We help accounting firms automate the manual work slowing your team down.
Document chasing, manual reconciliation, reports that take days to pull — these aren't accounting problems, they're technology problems. We fix them.
“Stackd completely transformed how we use data internally. What used to take our team days of manual work now runs automatically — clean, reliable, and exactly what we needed. Talha and the team felt like an extension of our own staff, not an outside vendor.”
Michael D.
Director of Operations · Summit Consulting
The problems we see in every accounting firm
These aren't unique to you. They're industry-wide — and they're all solvable with the right technology.
Document collection is a nightmare
Every engagement starts with chasing clients for files over email. Things get lost, versions multiply, and your team spends hours on logistics instead of accounting.
Reporting takes days, not minutes
Your financial reports live in an Excel model built by one person who knows all the formulas. Pulling a report means manual work, errors, and waiting.
Reconciliation is still manual
Your team spends hours matching transactions that could be matched automatically. The exceptions that need human eyes get buried in the noise.
Tax season creates bottlenecks
Everything piles up at once — data collection, prep, review. The same inefficiencies that are annoying year-round become genuine problems in Q4.
Technology built for accounting firms
Everything reframed around the problems you actually face — not generic tech jargon.
Data & Analytics
Automated reporting
Financial reports that generate themselves. P&Ls, cash flow, client summaries — on a schedule, in the format you need, without touching a spreadsheet.
Data Engineering
Reconciliation automation
Automatically match transactions, flag exceptions, and surface only what needs human review. Cut reconciliation time by 80% or more.
Software Development
Document & data collection
Client portals and intake tools that replace email chains. Clients upload what you need, you get it organized and ready to use — no chasing required.
Software Development
Internal tools & dashboards
Replace the Excel file everyone is afraid to break. Real-time dashboards, workflow tools, and internal apps built for how your firm actually operates.
ML / AI Strategy
AI-assisted review
Catch anomalies, flag unusual transactions, and surface risks before they become problems. AI that augments your team's judgment, not replaces it.
Tech Strategy
Tech strategy & advisory
Not sure where to start? We assess your current stack, identify the highest-ROI automation opportunities, and build you a roadmap with clear priorities.
From first call to working system
30-min discovery call
We listen to your specific workflows, pain points, and current tools. No generic pitch — just a real conversation about where automation would save you the most time.
Scoped proposal
You get a clear proposal with exactly what we'll build, what it will cost, and how long it will take. No ambiguity, no scope creep.
We build, you stay in control
Weekly syncs, transparent progress, shared workspace. We embed with your team and transfer full ownership when we're done — no black boxes.
Not an agency.
Not a software vendor.
A technical partner.
Most firms that try to automate get burned — by vendors who overpromise, by projects that drag on, by systems that nobody maintains. We operate differently: small team, senior people, full accountability.
Senior-led on every project
No juniors handed your work after the sales call.
No agency overhead
You pay for work, not for account managers and project coordinators.
We speak finance
We've worked with consulting and financial services firms. We know the terminology, the workflows, and the compliance constraints.
You own everything
All code, all data pipelines, all documentation — fully yours on day one. No lock-in.
Fixed-scope or flexible
Start with a scoped project, scale to a retainer. 50% upfront, the rest on delivery.
Book your free
30-minute call.
No sales pitch, no pressure. We'll learn about your firm, walk through where automation could save your team the most time, and tell you honestly what's realistic.
- Understand your current workflows and bottlenecks
- Identify the 1-2 automations with the biggest ROI
- Give you a rough scope and timeline on the spot
- Zero commitment — just a real conversation