Business intelligence
How the month is tracking, no spreadsheet.
Strata reads your bookings, revenue, deposits and quotes, then hands you the next move with a dollar figure. No report to build.
30-day free trial · Cancel anytime · Plans from $39/month
How it works
Business Intelligence, step by step
Strata reads your real numbers
Nothing to enter. Strata reads the jobs, payments, deposits, quotes, and booking-page views already in your shop. No activity yet means the numbers stay empty.
Today's Moves hand you the next move, with the number on it
Your numbers become a short list of moves, each with a real dollar figure from your shop, like "$150 in deposits uncollected."
You clear it, and the number updates on its own
Each move points to the exact invoice, quote, appointment, or booking request behind it. Handle it and the number updates itself. No checklist to tick.
The monthly recap explains the month
At month end Strata writes up revenue, jobs, profit, margin, open quotes and invoices, and one move for next month. Built to read in thirty seconds.
Goal pacing with a per-day number
Set a monthly revenue goal and Strata paces it against the day of the month, like "$2,900 behind pace, about $190 a day to close."
Profit, margin, and collection rate that recalculate as you go
See profit, margin, and collection rate move the second you record a payment or expense. Log your costs and the month reads as real profit.
Booking-page views versus bookings, in plain numbers
"30 views, 1 booked" means your page gets seen but isn't booking work. Strata surfaces that gap in your monthly recap.
Every figure is real, and current
Each move cites a live number from your own shop and updates the moment the work is done. A short list means less money sitting uncollected.
What you get
You always know how the month is tracking, and what to do about it, without opening a spreadsheet
Money that quietly slips, uncollected deposits, unpaid invoices, cold quotes, gets surfaced with the dollar amount before it's gone
One clear next move a day instead of a wall of dashboards to read
A month-end recap short enough to actually finish, and hand to a partner or bookkeeper
Business Intelligence questions
Do I have to set anything up or enter data?
No. Strata reads what's already in your workspace, so Today's Moves and the recap fill in as you work. Setting a monthly revenue goal is optional and turns on per-day pacing.
Where does a number like "$2,900 behind pace" come from?
Your real activity. Pace compares this month's booked revenue against your goal and how far into the month you are. Alerts read from your appointments and invoices. Strata never invents figures.
How are Today's Moves different from Autopilot?
Today's Moves give you the move and the dollar figure, and point you to the record to handle it yourself. Autopilot drafts the customer text and holds it until you tap Approve.
More of the product
Get started
Get business intelligence working this week.
Set up your shop in an afternoon and take the first booking the same day. Every plan runs the shop; texting starts on Pro.
