What it is
Strata uses a household model instead of treating people as flat customer rows. For a dental CPA firm, that means one owner with multiple legal entities, a personal return, and real estate holdings can be modeled as one connected operating unit instead of fragmented records.
What it replaces
The spreadsheet stack. Client tracking, entity structures, bookkeeping cycles, tax workflows, exception tracking, and prospect pipeline all move into one system designed for how your firm already works.
The agent fleet
Agents recommend, draft, and triage. Every action runs through an approval queue. Nothing touches a client record without a human approving it first.
How it is deployed
Local-first deployment on the firm's hardware. Client data stays in the building except through encrypted tunnels to authorized devices. No cloud database. No vendor visibility into your client records.
How to get it
Strata is delivered through an engagement with Olivia Keiter AI Consulting. This is not a SaaS subscription. It is a system built for your firm.
Contact OliviaDemo
Demo coming soon. Reach out to see a walkthrough.