--- title: "STRATAFOLIO Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is STRATAFOLIO the right Lease Accounting solution for you? Explore 39 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/196759/STRATAFOLIO/reviews/" page_type: "reviews" language: "en" publication_date: "2026-11-03" --- STRATAFOLIO 4.9 (39) [View alternatives](https://www.capterra.com/p/196759/STRATAFOLIO/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated November 3rd, 2026 # Reviews of STRATAFOLIO Ease of use 4.7 Customer Service 5.0 ## Pros and Cons in Reviews SB Sarah B CFOReal Estate, 2 - 10 employeesUsed the software for: 6-12 months. “Stratafolio has saved us both time and money as it has improved our efficiency in invoicing, CAM reconciliations, and lease management.“ September 23, 2025 WC William C Director of Real EstatePackage/Freight Delivery, 1,001 - 5,000 employeesUsed the software for: 6-12 months. “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. “ February 12, 2025 MT Marissa T Director of FinanceCommercial Real Estate, 2 - 10 employeesUsed the software for: Less than 6 months. “The onboarding team has been very helpful through every step of the way and make it much easier to navigate the platform.“ July 1, 2026 PV Penelope V VP of OperationsReal Estate, 2 - 10 employeesUsed the software for: 1-2 years. “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.“ February 18, 2025 PV Penelope V VP of OperationsReal Estate, 2 - 10 employeesUsed the software for: 1-2 years. “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.“ February 18, 2025 ## Showing most helpful reviews Showing 1-25 of 39 available reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use R Reviewer •Director of Strategic Planning Used the software for: Less than 1 year ### "Working with Stratfolio" September 27, 2026 5.0 The team at Stratfolio provides timely support. They are willing to answer our questions, and even helped populate our data. They also worked with our accountant to ensure that she was comfortable integrating with Quickbooks. Pros Stratafolio has an excellent staff that provides great training and support to get us started. Their system integrates very well with Quickbooks which fits perfectly with our accounting and makes the transition incredibly easy. The system is set up to provide us with timely decision making and is invaluable because it will save us time and money. Cons Stratfolio is a great system, but with any complex system it takes time to learn how to use it effectively. The team at Stratfolio has been exceptionally helpful so our transition went very well. Review Source R Reviewer Director of Finance Used the software for: Less than 1 year ### "Review 2026" July 5, 2026 5.0 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 R Reviewer Managing Partner Used the software for: Less than 1 year ### "Stratafolio to the rescue!" July 2, 2026 5.0 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 R Reviewer Chief Accounting Officer - Partner Used the software for: Less than 1 year ### "Take a chance, try Stratafolio - you won't regret it." February 18, 2026 5.0 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. Review Source R Reviewer Manager Used the software for: Less than 1 year ### "Highly Satisfied with STRATAFOLIO" January 20, 2026 5.0 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 R Reviewer Executive Vice President Used the software for: 1-3 years ### "Great platform" November 24, 2025 5.0 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 Review Source R Reviewer Accounting Manager Used the software for: Less than 1 year ### "Stratafolio Review" October 4, 2022 5.0 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. Review Source R Reviewer CFO Used the software for: 1-3 years ### "Superior vendor for rent management softwar" May 19, 2025 5.0 Superior product, superior customer service both in timing and in solutions. 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. Review Source R Reviewer Accountant Used the software for: Less than 1 year ### "Awesome Real Estate Management Tool for QBO Users" July 30, 2025 5.0 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 R Reviewer CFO Used the software for: Less than 1 year ### "Wish we would have found Stratafolio years ago!" September 27, 2025 5.0 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 R Reviewer Financial Analyst Used the software for: 1-3 years ### "Great Product & Amazing Support" November 3, 2022 5.0 Pros STRATAFOLIO has created a space to centralize all property management and financial tracking and reporting into one software. This has allowed us to automate multiple tasks and organize everything we need to operate in one location. On top of all this, the STRATAFOLIO onboarding team is always there to answer questions and provide a personalized experience for our company. Cons . Review Source R Reviewer Analyst Used the software for: Less than 1 year ### "Great Software!" November 24, 2022 5.0 Pros User friendly software with great support and onboarding process. Cons The speed, the software is quite slow at times. Review Source R Reviewer Owner Used the software for: Less than 1 year ### "STRATAFOLIO Review" August 6, 2020 5.0 Our experience was great. They were very patient during the onboarding process. During this process we were able to get better organized. Pros Easy to use and navigate plus it is a central location for all of our real estate holdings. We can get an up to date account of all our properties or break out and analyze one individually. Cons So far we like everything about the product. The cost is on the higher end but now that were using STRATAFOLIO its worth the extra cost compared to the other options available. Review Source R Reviewer Accountant and Client Manager Used the software for: 1-3 years ### "Amazing Tool for Commerical Property Accounting and Organization" September 16, 2025 5.0 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 R Reviewer Accountant Used the software for: 3-5 years ### "Organization tool for accounting and managing your properties!" September 12, 2025 5.0 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 R Reviewer VP of Operations Used the software for: 1-3 years ### "Streamlining our real estate portfolio management with Stratafolio" February 25, 2025 4.0 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. 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. Review Source R Reviewer Tenant Manager Used the software for: 1-3 years ### "Great Product" April 7, 2025 5.0 Pros User friendly! Having all entities in one place is a game changer. Quick and easy access to everything from leases, tenants, investors, invoicing and work orders. Alerts for lease escalations and expiring COIs is fantastic. The STRATAFOLIO team is very helpful and a pleasure to work with. Cons All good so far. Review Source R Reviewer Director of Real Estate Used the software for: Less than 1 year ### "Sophisticated Product for Commercial Real Estate - Excellent!" February 20, 2025 5.0 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. 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! Review Source R Reviewer Director of Onboarding Used the software for: 3-5 years ### "The Best Property Management Tool" September 16, 2025 5.0 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 R Reviewer President Used the software for: Less than 1 year ### "Very Pleased to Date" April 16, 2025 5.0 The on boarding process was ran very smoothly and done professionally. That made this the easiest process that could have been the biggest headache. 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. Review Source Thomas C. OWNER Used the software for: 1-3 years ### "BEST IN THE BUSINESS" February 28, 2025 5.0 EXCEPTIONAL! EXCEEDED ALL EXPECTATIONS. I AM AN OWNER/OPERATOR AND PRIOR TO FINDING STRATAFOLIO, I HAD A MISERABLE TIME RECONCILING CAM AND KEEPING ON TOP OF ALL THAT ENCOMPASSES COMMERCIAL REAL ESTATE: RENEWALS, INSURANCE CERTIFICATES ETC. I HAD TWO SOFTWARE PACKAGES PRIOR TO STRATAFOLIO AND NOW ONLY STRATAFOLIO AND AM ABLE TO MANAGE MOST EFFECIENTLY AND MOST IMPORTANTLY, TIMELY. Pros THE REPORTS GENERATED FOR RENT ROLL AND OWNERSHIP Cons THE ONLY THING THAT I WISH I DID WAS ONBOARD PRIOR TO A NEW YEAR AND NOT MID YEAR BUT THAT IS NOT A CON WITH STRATAFOLIO BUT RATHER ON A BUSINESS LEVEL. Review Source R Reviewer Managing Partner Used the software for: 1-3 years ### "Awesome property management software" January 17, 2025 5.0 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! 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. Review Source R Reviewer President Used the software for: Less than 1 year ### "An Excellent Experience" February 19, 2025 5.0 The staff has been very good to work with and very responsive to questions/issues. I highly recommend the software. 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. Review Source R Reviewer Director Used the software for: 3-5 years ### "Excellent software" December 21, 2021 5.0 My overall experience with STRATAFOLIO has been great. They are truly a great company with outstanding customer service and care for their clients. 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! Review Source R Reviewer Partner Used the software for: 3-5 years ### "CAM / COI / Etc" January 31, 2024 5.0 Great,great,great,great,great,great,great, Pros Strata has been a huge benefit to our firm producing timely and accurate NNN reconciliations for our tenants. Our operations and cash flow positively benefit from appropriate accounting and rent escalations and other lease management tools. Last our stakeholders (investors/lenders) appreciate the professional, accurate and timely reporting. Tks, e Cons None, none,none,none,none,none,none,none, Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.