Audit PBC List Management for Healthcare Controllers with Strata
The Problem
Audit season means a 200-line PBC list, endless auditor follow-ups, and the controller acting as a courier between Provider Finance operators and the audit team.
What We Build in Strata
AI manages the PBC list, pulls each requested schedule from Workday, answers auditor follow-ups from the workpapers, and logs every deliverable — audit fees drop and the controller gets their week back. 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.