Stacktrace AI Advisory
Your AI Board of Directors
Most leadership teams make high-stakes decisions with incomplete information — or wait weeks for consultants to catch up. Your AI Advisory Board gives you on-demand strategic analysis from five specialist advisors who already know your business, connected to your live data.
- 📊Connects to your Xero, CRM, documents and data — no manual briefing
- 🤝Five specialist advisors (CFO, Risk, Growth, Legal, Ops) debate and challenge each other
- ⚡Structured recommendation in under 60 seconds, using your actual numbers
- 🔒Built and maintained by Stacktrace — your data stays in your infrastructure
Live demo
The board is in session
Sample question
“Should we expand our SaaS product into the New Zealand market?”
Demo uses simulated data. Your real board connects to live Xero, CRM & docs.
Board activity
What Stacktrace builds for you
Your AI advisory board, built for your business
This isn’t a generic chatbot you configure yourself. Stacktrace designs, builds, and maintains your custom AI advisory board — integrating it with your existing systems so it knows your business as well as you do.
01
Stacktrace builds thisWe build your knowledge stack
Stacktrace engineers connect your advisory board to Xero, your CRM, email, SharePoint, Confluence, and any internal data source. We handle the integration work — you get advisors who already know your numbers.
02
Always up to dateYour data stays live
The knowledge stack syncs continuously. When your cash position changes, a new deal closes, or a board decision is made — your AI advisors have the current picture. No stale snapshots, no manual updates.
03
Live AI analysisAsk anything, get a board response
Put any strategic question to the board in plain language. Five specialist agents pull from your live data, challenge each other's assumptions, and produce a structured recommendation — in under 60 seconds.
Your business, connected
We plug your data in — and keep it live
Generic AI gives generic advice. Your advisory board is only as good as what it knows.
Stacktrace builds and maintains the data pipeline behind your AI advisors — connecting your accounting, CRM, documents, and communication tools. When a deal closes in your CRM, the Growth Strategist knows. When cash position shifts in Xero, the CFO has the latest figure. No manual briefing, no stale data.
We handle the integration engineering. You just ask questions.
Book a setup consultationIntegrates with
Xero
MYOB
QuickBooks
Salesforce
HubSpot
Google Workspace
Slack
Confluence
SharePoint
Custom API
Data sync active
Your advisors pull from connected sources at query time — so every analysis reflects your current position, not last month’s.
What to expect
What we cover in the first call
A 30-minute conversation. No prep required. By the end you’ll have a clear picture of what your AI advisory board could look like and what it would take to build it.
Your decisions and data
We start with the strategic decisions you make most often and the data sources you already have — Xero, CRM, documents. This shapes what your advisory board needs to know.
What your board could look like
We'll walk you through how we'd configure the five advisors for your industry, size, and focus — and show you what a board session looks like with your actual business context.
Your knowledge stack
We map out which data sources to connect first, what the integration work involves, and any quick wins we can deliver in the first two weeks.
A clear next step
We'll give you a scoped proposal before the call ends — timeline, what's included, and what it costs. No vague follow-ups, no waiting weeks for a quote.
Work with Stacktrace
Your AI advisory board, built in weeks — not months
Stacktrace designs and engineers a custom AI advisory board for your leadership team — connected to your Xero, CRM, documents, and data sources.
We handle the technical build. You get a board that knows your business and gives real strategic analysis on demand.
Book a call with us now