Multi-State Sales Tax Filing for Healthcare Controllers with Strata
The Problem
Tracking nexus across 30+ states for Provider Finance clients and filing the right return on the right cadence is a full-time job — and one missed Wayfair threshold triggers back-taxes and penalties.
What We Build in Strata
AI monitors nexus thresholds, pulls transaction data from Workday, prepares state-by-state returns, and logs filings with evidence — nexus risk is tracked in real time, not discovered at audit. 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.