DCL Design Build GroupStratify Ledger
24+ hours of invoice review saved in the first three weeks.
An AI compliance check on every incoming invoice, running inside Microsoft 365.
Read the case studyIndustry · Finance
Reporting automation and AI for finance teams.
CFOs and finance teams spend too much of the month assembling reports and checking paperwork by hand. We automate the reporting, screen the invoices, and connect the systems, so your team can focus on the numbers that matter.
100+
hours of reporting work recovered for CFOs
24+
hours of invoice review saved in three weeks with Stratify Ledger
QuickBooks
& Xero
& Xero
and Microsoft 365 integrations with the tools finance teams already use
What we fix
The problems we hear most.
01
Month-end reporting is built by hand
The same reports are rebuilt from exports and spreadsheets every month.
Automated reports that pull from your accounting system and arrive on schedule.
02
Invoices need checking before they’re paid
Wrong bill-to details, missing information, and duplicates all need a person to catch them.
Stratify Ledger screens every incoming invoice and blocks duplicates before they reach accounts payable.
03
Your data lives in too many places
Accounting, CRM, and operations data never quite reconcile.
Integrations and dashboards that bring your numbers into one view.
04
Auditors want a trail
When someone asks why a decision was made, the answer is buried in email.
Systems that log every automated decision in a tamper-resistant audit trail.
Relevant work
Hours back for finance teams.
Stratify LedgerInvoice AI
Every incoming invoice, checked before anyone touches it.
Accepted, review required, or rejected, with the reason written out and an audit trail behind it.
See Stratify LedgerWhere to start
Where most teams like yours start.
Can you automate reports from QuickBooks?
Yes. We build automated reporting that pulls from QuickBooks Online and delivers the reports your team and leadership rely on, on a schedule.
Does Stratify Ledger approve payments?
No. Ledger screens and sorts incoming invoices. Approval and payment always stay with your team.
Is our financial data secure?
We use least-privilege access, scoped credentials, and audit logging, and every system is designed so your data stays inside the accounts you control wherever possible.
Close the month without the manual work.
Book a free strategy call and we’ll find the reports and checks worth automating first.