Trusted by 8 of Top 10 TPAs

Automate payroll and census intake, deliver a next-gen client portal, and boost sponsor satisfaction by 29%—all before the 2025 plan year census season.

Stop wasting time reformatting census and trust data. Automate data processing with Stax.ai and focus on what truly matters. #FreeToThink

Use case .01
Automate New Plan-Sponsor Deal Flow and Onboarding
Streamline deal management, onboarding, and payroll data collection with a modern, automated workflow that saves time and reduces friction.
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Use case .02
Boost Margins with Automated Trust Reconciliation
Scale high-margin services with AI-driven brokerage statement processing, automated reconciliation, and audit-ready compliance—without the manual work.
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Use case .03
Seamless 3(16) Payroll Processing & Compliance
Eliminate manual payroll submissions with live payroll data, automated 3(16) task tracking, and real-time compliance insights in one platform.
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Use case .04
Integrated Smart Inbox for Seamless Communications
Centralize emails, client messages, and meeting notes in one AI-powered inbox that prioritizes tasks and turns conversations into actions.
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Use case .05
Securely Share Files with Plan Sponsors
Ditch email for a secure, white-label Client Portal that simplifies file sharing, document requests, and compliance-ready recordkeeping.
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Learn and lead with confidence through a host of blogs, industry news, and other resources pinpointing our AI-powered future.

Simplify annual census collection through effortless payroll data gathering and automated scrubbing based on plan document provisions.