The Execution Score
One defensible metric blending completion rates, financial impact, and departmental performance — so you always know if advice is actually being implemented.
Vertical SaaS for CPA firms
Transform financial advice into action.
Stratix closes the gap between what you advise and what actually gets done. Our Execution Score monitors completion rates, financial impact, and departmental performance — with AI-built plans and automated monitoring across every client company.
No credit card required Built for multi-client firms Measurable outcomes
Client company
Meridian Holdings
87Execution Score
Completion
82%+6%
Financial impact
$1.24M+18%
Departmental performance
Advisory
94%
Tax
88%
Bookkeeping
72%
Payroll
61%
Trusted by forward-thinking CPA firms
Whitfield & RoeNorthgate GroupCamden FiscalHalcyon AdvisoryBrightline CPAsMeridian PartnersAshford & ValeWhitfield & RoeNorthgate GroupCamden FiscalHalcyon AdvisoryBrightline CPAsMeridian PartnersAshford & Vale
The execution gap
Great advice is worthless if it never gets executed.
Firms pour expertise into recommendations that stall the moment they leave the meeting. Tasks slip between departments. Impact goes unmeasured. Clients never see the value you created — because no one was tracking whether the work actually happened.
Stratix makes execution the thing you measure, not the thing you hope for.
Advice delivered
Memo written
With Stratix
Plan executed
Without a score
Impact unknown
With a score
$1.2M tracked
The platform
Everything you need to make advice happen
A complete execution layer for CPA firms — from AI-built plans to a single score that proves the work got done.
AI-driven execution plans
Turn advisory recommendations into structured, assignable action plans automatically. Stratix drafts the steps, owners, and deadlines from your guidance.
Automated monitoring
Continuous tracking watches every plan for you. Stalled tasks, slipping deadlines, and at-risk clients surface before they become problems.
Multi-client command center
Manage dozens of client companies from one view. Compare Execution Scores across your book of business and focus your team where it matters most.
Jurisdiction-ready
Purpose-built and compliance-tuned for a single English-speaking market first — depth over breadth, with more jurisdictions on the roadmap.
Measurable outcomes
Prove your value at every review. Report the financial impact your firm delivered, not just the advice you gave — backed by hard numbers.
Why Stratix
Where the others stop, we start
Practice management, forecasting, and workflow tools produce the plan. Stratix is the only one that measures and drives whether it actually gets executed.
KarbonPractice & workflow management
Coordinates the work, but never scores whether advice was executed or what it earned the client.
Stratix adds the Execution Score & tracking
CanopyClient & practice management
Organizes engagements and documents, yet leaves the advice-to-execution gap unmeasured.
Stratix adds the Execution Score & tracking
JiravForecasting & FP&A
Models the plan beautifully, but stops before implementation — no execution tracking, no accountability.
Stratix adds the Execution Score & tracking
One market, done deeply — not global-first, done thinly.
Our MVP dominates a single English-speaking jurisdiction so your firm gets depth, compliance fit, and measurable outcomes from day one.
How it works
From advice to Execution Score in three steps
01
Bring in your advice
Drop in the recommendations you already deliver to clients. Stratix structures them into a living plan.
02
AI builds the execution plan
Owners, milestones, and deadlines are generated automatically — ready to assign across departments.
03
Monitor & score
Stratix tracks progress continuously and rolls it up into an Execution Score you can act on and report.
3×
faster advice-to-action
82%
avg. completion rate
$1.2M+
impact tracked per client
1 score
to rule your book
Social proof
Firms that stopped hoping and started measuring
Illustrative testimonials from fictional firms.
“For the first time we can show clients the dollars our advice actually moved. The Execution Score became our renewal conversation.”
“We manage 40+ client companies. Stratix tells us exactly which ones are drifting before the quarter closes. Nothing else did that.”
“The AI-built execution plans save my team hours every engagement. Advice used to sit in a memo — now it ships.”
Pricing
One firm-wide plan. Priced for mid-market.
A single per-firm subscription with seat and client tiering as you grow — built for CPA firms managing multiple client companies.
Firm plan
Stratix for Firms
Everything to run execution across your book.
$349/ month
Base firm subscription. Seat & client tiers scale with you.
- Unlimited Execution Scores across your book
- AI-driven execution plan generation
- Automated monitoring & risk alerts
- Departmental performance analytics
- Multi-client command center
- Client-ready impact reporting
Need volume pricing for a larger practice? Talk to us about client tiers.
Close your firm's execution gap.
Join the waitlist for early access. Be among the first CPA firms to turn advice into a measurable Execution Score.
- Early-access onboarding
- Founding-firm pricing
- Direct line to the team
FAQ
Questions, answered
The Execution Score is a single, defensible metric that quantifies how much of your financial advice actually gets implemented across a client's organization. It blends completion rates, financial impact, and departmental performance into one number you can track over time and report to clients.
Those tools are excellent at practice management, workflow, and forecasting — but they stop at producing the plan. Stratix starts where they leave off: we measure and drive execution. We turn advisory recommendations into AI-generated action plans, automate the monitoring, and score whether the work actually moved the client's numbers.
We are deliberately focused. Our MVP is built and compliance-tuned for a single English-speaking market so the experience is deep rather than shallow. Additional jurisdictions are on the roadmap and are prioritized by customer demand.
CPA firms that manage multiple client companies and want to move beyond delivering advice to proving execution. If your firm juggles complex, multi-entity workflows and wants measurable outcomes, Stratix was designed for you.
Stratix is a per-firm subscription starting at $349/month, with seat and client tiering as your book of business grows. One plan covers your whole team — add client companies and users as you scale.
No. Stratix is designed to sit on top of the advisory work you already do. Bring your recommendations in, and Stratix turns them into tracked, scored execution without ripping out your current tools.