Staks is the all-in-one business management software for small teams — invoicing, expenses, CRM, payroll, inventory, and real double-entry accounting in one place, with an AI agent that does the busywork for you.
An AI agent with your whole business in view. Ask about revenue, tax, or any client — or tell it to draft an invoice, log an expense, record a payment. It prepares the action, you confirm it, and the books update themselves.
Staks ships a secure MCP connector. Plug it into Claude, ChatGPT, or any MCP-compatible AI and ask about your numbers — or send an invoice — without leaving the chat. You choose exactly what it can read and do.
Send the invoice. Move the deal. Log the expense. The daily loop of running a business, done in seconds instead of evenings — and posted to real books automatically.
Branded invoices with your logo, taxes, and any currency — emailed as a PDF in one click. Quotes and credit notes live in the same flow, recurring invoices send themselves, and payment reminders chase the slow payers for you.
Every deal on a board — company, contact, and value on the card — moving through your stages from first touch to won. Pipeline value and win rate update as you drag, and a won deal is one click from its invoice.
Drop a receipt or a whole statement and the details — vendor, amount, date, category — are extracted for you to confirm. Recurring expenses log themselves, and every entry lands in the right category and the right books.
Stop stitching five subscriptions together. CRM, sales funnel, inventory, HR & payroll, documents, and accounting — sharing one database, one design, and one login.
Companies and contacts with every quote, invoice, deal, and document linked to them — and an activity timeline that writes itself as you work.
Leads become deals, deals move through your stages, and pipeline value and win rate are always current. Won means invoice — in one click.
Products with live stock levels. Bills bring stock in, invoices move it out, and cost of goods sold posts to your books automatically.
Your team, their payroll runs, and their sales commissions — calculated from real invoices, recorded straight into your books.
The contract on the client, the receipt on the expense, the agreement on the deal — every file attached in context and searchable in one hub.
A full chart of accounts and journal, posted automatically from every document you create. Real double-entry books — without doing bookkeeping.
Every invoice, expense, deal, and payroll run feeds one set of live business reports — so “how are we doing?” always has a number for an answer.
Prefer not to check dashboards? A weekly or monthly digest lands in your inbox with revenue, expenses, and profit for the period — compared to the last one.
Revenue, expenses, profit, and open invoices on one live dashboard — the moment you log in, you know where you stand.
Runs in the browser on any device. Nothing to install, nothing to back up, and your whole team sees the same numbers.
Not a chatbot — an agent that drafts invoices, logs expenses, and records payments from a plain-English request. You confirm every action before it happens.
Invoice and spend in any currency. Historical exchange rates keep your books accurate, not just converted.
Every invoice, bill, expense, and payroll run posts journal entries automatically — a full chart of accounts, no data entry.
Invite your whole team into one organization. Everyone works from the same clients, deals, and numbers.
Set your tax rates once — every invoice and expense carries them, and the tax summary shows collected vs. paid anytime.
Contracts, receipts, and agreements stay attached to the records they belong to — and findable in one hub.
The busywork of running a business — writing invoices, chasing payments, sorting receipts, updating the books — is exactly what Staks automates.
of admin work handed back to you every week — invoicing, chasing, logging, filing
from “invoice Fieldwork for April” to a sent, tracked invoice — just ask the Agent
invoicing, CRM, payroll, inventory, and accounting software — one subscription replaces the stack
From a one-person consultancy to a growing company with stock, staff, and serious books — the software grows as you do.
Send professional invoices, track every expense, and see your real profit — without hiring an accountant or living in spreadsheets. When a question comes up, ask the Agent instead of your CPA.
Join the waitlist →A pipeline for new business, invoices and quotes for the work, payroll and commissions for the team — with client history, contracts, and numbers in one login instead of five tabs.
Join the waitlist →Inventory with cost of goods sold, bills and vendors, multi-currency, and real double-entry books that scale with you. Invite your accountant — they get a proper ledger, not an export.
Join the waitlist →One subscription for the whole system — no per-invoice fees, no surprise add-ons. Cancel anytime from settings.
For one-person businesses.
For small teams getting serious.
For growing companies with staff and stock.
Staks is opening up soon. Join the waitlist and be first through the door — we'll email you the moment your spot is ready.
