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The AI Transformation Platform for Professional Services & Advisory

The AI Transformation Platform for Professional Services & Advisory

Trusted by

Bootcamp

Become an AI Agent Leader at KPMG

Host the AI Agents 101 Bootcamp at KPMG. We'll come to you!

Bootcamp

Become an AI Agent Leader at KPMG

Host the AI Agents 101 Bootcamp at KPMG. We'll come to you!

What You'll Learn

We’ll tailor the session to your organization’s priorities, whether it’s automating workflows, accelerating analysis, or exploring new AI use cases. Each Bootcamp combines:

What You'll Learn

We’ll tailor the session to your organization’s priorities, whether it’s automating workflows, accelerating analysis, or exploring new AI use cases. Each Bootcamp combines:

Foundational Knowledge

Learn the core concepts of AI agents: what they are, how they work, and features like Retrieval-Augmented Generation (RAG), security, and integrations.

Real-World Applications

Explore how AI agents can automate tasks, support decision-making, and create efficiencies in your work or organization through tailored use-cases.

Hands-On Building

Design and deploy your first AI agent, no coding skills needed. Leave with working AI agents tailored to your own needs. Need help? We'll be there to support.

low-angle photography of building

Secure Agentic AI for Audit Automation, Tax Advisory, and Advisory Services

Stack AI helps professional services firms like KPMG deploy secure AI agents that automate contract analysis, financial document review, and audit workflows—connecting to internal knowledge bases and enterprise systems like SharePoint and Snowflake with SOC 2, RBAC, and SSO compliance built in.

On-premise deployment
On-premise deployment
Built-in governance and analytics
Built-in governance and analytics
White-glove support from AI experts
White-glove support from AI experts
Templates for audit automation, tax compliance, and advisory engagement workflows
Templates for audit automation, tax compliance, and advisory engagement workflows

Case Studies

Trusted by Leading Professional Services Firms

Professional services and consulting firms trust StackAI to empower teams with AI-powered workflows, accelerate research and analysis, and unlock significant operational savings.

Case Studies

Trusted by Leading Professional Services Firms

Professional services and consulting firms trust StackAI to empower teams with AI-powered workflows, accelerate research and analysis, and unlock significant operational savings.

Ducker Carlisle, a management consulting firm within the KPMG family, used StackAI to launch a citizen developer program that empowered non-technical employees to build AI-powered workflows — unlocking an estimated $1M in savings by removing bottlenecks in research and analysis processes.

Workflows used

Citizen developer program unlocking $1M in savings.
AI-powered research and analysis acceleration
Non-technical teams building AI workflows
cityscape photography of high-rise building

From Bottleneck to Breakthrough: How Ducker Carlisle Unlocked $1M in Savings with a Citizen Developer Program

Use Cases Collection

10+ AI Agents Transforming Finance

Explore 25+ real-world AI agent use cases helping finance teams reduce manual tasks, speed up decisions, and drive smarter, more scalable operations.

Use Cases Collection

10+ AI Agents Transforming Finance

Explore 25+ real-world AI agent use cases helping finance teams reduce manual tasks, speed up decisions, and drive smarter, more scalable operations.

integrations

Bring Agentic AI to Your Enterprise

With 100+ enterprise integrations, AI agents built on StackAI can read, write, and execute tasks within your existing systems.

integrations

Bring Agentic AI to Your Enterprise

With 100+ enterprise integrations, AI agents built on StackAI can read, write, and execute tasks within your existing systems.

our certifications

Enterprise-Grade Security

Don't just take our word for it—StackAI is certified to protect sensitive data, no matter the industry or use case.

our certifications

Enterprise-Grade Security

Don't just take our word for it—StackAI is certified to protect sensitive data, no matter the industry or use case.

HIPAA

Secure, certified handling of sensitive health information.

Healthcare

001

HIPAA

Secure, certified handling of sensitive health information.

Healthcare

001

HIPAA

Secure, certified handling of sensitive health information.

Healthcare

001

HIPAA

Secure, certified handling of sensitive health information.

Healthcare

001

GDPR

Advanced privacy standards for the protection of personal data.

Europe

003

GDPR

Advanced privacy standards for the protection of personal data.

Europe

003

GDPR

Advanced privacy standards for the protection of personal data.

Europe

003

GDPR

Advanced privacy standards for the protection of personal data.

Europe

003

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

002

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

002

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

002

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

002

ISO 27001

Global excellence in information security management.

global

004

ISO 27001

Global excellence in information security management.

global

004

ISO 27001

Global excellence in information security management.

global

004

ISO 27001

Global excellence in information security management.

global

004