What Strata does.
Everything currently in Strata, organized by category. All features are in beta. Don't see what you need? Let us know.
Nav & Search
Nav shortcuts, a full Reports tab with 137 region-aware report links, panel search, options search, and activity tracking on the COA, customer, and supplier list pages.
Tab Management
Named tabs, open links in new tabs (globally, favorites-only, or per-link), reopen tabs on company switch, and search drilldown with auto-close.
Batch Operations
Batch merge for Chart of Accounts, customers, and suppliers — with full target picker, confirmation step, and results reporting.
Journal Entry Tools
Import journal entries from Excel with column mapping, account lookup, and validation. Export any JE to Excel. Download a pre-built JE import template.
Data Integrity & Cleanup
Dormant Account Finder — surfaces accounts with no recent activity, filtered by type and date threshold, with Excel export. More cleanup tools in development.
QBOA Firm Workflows
Bulk Client Setup, Settings Templates, Deactivate Cancelled Subscriptions, and Ghost Client Detection — built specifically for accounting firms running QBOA.
Strata is actively being developed. If there's a workflow you need that isn't here — or something you'd want built specifically for your firm — get in touch. It might already be on the roadmap, or it could be a candidate for a custom build.
Get in touch