Built for financial operations teams
Workflow intelligence for document-heavy operations
StratEdge brings intake, document tracking, task ownership, follow-up control, and AI assistance into one control layer — so nothing falls through the cracks.
No setup required — explore sample data for a credit union, TPA, or accounting firm.
Active workflows
24
Documents pending
12
Needs attention
5
Q2 Plan Document Review
Owner: A. Rivera · Due in 3 days · 2 documents pending
AI summary
Two documents are still outstanding and the review is due Thursday. Recommend a follow-up to the plan sponsor today.
Designed for the teams that run recurring financial work
Everything your operation needs in one place
Replace scattered spreadsheets, email chains, and reminders with a single, accountable workflow layer.
Structured intake
Open every request as a tracked workflow with owner, stage, priority, and due date — no more email threads and spreadsheets.
Document tracking
Request, monitor, and review required documents with clear status so nothing slips between teams or clients.
Task ownership
Assign work to the right person, set due dates, and update status from a single operational dashboard.
Needs Attention
High-priority, blocked, overdue, and missing items surface automatically so your team always knows what's next.
AI assistant
Generate summaries, flag document risk, and recommend follow-ups from your live records — processed securely server-side.
Audit trail
Every status change, document, and note is recorded — giving you a complete, defensible operational history.
ROI calculator
Estimate time and cost recovered
Adjust the inputs to see how much manual coordination StratEdge can give back to your team each month.
Monthly hours saved
31 hrs
About 3 hours per person each month across your team of 10.
Annual hours saved
374 hrs
Based on 52 working weeks per year, spread evenly across months.
Monthly cost recovered
$2,246
At $72 fully loaded per hour.
Annual cost recovered
$26,957
Illustrative savings from reduced manual coordination — not a guarantee.
Default loaded hourly cost ($72) aligns with BLS OES national medians for finance and insurance operations roles, fully loaded (~1.4× wage + benefits).
How it works
From intake to close, under control
Intake & assign
Open a workflow, set the owner and priority, and capture the documents and tasks required to complete it.
Track & follow up
Watch documents and tasks move through their stages. Needs Attention surfaces anything at risk before it's late.
Review with AI
Ask the assistant to summarize status, flag risk, and recommend next actions — grounded in your real records.
Close & record
Complete the work with a full audit trail, ready for review, reporting, and the next recurring cycle.
AI assistant
AI that reads your real workflows
Generate status summaries, flag document risk, and get recommended follow-ups grounded in your live records. Every request is processed securely on the server — your data is never exposed to the browser, and AI output is advisory by design.
Try the AI assistant →Original research
We measure the market we sell into
Public benchmarks from federal filing data — not marketing fluff. Built by the same team shipping the product.
The StratEdge platform
One secure core. A whole suite coming.
StratEdge is growing into a connected family of AI products — each one attacking a different high-friction workflow, all sharing the same secure, auditable backbone.
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BatchGrid.ai
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CryptOps.ai
Demo →Digital-asset operations with compliance built in.
See StratEdge with your kind of work
Launch the live demo and explore a fully populated workspace for a credit union, TPA, or accounting firm.