Resources
Frequently asked questions
Clear answers on pricing, product fit, security, and onboarding.
Product & Capabilities
What Stratavor does, where data comes from, and expected outputs.
What does Stratavor actually deliver?
Stratavor provides finance and management intelligence modules including Financial Snapshot, Management Snapshot, Customer Intelligence, Risk Intelligence, and Cost Saving Intelligence, with AI commentary across each report surface.
Related links: View platform overview, View pricing
How does the AI chat feature work?
AI chat lets you ask follow-up questions about your financial performance in plain language. Responses are grounded in validated metrics and source-linked logic rather than free-form opinion.
Related links: Explore Stratavor modules
Which systems can I connect today?
Core connectors currently include Xero, QuickBooks Online, and HubSpot. Additional connectors and bespoke integrations are available via roadmap or custom scope discussions.
Related links: Integration details, Request custom integration
Do you support teams already using Power BI?
Yes. The Power BI add-on delivers Stratavor's canonical data model and AI commentary into your existing Power BI workflows.
Related links: Power BI page
Pricing & Billing
Plans, pilots, upgrades, cancellations, and billing basics.
Which plan should I choose?
Essentials is best for a clean financial baseline, Growth is best for scaling teams that need deeper analysis and AI chat, and Enterprise is scoped for larger organisations with bespoke requirements. If you need help deciding, contact Stratavor for a fit discussion.
Related links: Compare plans, Talk to the team
What is included in the free pilot?
You get full Growth-tier access for 7 days, including Intelligence Hub, Financial Snapshot, Risk Intelligence, Cost Saving Hub, and AI chat. No credit card is required. After the pilot, you can choose a plan or walk away.
Related links: See pilot details
Can I upgrade or downgrade later?
Yes. You can move between Essentials and Growth at any time. Upgrades are immediate, and downgrades take effect at the end of the billing cycle. Enterprise changes are managed through your account team.
Related links: Pricing and plan options, Contact support
What happens to my data if I cancel?
You can export reports before cancellation. Data is retained for 30 days in case you reactivate, then permanently deleted in line with GDPR-aligned handling.
Related links: Data and privacy details, Contact us
Implementation & Support
Onboarding flow, time-to-value, and support options.
How quickly can we get started?
Onboarding is self-serve: sign up, choose a plan, connect your accounting system via OAuth, and the platform starts processing right away. Typical time to first value is within the first session.
Related links: Start with pricing, Book a call
What do you need from our team to onboard?
In most cases, only authorization to connect your accounting source (for example Xero or QuickBooks) is required. The platform handles ingestion, KPI validation, and report generation.
Related links: Contact implementation support
What support channels are available?
Support includes in-app guidance, email support, live website chat, and scheduled sessions for teams that need deeper implementation support.
Related links: Get support
What if we need custom integrations or enterprise procurement support?
Enterprise and bespoke requirements are handled through scoped engagement. Contact Stratavor to discuss custom integrations, procurement workflows, and rollout planning.
Related links: Contact sales, Review Trust docs
Security & Compliance
Security posture, controls, and trust documentation.
How is customer data protected?
Stratavor uses read-only OAuth scopes where possible, encryption in transit and at rest, role-based access controls, and audit logging so figures and commentary remain traceable.
Related links: Security overview
What compliance frameworks do you align with?
Stratavor follows a SOC 2-ready control approach, aligns information security practices to ISO 27001 principles, and handles customer data in a GDPR-aligned way.
Related links: Trust Centre, DPA
Where can I review legal and trust documents?
Visit the Trust Centre for policies and documentation, including the DPA and sub-processor register. Procurement or questionnaire requests can also be routed via contact.
Related links: Trust Centre, Sub-processor register, Contact
Does Stratavor provide legal, tax, or investment advice?
No. The platform provides strategic intelligence and analytics support. It does not provide legal, tax, audit, or investment advice.
Related links: Terms of use
Still need a specific answer?
For procurement, custom integrations, or plan-fit guidance, contact the team directly and we will route you to the right specialist.
Need policy and compliance documentation? Visit Trust Centre. Want a full plan comparison first? View pricing.