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Introducing Stackpack AI Assistant: Instant Answers and 25+ Hours Back for Finance Teams

AI that works for finance. Stackpack’s Assistant saves 25+ hrs/month by surfacing actionable answers on vendor, contract & spend data - fast.

Sara Wyman
Feature ReleaseAI for Finance
October 7, 2025
Introducing Stackpack AI Assistant: Instant Answers and 25+ Hours Back for Finance Teams

AI that works for finance. Stackpack’s Assistant saves 25+ hrs/month by surfacing actionable answers on vendor, contract & spend data - fast.


When we started Stackpack, I kept hearing the same thing from finance leaders:

“We’re not anti-AI. We’re anti-mess.”

And I get it. Finance teams are under pressure to move faster - but most of the AI hitting their desks just adds more noise. Lightweight copilots. Generic chatbots. Tools that promise insights but hand finance another task or process to complete.

That’s why I’m excited to share what we’ve just released: The Stackpack AI Assistant - real-time, finance-trained intelligence built into your workflow.

This isn’t AI pasted on top of old systems. It’s purpose-built to solve the problems finance leaders are facing every day - and it’s already saving teams 25+ hours a month.

Built From What Our Customers Told Us

One thing we’re proud of at Stackpack: we don’t build features in a vacuum.

The AI Assistant is the result of months of conversations with our customers - from high-growth startups to established finance teams - who told us exactly where existing tools and workflows fall short.

They weren’t asking for another dashboard. They were asking for:

  • One place to surface key vendor contract terms - before leverage is lost
  • Instant visibility into vendor overlap or duplicate spend
  • Insight into their spend trends - and projections on where they were heading
  • Answers they could actually trust - with a clear trail back to the source
  • Less manual digging, more strategic impact

That customer feedback directly shaped this launch.

As Brandon Lee, Accounting Manager at BizzyCar put it: “With Stackpack’s AI Assistant, we’ll be able to surface vendor, spend, and contract insights in seconds. That’s going to free up 5–10 hours each month per team member and let us focus on decisions instead of data prep.”

That’s exactly the kind of impact we’re here to drive.

The Problem We’re Solving

Even with automation tools in place, finance teams are still buried in low-value work:

  • 25 hours per week spent on research and prep per analyst (OWL ESG, 2025)
  • 73% of accountants still living in spreadsheets (Trullion, 2025)
  • Only 35% of FP&A time going toward strategic insights (FP&A Trends, 2024)

This isn’t just inefficient. It leads to:

  • Missed renewals that show up through unexpected invoices
  • Overlapping vendor contracts that burn unplanned for $$$
  • Slower reporting cycles that eat countless hours of manual work

And generic AI solutions don’t fix it - they just shuffle the friction.

You still need to prep the data, write the prompt, validate the logic, and reconcile the output manually - and that’s before taking security concerns into account.

That’s what we set out to change.

Why Stackpack AI Assistant Is Different

We built Stackpack AI Assistant as a finance-first intelligence layer, trained on the actual jobs-to-be-done in finance and using up-to-date data taken directly from your finance apps.

That means:

  • No exporting spreadsheets
  • No reformatting data
  • No validation work & no security concerns

Instead, finance teams get fast, direct answers to critical questions - and every output links back to the vendor, contract, and/or spend data in Stackpack.

Here’s just a few ways finance teams can use AI Assistant within seconds using our pre-defined prompts:

  • Surface contract renewal dates, terms, and co-termination clauses in seconds
  • Flag duplicate or overlapping vendors by category, usage, and spend
  • Show you exact spend - and what’s being forecasted

And because it’s built natively into Stackpack, everything happens in one place.

What You Get with Stackpack AI Assistant

Here’s what we’ve built - based on exactly what finance teams told us they needed:

Finance-Tuned AI

This works like ChatGPT - but it’s trained for finance, and it lives inside Stackpack.

No setup. No training. No back-and-forth.

Just type a question and get an answer you can trust - grounded in real vendor, contract, and spend data.

What used to take hours now happens before your coffee cools.

Intelligent Prompts

Finance teams told us they were losing a full week every month to contract searches, vendor overlap checks, and manual prep.

So we built prompts that actually do the heavy lifting.

You can now:

  • Surface key contract terms and renewal risks before leverage is lost
  • Flag duplicate or overlapping vendors to cut wasted spend
  • Uncover spend insights without reconciling spreadsheets

And, the great thing is that we've made it accessible for anyone to use and get the answers they need - from IT to Marketing and every team in between.

Prompt History

One thing we heard again and again: “I just need to pick up where I left off.”

Now you can.

Every prompt is saved. Every answer is traceable.

So whether you're jumping back into a vendor renewal thread or reviewing contract terms you flagged last week, you’re never starting from scratch.

Want to See It Work?

Put it to the test - risk-free.

Start your 30-day free trial of Stackpack and get full access to the AI Assistant, vendor and spend intelligence, contract management tools, and everything else our customers are using to cut waste, reduce risk, and get ahead.

No sandbox. No demo deck. Just your real data, real insights - and real results.

Setup typically takes less than an hour. We’ll even run a free Renewal & Overlap Audit using your contracts and vendor list, so you can see exactly where time and money are hiding.

Topics

Feature ReleaseAI for Finance