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Overview

Stratify centralizes financial planning, reporting, and workforce management for mid-size to large organizations. Its integrated platform improves accuracy, collaboration, and decision-making. However, support responsiveness may vary across scenarios. Nonetheless, its real-time insights and single source of truth make it a practical solution for finance teams seeking streamlined FP&A processes.

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Stratify Specifications

Financial Management

Human Resources Management

Customer Relationship Management

Compliance and Risk Management

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What Is Stratify?

Stratify is a cloud-based Financial Planning and Analysis (FP&A) software designed for finance teams in mid-size to large organizations. The platform offers features such as planning and forecasting, reporting automation, workforce planning, and operational expense management. Stratify centralizes financial and operational data, enabling users to collaborate on budgets, streamline workflows, and generate real-time insights.

By connecting multiple data sources and providing a single source of truth, it helps finance teams reduce manual tasks, improve accuracy, and make more strategic business decisions.

Stratify Pricing

Stratify pricing follows a custom-quote model based on each organization’s specific requirements, user count, and deployment needs. Request a custom Stratify cost quote for your business.

Disclaimer: The pricing is subject to change.

Stratify Integrations

The software integrates with the following third-party applications, including:

Request a Stratify demo to understand its features and potential compatibility.

Who Is Stratify For?

Stratify software serves a wide range of industries and sectors, including:

  • Financial services
  • Technology
  • Healthcare
  • Manufacturing
  • Retail
  • Professional services
  • Education

Is Stratify Right For You?

Are you looking for a powerful FP&A platform that centralizes planning, forecasting, and reporting? Stratify helps finance teams eliminate manual spreadsheets, streamline workflows, and make faster, data-driven decisions while improving accuracy and collaboration across departments.

Stratify ensures compliance with statutory and regulatory standards, including SOC 2 for data protection, giving confidence in financial governance and operational integrity.

Still not sure if Stratify is right for you? Contact our customer support team at (661) 384-7070, who will help you make the best decision.

Stratify Features

Stratify features planning and forecasting that centralizes finance, workforce, and sales plans into a single source of truth. Its intuitive, configurable framework eliminates formula errors, supports agile scenario analysis, and ensures plans are always informed by live ERP, HRIS, and CRM data, empowering faster, confident decisions.

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Stratify offers reporting that automates the consolidation of financial and workforce data into real-time, customizable reports. Stakeholders gain accurate insights, can compare scenarios, and engage in collaborative dialogue, enabling faster decisions while eliminating manual processes and ensuring alignment across the business.

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The software provides data administration that consolidates multiple GLs and supports unlimited dimensions and hierarchies. Users can structure plans and reports flexibly, restore deleted data, and import from systems without overwriting configurations, all while maintaining enterprise-grade security, performance, and controlled access across multiple entities.

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Stratify features workforce planning that streamlines headcount and compensation management through a single source of truth. Users can reconcile hires, terminations, and positions quickly, model scenarios in real-time, and collaborate securely, eliminating manual processes while ensuring accuracy, accountability, and integrated financial impact.

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This feature centralizes vendor-based budgets into a single source of truth. Users can propagate changes across plans, collaborate with stakeholders, and customize assumptions easily, ensuring accuracy, auditability, and streamlined processes without manual spreadsheets or reliance on external consultants.

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Pros And Cons of Stratify

Pros

  • Centralizes finance, workforce, and sales plans efficiently

  • Enables fast, confident, data-driven decision making

  • Automates reporting for real-time financial insights

Cons

  • May require finance expertise for complex modeling

  • Support gaps can slow down problem resolution

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Frequently Asked Questions

The software integrates with QuickBooks, Workday, BambooHR, Gusto, Salesforce, HubSpot, and Sage Intact.

No, Stratify does not provide API access.

Stratify pricing follows a custom-quote model. Request a custom Stratify price quotation.

Stratify supports the English language.

No, Stratify does not have a mobile app.

Stratify serves multiple industries, including financial services, technology, healthcare, manufacturing, retail, professional services, and education.

Stratify provides support via contact form.

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