STRATUMS

Features & Modules

Every module is customized to your life and business. Deploy only what you need.

All Modules

Everything you need, nothing you don't

Command Dashboard

KPIs, alerts, quick actions

  • Weather for all your locations
  • Net worth across all accounts
  • Today's tasks and calendar
  • Property and business summaries

Finance & Accounting

Unified financial view

  • Bank account aggregation (BofA, Chase, etc.)
  • Multi-entity P&L and cash flow
  • Sage, QuickBooks, Xero integration
  • Credit card and loan tracking

Crypto & Digital Assets

Portfolio management

  • Coinbase, Gemini integration
  • Blockchain wallet viewing
  • Fear & Greed index
  • Holdings across personal and business

Real Estate & Properties

Full property management

  • Tenant and lease tracking
  • Tenant self-service portal
  • Rent rolls and vacancy management
  • Maintenance ticket system
  • Property value and equity tracking

Task & Project Management

ClickUp integration

  • Cross-entity task boards
  • Priority and deadline tracking
  • Assignment and status management
  • Create tasks from the portal

Hospitality & STR

Short-term rental management

  • Airbnb, VRBO integration
  • Booking calendar and revenue
  • Cleaning and turnover scheduling
  • Guest communication

Construction & Contractors

Project management

  • Active project status and budgets
  • Crew scheduling and labor
  • Subcontractor coordination
  • Permit and compliance tracking

Subscription Management

Track every recurring charge across personal and business — software, insurance, memberships, utilities. Know exactly where your money goes each month.

  • Auto-detect from email receipts
  • Renewal alerts before billing
  • Cost by entity and category
  • Payment method tracking

Personal Life Management

Everything personal

  • Family schedules and coordination
  • Vehicle maintenance tracking
  • Health and fitness
  • Memberships and subscriptions

Travel & Experiences

Trip management

  • Itineraries and confirmations
  • Rewards program tracking
  • Business vs personal travel
  • Packing lists and logistics

AI Command Layer

Dedicated Claude instance

  • Trained on your data
  • Drafting, analysis, automation
  • Natural language queries
  • Proactive alerts and insights

Documents & Vault

Secure file management

  • Entity-organized storage
  • Lease, insurance, tax docs
  • Version history
  • Fast search

Time Tracking & Invoicing

Track billable hours, generate invoices, and push them directly to your accounting package. Built for consultants, advisors, and service professionals.

  • One-click timer with project tagging
  • Automatic invoice generation from tracked time
  • Push invoices to QuickBooks, Sage, or Xero
  • Support for hourly, fixed-fee, and retainer billing

Tenant Portal

Give your tenants their own login to pay rent, submit maintenance requests, view their lease, and communicate with management.

  • Online rent collection via Stripe
  • Maintenance request submission with photo upload
  • Digital lease viewing and e-signing
  • Tenant communication and document sharing

Calendar & Scheduling

Unified calendar

  • Business + personal + family
  • Color-coded by category
  • Meeting coordination
  • Deadline visibility
Ready to Deploy

Build your operating system

Every StratumOS deployment starts with a conversation. Tell us how you operate and we will design the modules around you.