Which Subscription Plan is Right For You?
Essential
Billed Annually
Base plan includes your first 5 units
$160 / Month
$2 Each Additional Unit
- STRATAFOLIO AI Assistant
- Unlimited QuickBooks Online Connections
- Intuit Enterprise Suite (IES) Integration
- Multi-Entity Portfolio Management
- Commercial Lease Management and Alerts
- Rent Roll Reporting
- Bulk Invoicing Across Entities
- ACH Rent Collection and Tenant Autopay
- Tenant Self-Service Portal
- AI-Powered COI Management and Alerts
- Consolidated Portfolio Cash Flow Dashboard
- Loan Tracking and Maturity Alerts
- Property and Asset Tracking
- Work Order Management
- Maintenance Team Access and Cost Tracking
- Unlimited Document Storage and Secure Sharing
- Data and Report Exports
- Unlimited Users
- Role-Based User Access
- Organization-Wide 2FA Policy Controls
- 5-Star Rated Customer Support
Professional
Billed Annually
Base plan includes your first 5 units
$190 / Month
$4 Each Additional Unit
- STRATAFOLIO AI Assistant
- Unlimited QuickBooks Online Connections
- Intuit Enterprise Suite (IES) Integration
- Multi-Entity Portfolio Management
- Commercial Lease Management and Alerts
- Rent Roll Reporting
- Bulk Tenant Invoicing Across Entities
- ACH Rent Collection and Tenant Autopay
- Tenant Self-Service Portal
- AI-Powered COI Management and Alerts
- Consolidated Portfolio Cash Flow Dashboard
- Loan Tracking and Maturity Alerts
- Property and Asset Tracking
- Work Order Management
- Maintenance Team Access and Cost Tracking
- Unlimited Document Storage and Secure Sharing
- Data and Report Exports
- Unlimited Users
- Role-Based User Access
- Organization-Wide 2FA Policy Controls
- 5-Star Rated Support
- Lease Escalation Tracking and Alerts
- One-Click CAM Reconciliation
- CAM and Recoverable Expense Tracking
- Investor and Ownership Tracking
Enterprise
Billed Annually
Base plan includes your first 5 units
$230 / Month
$6 Each Additional Unit
- STRATAFOLIO AI Assistant
- Unlimited QuickBooks Online Connections
- Intuit Enterprise Suite (IES) Integration
- Multi-Entity Portfolio Management
- Commercial Lease Management and Alerts
- Rent Roll Reporting
- Bulk Tenant Invoicing Across Entities
- ACH Rent Collection and Tenant Autopay
- Tenant Self-Service Portal
- AI-Powered COI Management and Alerts
- Consolidated Portfolio Cash Flow Dashboard
- Loan Tracking and Maturity Alerts
- Property and Asset Tracking
- Work Order Management
- Maintenance Team Access and Cost Tracking
- Unlimited Document Storage and Secure Sharing
- Data and Report Exports
- Unlimited Users
- Role-Based User Access
- Organization-Wide 2FA Policy Controls
- 5-Star Rated Support
- Lease Escalation Tracking and Alerts
- One-Click CAM Reconciliation
- CAM and Recoverable Expense Tracking
- Investor and Ownership Tracking
- Unlimited QuickBooks Desktop Connections
- Investor and Partner Portal
- Cash-On-Cash Return By Investment
- Portfolio-Wide Cash-On-Cash Return
- Investor Financial Performance Dashboard
- Investor Distributions Dashboard
- Investment-Level Filtering and Analysis
- Role-Based 2FA Policy Controls
Billed Annually
Base plan includes your first 5 units
Essential
$160 / Month
$2 Each Additional Unit
Professional
$190 / Month
$4 Each Additional Unit
Enterprise
$230 / Month
$6 Each Additional Unit
STRATAFOLIO AI Assistant ⓘKeep work moving with instant, 24/7 guidance. From exploring features and troubleshooting to ACH payment questions, spend less time searching and more time managing your portfolio. Need human help? Your AI Assistant can create a support ticket for our team to follow up. Included with every plan.
Unlimited QuickBooks Online Connections ⓘKeep QuickBooks. Lose the duplicate work. Connect your QuickBooks Online companies without additional connection fees and bring accounting data and commercial property operations together.
Intuit Enterprise Suite (IES) Integration ⓘYour accounting platform should not hold back your property operations. Connect STRATAFOLIO with Intuit Enterprise Suite to bring commercial lease management and portfolio operations alongside your accounting.
Multi-Entity Portfolio Management ⓘEvery hour spent piecing together company files is an hour you cannot spend improving your portfolio. Bring entities and properties into one platform and see the details without losing the bigger picture.
Commercial Lease Management and Alerts ⓘAn overlooked lease deadline can become an expensive surprise. Keep terms, dates, documents, and tenant information together, with expiration alerts that give your team time to act.
Rent Roll Reporting ⓘStop rebuilding rent rolls in spreadsheets whenever a lender or anyone asks. Generate professional reports for your portfolio or selected properties, with rent and vacancy information ready to share.
Bulk Tenant Invoicing Across Entities ⓘStill creating tenant invoices one company at a time? Create invoices across entities in one workflow and keep charges connected to the right QuickBooks company, reducing repetitive entry every billing cycle.
ACH Rent Collection and Tenant Autopay ⓘMake rent collection less work for everyone. Let tenants use autopay or one-time ACH payments while your team tracks payment status without chasing checks, or confusing bank deposit entries. ACH processing fees apply. ACH is only available for QuickBooks Online or Intuit Enterprise Suite users.
Tenant Self-Service Portal ⓘEvery routine tenant request takes time away from higher-value work. Give tenants convenient access to lease information, invoices, payments, shared documents, insurance uploads, and maintenance requests, all included at no extra cost.
AI-Powered COI Management and Alerts ⓘAn expired certificate can leave an important coverage gap unnoticed. Reduce manual follow-up with AI-assisted certificate review, organized insurance records, and renewal reminders that help your team stay ahead.
Consolidated Portfolio Cash Flow Dashboard ⓘDo not wait for another spreadsheet update to understand your cash flow. See income and expenses across connected QuickBooks companies, spot trends, and drill into individual entities and assets.
Loan Tracking and Maturity Alerts ⓘA loan maturity should never catch you off guard. Keep portfolio debt information in one place and receive advance alerts so you can prepare financing conversations before deadlines arrive.
Property and Asset Tracking ⓘStop searching scattered files to answer basic property questions. Keep assets, buildings, units, square footage, photos, and documents together so your team can find the information it needs faster.
Work Order Management ⓘUntracked maintenance creates repeat calls and avoidable delays. Keep requests, assignments, updates, and documents together so your team can see what needs attention and follow work through completion.
Maintenance Team Access and Cost Tracking ⓘMaintenance costs are harder to manage when the details are scattered. Give staff access to assigned work and track hours, mileage, labor, and materials alongside work orders.
Unlimited Document Storage and Secure Sharing ⓘStop wasting time hunting for leases, amendments, and insurance certificates. Keep documents with the records they belong to and share relevant files through controlled access, without storage-limit upgrades.
Data and Report Exports ⓘWhen an accountant, lender, or investor needs information, do not start from scratch. Export available data and reports for analysis and sharing beyond STRATAFOLIO.
Unlimited Users ⓘGrowth should not mean another software seat charge. Bring your team into STRATAFOLIO without per-user subscription fees and keep work moving as responsibilities expand.
Role-Based User Access ⓘCollaboration should not require giving everyone the same access. Assign access by responsibility so your team can get work done with appropriate control over who views and manages information.
Organization-Wide 2FA Policy Controls ⓘA password alone should not be your only defense. Establish organization-wide two-factor authentication requirements to add another layer of protection for your business information.
5-Star Rated Customer Support ⓘDo not lose valuable work time trying to figure everything out alone. Get help from a team that understands commercial real estate. Use your AI Assistant to create a support ticket when you need human follow-up.
Lease Escalation Tracking and Alerts ⓘEvery missed rent increase can leave earned revenue uncollected. Track scheduled escalations and receive advance alerts so your team can apply increases according to each lease.
One-Click CAM Reconciliation ⓘStop giving reconciliation season more hours than it deserves. Calculate tenant shares of recoverable expenses using configured lease terms and connected accounting data, replacing repetitive spreadsheet work with a streamlined process.
CAM and Recoverable Expense Tracking ⓘRecoverable expenses are easy to overlook when records are disconnected. Keep CAM obligations and expense information organized by lease so your team can prepare throughout the year instead of scrambling at year-end.
Investor and Ownership Tracking ⓘStop relying on separate spreadsheets to track who owns what. Keep investor relationships and ownership information connected to your portfolio for faster answers and clearer investment records.
Unlimited QuickBooks Desktop Connections ⓘKeep your Desktop accounting investment without leaving property management in spreadsheets. Connect company files without additional connection fees and exchange information through the QuickBooks Web Connector.
Investor and Partner Portal ⓘReduce repeated requests for investment updates. Give investors and partners secure access to the information you share, helping them stay informed while freeing your team from repetitive follow-up.
Cash-on-Cash Return by Investment ⓘDo you know how hard each investment is working for your capital? Review cash-on-cash return by investment to support decisions with performance information instead of scattered calculations.
Portfolio-Wide Cash-on-Cash Return ⓘIndividual results do not tell the whole story. See cash-on-cash performance across investments without manually combining separate spreadsheets, so you can review the bigger picture sooner.
Investor Financial Performance Dashboard ⓘDo not let investor conversations depend on last-minute spreadsheet assembly. Bring financial performance into one view to support clearer updates and more informed portfolio discussions.
Investor Distributions Dashboard ⓘStop piecing together distribution history when investors ask for an update. Review recorded distributions in one place for faster tracking, reporting, and investor conversations.
Investment-Level Filtering and Analysis ⓘPortfolio averages can hide the details you need. Focus on individual investments to understand their performance and contribution without getting lost in unrelated information.
Role-Based 2FA Policy Controls ⓘApply sign-in protection with more precision as your team grows. Tailor two-factor authentication requirements by user role instead of relying only on a single organization-wide policy.
A one-time onboarding fee will apply and varies based on the size of your business. STRATAFOLIO’s Onboarding Team is staffed with QuickBooks ProAdvisors and will set you up for success from day one. Learn more about why full-service software onboarding is critical to your success.
Intuit QuickBooks Online, QuickBooks Desktop, or Intuit Enterprise Suite is required to use STRATAFOLIO. Take advantage of our affiliate discount.
COLLECT RENT WITH ACH
No more trips to the bank or processing each check manually. Save yourself hours of frustration every month by having your tenants set up autopay via ACH.
Pay 0.05% per transaction / minimum fee $2.50
The landlord is responsible for a $30 fee for each Non-Sufficient Funds (NSF) transaction or ACH reversal.
We can process up to $100,000 per transaction via Standard ACH or Expedited ACH.
**Rate subject to change**
NO SETUP COST
Set up your ACH account at no additional cost to you
TURN ON AUTOPAY
Automate your process and make things easy for your tenants
GET LIVE UPDATES
Know the status of each transaction as it happens
KNOW WHO PAID
Get alerts of who paid and who didn’t
GET STARTED IN THREE EASY STEPS
1. Initial Consultation
Select the number of units you have to determine your monthly or annual subscription price. A one-time onboarding fee will apply, based on the size of your organization.
2. Project Kick-Off
We will schedule a time with your key team members to gather the information we need to set your organization up in our software. This includes learning exactly how you’d like your data to appear.
3. We Get You Onboarded
Customer satisfaction is our highest priority. Our team will complete a full-service onboarding process to ensure you are up and running quickly. Our Onboarding Team is made up of QuickBooks Pro Adviser certificate holders!
Speak with an expert
Our team members are standing by to help you learn what STRATAFOLIO can do for you to transform your business. Reach out today!
