Stacks Assistant

Stacks Assistant is your companion. It runs as you work and provides recommendations to automate manual work. Its key goal is to make you efficient and reduce errors. It works with your current processes and templates, no configuration or messy changes are required.

The assistant has two high-level functionalities - posting and syncing data from ERPs. Let's deep dive into each of the features:

Automated Journal Entries: The assistant helps post journals with one click.

1. The assistant establishes the mapping between your Excel and ERP automatically.

2. The assistant corrects mistakes proactively before posting the journals.

3. Once posted, it creates a direct link to the journal.

4. You can update existing journals right from Excel.

5. Finally, journals is not the only data type we support. You can also use it to post invoices, payments, and advanced intercompany journals.

Synced Sheets: Sync data and reports, saved searches, and set automated controls

1. The assistant creates a two-way sync allowing you to download data from ERPs.

2. With one click of a button, you can refresh the latest data. Your control sheet doesn't need to be updated every time you post something.

3. We support P&L, consolidated P&L, Income Statements, FX, and many more reports.

4. For NetSuite, you can sync your saved searches or write advanced queries.