Stacksync Genies
AI agents that read and write your CRM, ERP and databases
About Stacksync Genies
Stacksync Genies are AI agents for ops, finance and RevOps teams that run on systems like NetSuite, Salesforce, HubSpot and Postgres. A Genie reads and writes records across your CRM, ERP and databases, and any write can require human approval before it happens.
You can create a Genie from a plain-English prompt, or build the workflow by hand in no-code or pro-code. Example uses: freight invoice disputes, closed-won onboarding, order questions from Slack, invoice intake with human review, and EDI tasks.
Genies run on Stacksync's two-way sync, so the data an agent sees matches the data in each connected system. They are also reachable from Claude, ChatGPT and other assistants through Stacksync's MCP server.
What Stacksync Genies does
AINave analysisLets a team build AI agents that run multi-system business workflows across connected ERP, CRM, database and support tools, with human approval before writes.
- Best for
- Operations teamsFinance teamsRevOps teamsIT and integration teams
- Use it to
- Freight invoice dispute reconciliation
- Closed-won customer onboarding
- Answering order questions from chat
- Invoice and order intake with human review
- EDI document processing
- Payout reconciliation with exception handling
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