When the numbers stop agreeing.

For finance and operations leaders working with disconnected data, manual reporting, unclear performance, and the same decisions made over and over. We help you see what is actually happening, then fix the part that matters.

Signal to outcome prismLayered signals converge into a triangular prism and exit as evidence, system and action. DATAPROCESSDECISION EVIDENCE SYSTEM ACTION

See what is happening

Profile your data, reporting, and processes with a diagnostic you run yourself.

Isolate the real constraint

Separate the symptom from the cause before committing to any work.

Fix the part that matters

Repair the process or build the system, with evidence you can inspect.

Choose the outcome.

Start with the problem. Scope only what earns its place.

FIND ◇

Diagnostic Sprint

Find the cause, quantify the risk, define the next move.

DELIVERABLES

Root cause & evidence map
Risk quantification
Recommended next moves

FIX ◇

Analysis & Control Build

Reconcile the numbers, repair the workflow, document the control.

DELIVERABLES

Reconciled analysis
Workflow & control fixes
Validation summary

BUILD ◇

Decision System

Turn a repeated decision into a usable tool or internal application.

DELIVERABLES

Configured decision system
System documentation
Training & handoff

Best for

FIND clarifies the problem. FIX repairs the process. BUILD scales the decision.

You receive

Evidence-based outcomes, clear documentation, and a validated handoff.

Typical pace

FIND: 3–5 days   FIX: 1–3 weeks   BUILD: 3–8 weeks.

Start with evidence.

Four diagnostics. Each runs entirely in your browser, shows the current run, and lets you export a report or escalate to scoped work.

▦   Data Health Scan

Check structure, completeness, duplicates, and field readiness.

⇧Drop CSV or TSVor click to choose a file
Status: {{ dhStatus }}
1 Select   →   2 Inspect   →   3 Review   →   4 Export

◌   Reporting Cost

Estimate the annual cost of a reporting process, then model a reduction scenario and payback.

Reduction scenario

♧   Reconciliation Check

Match two ledgers or exports on a shared key and surface exceptions within tolerance.

Status: {{ rec.status }}

◇   Process Friction Map

Map a process step-by-step, then rank the bottlenecks by wait, touch, rework and handoff.
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Data Health — current run

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Top findings
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Reporting Cost — current run

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Payback{{ roiOut.payback }}

Reconciliation — current run

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Exceptions{{ recOut.exceptions }}
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Matched total B{{ recOut.totB }}
IDClassSeverityKeyEvidence
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Process Friction — current run

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Handoffs{{ pfOut.handoffs }}
Rework min{{ pfOut.rework }}
Annual labor burden{{ pfOut.burden }}
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Methodology & assumptions

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Analytical output from the data and tolerances you supplied. Not an audit, review, or attestation. Validate before financial, billing, or legal action.

Reporting we can build for you.

Eight families of decision-ready reporting. Each entry describes what it answers, the inputs it usually needs, and the decision it supports — so you can scope the right work before any engagement.

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What it answers

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Common inputs

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Decision it supports

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1. Choose a reporting family
2. Describe your inputs and decision
3. Receive a written scope
4. Deliver with documented method

Selected work.

Analysis, financial reporting and operational improvements delivered inside complex organizations.

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Enterprise systemsAnalysisExceptionsExecutive reporting
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How we think about the work.

Short, evidence-based notes on the problems finance and operations leaders bring us. No hype, no invented claims.

Why the numbers stop reconciling

When two systems record the same transaction differently — a rounding rule here, a timing cut-off there — totals drift apart. The fix is rarely a bigger spreadsheet. It is an explicit key, a defined tolerance, and a repeatable match, so the same inputs always produce the same result and every exception has a reason.

Where reporting time actually goes

Most reporting cost is not the report itself; it is the preparation, the review cycles, and the rework when a number looks wrong. Measuring prep hours, review hours, and rework rate separately shows which part is worth automating — and which is cheaper to leave alone.

Reading a process by its waiting, not its working

A process feels slow because of the gaps between steps, not the steps themselves. When wait time dwarfs touch time, the constraint is a handoff or an approval, not effort. Mapping wait, touch, rework, and handoffs step-by-step points to the one change that shortens the cycle.

What "data readiness" means before a build

Before building any system, it helps to know whether the data can support it: how complete the key fields are, whether records are unique, and whether formats are consistent. A readiness check turns "the data is messy" into a specific, fixable list.

Clear before commitment.

Starting prices establish the lane. Your written scope establishes the price.

FIND — Evidence SprintRoot-cause analysis, evidence map, recommended next move.from $1,500
FIX — Focused AnalysisReconciled analysis, repaired workflow, control documentation.$3,000–$10,000
BUILD — Reporting SystemConfigured system, documentation, training and handoff.$8,000+
Custom applicationPurpose-built internal tool or workflow application.$15,000+
Support & iterationOngoing refinement, maintenance and analysis.$1,500/mo
Scope complexityFocused · Standard · Complex
Data conditionClean · Mixed · Messy
Integration needsNone · Some · Extensive
Delivery speedStandard · Accelerated
Documentation depthSummary · Detailed · Comprehensive

How payment works

  1. Submit the project brief
    Tell us the goal, context, and success criteria.
  2. Receive written scope and fixed price
    We define the work, deliverables, timeline, and price.
  3. Authorize the milestone
    You approve the scope, timeline, and terms.
  4. Pay securely and receive the handoff
    Milestone completed. You receive deliverables and documentation.

✓ No automatic charge. No surprise expansion.

Built for the messy middle.

Where data, operations, finance, and decisions stop agreeing.

⌕
FIND

Surface the real constraint.

Messy inputs become a clear problem with evidence you can inspect.

→
◇
VERIFY

Test the evidence and trade-offs.

Ordered evidence becomes defensible reasoning and a decision criterion.

→
⬡
BUILD

Deliver a usable system.

Working output your team can use, understand, and maintain.

How the work operates

☵Async by default

Clear written updates keep momentum without constant meetings.

▤Written scope

Goal, context, and acceptance criteria first.

⌑Client-owned files

You keep access, source, and documentation.

≣Documented handoff

Everything delivered with clear context and next steps.

◇No black boxes

Logic, assumptions, and alternatives stay visible.

Independent, evidence-led, and deliberately small.

We take on a limited number of projects at a time so the work stays focused.

Good fit

✓ Problems cross teams
✓ Numbers do not reconcile
✓ A repeated decision needs structure
✓ Existing tools create more work

Not a fit

× Staff augmentation
× Vague transformation theater
× Advice without implementation
× Work requiring invented proof

Send an inquiry

Tell us what you are trying to figure out. A person reviews every inquiry. This is not an upload — share files later, only through an agreed secure process.

Your inquiry has been received.

A person will review it. Receiving your inquiry is not a proposal, a price, a timeline, or a commitment to take on the work.
Trust / supporting states

Clear boundaries for real work.

Privacy

Free diagnostics process files locally. Project submissions send only the written brief you review. Request deletion by ordinary email after submission.

Data handling

Do not send confidential files by ordinary email. Use the agreed secure follow-up process after scope and handling terms are confirmed. Files remain yours.

Terms

Work begins after written scope, acceptance criteria, explicit authorization and payment terms are agreed. No automatic charging or surprise expansion.
Project intake

Start with the evidence.

STEP {{ intakeStep }} / 7

No file upload is used here. Secure follow-up is arranged only after review.

Review your brief

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StratistPro logoStratistPro
Home Services ToolsReports Case Work Pricing About
Get a project estimate

Fix the data.
Find the opportunity.
Build the system.

StratistPro turns messy spreadsheets and disconnected exports into reliable reports, clearer decisions, and tools your team can use every day.

Run a free diagnostic → Get a project estimate
Private browser tools
Free diagnostics process files locally on your device.
Export-ready deliverables
Reports, workbooks, findings, and supporting data.
Fixed-price projects
A clear scope and price before work begins.
Raw export (example)
DateAccountAmount
5/1/244000$1,200.00
5/1/244000$1,200.00
5-2-244010$980.50
May 34010$300.00
5/6/244021$742.10
• Duplicates   • Inconsistent dates
Findings register
IDSevFindingImpact
F-001HIGHDuplicate entries184 records
F-002HIGHDate mismatches146 records
F-003MEDMapping issues97 records
F-004MEDMissing descriptions64 records
Records flagged427
Data Health Report
Generated locally
87
Verdict
Good with issues
Records requiring review
427
Top findings
Duplicate entries184 records
Date mismatches146 records
Mapping issues97 records
Recommended actions
✓Remove duplicate transactions
✓Standardize date formats
✓Update account mapping
Export PDFExport Excel

Built for finance and operations teams relying on spreadsheets, manual reports, and disconnected systems.

The problem

When the numbers can't be trusted, the business slows down.

Reports disagree
Finance, operations and leadership are working from different numbers.
Manual work keeps returning
The same files are rebuilt, checked and corrected every week or month.
Important issues stay hidden
Revenue gaps, errors and bottlenecks disappear inside disconnected data.
See how StratistPro fixes it →
Choose your starting point

Start with the kind of
problem you have.

All services →
Clean the data
Remove duplicates, correct inconsistencies, standardize fields, and reconcile information across files and systems.
You receiveCleaned data, exception reports, reconciliation results, documented rules.
Understand the business
Find revenue gaps, margin pressure, reporting problems and opportunities to improve.
You receiveExecutive analysis, detailed workbooks, financial models, clear recommendations.
Build the solution
Replace fragile spreadsheets and manual work with dashboards, report generators, automations and internal apps.
You receiveA working system, source files, documentation, team training.
Keep it working
Maintain reports, monitor data quality, update forecasts and improve the system over time.
You receiveScheduled reporting, system updates, monitoring, defined support.
Popular reports

Get the report
leadership is asking for.

View all six reports →
Reconciliation & Discrepancy
Where two systems disagree, which records are behind it, and what it adds up to.
Open report →
Business Performance
Revenue, margin and trend in one workbook leadership can read in ten minutes.
Open report →
Financial Performance & Variance
Budget vs. actual with the variances explained, not just highlighted.
Open report →
Process & Efficiency Diagnostic
Where hours and rework go, and which fixes pay back first.
Open report →
Why it holds up

Built for decisions you need to defend.

Verified numbers
Every finding connects to the records behind it, so you can show exactly where a number came from.
Repeatable results
The same inputs and rules produce the same output, every time — consistent results you can rely on.
A system your team can keep
You receive the working tool, full documentation and a complete handoff — yours to use every day.
Tools · free · no login

See the quality before you start.

Two diagnostics live now, four more in development — real tools that run in your browser, nothing uploaded, nothing stored. See the quality before you start a project.

Open the tools →
Where it hurts

What needs to
be fixed?

Every project combines analysis, financial discipline and software — so the work ends with something your team can use, not a recommendation you still have to build. Start with a free diagnostic, or describe your project for a fixed-price quote.

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Included
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Discuss this service →
Every project includes
A defined scope, a fixed price agreed before work begins, documented deliverables, testing, and a complete handoff — the working system, source files and documentation, yours to keep. Licensing, source-system changes and scope factors are covered in your proposal and the FAQ.
Tools · free · no login

See the work
before you hire us.

Run a free diagnostic on your own data. Your file stays in your browser, and your results export as a professional report.

No account required Your file never leaves your browser PDF & Excel exports with the Data Health Scan
Report suite · 6 workbooks
Reconciliation · Business Performance · Financial Variance · Forecast & Cash · Requirements
Multi-sheet, color-coded workbooks with charts — edit the inputs, then export the full report to PDF or Excel.
Open report suite →
Available now
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In development
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Local processing
Drop a CSV hereor click to choose a file.csv or .tsv · up to ~40 MB
No file handy?
Load a sample file
Processed locally in your browser.
Your file is read on this device and never sent anywhere.
Health
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Verdict
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{{ dhFileMeta }} Print / Save as PDF Export Excel Download ZIP CSV Start project from result
Data Health Scan · DH series
Checks run on load:
structure & header integrity · ragged rows · exact duplicate records · candidate key uniqueness · fill rate by column · type consistency · date validity & format drift · whitespace & casing collisions · numeric outlier concentration · constant & dead columns · numbers stored as text
Reporting Cost Calculator · ROI series
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Goes live next

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Try Data Health Scan meanwhile →Ask us to run it for you
RReport library

Six decision-ready
business reports.

Choose the report your business needs. Each one is a live workbook — edit the blue input cells, watch the formulas and charts recalculate, then export to PDF or Excel. Everything runs locally in your browser.

Reconciliation & Discrepancy
Answers: where do two systems disagree, and what does it cost?
You provide: two exports sharing a common key.
Includes: matched records, exceptions, exposure, resolution routing.
Business Performance
Answers: what moved, why, and what deserves a decision?
You provide: monthly revenue and cost by segment.
Includes: scorecard vs. target, 12-month trend, segment view.
Financial Performance & Variance
Answers: where did actuals leave the budget, and why?
You provide: budget and actuals by line.
Includes: variance bridge, driver notes, exception flags.
Data Health & Readiness
Answers: can this data support the decision you want to make?
You provide: the working file or export.
Includes: health score, findings register, remediation order.
Financial Forecast & Cash Outlook
Answers: where is cash headed under the assumptions you believe?
You provide: current balances, run-rate revenue and costs.
Includes: monthly outlook, scenario toggles, runway view.
System Requirements & Build Plan
Answers: what should be built, in what order, at what cost?
You provide: current workflow and pain points.
Includes: requirements, phased plan, effort and cost bands.
Case work

Proof, not promises.

Artifact-backed internal, prototype, in-development, and independent-product records only. No implied client outcomes.

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Want results like these?

Start with a free tool and see where your gaps are. If you want us to fix them, tell us what's leaking and where the data lives.

Run a free toolGet a project estimate
How pricing works

Start free.
Then a fixed price.

Start with a free diagnostic to identify the problem. Custom projects are then quoted at a fixed price based on the data, deliverables and systems involved — so you know the cost before work begins.

Self-service diagnostics
Free
Tools that profile your data and quantify your reporting costs without requiring an account.
Guided diagnostic
From $1,500
We run the diagnostic with your data, verify the findings, and deliver a prioritized report with a fixed-price plan.
Data repair or focused analysis
$3,000–$10,000
Clean data, reconcile files, investigate revenue or performance, and produce decision-ready reporting.
Dashboard or lightweight internal tool
From $8,000
A working dashboard, report generator, or workflow tool built around your process — with docs and training.
Integrated system build
From $15,000
Multiple data sources, automation, and internal apps working as one system your team owns.
Ongoing support
From $1,500/mo
Reporting, monitoring, analysis, maintenance and scheduled improvements.
Describe your project →
Always free · no login

The tools cost nothing

Open the tools →
FREE
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Common questions

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Start here

Tell us what's
not working.

Run a free tool, or just describe the problem. We'll come back with a straight answer on whether we can fix it — and what it costs.

Project inquiry
Send it →
We'll reply with whether we can help, the recommended next step, and a fixed-price estimate.
About

Analysis that becomes
a working system.

StratistPro investigates the problem like an analyst, verifies the numbers like a financial operator, and builds the software that makes the solution repeatable — so the engagement ends with something your team can run, not a slide deck.

Three principles

Numbers before visuals. The numbers get reconciled and proven before they get a chart.
Rules before automation. A metric gets one owner and one definition before anything runs on it.
Handoff without dependency. You get the source, the docs, and the ability to run it without us.

Best suited for

✓Finance & ops leaders at 10–100-person businesses
✓Teams running important work through spreadsheets
✓Companies with disconnected systems and manual reports
✓Operators who need internal software but not a dev department

Direct from review to delivery

✓Work directly with the person doing the analysis and the build
✓No handoffs between sales, analysts and developers
✓One point of accountability from first review to final delivery
✓Analysis and implementation from the same partner
Based in Phoenix, AZ. Working with clients across the US.

Tell us what you're trying to solve, what you have to work with, and what's currently breaking. We'll reply with a clear next step.

Try the free toolsGet in touch