Serve more clients with the same team.
Your team spends its month on matching, chasing documents, and rebuilding the same workings. Stratum agents do that work across every client ledger, so your people spend their time on review, advice, and the next client.
- 1Close AgentEarly accessReconciliations and month-end, closed on schedule.
- 2Compliance AgentIn developmentTax and e-invoicing filings, prepared and tracked.
- 3Payables AgentEarly accessBills captured, routed, and paid on your terms.
- 4Collections AgentLiveReceivables chased, escalated, and collected.
Where the month goes wrong.
What we hear most often from bookkeepers and outsourced finance teams, before an agent is on the ledger.
Every client is a manual close
Forty clients, forty reconciliations, forty document chases. The work scales linearly with headcount, and headcount is hard to find.
Chasing documents is the job
Half the month is spent asking clients for receipts, bills, and bank statements. The other half is waiting.
Compliance seasons break the team
Filing deadlines cluster. The same workings get rebuilt under pressure, and the review time that prevents errors is the first thing cut.
What the first thirty days look like.
Connect on day one. By day thirty, the agents are doing the daily work and you are approving what matters. This is the shape of it.
- Day 1
One client, one agent
Start with a single client's ledger. The Close Agent reads the history and begins matching. Your accountant reviews what it proposes.
- Week 1
The document chase moves off your desk
The agent asks the client for missing receipts and bills, from your firm's mailbox, and keeps asking politely until they arrive.
- Week 2
Roll out to ten clients
Each client's rules and quirks live in that client's judgment layer. Nothing bleeds between engagements.
- Week 3
Filings drafted before the rush
The Compliance Agent has prepared GST workings for each client ahead of the deadline. Your team reviews and files.
- Day 30
The same team, more clients
Closes land on schedule. The partner's time goes to advisory. The next client gets onboarded in a day.
What we would agree to measure.
Every engagement starts with an outcome written down. These are the numbers we typically put on the table for this segment. They are targets, not promises.
2×
Clients per accountant
Illustrative target as agents take the matching and chasing.
100%
Document chase handled by agent
Your team reviews what arrives.
Every deadline
Filing workings drafted ahead
Reviewed and signed by your team.
4 agents, one judgment layer.
Each agent owns one job. They share what they learn about your customers, vendors and cadence, so the second agent is smarter on day one than the first was.
Common questions from accounting firms.
If yours is not here, ask on the call. We answer plainly.
Accounting firms
Talk to us about accounting firms.
Thirty minutes with the founder. Bring your receivables, payables or close as they are today; we will tell you where an agent earns its keep first.