--- title: "STRATAFOLIO Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about STRATAFOLIO Software - reviews, pricing plans, popular comparisons to other Commercial Real Estate products and more." source_url: "https://www.capterra.com/p/196759/STRATAFOLIO/" page_type: "product" language: "en" --- # STRATAFOLIO Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) STRATAFOLIO ## What is STRATAFOLIO? STRATAFOLIO is an online software solution designed to help commercial real estate owners manage key areas of their business including assets, finances, operations, and investors. Our seamless QuickBooks integration gives you powerful analytics through an interactive dashboard that pull historical and real-time data. Save time and money with automated CAM reconciliation, lease rate escalations, ACH payments, document and file management, COI tracking, tenant portal and so much more. ## What is STRATAFOLIO used for? [Commercial Real Estate](https://www.capterra.com/commercial-real-estate-software/)[Real Estate Property Management](https://www.capterra.com/real-estate-property-management-software/)[Lease Management](https://www.capterra.com/lease-management-software/) Top alternative Featured Overall rating Based on 38 user reviews Reviews sentiment Positive 100% Neutral 0% Negative 0% Starting price $150 Per Feature, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... - Lease Accounting / 2026 - Lease Management / 2026 - Real Estate Property Management / 2026 Do you work for STRATAFOLIO?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://stratafolio.com&name=STRATAFOLIO) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### STRATAFOLIO 4.9 (38) VS. [4.5 (1,891)](https://www.capterra.com/p/92228/AppFolio-Property-Manager/reviews/) Starting Price $150 Per Feature, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (38) Ease Of Use 4.5 (643) Value For Money 4.8 (33) Value For Money 4.3 (538) Customer Service 5.0 (37) Customer Service 4.3 (620) ## STRATAFOLIO alternatives [Rent Manager](https://www.capterra.com/p/2732/Rent-Manager/) [4.6 (643)](https://www.capterra.com/p/2732/Rent-Manager/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/2732/Rent-Manager/) Highest Rated [Gestim](https://www.capterra.com/p/10017947/Gestim/) [4.7 (118)](https://www.capterra.com/p/10017947/Gestim/reviews/) Starting price $3.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10017947/Gestim/) [Prophia](https://www.capterra.com/p/240607/Prophia/) [4.7 (39)](https://www.capterra.com/p/240607/Prophia/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/240607/Prophia/) [Yardi Breeze](https://www.capterra.com/p/164741/Yardi-Breeze/) [4.2 (334)](https://www.capterra.com/p/164741/Yardi-Breeze/reviews/) Starting price $1.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/164741/Yardi-Breeze/) [View all alternatives](https://www.capterra.com/p/196759/STRATAFOLIO/alternatives/) ## FAQs about STRATAFOLIO Overview ### Which roles and teams benefit most from STRATAFOLIO? STRATAFOLIO is most used by finance leaders, accounting teams, and real estate executives who need centralized visibility into property performance. CFOs, controllers, and analysts rely on it for reporting, budgeting, and cash-flow oversight, while presidents, managing partners, and operations leaders use it to monitor portfolios, streamline workflows, and support investment decisions. Answer based on 38 reviews Overview ### What company size and industries is STRATAFOLIO built for? STRATAFOLIO is built for small businesses in real estate, with 97% of reviewers from small companies and 63% from Real Estate. It also serves Commercial Real Estate firms at 24% and Accounting at 8%, aligning with its QuickBooks-connected focus on accounting, leases, operations, and reporting for commercial real estate. Answer based on 38 reviews Features and Usability ### What are the key features of STRATAFOLIO? STRATAFOLIO offers commercial and residential property management features, including lease tracking, tenant management, rent tracking, and vacancy management. It also includes accounting integration, billing and invoicing, cash flow analysis, budgeting and forecasting, document management, work order management, and real-time reporting with alerts and notifications. Integrations ### Which third-party tools and platforms does STRATAFOLIO integrate with? STRATAFOLIO integrates with QuickBooks Online, QuickBooks, QuickBooks Desktop, QuickBooks Enterprise, QuickBooks Online Advanced, Intuit Enterprise Suite, and Dwolla. The catalog centers on accounting and payments platforms, with QuickBooks Online appearing most often in product feedback. Answer based on 9 reviews Getting Started and Support ### What training and onboarding options does STRATAFOLIO offer? STRATAFOLIO provides live online training, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided learning, while documentation offers written reference material and videos provide visual walkthroughs for reviewing features and setup steps at a self-paced pace. Answer based on 2 reviews Getting Started and Support ### What customer support options does STRATAFOLIO offer? STRATAFOLIO provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, and Chat. Users describe the support team as responsive and helpful, with quick answers and effective solutions during onboarding and integration. Reviewers also mention ongoing customer service that stays available as they adopt more features. Answer based on 5 reviews ## Features AI summary Based on 392 Commercial Real Estate reviews Capterra reviewers highlight these as the top priorities when choosing Commercial Real Estate software: - **Accounting** (**57%** of reviewers rated this feature as critical) - **Portfolio Management** (**43%**) - **Task Management** (**43%**) STRATAFOLIO supports **Accounting** and **Portfolio Management**, giving real estate teams the tools to track financial performance and oversee properties across their portfolio from one system. However, it does not include **Task Management**. Instead, it offers other highly rated features such as **Billing & Invoicing** (**43%**), **Property Database** (**43%**), and **Document Management** (**39%**), helping businesses manage tenant charges, keep property records organized, and store important files in one place, allowing teams to stay accurate and informed in daily operations. Accounting 4.6 (20) 85.00% of 20 reviewers that rated this feature as important or highly important Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Portfolio Management 4.3 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Billing & Invoicing 4.8 (13) 92.31% of 13 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers Property Database 4.5 (4) 50.00% of 4 reviewers that rated this feature as important or highly important Centralized database to track details of properties (including lease, tenant, and owner information) Document Management 5.0 (3) 0.00% of 3 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Critical Date Alerts 4.9 (14) 64.29% of 14 reviewers that rated this feature as important or highly important Notifications received when important dates and deadlines are coming up STRATAFOLIO 70 features ### All Features - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounting Integration: Integrate with a third-party accounting system - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Ad hoc Reporting: Generate one-off reports that meet information requirements - Alerts/Escalation: System alerts about the need to escalate an issue or request - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Asset Lifecycle Management: Manage assets throughout their lifecycle to optimize profit - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Budgeting/Forecasting: Create budgets based on historical data and future projections - Cash Flow Analysis: Calculates a company's working capital which is the amount of money a company has available to run its business - Cash Flow Management: Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Commercial Leases: For commercial leases - Commercial Property Management: Add, view, and edit details for commercial, corporate, or hospitality properties that are available for sale or rent - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Critical Date Alerts: Notifications received when important dates and deadlines are coming up - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customizable Reports: Alter the layout and content of reports - Data Import/Export: Import and export data to and from software applications - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Payments: Electronically collect payments for goods or services - Email Alerts: Receive and/or send email notifications for urgent updates, requests, or other information - Expense Tracking: Monitor and record expenses such as purchases or charges incurred - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - For Commercial Real Estate: For commercial properties such as office buildings, medical centers, malls, hotels, retail stores and other public buildings - For Investors & Traders: Used by retail investors and active traders/day traders - For Property Managers: Used by property managers - For Real Estate: For realtors, real estate investors, property managers, and other real estate professionals. - Forecasting: Form predictions based on past and present data/trends - Insurance Management: Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Late Fee Calculation: Allows the calculation of fees for late rent payments - Lease Management: Manage and monitor rental payments, coordinate any tenant alterations, and handle lease amendments - Lease Tracking: Monitor the process of lease agreements - Maintenance Management: Manage, maintain and track the performance of assets and equipment - Maintenance Scheduling: Schedule predetermined or ad hoc maintenance services and labor requests - Mobile Access: Access software remotely via mobile devices - Multi-Location: Manage and support multiple locations - Owner Portal: Portal for property owners to manage property listings, upload documents, track payments and generate reports - Payment Processing: Accept, record, and reconcile financial transactions - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Property Database: Centralized database to track details of properties (including lease, tenant, and owner information) - Property Management: Add, view, and edit details of all properties managed by an agency that are available for sale or rent - Real-Time Data: Receive data and information in real time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Recurring/Subscription Billing: Automated process of charging customers at regular intervals for repeated access or use of a product or service - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Rent Tracking: Tracking previous payments, the next due payment and regularity in monthly rent collection from tenants - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Residential Leases: For residential leases - Residential Properties: For residential properties - Retail Leases: For retail leases - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Service Request Management: Assign, track and manage customers' service requests such as service enquiry, feedback/complaints and more - Strategic Planning: At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them - Tenant Management: Managing renters, rent payments, maintenance workflows & documents. - Tenant Portal: Dedicated portal for tenants to submit their queries or maintenance requests, pay rent & interact with staff - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Transaction History: Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period - Vacancy Management: Keep track of vacant properties - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Work Order Management: Creating, assign, and track jobs and/or tasks for work orders --- Get Advice We can help you find the software with the features you need. Features 4.7 (38) 4.7 Based on 38 reviews ## Pricing Value for money 4.8 (33) Basic $150.00 Per Feature,Per Month Value for money 4.8 (33) 4.8 Based on 33 reviews ## Integrations [ QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ QuickBooks Desktop](https://www.capterra.com/p/212058/QuickBooks-Desktop-Pro/)[ QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)[ Dwolla](https://www.capterra.com/p/148014/Dwolla/)[ Intuit Enterprise Suite](https://www.capterra.com/p/10030198/Intuit-Enterprise-Suite/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (37) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (37) 5.0 Based on 37 reviews ## User reviews Overall rating 4.9 Based on 38 reviews Filter by rating 5(36) 4(2) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent MT Marissa T. Director of Finance Commercial Real Estate ### "Review 2026" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 1, 2026 Overall this has been a great experience. The team is great to work with, the site is organized well with plenty of helpful tabs. Pros The interface is extremely easy to use and very helpful. Reports that are offered are sufficent data and help track cost. The onboarding team has been very helpful through every step of the way and make it much easier to navigate the platform. Cons As of now, there are no concerns. The website is well designed with many perks to help track tenants, rent, invoices, data, etc. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. Response from Vendor July 15, 2026 Thank you so much for taking the time to share your experience! We're thrilled to hear that you've found STRATAFOLIO easy to use and that our onboarding team has helped make the transition smooth. Our goal is to provide commercial real estate professionals with a platform that's intuitive, organized, and gives them the information they need to manage their portfolios confidently. We also appreciate your kind words about our reports and overall experience. Feedback like yours means a great deal to our entire team and motivates us to continue improving the platform. Thank you for trusting STRATAFOLIO! We're grateful to be part of your success! Wayne T. Managing Partner Real Estate ### "Stratafolio to the rescue!" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 July 1, 2026 Stratafolio provided a much more sophisticated method of managing our properties than I had thought possible for a small agency such as ours. The setup and ongoing monthly costs seem very reasonable at this point. Pros \[sensitive content hidden\] were extremely helpful and sincerely wanted to help me end up with a good product for keeping up with our small commercial property portfolio. Cons Nothing yet. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. Response from Vendor July 15, 2026 Thank you, Wayne, for sharing your experience! We're delighted to hear that our team helped you find the right solution for your commercial property portfolio. Providing responsive, knowledgeable support is something we take great pride in. It's especially rewarding to know that STRATAFOLIO has given you a more sophisticated way to manage your properties while still being a good fit for a smaller operation. Our goal is to provide enterprise-level capabilities without the complexity or cost that many commercial property owners expect. We appreciate your trust in STRATAFOLIO and look forward to supporting your continued success as your portfolio grows. JG Jeremy G. Chief Accounting Officer - Partner Real Estate ### "Take a chance, try Stratafolio - you won't regret it." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 10, 2026 The experience has been excellent - again, from the first meeting. Jeri and her team have been kind, responsive, and knowledgeable. In fact, they had some of the most robust commercial property management knowledge, maybe wisdom even, of anyone I've met. They had great recommendations that really helped us with our medium sized portfolio. Pros My experience with Stratafolio has been truly pleasant from jump. It is an EXCELLENT value for the number of things it does. It is super focused on commercial applications and has been wonderfully designed to notify for renewals, CPI increases, and generally lease management. It is simple and easy to use. Cons It has, at times, loaded slow. However, some of our job files are large and it may be partially on our side. I wish it had some more flexibility in reporting - but exporting info is easy and the pros simply far outweigh the cons. It is always faster than logging into Quickbooks, most certainly. Switched from [Entrata](https://www.capterra.com/p/20372/Entrata/) Ease of use, cost, and because Entrata is more suitable for residential management. Alternatives considered [Fyxt](https://www.capterra.com/p/246583/Fyxt/) Reasons for choosing STRATAFOLIO Ease of use, cost, and because Entrata is more suitable for residential management. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor February 18, 2026 Thank you, Jeremy! We are glad we have the opportunity to work with your team! DK Diana K. Manager Real Estate ### "Highly Satisfied with STRATAFOLIO" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 19, 2026 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. 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. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. Response from Vendor January 21, 2026 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. EC Emily C. Executive Vice President Commercial Real Estate ### "Great platform" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 20, 2025 Customer support is like no other. The Stratafolio Team is top tier, always quick to respond and extremely knowledgeable and helpful. 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 Switched from [Yardi Breeze](https://www.capterra.com/p/164741/Yardi-Breeze/) Yardi was too large of a platform for our company Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. Response from Vendor November 25, 2025 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. SB Sarah B. CFO Real Estate ### "Wish we would have found Stratafolio years ago!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 23, 2025 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. 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. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. Response from Vendor September 29, 2025 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. JM Julie M. Accountant and Client Manager Accounting ### "Amazing Tool for Commerical Property Accounting and Organization" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 12, 2025 STRATAFOLIO has made CAM reconciliations, easier and faster to complete. The team at STRATFOLIO has been wonderful to work with and responds timely. Pros STRATAFOLIO has made CAM reconciliations, easier and faster to complete. I also love the fact that I get emails when a lease is about to expire or escalate. It has customizable tables to make reading the data easier. Cons Filters do not stay from one screen to another. When you click in to review operating expenses for a tenant and then go back you have to refilter. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor September 16, 2025 Thank you, Julie! We appreciate the feedback. Glad we can help speed up CAM reconciliations for you!! RH Rachel H. Director of Onboarding Accounting ### "The Best Property Management Tool" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 11, 2025 It makes Cam Recs much more simple than how I used to do it. We are able to use it with Quickbooks Online which is a system we are already used to in the office. Pros The customer support is top notch. If you have a question, you know just where to start with getting an answer. Cons For the most part, I have no issues with the software. I'm able to utilize it for process automation easily. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor September 16, 2025 Thank you, Rachel! Making CAM easy is one of the many reasons we exist! Thank you for sharing. AH Amy H. Accountant Accounting ### "Organization tool for accounting and managing your properties!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 11, 2025 This is a great tool for simplifying the CAM reconciliation process. It's also great to have one place to access leases and receive notifications for escalations. Pros The app is easy to use and their support is responsive to questions. The staff at STRATAFOLIO are wonderful to work with. Cons For the most part, I love the software and there is nothing I dislike. Filters in reports are sometimes frustrating if they don't stay. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor September 12, 2025 Thank you so much for the kind words! We’re thrilled STRATAFOLIO makes CAM reconciliations easier and keeps leases/escalations in one place. I would like to understand better your report comment, as I believe I can help you there with your settings. MP Mark P. Accountant Commercial Real Estate ### "Awesome Real Estate Management Tool for QBO Users" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 28, 2025 Excellent. Extremely Pleased. When I found this software I knew I was in for a great time-savings and process management tool. 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! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor July 30, 2025 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. [View all Reviews](https://www.capterra.com/p/196759/STRATAFOLIO/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.