Five AI advisors. Your data.

A CFO, Risk Director, Growth Strategist, Legal Advisor, and Ops Lead — connected to your Xero, CRM, and documents. Strategic analysis in 60 seconds.

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.

Phase 1 — Data Gathering

Your Question ORCHX Xero CRM ✉ Email CFO CFO RIS Risk GROWTH Growth LEGAL Legal OPS Ops ≡ Knowledge ◈ Market Data CHAIR Chair Decision

Board activity

Gathering data

📊 Xero

P&L — last 12 months retrieved

Revenue $4.2M · Gross margin 57% · Net profit $380K · COGS $1.8M

📊 Xero

Balance sheet snapshot

Cash $847K · Monthly burn $52.3K · Runway 16.2 months

📈 Salesforce CRM

Pipeline & lead data pulled

Pipeline $1.2M · Win rate 34% · Avg deal $85K · NZ leads (unworked): 8

📄 Knowledge Base ↑ uploading

NZ Expansion Strategy 2024.pdf

22 pages — market analysis, competitor mapping, pricing notes

📄 Knowledge Base ↑ uploading

Q4 Sales Presentation.pdf

47 slides — customer data, deal velocity, expansion signals

🌐 Web search

"NZ SaaS market size 2025"

$2.1B market · 18% YoY growth · 2 legacy incumbents at 68% share · 3 sources

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.

Integrates 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.

Common questions

Frequently asked questions

How long does it take to build?

What data sources can you connect?

Is our data safe?

What if we change accounting or CRM systems?

What happens on the first call?

“The Stacktrace team are highly efficient and adaptable. They have a high level of expertise and are able to complete projects effectively with an excellent eye for detail.”
Dr Dave Wood

Your AI advisory board, built in weeks — not months

Stacktrace designs and engineers a custom AI advisory board powered by Anthropic's Claude 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.

Typical engagement: 4–8 weeks. Investment varies by scope and integrations — we'll give you a clear proposal on the first call.