Stacks Assistant

by Stacks TechnologiesMicrosoft 365Price not published

Posts ERP transactions from Excel and synchronizes ERP records and reports into spreadsheets.

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PRICINGNot published
DEPLOYMENTCloud
CATEGORYAnalytics
UPDATED ON MARKETPLACE
Stacks Assistant — screenshot from the Microsoft Marketplace listing

What it does

Stacks Assistant supports ERP transaction posting and data synchronization from Excel. It maps spreadsheet data to ERP fields, identifies posting errors beforehand, provides links to posted journals, and permits changes to existing journals from Excel. Supported transaction types include journals, invoices, payments, and advanced intercompany journals. The synchronization functions retrieve ERP data and reports, including NetSuite saved searches and advanced queries.

Key capabilities

from the Microsoft Marketplace listing

Journal entry posting

Sends journal entries from Excel to an ERP.

Transaction support

Supports invoices, payments, and advanced intercompany journals in addition to journal entries.

ERP field mapping

Creates a correspondence between Excel fields and ERP fields.

Journal updates

Permits existing journals to be updated from Excel.

ERP data synchronization

Brings ERP data and reports into Excel and allows refreshed data to be retrieved.

NetSuite query access

Supports NetSuite saved searches and advanced queries.

Use cases

  • Finance teams can use Excel as a working sheet for posting several ERP transaction types.
  • Reporting workflows can retrieve P&L, consolidated P&L, Income Statements, and FX reports into Excel.
  • NetSuite workflows can bring saved-search results into Excel.

How it compares

Stacks Assistant and DataDear both use cloud deployment, while Stacks Assistant has unknown pricing and DataDear has paid pricing. Lantern | Model also has cloud deployment and unknown pricing. Stacks Assistant was updated on May 2025; the listed alternatives have update dates from Nov 2025 through Aug 2026.

NamePricingDeploymentUpdated
Stacks Assistantthis pluginPrice not publishedCloud
DataDearPaidCloud
Lantern | ModelPrice not publishedCloud

In the catalog

446 plugins in Excel · Analytics

Price distribution: 8 free, 17 freemium, 142 paid, 279 price not published

Pricing & deployment

Platform
Microsoft 365
Product
Excel
Deployment
Cloud
Pricing
Price not published

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What the vendor says

«Stacks Assistant is your companion. It runs as you work and provides recommendations to automate manual work. Its key goal is to make you efficient and reduce errors. It works with your current processes and templates, no configuration or messy changes are required. The assistant has two high-level functionalities - …»

Official marketplace listing

Publisher
Stacks Technologies
Updated on marketplace
Facts verified

Tags

accountingautomationmonthendclosefinancialreporting