As a result of many years of listening to all of our customers, focusing on commercial real estate and QuickBooks, we understand our customers needs very well. Our onboarding process and feature set in our application reflects that well.
Automate your QuickBooks Online and QuickBooks Desktop integrations
Never miss a lease escalation or expiration again
Share important data with your team and investors in one click
In three simple clicks that takes mere seconds, not weeks
Get notified well in advance of upcoming lease escalations
Get a detailed overview, then drilldown into each asset
No more double entry; easily see your loans per institution
Take back your day by automating redundant tasks
STRATAFOLIO is an online web-based, secure, mobile-friendly software application service made for people who own, manage or lease real estate and use QuickBooks Online or QuickBooks Desktop as their accounting software.
Yes. STRATAFOLIO has a seamless two-way integration with QuickBooks Online. When you use STRATAFOLIO to manage your commercial real estate along with QuickBooks Online, you get full automation, resulting in one easy-to-use, fully integrated property management and accounting solution. On average, customers using QuickBooks Online and STRATAFOLIO save over 80% of manual effort.
Yes. STRATAFOLIO currently integrates with both QuickBooks Online and QuickBooks Desktop. If you have another integration from another accounting system you would like us to consider, please send us an email so we can add you to our waiting list of future integrations.
At STRATAFOLIO, we make security one of our top priorities. That is one of the many reasons why we chose Microsoft Azure as our hosting provider. We gained many security benefits that come with the Azure infrastructure on our hardware and software. We have also gone above and beyond what is required in the industry to ensure your data is secure.
When you join STRATAFOLIO, you get:
No, STRATAFOLIO shows the whole platform on a cash basis only. The Owner’s Dashboard was specifically designed to show how much cash is available at any given time. For this reason, we do not show any of our reports on an accrual basis; they are only on a cash basis. To compare the QuickBooks accounts done on an accrual basis, select the Cash Basis button on the QuickBooks Reports page.
The categories on the Owner’s Dashboard Cash Flow are not adjustable. However, if you would like to remove the amount from being displayed on the Dashboard, please let the Onboarding Team know, and we can remove them from the view.
A COI verifies that insurance was in place on the day the COI was issued and outlines basic coverage included in the policy. For commercial property owners and managers, COI is critical in protecting assets and managing risks.
With a COI in hand, you can verify coverage and keep track of vital information including policy coverage dates, types of coverage, and limits of each type of coverage.
Yes. STRATAFOLIO currently integrates with both QuickBooks Online and QuickBooks Desktop. If you have another integration from another accounting system you would like us to consider, please send us an email so we can add you to our waiting list of future integrations.
Historically, COIs, insurance policies, and other important information were tracked manually. With STRATAFOLIO, you can automate this tedious process. Easily add insurance requirements to leases and get notified when policies are set to expire. Our platform gives you peace of mind knowing your tenants have the up-to-date insurance policies their leases require.
The exact repairs and maintenance costs are difficult to calculate ahead of time. Common Area Maintenance (CAM) charges are estimated at the beginning of the year and divided into monthly payments for each tenant. Actual CAM charges are calculated at year-end—if the total is more than the tenant paid, the tenant pays the difference. If the total is less, the landlord is responsible for reimbursing the tenant for the difference.
CAM charges cover the cost of maintaining or repairing common areas shared by commercial tenants. This may include:
The CAM reconciliation process starts with identifying the costs associated with your common area maintenance and separating overhead costs from your recovery costs. For example, utility expenses are an overhead expense. While the tenant isn’t responsible for covering the costs directly, the owner/manager should be reimbursed or able to recover those specific expenses from the tenant.
STRATAFOLIO connects to QuickBooks to map your expenses and see how each reimbursable expense tracks against every tenant’s actual expenses. When it’s time to do CAM reconciliations at the end of the year, you can quickly and easily pull a report and share it with your client to recover expenses.
STRATAFOLIO is an online web-based, secure, mobile-friendly software application service made for people who own, manage or lease real estate and use QuickBooks Online or QuickBooks Desktop as their accounting software.
Yes. STRATAFOLIO currently integrates with both QuickBooks Online and QuickBooks Desktop. If you have another integration from another accounting system you would like us to consider, please send us an email so we can add you to our waiting list of future integrations.
Yes and no. Currently, STRATAFOLIO is not set up to do this without some modification. You can use the CAP feature and modify it on the report to make it a base year instead. We would be happy to show you how during Onboarding.
Every lease agreement outlines specific terms for these expenses, but typically, CAM expenses are based on the tenant’s pro-rata share. The CAM Reconciliation Report pulls in the actual amounts from your QuickBooks company file for each expense the tenant owes a share of. We then present this information to you with the share for those tenants. Once you verify the amount they paid for the year, you can easily true-up with the tenant for the year.
We set up your CAM Reconciliation Reports to match what you have already given to your tenants. If you would like, during the Onboarding process, we will review the report and suggest ways to make it more complete or easier for the tenant to understand.
No. We only display all of the transactions and reports on a cash basis across the entire platform.
Yes. We have added additional details so you can find the percentage of the Asset or Entity as well if needed. There are many ways to set this up depending on the structure of your QuickBooks and your portfolio.
Yes! We can add CAPs for each CAM subcategory per lease you have set up. We can add a percentage for year-to-year, a percentage over a given amount, a percentage up to a given amount, or a variation of ways. This calculates from year to year, so it is only entered once, and then you’re finished!
Yes! The CAM Reconciliation Report is designed to show the pro-rata share of the tenant based on the rentable square footage of the building.
Yes! We know you are a busy professional growing your business, and STRATAFOLIO is here to help you get started. We work with your team to gather all the necessary information, load your data, and train and complete a final audit with your team. This is part of our onboarding process.
Yes, there is a one-time onboarding fee that is based on the size of your organization and the amount of data that will be set up in your account. Contact us for more information to schedule a free demo and evaluation.
No, in fact, we believe providing access to all your key team members (internally or externally) provides visibility to help unify and synchronize your entire team and organization.
No, unfortunately, QuickBooks Desktop (QBD) for Mac does not support Web Connector. This makes it incompatible with STRATAFOLIO because we use Web Connector to synchronize the data between QBD and STRATAFOLIO.
Yes. STRATAFOLIO currently integrates with both QuickBooks Online and QuickBooks Desktop. If you have another integration from another accounting system you would like us to consider, please send us an email so we can add you to our waiting list of future integrations.
We set up your CAM Reconciliation Reports to match what you have already given to your tenants. If you would like, during the Onboarding process, we will review the report and suggest ways to make it more complete or easier for the tenant to understand.
The categories on the Owner’s Dashboard Cash Flow are not adjustable. However, if you would like to remove the amount from being displayed on the Dashboard, please let the Onboarding Team know, and we can remove them from the view.
Learn how you can keep using QuickBooks and save over 80% of manual effort when using STRATAFOLIO to manage your operations, global finances, assets, and investors. Utilize our two-way connection with QuickBooks to gain one fully integrated system.
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