--- description: Review of STRATAFOLIO Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: STRATAFOLIO | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Lease Management Software](/directory/3026/lease-management/software) > [STRATAFOLIO](/software/209443/stratafolio) # STRATAFOLIO Canonical: https://www.softwareadvice.co.nz/software/209443/stratafolio Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.co.nz/software/209443/stratafolio?page=2) > 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 dashboard, 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.) > > Verdict: Rated **4.9/5** by 36 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.9/5** | 36 Reviews | | Ease of Use | 4.8/5 | Based on overall reviews | | Customer Support | 5.0/5 | Based on overall reviews | | Value for Money | 4.8/5 | Based on overall reviews | | Features | 4.8/5 | Based on overall reviews | | Recommendation percentage | 100% | (10/10 Likelihood to recommend) | ## About the vendor - **Company**: STRATAFOLIO - **Location**: Cedar Rapids, US - **Founded**: 2019 ## Commercial Context - **Starting Price**: US$150.00 - **Pricing model**: Per Feature - **Pricing Details**: STRATAFOLIO's premium plans are calculated based on number of units. For full pricing details, contact STRATAFOLIO. Essential Plan: $160/monthly, 5 units included. $2 for each additional unit. Professional Plan: $190/monthly, 5 units included. $4 for each additional unit. Enterprise Plan: $230/monthly, 5 units included. $6 for each additional unit. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200 - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: Bahamas, Canada, US Virgin Islands, United States ## Features - API - Accounting - Accounting Integration - Activity Dashboard - Ad hoc Reporting - Alerts/Escalation - Alerts/Notifications - Asset Lifecycle Management - Billing & Invoicing - Budgeting/Forecasting - Cash Flow Analysis - Cash Flow Management - Client Portal - Commercial Leases - Commercial Property Management Software - Contact Database - Contact Management - Critical Date Alerts - Customer Database - Customisable Reports ## Integrations (6 total) - Dwolla - Intuit Enterprise Suite - QuickBooks Desktop - QuickBooks Enterprise - QuickBooks Online - QuickBooks Online Advanced ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Lease Management Software](https://www.softwareadvice.co.nz/directory/3026/lease-management/software) ## Related Categories - [Lease Management Software](https://www.softwareadvice.co.nz/directory/3026/lease-management/software) - [Real Estate Property Management Software](https://www.softwareadvice.co.nz/directory/4672/property/software) - [Lease Accounting Software](https://www.softwareadvice.co.nz/directory/3971/lease-accounting/software) ## Alternatives 1. 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They did mention videos are in the pipeline tho. ----- ### "An Excellent Experience" — 5.0/5 > **Scott** | *12 February 2025* | Real Estate | Recommendation rating: 10.0/10 > > **Pros**: Comprehensive property software designed for the commercial user, either owner or property manager/broker. The staff did an excellent job of getting us onboard including reading every one of our leases in detail and getting the information properly set up in the system. > > **Cons**: It's a pretty steep learning curve and we are still working on best practices for how to do certain tasks. > > The staff has been very good to work with and very responsive to questions/issues. I highly recommend the software. ----- ### "Very Pleased to Date" — 5.0/5 > **Emerson** | *15 April 2025* | Real Estate | Recommendation rating: 8.0/10 > > **Pros**: The ease of a single data entry with QBO make this the best feature. Also the CAM reconciliation makes the ease of NNN leases run so smoothly. > > **Cons**: The biggest cons I have had with STRATAFOLIO is that you can schedule auto emails for future invoices. You still have to manually send emails. > > The on boarding process was ran very smoothly and done professionally. That made this the easiest process that could have been the biggest headache. ----- ### "Excellent software" — 5.0/5 > **Julie** | *16 December 2021* | Real Estate | Recommendation rating: 10.0/10 > > **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. > > **Cons**: I really don't have anything negative to say. They didn't have insurance tracking - but I asked for it and they built it\! > > My overall experience with STRATAFOLIO has been great. They are truly a great company with outstanding customer service and care for their clients. ----- ### "Stratafolio/Quickbooks integration" — 5.0/5 > **Giavanna** | *24 October 2023* | Commercial Real Estate | Recommendation rating: 10.0/10 > > **Pros**: I liked that they onboarded all my leases for me. > > **Cons**: I am still learning all the ins and outs of the system. Becuase I did not do the onboarding myself I feel like I had a harder time learning the proper steps to entering new leases. Stratafolio has been very helpful helping me learn it as the situations arise. > > Always very very helpful when I have a question. ----- Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.co.nz/software/209443/stratafolio?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/209443/stratafolio) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data