How Stacksync works for finance teams

1. Connect Your Financial Systems: Use Stacksync’s intuitive, no-code interface to link ERPs, accounting software, payroll, banking, and BI tools in minutes—no custom code required.
2. Map and Sync Data: Select the tables and fields to synchronize. Stacksync automatically handles schema mapping, transformations, and real-time, bidirectional updates.
3. Automate Workflows and Alerts: Set up triggers for financial close, reconciliation, and compliance events. Automate notifications and escalations for exceptions and approvals.
4. Monitor, Secure, and Scale: Access dashboards and logs to track integration health, maintain audit trails, and scale as your finance operations grow.

Key benefits

• Unified Financial Data: Integrate and synchronize data from ERPs, accounting, payroll, and banking systems for a single, trusted source of truth.
• Automated Reporting and Reconciliation: Eliminate manual data entry and automate financial close, reconciliations, and compliance reporting, saving time and reducing errors.
• Real-Time Insights and Forecasting: Deliver up-to-the-minute dashboards and analytics to support agile financial planning, cash flow management, and scenario modeling.
• Improved Compliance and Audit Readiness: Maintain audit trails, enforce validation rules, and automate documentation to meet evolving regulatory requirements.
• Scalable and Secure: Effortlessly handle high-volume transactions and sensitive financial data with enterprise-grade security and governance.

Use cases

• Automated Financial Close: Sync data from multiple ledgers, accounts, and departments to accelerate month-end and year-end close processes.
• Expense and Revenue Management: Integrate expense platforms, revenue streams, and bank feeds to automate reconciliation and provide real-time cash flow visibility.
• Budgeting and Forecasting: Connect planning tools and ERPs for collaborative budgeting, rolling forecasts, and variance analysis.
• Regulatory and Tax Compliance: Automate the aggregation and submission of compliance data, tax filings, and audit documentation.
• Financial Alerts and Notifications: Set up real-time alerts for threshold breaches, unusual transactions, or reconciliation issues to proactively manage risk.