Revenue projections
Meeting notes.docx
Internal meetings info
9.2 sec
Workflow
AI Investment Memo
Generator
Generate insights from financial data using AI
URLs to Scrape
Fill here...
Reports
Choose or drag and drop here
Maximum file size of 20Mb
Upload File
Submit
Analysis
Download
Interface
Investment Memo
Turn raw documents into structured investment insights
Document Comparison
Highlight key changes across versions instantly
Spreadsheet AI
Chat with your Excel to get instant, cited answers.
10Q/10K
Bulk upload filings and get instant summaries.
Output
Investment Memo
Output the result of nodes as text
TEMPLATE
Uses a template to combine all the sections into a single document with headers and formatting. The sections include:
Executive Summary
Business Overview
Competitive Landscape
Financial Overview
summary_1
6.2 sec
LLM
Business Overview
Instructions
PROMPT
You are an assistant in drafting investment memos for a private equity firm. You will receive information from the internet about a company, along with…
GPT 4.1
382 Tokens
6.7 sec
Action
Knowledge Base
Save knowledge to supplement future findings
0.8 sec
Input
URL Submission
Input links related to the topic you’re researching
https://www.crunchbase.com/stackai
3.0 sec
Input
Documents
Enables user to upload Files (e.g. PDF, Word, Excel etc.)
Company-pitch-deck.pdf
Official Documentation Source File
P&L statement.xlsx
Revenue projections
Meeting notes.docx
Internal meetings info
9.2 sec
Workflow
AI Investment Memo
Generator
Generate insights from financial data using AI
URLs to Scrape
Fill here...
Reports
Choose or drag and drop here
Maximum file size of 20Mb
Upload File
Submit
Analysis
Download
Interface
Finance Workflows, Re-engineered
Extract Reliable,
Audit-Ready Insights
Basic automation stops at text extraction. When financial teams face complex documents—filled with footnotes, clauses, and cross-referenced tables—most tools fall short. StackAI’s AI agents go further: they understand structure, context, and intent, turning unstructured data into trusted, audit-ready insights your team can actually use. Secure, compliant, and built for high-stakes workflows.
Basic automation stops at text extraction. When financial teams face complex documents—filled with footnotes, clauses, and cross-referenced tables—most tools fall short. StackAI’s AI agents go further: they understand structure, context, and intent, turning unstructured data into trusted, audit-ready insights your team can actually use. Secure, compliant, and built for high-stakes workflows.
Case Studies
Trusted by Leading Financial Institutions
From digital banks to insurance leaders, finance teams trust StackAI to streamline operations, ensure compliance, and accelerate decision-making with AI agents. Explore how top financial organizations drive efficiency and ROI at scale.
Case Studies
Trusted by Leading Financial Institutions
From digital banks to insurance leaders, finance teams trust StackAI to streamline operations, ensure compliance, and accelerate decision-making with AI agents. Explore how top financial organizations drive efficiency and ROI at scale.
Case Studies
Trusted by Leading Financial Institutions
From digital banks to insurance leaders, finance teams trust StackAI to streamline operations, ensure compliance, and accelerate decision-making with AI agents. Explore how top financial organizations drive efficiency and ROI at scale.
Solution
A leading digital bank used StackAI to automate compliance processes, accelerate operations, and deploy AI agents across multiple teams. This helped them reduce delays, improve efficiency, and save thousands of hours every month.
Workflows used
Compliance automation
Employee refund processing
Contract review and redlining
Why Finance Teams Choose StackAI
Purpose-Built AI Agents for the Way Finance Works
Automate the slow, manual tasks holding your team back—from parsing CIMs and modeling data to handling compliance and reporting. Explore how StackAI’s no-code platform helps finance professionals streamline workflows, reduce risk, and move faster.
Why Finance Teams Choose StackAI
Purpose-Built AI Agents for the Way Finance Works
Automate the slow, manual tasks holding your team back—from parsing CIMs and modeling data to handling compliance and reporting. Explore how StackAI’s no-code platform helps finance professionals streamline workflows, reduce risk, and move faster.
Why Finance Teams Choose StackAI
Purpose-Built AI Agents for the Way Finance Works
Automate the slow, manual tasks holding your team back—from parsing CIMs and modeling data to handling compliance and reporting. Explore how StackAI’s no-code platform helps finance professionals streamline workflows, reduce risk, and move faster.
Built for Your Finance Stack
Seamlessly connect with the tools you already use. StackAI integrates with your data rooms, deal sourcing platforms, and internal file systems. Use native connectors or flexible APIs to embed automation directly into your workflows—with full transparency and auditability.
White-Glove Implementation
Work side-by-side with experts who speak your language. Our team of ex-bankers and private equity professionals partners with you to tailor AI agents to your unique processes—no off-the-shelf shortcuts, just solutions that fit.
Verifiable, Reliable Outputs
Trust every insight. Check every source. From CIMs to Excel models, StackAI traces every figure back to its original page or cell. Our agents deliver outputs in formats you already work with—PowerPoint, Excel, Word—and handle scanned documents, images, and more.
Control, Compliance & Auditability
Trust every insight. Check every source. From CIMs to Excel models, StackAI traces every figure back to its original page or cell. Our agents deliver outputs in formats you already work with—PowerPoint, Excel, Word—and handle scanned documents, images, and more.
Built for Your Finance Stack
Seamlessly connect with the tools you already use. StackAI integrates with your data rooms, deal sourcing platforms, and internal file systems. Use native connectors or flexible APIs to embed automation directly into your workflows—with full transparency and auditability.
White-Glove Implementation
Work side-by-side with experts who speak your language. Our team of ex-bankers and private equity professionals partners with you to tailor AI agents to your unique processes—no off-the-shelf shortcuts, just solutions that fit.
Verifiable, Reliable Outputs
Trust every insight. Check every source. From CIMs to Excel models, StackAI traces every figure back to its original page or cell. Our agents deliver outputs in formats you already work with—PowerPoint, Excel, Word—and handle scanned documents, images, and more.
Control, Compliance & Auditability
Trust every insight. Check every source. From CIMs to Excel models, StackAI traces every figure back to its original page or cell. Our agents deliver outputs in formats you already work with—PowerPoint, Excel, Word—and handle scanned documents, images, and more.
Built for Your Finance Stack
Seamlessly connect with the tools you already use. StackAI integrates with your data rooms, deal sourcing platforms, and internal file systems. Use native connectors or flexible APIs to embed automation directly into your workflows—with full transparency and auditability.
White-Glove Implementation
Work side-by-side with experts who speak your language. Our team of ex-bankers and private equity professionals partners with you to tailor AI agents to your unique processes—no off-the-shelf shortcuts, just solutions that fit.
Verifiable, Reliable Outputs
Trust every insight. Check every source. From CIMs to Excel models, StackAI traces every figure back to its original page or cell. Our agents deliver outputs in formats you already work with—PowerPoint, Excel, Word—and handle scanned documents, images, and more.
Control, Compliance & Auditability
Trust every insight. Check every source. From CIMs to Excel models, StackAI traces every figure back to its original page or cell. Our agents deliver outputs in formats you already work with—PowerPoint, Excel, Word—and handle scanned documents, images, and more.
Security
Scale with security
Scale with security
Fully secure & compliant
Fully secure & compliant
Data Retention Policies
Data Retention Policies
Data Retention Policies
Vulnerability & Threat Tracking
Vulnerability & Threat Tracking
Vulnerability & Threat Tracking
No Training on your Data
No Training on your Data
No Training on your Data
GDPR
SOC
HIPAA
Manual workflows are holding you back
Manual workflows are holding you back
Accelerate analysis without adding overhead
Accelerate analysis without adding overhead
AI-powered parsing of CIMs, contracts, and redlines
Instant generation of accurate financial summaries
Standardize internal compliance reviews
Automate extraction from unstructured financial docs
Turn operational bottlenecks into automated workflows
Turn operational bottlenecks into automated workflows
Handle compliance, onboarding, and reporting with ease.
Handle compliance, onboarding, and reporting with ease.
Eliminate manual data verification
Extract insights from PDFs, emails, and CRM in seconds
Boost productivity by letting AI handle routine tasks
Free up analysts for high-value decision making
security
Fully secure & compliant
This is a H2 Headline
This is a H2 Headline
We prioritize data protection and privacy for your company. Enjoy reliable connectivity with your databases, backed by strict controls over processing and access.
Subline Text
Subline Text
Dedicated Infrastructure
Dedicated Infrastructure
Dedicated Infrastructure
AI models run with the highest levels of privacy and security with Azure OpenAI and AWS Bedrock.
001
Data Encryption
Data Encryption
Data Encryption
All your data is secured using AES-256 encryption protocol at rest and in transit (TLS 1.3.).
002
Data Retention Policies
Data Retention Policies
Data Retention Policies
You have the control to set data retention durations, allowing you to decide how long we retain your data.
003
No Training on your Data
No Training on your Data
No Training on your Data
We ensure that your data is not used for training AI models through data processing addendums (DPAs).
004
Compliant with Industry Standards
Built to meet the highest standards for data security and privacy — including HIPAA, SOC 2 Type II, and GDPR. Your data, handled with care.
005
Vulnerability & Threat Tracking
Vulnerability & Threat Tracking
Vulnerability & Threat Tracking
Vulnerabilities and threats tracked to resolution, with scans performed on a regular basis.
006
FAQ
Frequently Asked Questions
About AI Agents and the Enterprise AI Platform
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 in finance?
Do I need technical skills or coding knowledge to use StackAI?
Can StackAI process unstructured financial documents (PDFs, scans, spreadsheets)?
Is StackAI secure enough for sensitive financial data?
How and where is our financial 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 in finance?
Do I need technical skills or coding knowledge to use StackAI?
Can StackAI process unstructured financial documents (PDFs, scans, spreadsheets)?
Is StackAI secure enough for sensitive financial data?
How and where is our financial 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 in finance?
Do I need technical skills or coding knowledge to use StackAI?
Can StackAI process unstructured financial documents (PDFs, scans, spreadsheets)?
Is StackAI secure enough for sensitive financial data?
How and where is our financial data stored when using StackAI?
What kind of support does StackAI provide during onboarding and deployment?
Get started
Let’s Build Financial AI Agents, 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 Financial AI Agents, 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 Financial AI Agents, Together
Book a demo to see how AI agents can help financial firms process unstructured documents and perform complex analysis faster and more accurately.
©2025 StackAI. All rights reserved
Made with
by PhDs at
©2025 StackAI. All rights reserved
Made with
by PhDs at
©2025 StackAI. All rights reserved
Made with
by PhDs at