We have a solution to help you

STRATAFOLIO is an online software solution designed specifically for people who own or manage real estate, use QuickBooks, and want to streamline their operations to save time, improve profits, and reduce manual work.

We help you with:

Cash flow management

Debt management

File management

Lease management

Investor management

Work order management

CAM Management

Get alerts

And more!


See how it works!


STRATAFOLIO works with real estate businesses in 5 areas to assist with all aspects of portfolio management.
~ Check out the NEW updates ~
– Work Order Management
– Maintenance Login
– CAM Reconciliation
– Investor/Partner Login

Manage and Track Your CAM Expenses

Stop losing money and stressing over CAM reconciliation every year. Track your taxes, insurance, and CAM expenses to know exactly how much you have incurred in expenses throughout the year. With STRATAFOLIO you will know if you need to tighten up on an expense category or ramp up your spending. Done with your CAM reconciliation for the year? Clone all your Operating Expenses and CAM in seconds to start the new year on the right foot.

NEW - Export your reconciliation report with ease!

NEW - Clone all your Operating Expenses and CAM in seconds for your next year!

Proactively Manage Lease Escalations

Manage, track, and get alerts for your lease escalations, all in one place, so you know exactly when each and every increase goes into effect.

See Your Loans in One Spot

Have one complete global view of your debt, including metrics like LTV, DCR, LTC. Know which loans are maturing next or isolate to a single company to analyze.

NEW - Add notes to each loan, track if a loan is Recourse or not, and if it has early payment penalties.

Automate Your Cash Flow

View your cash flow across your entire organization without any manual intervention and have the ability to see your cash flow over different time periods in an interactive way.

Asset Drill Down​

Aggregated Data and Drill Down Functionality

See all your combined real estate company financials in one location, and at the same time, have the ability to drill down to a single company or asset giving you the insights you need to manage your business quickly and efficiently.

Alerts and Reminders

Receive alerts and reminders when lease escalations are due or loans are coming up for renewal allowing you to stay in control of your fast-moving business. 

NEW - Loan covenant alerts for occupancy rate, debt coverage ratio rate (DCR), and Loan-to-Value rate (LTV).

Tools to Help with Investor Management

Track all your real estate partners/investors in a single place. Track how their investments are performing, as well as their portion of the equity and debt, making it easy to answer questions anytime.

Connect to Your Existing Systems

It is the age of automation! No more duplicate data entry. Connect your QuickBooks Desktop or Online Accounts once, and your STRATAFOLIO data will always be up to date with your QuickBooks. More accounting software integrations coming soon.

And More!

Set Up As Easy As 1, 2, 3

1. We provide you full service on-boarding.
2. We connect to your QuickBooks accounts.
3. You have access and visibility like never before.

Entry level pricing starting at $90 a month with an annual subscription. View Pricing.

STRATAFOLIO has been a true partner working with both me and our team. They have implemented features that save hundreds of hours of work and as a result, makes my team here much more efficient. Having the ability to have one clear picture of all my real estate holdings, financial insights, investor relations, and real-time data in one spot, is invaluable.

Brent Dahlstrom

Brent Dahlstrom

Real Estate Developer and Owner

The best part of using STRATAFOLIO is that all the information I could need is easily accessible in a super user friendly way. As an accountant, I use STRATAFOLIO to monitor various entity loan ratios and cash flow. The platform takes data and puts them into a pretty little picture so I can easily explain the information to the CEO, investment partners, and third party stakeholders.


Cat Potter

Assistant Controller

I love QuickBooks but it doesn't help me with managing my leases or managing my loans, or even with putting my global together for lenders. STRATAFOLIO does all of that for me! I have already spotted a number of issues that were costing me money - like a lease bump I missed. My lenders love it too because I can send them information in just seconds! It is a must-have for RE owners.



Managing Partner

Stratafolio is a game changer!

While Quickbooks is an amazing product, it doesn't address the nuanced financial reporting needs of Real Estate Investors. Enter Stratafolio! Their intuitive reporting and amazing user interface connect all the dots...giving you live, real-time financials for your entire rental portfolio. Investors are so good at analyzing a property before they buy...but tracking the actuals has always been an issue. Not anymore! I'm so happy to have Stratafolio in my arsenal and to be able to recommend it to my clients and students!

I don't have any complaints about the software.


Nick Baldo

STRATAFOLIO is 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.
So far we like everything about the product. The cost is on the higher end but now that we're using STRATAFOLIO its worth the extra cost compared to the other options available.
We could not find another company that does what STRATAFOLIO is doing.
Our experience was great. They were very patient during the onboarding process. During this process, we were able to get better organized.

Kerri Zaferatos


Perfect place to bring all of the financial info in one place for multiple entities.  The STRATAFOLIO team is working with you to make sure you have the data to help your operations and decision making.




I will tell you, that the software is already working.  I received a notice today of two leases expiring, that if you had asked me, I would have said they had several years left.


Jake C.


Everyone seems excited so far and I think it’ll make life a lot easier! As I mentioned, just getting simple NOIs before was a huge hassle. Thank you again for all the help!


Michelle G

I really love QuickBooks Online and was starting to look for a property management software because I really needed the property management functionality. I kept hearing how hard the accounting was in those systems. Then I saw STRATAFOLIO on some blog. With STRATAFOLIO, I really get the best of both worlds! Good accounting and good asset and property management. I could not be happier! And the team was so friendly during the on-boarding. They were patient and answered every question.




Great Management Tool: The absolute best software for viewing the business as a whole. It brings all of our QuickBooks files together and does all the tedious work to make workflow more efficient. NNN invoicing and work orders to keep track of how much we are spending on each tenant.


Jaclyn J.


A Great Solution for Real Estate: As an outsourced accounting group that works heavily in real estate, we were needing a solution to get clients using QBO the info and functionality so unique to the industry. We implemented Stratafolio for one of our clients have been happy to add it to our preferred tech stack. Jeri and her team are great to work with and make the onboarding process very easy. Stratafolio fills all the holes of QBO when it comes to real estate from tenant management to billing to CAMs to overall asset and cash flow management. A great product for an underserved industry in QBO.



Great management tool: STRATAFOLIO is great at giving you a way to view all of your real estate holdings in a clear overview with the added capabilities of drilling-down into individual aspects of each property. Stratafolio gives a lot of clarity to your entire RE portfolio.



Schedule a 1:1 Demo

As Seen In

NREI online

Follow Our Work