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Now in public beta · v0.9

The future of money
and business
management.

Staks is the all-in-one platform to run and grow your business — powered by AI. Bookkeeping, invoicing, payroll, POS and more for businesses of every size.

Start free — 14 daysWatch 90-sec tour →
Trusted by 2,400+ teams ·
Business Copilot · beta

Ask. Analyze. Act.

Your books, on tap. Ask a question about cash flow, tax, or any client — or tell Staks to do something, like logging an expense or drafting an invoice. It executes, you review, done.

MCP · AI integrations

Your finances, one prompt away.

Plug Staks into Claude, GPT, or any MCP-compatible app and get instant answers about every dollar — without leaving the conversation.

Ask anything about your finances…
Claude
Claude
via MCP
ChatGPT
ChatGPT
via MCP
Staks
MCP server · live
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
POS transactions8,571 rows
#4421 · Counter$48.20
#4420 · Counter$12.75
#4419 · Online$96.00
#4418 · Counter$24.50
Product · Invoice

Write it. Send it. Forget about it.

Drafting an invoice should take thirty seconds. Try it below — edit any field, hit send, and watch Staks do the rest.

staks.app/invoices/new
draft
Invoice from
Margot Haines Design
margot@mhd.studio · NY
№
INV-00124
Issued Apr 18 · Due Apr 30
Bill to
Description
Qty
Rate
Amount
$6,800.00
$4,200.00
$540.00
Subtotal$11,540.00
Tax · 8.5%$981.00
Total due$12,521.00
Pays via card, ACH, or bank transfer · Powered by Staks
CRM · Sales Funnel

Track every deal, close more.

A full sales funnel for your team — contacts, companies, and deals moving through stages from first touch to signed. No spreadsheet required.

staks.app/crm
7 active deals
Pipeline$127,900
Won · YTD$54,000
Win rate50%
Open deals7
Prospect2$19k
Invoicing
Kinoko Inc.
YNYui N.$8k
1d in stage
Brand identity
Studio Mere
LBLea B.$12k
4d in stage
Qualified2$37k
Website design
Loam Goods
STSuki T.$9k
2d in stage
Full suite
Slate Digital
OJOmar J.$28k
5d in stage
Proposal2$39k
Brand identity
Fieldwork Studio
RARemi A.$18k
3d in stage
Cash flow
Ember Labs
CRChris R.$21k
8d in stage · follow up
Negotiation1$32k
Annual retainer
Northpass Labs
DKDana K.$32k
7d in stage
Won1$54k
Full suite
Parallel Agency
MVMarc V.$54k
✓ Won
Lost1$16k
Bookkeeping
Wren & Co.
NPNina P.$16k
× Lost
Staks POS · new

A register that writes its own books.

Run the counter on the same stack as your books. Every sale settles to your ledger, decrements stock, and reserves sales tax — the second the card clears. No nightly batch.

RM
Remi · register 02
Shift open · 9h 14m
USDEURHoldRecall
Built into your books.
Sales, COGS, sales tax, and inventory all post the moment the card clears.
See Staks POS →Order hardware
Features

Four tools. One quiet ledger.

01

Invoicing that doesn't feel like invoicing

Recurring schedules, late-fee rules, multi-currency, and branded payment pages. Clients pay with a tap.

  • Recurring
  • Multi-currency
  • ACH & card
  • Auto-reminders
02

Books that close themselves

Every transaction is categorized the moment it lands. Double-entry under the hood, zero cognitive load on top.

  • Bank sync · 12k banks
  • Smart categories
  • Receipt OCR
03

Taxes without the April dread

Staks reserves what you owe as money comes in. When quarterlies hit, the number is already waiting.

  • Quarterly estimates
  • Write-off tracking
  • CPA export
04

Cash flow you can actually read

A plain-English view of what's in, what's out, and what's landing next week. No pivot tables required.

  • 90-day forecast
  • AR aging
  • Runway
$184M
Invoiced through Staks in the last 12 months
3.2 days
Average time from invoice to payment
96%
Of customers close books without an accountant
2,412
Small teams running their money here
I used to lose a weekend a month to invoicing and expense sorting. Now I spend about ten minutes on Friday afternoon, and the rest of the quarter I just don't think about it.
Margot Haines
Independent designer · Brooklyn, NY
Teams running their money on Staks
FIELDWORKHaines & Co.NorthpassStudio MereParallelKINOKOEmber LabsLoam
Pricing

Priced like a tool, not a tax.

No per-invoice fees. No transaction markups. Cancel from settings.

Solo

For one-person shops.

$12/mo
billed annually
Start free trial →
  • Unlimited invoices
  • 1 bank connection
  • Receipt OCR
  • Quarterly tax estimates
  • Email support
Most picked

Studio

For small teams getting serious.

$29/mo
billed annually
Start free trial →
  • Everything in Solo
  • Up to 5 seats
  • Unlimited bank connections
  • Recurring + subscription billing
  • CPA export + cash flow forecast
  • Priority support

Firm

For agencies and growing LLCs.

$68/mo
billed annually
Start free trial →
  • Everything in Studio
  • 15 seats · then $6/seat
  • Multi-entity books
  • Custom invoice templates
  • Dedicated onboarder
Questions

The ones we hear most often.

01Is Staks an accountant replacement?
For most solos and small studios — yes. Staks keeps double-entry books, files 1099s, and exports a clean package for your CPA if you keep one for year-end.
02What payment methods can clients use?
03Can I import from QuickBooks, FreshBooks, or Wave?
04Is my financial data safe?
05Do you support multi-entity or multi-currency?
06Who built this?

Stop dreading the last Friday of the month.

Staks is free for 14 days. No card. Import your last year of books in about 90 seconds.

Start free — 14 daysBook a 15-min tour
No credit card required · Cancel with one click · SOC 2 Type II