Month-End Close Checklist for Healthcare Controllers with Strata
The Problem
Every Provider Finance month-end runs on a checklist in Workday that lives in someone's head — and when that person is out, close slips and reviewers have no visibility into what's done vs. waiting.
What We Build in Strata
AI runs the close checklist, prompts owners for missing items, flags JE variances over threshold, and writes the close memo — close window compresses from 10 business days to 4. Purpose-built for teams running Strata — uses the native API or agent integration so nothing leaves the system of record.
Strata Integration Approach
Audit your Strata configuration
We map the specific Strata objects, custom fields, and workflows the automation needs to touch for your provider finance practice.
Build on the Strata API or agent
Integration happens inside Strata — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Strata with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Strata instance
30-minute call. We'll look at your actual Strata setup and show exactly how this workflow fits.