StackAI
StackAI is an enterprise AI automation platform to build end-to-end internal tools and processes with AI agents in a fully compliant and secure way. Designed for large organizations, it enables teams to automate complex workflows across operations, compliance, finance, IT, and support without heavy engineering.
With StackAI you can:
• Connect knowledge bases (SharePoint, Confluence, Notion, Google Drive, databases) with versioning, citations, and access controls.
• Deploy AI agents as chat assistants, advanced forms, or APIs integrated into Slack, Teams, Salesforce, HubSpot, or ServiceNow.
• Govern usage with enterprise security: SSO (Okta, Azure AD, Google), RBAC, audit logs, PII masking, data residency, and cost controls.
• Route across OpenAI, Anthropic, Google, or local LLMs with guardrails, evaluations, and testing.
• Start fast with templates for Contract Analyzer, Support Desk, RFP Response, Investment Memo Generator, and more.
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Soraban
Soraban is the tool to get more 1040s out the door and so much more. An Intelligent Tax Workflow Solution built specifically for accounting and tax firms, designed to automate client data intake, document collection, and workflow coordination. Stop chasing clients for documents and let Soraban handle it with dynamic, customizable questionnaires that auto-remind clients via SMS, email, or voicemail. Integrated with legacy tax software, Soraban automatically enters data, applies e-signatures for IRS forms, and coordinates tax return delivery with minimal human intervention. Handling repetitive administrative duties frees professionals to focus on advisory work while improving efficiency, reducing errors, and enhancing the client experience through mobile-friendly, seamless interactions.
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GreenTape
GreenTape is an AI-driven document automation platform that uses intelligent AI Agents to read, analyze, and extract structured data from complex documents such as PDFs and spreadsheets, automatically organizing and integrating results into Excel, ERP systems, or other business workflows so teams can eliminate repetitive manual tasks and focus on higher-value work. Its AI Agents are trained to handle diverse file types and formats, accurately interpret tables and unstructured content, verify and clean data, and seamlessly deliver the output into user-preferred destinations, helping reduce human error and accelerate data processing across reporting, accounting, procurement, compliance, and operations. GreenTape emphasizes privacy and control in document handling while offering fast implementation and ease of use that doesn’t require coding or specialized IT resources, enabling teams to instantly start automating document-based work and improve productivity.
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