CardStack+

An AI Agent That Actually Does the Work

Ask anything. Get answers that move money.

From “which card should I use at Whole Foods?” to “book me to Tokyo in business” — Stack plans trips, tracks goals, and takes action on your behalf.

Part of CardStack+ — start with a free trial.

Available on

Download on the App Store
Stack — AI assistant in CardStack

What Stack does for you

  • Stops leaving money on the table. Every month, your cards quietly earn less than they could — missed credits, wrong card at checkout, offers you didn't activate, points sitting idle. Stack catches it all.
  • Thinks before you ask. Stack surfaces proactive insights the moment something changes — a new Amex offer that matches your weekly grocery run, a points balance projection, an annual fee that's not paying for itself yet.
  • Takes real action. Stack doesn't just suggest — it executes. Mark a credit as used, update your points balance, schedule a reminder, track a sign-up bonus — all in one tap from chat.
  • Remembers everything. Your conversations persist. Pick up where you left off. Stack learns what you actually care about.

Capabilities

🧠 Knows your wallet inside out

  • Every card, credit, benefit, and annual fee
  • Live spending across all connected accounts
  • Points and miles across every program
  • Transfer partners and sweet-spot redemptions
  • Your sign-up bonus progress in real time
  • Active Amex Offers, Chase Offers, and bank promos

💬 Answers anything

  • “Which card should I use at Whole Foods?”
  • “Am I on track to earn my Sapphire sign-up bonus?”
  • “Should I keep my Amex Platinum?”
  • “Find me business class to Tokyo — cash or points?”
  • “What credits am I missing this month?”

✈️ Plans your trips

  • Searches real flight prices across airlines
  • Compares cash vs. points side-by-side
  • Surfaces transfer partner sweet spots (Virgin Atlantic 42k to London, ANA for Tokyo)
  • Calculates cents-per-point value for every option
  • Recommends the right program to transfer from

🎯 Proactive insights

  • Wrong card alerts — “You missed $4.27 at Whole Foods. Blue Cash earns 6x.”
  • Fee coverage — “You've used $380 of your $695 Platinum fee in credits.”
  • Offer matches — “New Amex offer at Uber matches your weekly rides.”
  • Points projections — “At this pace, you'll hit 100k UR by August.”
  • Optimization opportunities — “Moving groceries to Blue Cash earns $12/mo more.”
  • Trip opportunities — “Your 85k MR unlocks J-class to Tokyo via ANA.”
  • Sub bonus progress — “You're $1,200 from your Sapphire SUB, 47 days left.”

⚡ Takes action for you

  • Mark credits redeemed with a tap
  • Update points balances when you transfer or redeem
  • Schedule reminders (“remind me to use my dining credit Friday”)
  • Track sign-up bonus progress against your spend
  • Dismiss insights you don't care about

📊 Weekly reports

  • Personalized performance recap
  • Action items you can knock out in minutes
  • Cards that earned you the most
  • Credits you still need to use

🔔 Never misses a beat

  • Notifications when credits are about to expire
  • Alerts when an annual fee hits
  • Proactive pings when a high-value opportunity appears
  • Smart reminders that deep-link to the exact screen

🎨 Built for the way you think

  • Rich comparison cards (flights, hotels, redemptions)
  • Evidence chips that open the underlying card/credit/offer
  • Voice input when typing is too slow
  • Full conversation history, searchable
  • Context-aware — opens with the right mindset for where you are in the app

Why it matters

Most people leave $500–$2,000 a year on the table from their cards. Missed credits. Suboptimal earn rates. Forgotten offers. Unused transfer bonuses.

Stack is the agent that quietly closes that gap — every day, without you having to think about it.

Stop managing your cards. Let Stack do it.