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About

DebtBook offers modern treasury and accounting software designed to help state and local government, higher education, healthcare, and others go from operational overload to strategic leadership. Our Debt Management and Cash Management solutions empower strategic treasury and improve financial outcomes by automating operational work and allowing teams to more easily analyze their data and extract valuable insights. Our Lease and Subscription Management solutions give accounting teams hours back to their day by automating GASB 87, GASB 96, and ASC 842 compliance workflows.

About

STRATAFOLIO is a web-based software solution designed specifically for people managing their real estate assets through QuickBooks and looking for a way to streamline operations, save time, improve profits, and reduce manual work. Financial Management: - Real-Time Data with QuickBooks sync - Consolidated view of your entire portfolio’s financials -NOI -Cash Flow -Operating Expenses - Identify spending trends and patterns at a glance Asset Management: - Unify your properties under one umbrella - Consolidated view of asset value - Track purchase dates and prices Operations Management: - Automated Alerts for Lease Management (Lease escalations & Expiring Leases) - Rent roll export - Manage work orders and maintenance requests - Easiest CAM Reconciliations you’ll ever do! Investor Management: - Dashboard specific to Investor - Read-only investor login to eliminate the need for mailed reports - Track cash on cash return - Create confidence with investors

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Financial institutions searching for a cloud-based debt and lease management software

Audience

QuickBooks users in the Real Estate industry looking to automate leasing activity and gain real-time access to NOI, Cash Flow, and Operating Expenses

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$100 / mo
Essential
$100/Monthly
5 Buildings Included
$10 Each Additional Building

Professional
$120/Monthly
5 Buildings Included
$25 Each Additional Building

Enterprise
$150/Monthly
5 Buildings Included
$30 Each Additional Building
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 5.0 / 5
ease 4.5 / 5
features 5.0 / 5
design 4.5 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • Really, I thought I would always have to manage my leases, loans, and cam recs in spreadsheets. Not True!! STRATAFOLIO can do all that and more. Plus I can give my dad read-only access and he can see everything without having to ask me.
  • - Very knowledgeable team. - User friendly system - I got it immediately. - Everyone can finally have access to all the files, leases, loan information without having to forward emails or give access to a drive. - CAM this year was a breeze and bonus... my tenants liked the reports they got. - My banker really liked the rent roll report and how fast I could answer their questions -which sped up the whole process. It was also great to be able to pull large chunks of the personal financial statement out of stratafolio and not have to update a spreadsheet like I used to.
  • So simple to use and I can share up-to-date reports with my lenders in just seconds! I look so organized. Great support team. The Onboarding Team is like no other software I have worked with. They get the problem and help me figure out the best way for me to use the software.
  • Ease of use. One dashboard to see all the properties. Price. Support is excellent. Onboarding extremely detailed and awesome training.

Cons

  • I wanted to see all my tenant insurance certificates in the system but that won't be available until later this year.
  • I realized how many mistakes I had made in my rent tracking for the last several years and how much I actually lost in income!
  • Nothing! They made me dig up records from filing cabinets because they wanted to make sure everything was complete.
  • Needs more reports. Easier flow on site. Need to dig to find out how to print a report.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

DebtBook
Founded: 2019
United States
www.debtbook.com

Company Information

STRATAFOLIO
Founded: 2017
United States
stratafolio.com

Alternatives

Alternatives

Lease Insight

Lease Insight

kShuttle Corporation
Rent Manager

Rent Manager

London Computer Systems

Categories

Categories

Lease Management Features

Billing & Invoicing
Commercial Leases
Contact Management
Landlord Database
Lease Classification
Portfolio Management
Property Management
Residential Leases
Retail Leases
Sublease Management
Tenant Database

Financial Management Features

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Government Features

Budgeting & Forecasting
Code Enforcement
Compliance Management
Fixed Asset Management
Inventory Management
License Issuance
Permit Issuance
Purchasing & Receiving
Self Service Portal
Taxation & Assessment
Utility Billing
Work Order Management

Lease Accounting Features

Amortization Schedule
Asset Management
Billing & Invoicing
Budgeting & Forecasting
Capitalization Reporting
Critical Date Alerts
Expense Tracking
For Equipment Leases
For Real Estate
Payment Tracking
Portfolio Management
Tax Management

Reporting Features

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Lease Management Features

Billing & Invoicing
Commercial Leases
Contact Management
Landlord Database
Lease Classification
Portfolio Management
Property Management
Residential Leases
Retail Leases
Sublease Management
Tenant Database

Commercial Real Estate Features

Brand Management
Cash Flow Analysis
Critical Date Alerts
CRM
Deal Management
For Appraisers
For Brokers
For Investors
For Property Managers
Portfolio Management
Strategic Planning

Land Management Features

Code Enforcement
Document Management
For Oil & Gas
GIS
Inspection Management
Lease Management
Permit Management
Planning & Zoning
Project Management

Real Estate Accounting Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Commission Management
Contract Management
General Ledger
Mobile Access
Payroll
Property Development Management
Reporting / Analytics
Work Order Management

Real Estate Property Management Features

Billing & Invoicing
Commercial Properties
Contact Management
Credit Check
Expense Management
Insurance Management
Landlord Database
Late Fee Calculation
Lease Management
Maintenance Management
Owner Portal
Payment Processing
Portfolio Management
Rent Tracking
Residential Properties
Tax Management
Tenant Database
Tenant Portal
Vacancy Tracking
Website Management

Rental Property Management Features

Credit Check
Expense Management
Online Payments
Owner Portal
Tax Management
Tenant Management
Tenant Portal
Tenant Screening
Vacancy Tracking
Website Management

Integrations

Microsoft Excel
QuickBooks Accountants
QuickBooks Desktop Premier
QuickBooks Desktop Pro
QuickBooks Enterprise
QuickBooks Online
QuickBooks Online Advanced

Integrations

Microsoft Excel
QuickBooks Accountants
QuickBooks Desktop Premier
QuickBooks Desktop Pro
QuickBooks Enterprise
QuickBooks Online
QuickBooks Online Advanced
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