Invoicing
Create, send and track invoices. Customers pay through a link and the payment is recorded for you.
Learn more → Welcome to agentic finance & accounting
All-in-one business software for SMBs and freelancers
Invoicing, CRM, sales and much more in one cloud platform, with agents that do the work.
Try It For FreeNo credit card required · Cancel anytime
The Staks Agent
Ask. Confirm. Done.
An agent that knows your whole business, does the work, and saves you hours every week.
Features
All your tools. One software.
Invoicing, sales, expenses, CRM, payroll, inventory, documents and accounting. One database, one login.
Sales funnel
Move deals through your stages. A won deal becomes a quote or invoice in one click.
Learn more →Expenses
Drop in a receipt and the expense is logged with vendor, amount and category. See where the money goes.
Learn more →Inventory
Products with live stock levels. Bills add stock, invoices remove it, and cost of goods is posted automatically.
Learn more →HR & Payroll
Employees, salaries and commissions. Run payroll and it lands in your books as an expense.
Learn more →Documents
Contracts, receipts and agreements attached to the invoice, client or expense they belong to.
Learn more →Accounting
Real double-entry books, posted automatically from every invoice, bill, expense and payroll run.
Learn more → MCP connector · AI integrations
Your business, one prompt away.
Staks works inside Claude, ChatGPT and any AI that supports MCP. Check your numbers, create invoices and log expenses from the apps you already use.
Ask anything about your finances…
Invoices1,284 rows
INV-00118 · Fieldwork$11,200
INV-00115 · Northpass$4,800
INV-00112 · Loam Goods$2,240
INV-00109 · Haines & Co.$8,900
Expenses4,902 rows
Adobe CC · Software$59.99
Lunch · Fieldwork$84.00
Uber · Client visit$32.40
AWS · Hosting$214.30
Payroll12 employees
M. Okafor · Senior$8,400
A. Lin · Designer$6,200
J. Reyes · Contract$3,800
S. Park · Engineer$7,100
Deals38 open
Fieldwork · Proposal$18.4k
Northpass · Negotiation$32k
Loam Goods · Qualified$9.2k
Parallel · Won$54k
Reports
Reports, done for you.
Every invoice, expense, deal, and payroll run feeds one set of live business reports.
01Profit & lossRevenue, expenses, and what’s left — any period
02Revenue by clientWho actually pays the bills
03Expense categoriesWhere the money goes, ranked
04Tax summaryTax collected on sales vs. paid on spending
05Payroll & commissionsTeam cost, run by run
06Outstanding invoicesWhat’s owed, and for how long
07Balance sheetAssets, liabilities and equity at any date
08Cash flowMoney in, money out, by month
09Sales funnelDeals by stage, win rate and pipeline value
+ more inside the app
Why Staks
Why growing businesses choose Staks.
Live overview
See revenue, expenses, profit and unpaid invoices on one dashboard, updated live.
100% cloud-based
Works in any browser on any device. Nothing to install, and your whole team sees the same numbers.
AI agent built in
Tell it to draft an invoice, log an expense or record a payment. It prepares the action and waits for your approval.
Multi-currency
Invoice and pay in any currency. Exchange rates are saved on each transaction so your books stay accurate.
Double-entry accounting
Every invoice, bill, expense and payroll run is posted to a full chart of accounts automatically.
Built for teams
Invite your team into one organization. Everyone works from the same clients, deals and numbers.
Tax built in
Set your tax rates once. Every invoice and expense applies them, and you can see tax collected and paid at any time.
Documents in one place
Contracts, receipts and agreements are attached to the invoice, client or expense they belong to.
Built to give you your hours back.
Automate the busywork of running a business.
10+ hrs
saved every week on invoicing, payment follow-ups, expenses and bookkeeping
30 sec
to go from a request to a sent invoice, using the Agent
5-in-1
invoicing, CRM, payroll, inventory and accounting in one subscription
Built for every stage
Whatever you run, Staks runs with it.
Built for businesses of every size, from one person to a full team.
Freelancers & consultants
Send invoices, track expenses, and know how much you actually made. No accountant needed.
Get started →Agencies & studios
Manage clients, quotes, invoices and payroll for your team from one account.
Get started →Growing businesses
Full accounting with inventory, vendors and multi-currency. Your accountant can log in and work directly in your books.
Get started → Pricing
Simple pricing. Everything included.
One subscription for the whole system. Starts with a 14-day free trial. Cancel anytime.
Starter
For freelancers & solo founders.
$19/mo
billed monthly
Get started →billed monthly
- Unlimited invoices, quotes & credit notes
- All 5 invoice templates + brand color
- Expenses, vendors, goods & services
- Sales funnel (CRM) & documents hub
- 2 users · 50 AI credits/mo
Most picked
Growth
For growing SMBs & agencies.
$49/mo
billed monthly
Get started →billed monthly
- Everything in Starter
- Full accounting suite · chart of accounts & journal
- Bills, purchases & inventory / COGS
- Reports & digest emails, multi-currency
- 2 business entities · 5 users · 200 AI credits/mo
Scale
For multi-entity companies with teams.
$99/mo
billed monthly
Get started →billed monthly
- Everything in Growth
- Payroll (up to 20 employees)
- Unlimited business entities
- API / MCP access & priority support
- 15 users · 500 AI credits/mo
Questions
The ones we hear most often.
01What does Staks replace?
Your invoicing app, expense tracker, CRM, payroll spreadsheet, inventory sheet, and accounting software. Everything lives in one system, so an invoice knows its client, its deal, its payments — and posts itself to your books.
02Do I need to know accounting to use it?
03What can the AI Agent actually do?
04How do I get my existing data in?
05Does Staks handle multiple currencies?
06Is my business data safe?
Your whole business, finally in one place.
Staks is live. Create your account, bring your data over with the Agent, and run your business from one place — starting with a 14-day free trial.
Get started →14-day free trial · Your accountant will thank you