Customer & sales systems.
Account records, opportunity tracking and follow-up processes shaped around how your team sells and serves customers.
Free 3-minute assessment · Audit $4,000 · Software you own
Replace one broken workflow — without renting another SaaS you can't control.
For FP&A and controller teams at 20–200 person B2B companies still writing variance commentary and board narrative by hand every close — Strata finds that one workflow, designs the fix and builds it into your accounts, starting with a fixed-fee audit or a 14-day build alongside your team.
Free · your readiness score on screen as soon as you finish.
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3-minute assessment
Score your readiness and map your tools. Free, and no call needed.
02
$4,000 audit
Five business days: your workflow mapped, measured and designed, with a written plan you keep.
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Or 14 days with us
$9,500: we work alongside your team every day, and building starts within days.
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You own it
Repository, cloud accounts and data boundaries stay under your control. Retainer only after proof.
The ownership model
Your system.
Your control.
Proof before retainer.
A focused replacement for the workflow holding you back — built in an environment your business controls, with written acceptance checks and a real go/no-go.
What ownership includesWITH YOUR BUSINESS
01
Your code.
The project repository and documentation live in your accounts.
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Your infrastructure.
Deployment in your cloud environment, with access you control.
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Your data.
Storage, access and any AI processing are agreed with you.
STRATA'S ROLEBuild. Prove. Improve — only if you continue.
One priority workflow.
A written plan or a written pass/fail.
Retainer only after proof.
01 · Who this is for
FP&A and controllers who own the close narrative — not another rented seat.
Strata's paid audit and 14-day challenge fit FP&A and controller teams at 20–200 person B2B companies who can name one broken close or board-narrative workflow and decide without a six-month procurement committee. We start where the pain shows up every cycle, then expand only after the challenge proves fit.
Good fit if…
Quotes, approvals, handoffs, reporting, or follow-ups live in spreadsheets + Slack + a tool that doesn't fit — and you're tired of renting another workaround.
You want a system your business owns (repo, cloud, data boundaries), with written acceptance checks and a real go/no-go.
Leaders can grant access and make a continue/stop decision without an army of stakeholders.
Not for…
Teams wanting a full Salesforce/ERP clone next month, "set and forget AI" with no human review, or free discovery that never ships.
Fortune 500 procurement theater, on-prem-only mandates, or anyone looking to outsource ownership forever.
We sell paid work with written criteria — and we say no when the fit isn't there.
02 · What we build
The system your business needs — scoped before anything is built.
A focused custom system can replace an ill-fitting tool, a spreadsheet process or the workarounds between platforms. We define the part worth replacing before we build.
These are areas we can scope with you. Each engagement starts with your requirements and a feasibility review — if it won't fit, we say so before you pay for a build.
Operations & approvals.
Work queues, document review, exceptions and handoffs, with the context people need to make decisions.
Quoting & commercial tools.
Pricing rules, quote preparation and approval flows that reflect the way your business works.
Reporting & knowledge.
Operational reporting and searchable information built around the questions your team needs to answer.
03 · The offer
Two ways to start.
Retainer only after proof.
Start with a fixed-fee audit that maps and designs the fix, or go straight to 14 days of building alongside your team. Either way, you get written terms before any work begins.
$4,000
Process & Maturity Audit · 5 business days
What you get
- How the work actually runs today, mapped, with its cost measured from your own records
- A written plan and design: scope, target, how it's measured, delivery date and build fee
- The plan by business day 5, or the audit fee is refunded
- You keep the plan, whether or not you build with us
01 · Start here
Process & Maturity Audit
$4,000. A snapshot of how your operations run and a design for what to fix first. Nothing is built yet: you get the plan, then decide.
- Workflows mapped and measured
- Written plan and design you keep
- Build fee stated up front, before you commit
02 · Premium
14-Day Workflow Challenge
$9,500. We work alongside your team every day for 14 days. Written acceptance checks on day 1, building starts within days, and a working system in your accounts by day 14. We take on two of these at a time.
- Day-1 acceptance checklist
- Daily working sessions with your team
- Working system in your accounts
- Go/no-go with cost of ownership called out separately
03 · After proof
Build, maintain, grow
Builds that follow an audit are priced from its written plan. Retainer and maintenance are priced to your business and what we built, and start only if you choose to continue.
- Prioritized delivery backlog
- Defined maintenance and support
- Regular review of value and cost
Risk reversal
What we promise, in writing.
Audit: the written plan by business day 5, or your fee back. Challenge: if we miss the day-1 acceptance checks, we keep working at no additional fee until they're met or we mutually stop. Either way, you keep everything already delivered in your accounts. Legal terms live in the engagement letter.
The Process & Maturity Audit is $4,000 and the 14-Day Workflow Challenge is $9,500. Scope, fees, service levels and commitment terms are agreed in writing before work begins. Builds are priced from the audit plan; retainer and maintenance are priced to your business. Ongoing engagements use 28-day billing cycles. Cloud, third-party software and any AI usage costs are identified separately.
04 · Proof
Honest proof for where we are.
No fake logos. No invented case studies. Until public references land, we lead with process proof — because that's what you can verify on day 1.
What you can trust today
Process proof before logos.
Written acceptance checks, ownership in your accounts, handover packs, and a go/no-go that is allowed to be "no." That's the product proof until we publish: (1) an internal dogfood case, (2) one anonymized before/after, and (3) screenshots from a real 14-day challenge packet.
If a vendor needs invented testimonials to sell a two-week pilot, walk away. Ask us for the acceptance checklist template instead.
- Day-1 written acceptance checklist you can verify
- Code and deploy in accounts you control
- Handover pack so another engineer can take over
- "No" is an allowed outcome at day 14
Ask for the checklist template when we talk — don't take our word for process you can't inspect.
05 · Ownership & continuity
Know what you own.
Know how it works.
Is this another SaaS we rent?
No. The work ships into your repo and cloud. You own the code, data boundaries and deploy. Retainer is optional capacity — not a platform lock-in.
What does the assessment ask?
Around fifteen quick questions, tailored to your kind of business, on how your money, customers, operations and systems work, and which tools you use. It takes about three minutes and your score appears on screen. Your answers stay in your browser unless you ask for the full report. Take the assessment · Privacy notice.
What does "software you own" mean?
The engagement is structured around your ownership of the custom work, with the project repository, deployment accounts and documentation under your control. The agreement defines IP rights and handover. Open-source and third-party components keep their existing licenses and costs.
What's the risk reversal?
For the audit: if the written plan isn't delivered by business day 5, the fee is refunded, and you keep the plan either way. For the 14-day challenge: if we miss the written acceptance checks, we keep working at no additional fee until they're met or we mutually stop — and you keep everything already delivered. Terms are spelled out in the engagement letter.
What happens if we stop working together?
Your repository, data and deployment accounts stay with you. Handover includes documentation and an inventory of dependencies so another provider can take over. You remain responsible for hosting and third-party costs. Any notice or remaining payment obligations follow the agreement.
Do you have case studies?
Not invented ones. Until we publish dogfood and anonymized before/after packets, we lead with process proof: acceptance checks, ownership, handover and a real go/no-go. Ask for the checklist template when we talk — or see the sample packet.
06 · Start with one problem
One workflow. Software you own.
Start with the free assessment, or tell us what you use today, where it breaks, and which workflow you'd fix first. We'll tell you whether the audit or the 14-day challenge fits — or whether you should wait. No pressure to buy a retainer up front.
Or email strataintel@agentmail.toStart with a description. Please leave out customer records, credentials and confidential attachments. The assessment and first conversation are free · Audit $4,000 · 14-day challenge $9,500 · Retainer only after proof.