Financial teams today face slow manual processes, strict compliance pressures, and an overwhelming volume of information to analyze. It’s time-consuming, repetitive, and often frustrating.

With StackAI’s Workflow Builder, you can turn these challenges into intelligent automations. From due diligence to contract review, finance teams are using StackAI to save hours, improve accuracy, and reduce operational costs, all without writing code.

Below are five high-impact workflows our customers are using today, along with the real results they’re seeing.

1. Investment Memo Writing Workflow

Problem:
Writing investment memos manually is time-consuming and prone to inconsistencies. Analysts spend significant hours gathering, summarizing, and formatting information.

Solution:
An AI-powered workflow automatically generates investment memos. Analysts simply input structured data or raw notes, and StackAI compiles it into a professional, cohesive memo ready for review.

Results:

• Reduces memo preparation from several hours to mere minutes

• Ensures consistency across documents

Learn more about Automating Investment Memo Writing →

2. Sharepoint Assistant

Problem:
Analysts spend over 5 hours per week searching through disorganized SharePoint sites for reports, models, and decks. This hurts productivity and delays decisions.

Solution:
StackAI connects directly to your organization’s SharePoint drive and builds a natural language interface on top of it. Analysts can ask complex questions like "Give me a detailed competitive landscape analysis of Company X" and instantly receive summarized results with source references.

Results:

• ~70% reduction in time spent searching for internal files

• 80% cheaper than maintaining a manual research team

• Improved team velocity and collaboration

StackAI Highlights:

• Citations: Easily trace answers back to the exact source document

• Follow-up: Enables multi-turn conversations for deeper context

See more about Chatting with SharePoint →

3. Company Due Diligence Workflow

Problem:
Conducting comprehensive due diligence is time-consuming and labor-intensive. Manually gathering and consolidating information from multiple sources can delay investment decisions by weeks.

Solution:
Leverage StackAI’s Data Room Agent workflow to automate the entire due diligence process:

• Upload an Excel sheet with company names

• StackAI automatically:

  • Fetches and loads key documents (financial reports, filings, contracts)

  • Runs a predefined LLM analysis sequence

  • Answers prompts around financials, risks, strategy

  • Supports batch or chat-based review

Results:

• Analyze up to 45 companies per day (vs. 6 manually)

• Full due diligence completed in ~7 minutes instead of 2 weeks

StackAI Highlights:

• Batch + chat interfaces for flexibility

• Source tracing for audit-ready outputs

• Rapid setup using Workflow Builder

See more about building a Due Diligence AI Agent →

4. Contract Redlining Automation

Problem:
Manual redlining is tedious, slow, and often leads to inconsistent or risky edits.

Solution:
StackAI provides a contract redlining assistant built via Workflow Builder:

• Upload contracts via form, chat, or batch

• Reference internal legal playbooks from SharePoint/OneDrive

• AI summarizes key clauses, applies policy guidelines, flags risks, and proposes edits

LLM Capabilities:

• Identifies risky clauses

• Suggests precise amendments

• Assigns risk scores (1–10)

• Adds professional comments

Interfaces:

• Chatbot for conversational review

• Form-based upload for quick processing

• Batch mode for large volumes

Results (Customer Example):

• Deployed in <1 month

• Reviewed 1,000+ contracts in 6 months

• Cut redlining time by 35% to 80%

See how to automate contract redlining with AI →

5. KYC – Know Your Customer Automation

Problem:
KYC is one of the most resource-heavy compliance tasks, often requiring repeated customer outreach and manual checks. This drives up costs and delays onboarding.

Solution:
StackAI’s KYC Agent automates the entire workflow:

• Email Intake: Ingests customer emails and attachments

• Data Extraction: Extracts fields like name, address, ID, and source of funds using LLMs

• Due Diligence: Conducts searches, checks PEP status, and summarizes findings

• Database Update: Pushes structured outputs (JSON) via API

• Customer Response: Sends summary email in polished HTML

Results (Customer Example):

• ~70% cost reduction in KYC operations

• Faster onboarding with fewer customer touchpoints

• Fully automated process from input to system update

StackAI Highlights:

• Supports multiple data sources (emails, attachments, APIs)

• Outputs structured, audit-ready JSON

• Tailored prompts for compliance criteria

• Meets SOC 2, HIPAA, GDPR standards

• Provides logs, tracking, and analytics

See how to automate KYC & due diligence with AI →

Ready to transform your financial workflows?

The five workflows above are just the beginning. With StackAI, your team can build custom AI agents that plug into your tools, automate repetitive tasks, and accelerate decision-making at scale.

Whether you’re streamlining due diligence, automating KYC, or deploying AI copilots across your finance team, StackAI helps you move faster with confidence.

Request a personalized demo

Explore more Finance AI solutions