Real Estate Finance Management

Your real estate finance data has a story to tell.


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 drilling 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.

Check out some of the features that will automate and simplify your operations. 


Intuit QuickBooks is required to use STRATAFOLIO.
Take advantage of our affiliate discount.

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Cash Flow Dashboard

Gain valuable financial insights across all your real estate and spot trends across your entire organization in seconds.  

Want to learn more about cash flow management in commercial real estate? Read this article.

Loan Dashboard

Stop spending time and effort by manually tracking all your real estate loans or creating financial statements.

Read more about why it’s critical to track your commercial real estate loans in this article.

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And More...!

Schedule A 1:1 Demo Today! 

Let us show you how STRATAFOLIO will improve your Real Estate Financial Management, save you time, money, and improve your bottom line.


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.

Julie W.

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.

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.


Can't believe I waited this long to migrate to STRATAFOLIO. STRATAFOLIO provides us the necessary insight into our business that we were missing. We now are aware of the upcoming lease escalations and have valuable insight into the value of our assets.

Dallas G.
Small Business Owner