Stacksona Stacksona

Industry brief

AI-assisted financial operations with approvals, audit trails, and rollback

Use AI in compliance, risk, and operational workflows while maintaining reviewability, traceability, and control.

Observable
Controllable
Isolated
GOVERNANCE GAP

AI is entering financial workflows, but governance has not caught up

Financial institutions are exploring AI to support analysis, documentation, and review tasks across compliance, risk, and internal operations. These workflows often require human oversight, documented decisions, and evidence of what was reviewed and approved. Without structured controls, AI cannot safely operate inside regulated environments.

What these workflows require
Documented decision processes
Human oversight of sensitive actions
Evidence of review and approval
Ability to correct or reverse work
Stacksona provides a controlled workspace so these requirements stay intact.

Where Stacksona fits in your operating model

Stacksona is not a replacement for core systems. It is the governed workspace where AI-assisted work happens under supervision, between AI models, team workflows, and internal control expectations.

Not a system replacement
Core banking and compliance platforms

Keep your existing stack. Use Stacksona for the AI-assisted work surrounding those systems.

Governed workspace
Review, approval, logging

Every AI-assisted action can be reviewed, approved, logged, and reversed when needed.

Control expectations
Aligned to internal governance

Run AI-assisted work in a controlled environment that supports audits and model risk reviews.

Types of financial work teams use Stacksona for

Workflows where AI can assist, but governance and auditability are essential.

Workflow
Risk analysis preparation

Assemble evidence and draft risk narratives with review gates where risk is real.

Workflow
Compliance documentation drafting

Draft documentation and prepare audit-ready records with complete activity history.

Workflow
Internal control narrative support

Support control narratives and evidence packs in a governed workspace.

Workflow
Policy interpretation research

Collect sources and summarize interpretations while keeping a traceable record.

Workflow
Due diligence documentation

Standardize due diligence artifacts with approvals and rollback.

CONTROL SET

Controls that matter in financial operations

Introduce AI into regulated workflows without removing human accountability. Stacksona keeps approvals, evidence, and reversibility as first-class parts of the workflow.

Oversight
Approval gates

Human approval gates for sensitive actions.

Traceability
Activity history

Complete activity history of AI-assisted work.

Auditability
Exportable records

Exportable records for internal review.

Reversibility
Rollback

Rollback to prior workspace states.

Isolation
Workspace isolation

Workspace isolation from core systems.

Designed to work alongside your existing governance

Stacksona does not replace internal approval policies, model risk management, audit processes, or compliance review. It provides a controlled environment where AI-assisted work can be conducted in alignment with those frameworks.

Approval policies

Gate sensitive actions and keep reviewer sign-off in the record.

Model risk management

Preserve evidence of model use, context, and outcomes for review.

Audit processes

Export activity history and artifacts as part of audit preparation.

Compliance review

Keep AI-assisted work reviewable and reversible before it leaves the workspace.

Evaluate with your own workflows

During your 30-day trial, teams can run real tasks, use approval workflows, review activity history, export records, and experience rollback to assess fit before broader rollout.

30-day trial
Run real workflows

Run real AI-assisted tasks, validate approvals and exports, then move to quarterly or annual billing when ready.

No claims, no forced rollout - test your control expectations.

Validate fit
What you can validate

Approval gates, activity history, exports, and rollback in the context of your real operating procedures.

Built for reviewability, traceability, and control.

During the trial
Use it with real work

During your 30-day trial, teams can run real tasks, use approval workflows, review activity history, export records, and experience rollback to assess fit before broader rollout.