How Strata changes the math for your role.
Whether you run the firm, lead the practice, or manage the books, the pressure is the same. Here's how Strata addresses it.
The infrastructure question
The firms expanding bookkeeping profitability right now aren’t raising rates or cutting staff. They’re changing how the work gets done.
Scale your practice, not your payroll
Get higher-quality work, more clients, better margins. Strata’s AI Accountant does the full close. Your associates approve the finished product.
Proven at scale
Built on the same platform Pilot has used since 2017 to serve 7,000+ businesses. Your firm, your clients, your relationship. Better platform underneath.
One AI Accountant. 23 clients. One close cycle.
In a single close cycle at one firm, the AI Accountant delivered 23 full-scope client closes: multi-account reconciliation, payroll, invoicing, and complete financial statements.
How this compares
A solo bookkeeper handling complex monthly closes typically manages 8 to 10 clients per month.*
*Jetpack Workflow / industry surveys: 8 to 12 hrs/client for complex closes, ~160 hrs/mo available per bookkeeper.
More clients. Zero lighter passes.
Every client got full pre-close review, reconciliation, tick-and-tie, and documented scope call-outs. Throughput scaled. Standards didn't drop.
~2.5x the output. No added headcount.
A traditional firm would need 2 to 3 additional bookkeepers to match this volume at this complexity. The AI handles the repeatable work. Your staff handles judgment and review.
What changes. What stays.
Strata changes how the work gets done. It doesn't change who owns the client.
What changes
What stays
See how it works with your actual setup.
This is a working session, not a sales pitch. We'll look at your workflows and show you where Strata fits.