STRATAFOLIO 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

STRATAFOLIO

4.9

(35)

Pricing

Starting at $150.00 per month

About STRATAFOLIO

STRATAFOLIO is the leader in commercial real estate software! Our team helps commercial real estate owners manage key areas of their business including assets, finances, operations, and investors. With our seamless bi-directional QuickBooks integration, we give you powerful analytics through our interactive dashboards that pull historical and real-time data. Save time and money with automated common area maintenance (CAM) reconciliation, lease rate escalations, ACH payments, document and file management, certificates of tracking, and a tenant portal. See how we help in four major areas:

Finance Management:
Understanding your global real estate finances across multiple QuickBooks companies can be a challenging task. STRATAFOLIO connects to QuickBooks and combines all your company’s real estate finances in one location giving you the ability to see things at a global level or drill down to a single company, or asset. Finally, a tool that can show you payroll, operating expenses, overhead expenses, rental income, debt management and more from one single location across all your QuickBooks company files.

With finance management, some features include a cash flow dashboard, loan dash...

board, and more! Asset Management: Managing real estate assets across a portfolio can be time-consuming and tedious. STRATAFOLIO’s real estate asset management provides your organization with a comprehensive asset management platform where you can track all your assets in a single location. Know at a glance what you own, where it’s located, what your global rents are, and the square footage, and manage all your documents from one central location. With asset management, some features include file management, picture management, asset drill down, unlimited users, rent roll creation, work order management, ACH payments, a tenant portal, and more. Operations Management: Managing properties and multiple tenants across a real estate portfolio can be time-consuming and tedious. STRATAFOLIO connects to QuickBooks and consolidates the most important operational functions and automates important activities to save you time and money. Easily perform common property management tasks and never miss a deadline with our helpful reminders. With operations management, some features include lease rate escalations, CAM reconciliation, bulk invoicing, alerts and reminders, ACH payments, work orders, a tenant portal, and more. Investor Management: Tracking investors across all your companies can be a confusing and time-consuming process. STRATAFOLIO’s investor management feature provides your organization with a complete view of all your investor activities. Immediately, know which investors invested in which legal entities, for how much, when, their Cash-on-Cash Return, and much more. With investor management, some features include an investor login, global view, tracking guarantors and complicated investments and more. See what our customers are saying: Pros: When looking for a platform that can handle asset management, property management, and tenant management - there was really only one option. There are a lot of platforms that can do one of these three things - but STRATAFOLIO is built to manage them all. Their Onboarding Team made the transition incredibly smooth. They handled everything for us so that we could focus on utilizing the tool. This software has helped our organization stay on top of rent increases, expired leases, etc - saving us a tremendous amount of time and money. From the Owner's Dashboard with high level overviews all the way down to the work orders and insurance tracking; I HIGHLY recommend STRATAFOLIO for anyone in the real estate industry. (Capterra review by Julie W.)

STRATAFOLIO Screenshots

STRATAFOLIO Pricing and Plans

Starting price: $150.00 per month

Free Trial

Free Version

Basic

$150.00

per feature, per month

No plan information available

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STRATAFOLIO Features

Popular features found in Lease Management
Accounting
Billing & Invoicing
Commercial Leases
Contact Management
Document Storage
Expense Tracking
Lease Origination
Maintenance Management
Property Management
Residential Leases
Retail Leases
More features of STRATAFOLIO
Accounting Integration
Activity Dashboard
Ad hoc Reporting
Alerts/Escalation
Alerts/Notifications
API
Asset Lifecycle Management
Budgeting/Forecasting
Cash Flow Analysis
Cash Flow Management
Client Portal
Commercial Property Management
Contact Database
Critical Date Alerts
Customer Database
Customizable Reports
Data Import/Export
Document Management
Drag & Drop
Electronic Payments
Email Alerts
Financial Analysis
Financial Management
For Commercial Real Estate
Forecasting
For Investors & Traders
For Property Managers
For Real Estate
Insurance Management
Invoice Management
Late Fee Calculation
Lease Management
Lease Tracking
Maintenance Scheduling
Mobile Access
Multi-Location
Owner Portal
Payment Processing
Portfolio Management
Property Database
Real-Time Data
Real-Time Notifications
Real-Time Reporting
Recurring/Subscription Billing
Reminders
Rent Tracking
Reporting/Analytics
Reporting & Statistics
Residential Properties
Search/Filter
Self Service Portal
Service Request Management
Strategic Planning
Tenant Management
Tenant Portal
Third-Party Integrations
Transaction History
Vacancy Management
Visual Analytics
Work Order Management

STRATAFOLIO Integrations

QuickBooks Online Advanced

QuickBooks Online

Dwolla

QuickBooks Desktop

QuickBooks Enterprise

STRATAFOLIO User Reviews

Overall Rating

4.9

Ratings Breakdown

94%

Secondary Ratings

Ease of Use

4.8

Value for money

4.8

Customer support

5.0

Functionality

4.8

Verified

Reviewer

Real Estate

2-10 employees

Used daily for less than 6 months

Review source

Reviewed November 2022

Great Real Estate Software

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Integration with Quickbooks Online . Team at Stratafolio is top notch

Cons:

Would like to see some "How-to" tutorial videos for training instead of articles. They did mention videos are in the pipeline tho.

Vendor Response

Thank you so much for your review! You are correct- we have a ton of how-to videos coming. Stay tuned!

Replied November 2022

Penelope V.

Verified reviewer

Real Estate

2-10 employees

Used weekly for less than 2 years

Review source

Reviewed February 2025

Streamlining our real estate portfolio management with Stratafolio

I like this software. I work with an asset management team and we primarily use it to assist with tracking our units, leases and rent payments, and have had some success using the tenant portal feature). I can see how much more functional it could be over time as my team fully integrates its potential uses into our daily routines. It has functionalities that could support more aspects of the overall health of our organization. I feel confident to move forward with using new elements of the functionality as my team is able to do so, knowing that the Stratafolio support will be there to assist.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Great customer service, very responsive and knowledgable team. Creates really usable reports that are easy to distribute. Very flexible in terms of how you view your data. Works smoothly when you have input all the right information. The software automates a lot of the tracking we've been doing on spreadsheets and helps avoid user error as well as saving a lot of time. The knowledge base is quite thorough and has a lot of detailed instructions on how to do certain tasks, which is helpful when they don't feel intuitive to any specific user.

Cons:

Some steps feel unintuitive. Data has to be input in a specific order, and if you start at the wrong step you are continually redirected. (E.g., to enter a "lease", you must have already created a "tenant", and to create a "tenant" you must have already created a "contact". Personally I find this a bit clunky, though it's worth saying I've never used a similar software that I didn't have similar issues with, and so I don't consider it a major con.

Reasons for choosing STRATAFOLIO

Had more integration options that we were hoping for (2-way integration with quickbooks as opposed to 1-way)

Vendor Response

Thank you, Penelope! We are glad we are able to help you automate your most critical activities!

Replied February 2025

Diana K.

Verified reviewer

Real Estate

2-10 employees

Used weekly for less than 6 months

Review source

Reviewed January 2026

Highly Satisfied with STRATAFOLIO

STRATAFOLIO offers great value for money and delivers exactly what we were looking for. The lease and property management features are a significant added value and align perfectly with our business needs. Overall, it is an efficient and reliable tool that has made a positive impact on our operations.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Excellent and friendly team that is a pleasure to work with; Very responsive — questions are answered quickly and clearly; Strong ability to find great solutions tailored to our business needs; Outstanding support in transitioning from our old accounting processes to a modern, more efficient way of working

Cons:

Not a con, but a suggestion for future product expansion: It would be helpful to have an option to include copies of tenant invoices for expenses incurred during the year. The software includes many tabs and hyperlinks across different areas of the system, which can feel overwhelming during the first few uses. However, after a short learning period, it becomes easy to navigate and manage.

Vendor Response

Thank you, Diana! We are very glad we have been able to help your team and have a positive impact on your business! And thank you for the suggestion.

Replied January 2026

Bobbi Jo S.

Verified reviewer

Commercial Real Estate

2-10 employees

Used monthly for less than 12 months

Review source

Reviewed September 2022

Stratafolio Review

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

It's easy to upload QuickBooks to Stratafolio.

Cons:

There are too many steps to keep leases and COIs current, and it's not easy to determine all the steps. The knowledge base concept is interesting, but it doesn't really help figure out all the steps to follow to enter a lease or a COI, etc. I don't like that Stratafolio is only cash based.

Vendor Response

Thank you so much for the honest review, Bobbi Jo. Our software and processes are meant to make your life easier, not more challenging. Regardless, we'd like to assist in making this right so please feel free to contact us at support@stratafolio.com and we will be happy to do what we need to to make you feel more comfortable with our product. Looking forward to your email! - Lindsey

Replied October 2022

Emily C.

Verified reviewer

Commercial Real Estate

11-50 employees

Used daily for less than 2 years

Review source

Reviewed November 2025

Great platform

Customer support is like no other. The Stratafolio Team is top tier, always quick to respond and extremely knowledgeable and helpful.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Stratafolio allows you to view each property, tenant and details of the lease in an easy and quick format

Cons:

My only obstacle for my properties is I have to link to one single bank account instead of each properties bank

Reasons for switching to STRATAFOLIO

Yardi was too large of a platform for our company

Vendor Response

Thank you, Emily! We are glad we can help you easily manage your commercial real estate portfolio, and we are delighted you value the incredible support our team provides our clients.

Replied November 2025

William C.

Verified reviewer

Package/ Freight Delivery

1001-5000 employees

Used daily for less than 12 months

Review source

Reviewed February 2025

Sophisticated Product for Commercial Real Estate - Excellent!

Excellent! [sensitive content hidden] is very patient with her support in orienting new users. Also, there is a team of associates who sift through and upload the information into the system. I found all of the them to be very knowledgeable. They understand commercial real estate and all the intricacies with the wide variety of commercial leases that are in place.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Sophisticated commercial real estate software that helps manage complex real estate holdings. After researching several real estate property management software products I found Stratafolio to be the only one that is thorough enough to provide for managing our commercial portfolio. The others were residential products that they tried to covert for commercial use whereas Stratafolio is specifically designed for commercial real estate. I am glad I found them!

Cons:

Because of the complexity of the real estate and coordinating it with the software it can take a little time to become fluent in using Stratafolio. However, because my position is not full-time property management it has taken me a little longer than the average bear. Once fully up to speed this software will provide organization to our real estate that we have never had before and will serve as a resource for years to come. It's a good product!

Reasons for choosing STRATAFOLIO

Only one that focused on commercial real estate as its primary business.

Vendor Response

Thank you, Bill! We are happy you selected STRATAFOLIO among such a distinguished list of alternatives. We are glad to have the opportunity to work with you and your team. Our goal is to make all of our clients more efficient and profitable.

Replied February 2025

Tim G.

Verified reviewer

Commercial Real Estate

2-10 employees

Used daily for less than 2 years

Review source

Reviewed January 2025

Awesome property management software

Overall, my experience with stratafolio has been nothing short of great. I looked at four different property management platforms and found Stratafolio to be the clear choice. Thanks Stratafolio!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like that it is fully integrated into QuickBooks online. The onboarding was great and customer support is always extremely helpful.

Cons:

I would like the ability to email out Stratafolio using my own email address versus all communications coming from support@stratafolio.com.

Reasons for choosing STRATAFOLIO

Ease of use and the integration with QBO was a big reason. Also it was more aligned with commercial properties versus multi family.

Vendor Response

Thank you, Tim! We are glad we have the opportunity to work with you! Thank you for the suggestion. We have shared that with our engineering team.

Replied January 2025

Jane R.

Verified reviewer

Real Estate

2-10 employees

Used daily for less than 2 years

Review source

Reviewed May 2025

Superior vendor for rent management softwar

Superior product, superior customer service both in timing and in solutions.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Product works as advertised and the have the best customer service of any software products I have ever used. They are both quick to respond and always have a solution. Initial integration was very smooth also with superior customer service.

Cons:

Really there is nothing I do not like. The product is easy to use and maneuver around.

Reasons for choosing STRATAFOLIO

Seemed better suited for commercial properties

Vendor Response

Thank you, Jane! We are so glad we are able to help you with your commercial real estate! That is exactly what we focus on - commercial real estate owners who use QuickBooks!

Replied May 2025

Mark P.

Verified reviewer

Commercial Real Estate

2-10 employees

Used weekly for less than 12 months

Review source

Reviewed July 2025

Awesome Real Estate Management Tool for QBO Users

Excellent. Extremely Pleased. When I found this software I knew I was in for a great time-savings and process management tool.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I am the accountant for a group of companies made up of a sole Proprietorship, a corporation, and several Partnerships. We have multiple reporting requirements from the lenders that we work with that finance several of our over 50 properties. Most of these are Industrial and Commercial, with a few Shopping Centers and Residential properties as well. Because of the time required every Quarter to prepare Debt to Credit Ratio reports, Operating Statements, and Rent rolls my A/R and A/P person, and I were spending way too many hours on these tasks. I needed a faster way to prepare these, so I started searching in QuickBooks on their App partner’s list. There I found Stratafolio, and the minute I saw their reporting capabilities I knew I had found the solution to our problem! Everything I needed to prepare all the reports was at my fingertips, and as I told the [sensitive content hidden]of the company, “what has been taking us hours to prepare will be a one touch solution if we join forces with Stratafolio!” It took some convincing as the [sensitive content hidden] didn’t think the cost was justifiable. However, we had been talking about adding another accounting clerk and I told him that Stratafolio could be that new employee for less than 25% of the cost. So, after some time considering it, he approved my request. We have been using Stratafolio now for 6 months and I will tell you it has saved us over 10 hours a month just in preparation of our DCR’s, and it has also saved me tremendous time in our recent Property Tax protest preparation of Rent Rolls and Operating statements that the local county government requests before they will consider our request for a reduction in our taxes. And we have won on some of those requests, and now our reports that we present are far more professional, and eliminate so many questions from lenders, taxing entities, etc., because we tell them that these reports are prepared by Stratafolio. And from what Stratafolio has told me, we are “just skimming the surface of its capabilities”, and we are excited to see what else it can do. If you have been thinking of using Stratafolio and want to talk with me personally, just ask the staff at Stratafolio to contact us and I will be glad to visit you.

Cons:

Nothing, except not having in use for the last 3 years. It would have made the management of our financial reporting so much less time consuming!

Vendor Response

Thank you, Mark! We love hearing how our clients use our product to make themselves more efficient and profitable! Thank you for sharing this use case and for being a great client to work with! We look forward to supporting you as you adopt more of our automated, AI-enhanced features to help you manage your commercial portfolio with QuickBooks.

Replied July 2025

Sarah B.

Verified reviewer

Real Estate

2-10 employees

Used daily for less than 12 months

Review source

Reviewed September 2025

Wish we would have found Stratafolio years ago!

Stratafolio has saved us both time and money as it has improved our efficiency in invoicing, CAM reconciliations, and lease management. We have multiple companies so I love the fact that everything related to our properties is in one software package. The onboarding process was great- [sensitive content hidden] and her team were responsive and always willing to help problem solve.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ease of use, tenant management, reporting, time savings on invoicing and CAM reconciliation, onboarding and continued customer service.

Cons:

I wish Stratafolio could automatically sync with QuickBooks desktop version, but using WebConnect to sync is not difficult.

Vendor Response

Thank you for the fantastic review! We’re happy STRATAFOLIO has streamlined your invoicing, CAM reconciliations, and lease management across multiple companies, and that onboarding/support have been great. You’re correct: QuickBooks Desktop doesn’t allow automatic syncing (QuickBooks Online does), but the WebConnector does keep things simple. We’re glad it’s working well for your team. We appreciate you and are always here to help.

Replied September 2025

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