Collaborative budgeting

Plan at the speed of business, together.

Run a coordinated, efficient planning process. Easily solicit, track, improve, and approve input from all stakeholders with personalized workflows.

See Collaborative Planning

Leverage business partner knowledge and boost accountability.

Stop emailing spreadsheets and manually tracking inputs.

Maintain a single version of your plan.

Auditable so you always know who made what change.

Accelerate financial planning

Plan with confidence and agility.

See Planning & Forecasting

Plan in one place with real-time data.

No more disconnected spreadsheets. Sales planning, expense planning, & workforce planning are all integrated.

Assumptions everyone understands.

Easily change and improve your model. Powerful, yet simple framework lets you build and modify a highly customized plan in plain English. No in-house specialist or professional services hours needed.

Graph comparing FP&A plan scenarios

Build what-if scenarios on the fly.

See the impact of any new plan in minutes. No need to replicate a model or call in a consultant.

Automate reporting

Get insights
faster, drive better decisions.

Stop all the data wrangling and get the business the data it needs, fast. Keep the reporting formats that work for your organization. Boost accuracy, with automated financial reporting and spend time on higher value work.

See Reporting
Budget vs Actual Report
Gathering input from internal partners is critical to the quality of plans. Stratify is on a mission to make that collaboration process seamless.

Alex Hamacher | Head of Finance

Having a system for us to keep the company on pace is really helping Finance have a seat at the table

Laurel Prince| Senior Financial Planning Analyst

Stratify makes me more efficient. Now I have time to do more value-added work.

Tina Lai | Finance Manager

Your fastest path to strategic finance success

No implementation fees, no certification programs. Efficiency & impact within weeks.

“We loved Stratify’s condensed and seamless approach. We didn’t have time to do a lengthy implementation.”

Mary K Mulhall | Head of FP&A

Single source of truth

Stop spending time wrangling data. Seamlessly connect your critical data sources in Stratify. Every report, plan and forecast is always up to date. Everyone in the organization is aligned on the same data.

Explore all integrations
Sage Intacct
MS Dynamics
ADP Workforce Now
Google Sheets
And more
Enterprise ready

Designed for scale


SOC 2, highest standards of data protection.


Consolidate GLs, plan & report on multiple dimensions.


Upgrade from spreadsheets to an efficient planning platform.


Model recalculation is done in seconds.


An FP&A expert ensures your success.

Access control

Share the right data to the right people.

Meet with a strategic FP&A expert

We’ll take the pain out of streamlining FP&A processes.