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STRATAFOLIO

Place
#18 of 21
Score
5.9
STRATAFOLIO's website

The facts below are what the maker publishes about STRATAFOLIO, checked and dated. Our editors have not written about it yet.

Plans and prices

From STRATAFOLIO's own pricing page, checked 4 Oct 2026.

All about pricing
PlanPriceWhat it gives you
Essential$160 a monthFirst 5 units included · $2 per additional unit · QuickBooks Online required or QuickBooks Desktop · Billed Annually; base plan includes first 5 units; $2 each additional unit; one-time onboarding fee varies by business size
Professional$190 a monthFirst 5 units included · $4 per additional unit · QuickBooks Online required or QuickBooks Desktop · Billed Annually; base plan includes first 5 units; $4 each additional unit; one-time onboarding fee varies by business size
Enterprise$230 a monthFirst 5 units included · $6 per additional unit · QuickBooks Online required or QuickBooks Desktop · Billed Annually; base plan includes first 5 units; $6 each additional unit; one-time onboarding fee varies by business size

The facts

Each one read from STRATAFOLIO's own pages, with the date it was checked.

What it does

Accounting integration
It has a two-way integration with QuickBooks Online and QuickBooks Desktop, and the maker says QuickBooks is required to use STRATAFOLIO.checked 4 Oct 2026
CAM and investor features
The Professional plan adds CAM tracking and one-click CAM reconciliation, lease price escalations, and investor management tracking.checked 4 Oct 2026
CAM limit
The FAQ says base-year CAM handling is not supported without some modification, though users can use the CAP feature and modify the report during onboarding.checked 4 Oct 2026
Data recovery
The FAQ says data is continuously backed up and retained for 35 days and that the service uses geo-replication.checked 4 Oct 2026
Enterprise features
The Enterprise plan adds QuickBooks Desktop connections, cash-on-cash returns, an investor/partner portal, and investor financial performance and distributions dashboards.checked 4 Oct 2026
Intended users
The maker describes it as a platform for commercial real estate owners, property managers, and people who own, manage, or lease real estate and use QuickBooks.checked 4 Oct 2026
Lease and tenant tools
Features include lease management and alerts, a tenant portal, online payments, and bulk tenant invoicing.checked 4 Oct 2026
Payment processing
The pricing page lists ACH processing at 0.05% per transaction with a $2.50 minimum fee, a $30 landlord fee for each NSF transaction or ACH reversal, and a maximum of $100,000 per transaction.checked 4 Oct 2026
Product
STRATAFOLIO is a cloud-based commercial property management platform for lease management, finances, and investor reporting.checked 4 Oct 2026
Reporting limit
The FAQ says STRATAFOLIO displays transactions and reports on a cash basis only, not an accrual basis.checked 4 Oct 2026
Security
The FAQ states that data uses 256-bit TLS encryption, sensitive data and uploaded documents are encrypted at rest, two-factor authentication is available, and the company conducts an annual security audit with penetration testing.checked 4 Oct 2026
Support
The support page directs users to an in-account AI Assistant or support ticket and states a response time within 24 hours, excluding weekends and holidays.checked 4 Oct 2026

The company

Company and founders
STRATAFOLIO says it was founded by Jeri Frank and Uriel Barillas to make analytics and automation software available to commercial real estate owners; its listed address is in Cedar Rapids, Iowa.checked 4 Oct 2026

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