Solutions, advisory and accounting firms
Bill the advice, not the data entry.
ESG Optimizer industrialises VSME pre-audits and deliverable production.
In short
How does a firm produce its clients' sustainability deliverables with STRATA ESG?
As a reseller firm in Terreau STRATA ESG, the ESG Optimizer partner programme. The firm produces its clients' file itself with the tool, deliverables come out in its colours, and it pays for the tool from €35 to €27 per active client file per month, excluding VAT, depending on the calendar year volume, plus a platform base. Every figure stays attached to its document and the calculation replays identically.
The scene
Your clients ask you the question, you have no tooled method, and you spend your evenings in a spreadsheet.
What we answerBill the advice, not the data entry. And when you sign, the file holds.
Built for firms
The tool takes the production, you keep the signature.
You keep the analysis and the client relationship, the tool takes the collection, the structuring and the report.
Your deliverables, in your colours
Logo, colours, signature block. Deliverables carry your identity from the next file onwards. Two notices stay on deliverables, the transparency notice required by the applicable European regulation and the indicative nature of the result. Everything else is yours.
See: Reseller firmReseller firm
Usage-based pricing, tapering with volume. Active files over the year Per file, per month 1 to 50 files €35 51 to 150 files €32 151 to 300 files €29 301 files and more €27 And when you sign, the file holds.
An accountant or a consultant who signs a sustainability deliverable puts their name on it. That is the constraint nobody talks about, and it is the one that decides. Three properties of the file answer that risk directly.
See: What protects youWhat protects you
Every figure stays attached to its document
If your client is questioned on a value years later, the document, its version and the method then in force are still there. You are not defending from memory.
The calculation replays identically
Same data, same result. A deliverable you cannot reproduce is not an asset for your firm, it is an exposure.
What is missing is flagged as missing
Absent data is never quietly filled in with an assumption. You know what you are signing, and what you are not.
Your client's own file, filled in
You upload the questionnaire you received. It comes back in its original format, in its original cells, formulas and formatting preserved, with an annex proving every answer. The following year, only the values that need updating are asked for again.
See: The deliverablesThe deliverables
- Your client's own file, filled in
- Bounded access, not an attachment
- An extract, not the whole invoice
- A sealed file, with its verification code
The calculation is deterministic
Same data in, same result out, today and later on. The engine calculates by fixed, published rules. It proposes the extraction from documents and the drafting, which you validate; the calculation leaves no room for interpretation. You can replay an analysis in front of a third party and get the same figure, to the decimal.
See: The methodThe method · Version 1.0
- The calculation is deterministic
- Every value traces back to its document
- Absence is displayed as absence
- Performance and reliability stay separate
- A collapsed sub-index caps the overall one
- The trail is continuous, not point in time
What it costs
A published grid, tapering with volume.
No amount that is not already on the programme page.
Reseller firm
€35 to €27
You produce your clients' sustainability file yourself with the tool, and you bill your fees. The PDF report and the Word document come out in your firm's colours.
You pay for the tool per active client file per month, net of tax, on a published tapering grid, dedicated and independent from the Pro plan.
The client relationship is yours, end to end: we do not write to your clients.
See the reseller firm track , opens in a new tabYou introduce companies without producing their file? The Terreau STRATA ESG programme points you the right way.
What can be checked
None of the above should be taken on trust.
Three public, dated documents you can read before writing to us.
The calculation method
Published in full, versioned and dated.
Read the methodRetracted claims
What we stopped claiming, with the date and the reason.
Read the logYour data
What is collected, why, and how long it is kept.
Read the policy
Can a score change from one calculation to the next?
No. The engine calculates deterministically: the engine proposes the extraction from documents and the drafting, which you validate; the calculation follows fixed, published rules. That is why the same analysis, rerun on the same data, returns exactly the same result, today and later on.
What happens when data is missing?
It is flagged as missing and it pulls the index down. It is never quietly estimated, never replaced by a sector average, never filled with a default. An incomplete file has to show, otherwise it becomes indefensible the moment someone checks it.
Does a STRATA ESG score replace an audit?
No, and that limit is written on every deliverable. Our scores are indicative and do not replace an audit by a registered statutory auditor. What they provide is the file that audit can rely on: documents in their place, assurance levels field by field, and the state of the file at the closing date rather than today's.
Do you issue an ESG rating or certification?
No. We are neither an authorised rating provider nor a certification body, and we claim to be neither. We prepare a file and make it verifiable; validation belongs to an authorised third party.
Where to start
Test it on a real report, anonymised if you prefer.
Upload a report your firm has already produced. The first diagnostic is offered on sign-up, no card required, and you judge for yourself.
