Ratings and Reviews 4 Ratings

Total 5 out of 5 stars
ease 4.5 out of 5 stars
features 5 out of 5 stars
design 4.5 out of 5 stars
support 5 out of 5 stars

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features 0 out of 5 stars
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What is STRATAFOLIO?

STRATAFOLIO is an innovative web-based software solution tailored for individuals overseeing their real estate investments through QuickBooks. This application enhances operational efficiency, boosts profitability, and minimizes the need for manual intervention. Financial Management: With seamless synchronization to QuickBooks, users gain access to real-time data that presents a comprehensive overview of their entire portfolio's financials, including Net Operating Income (NOI), cash flow, and operating expenses, allowing for quick identification of spending trends and patterns. Asset Management: All properties can be centralized under one platform, providing a cohesive view of asset values while enabling users to monitor purchase dates and prices effectively. Operations Management: The tool features automated alerts for lease management, including notifications for lease escalations and upcoming expirations, alongside the capability to export rent rolls, manage maintenance requests, and simplify CAM reconciliations like never before. Investor Management: Dedicated dashboards for investors allow read-only access, eliminating the need for physical reports, while also facilitating tracking of cash on cash returns, ultimately fostering greater confidence among investors. Additionally, STRATAFOLIO's intuitive interface ensures that users can navigate through their real estate data effortlessly, making it an indispensable asset for property managers.

What is CREx?

Built for asset, portfolio and fund managers running roughly $100M to $5B in commercial real estate across more than one property manager. Most of these teams spend the first weeks of every month collecting reports from Yardi, MRI, RealPage, Entrata and other systems, then rebuilding them in Excel. CREx OS replaces that cycle. Data flows in from each property manager daily, is checked and mapped to a single chart of accounts, and lands in one trusted record for the whole portfolio. The CREx team keeps it that way, month after month, as part of the platform. With the data settled, AI agents take on the recurring asset management workload: building the close package, reviewing rent rolls, working exception queues, routing approvals, drafting variance commentary and refreshing forecasts. Reporting covers rent rolls, collections, occupancy, leasing, budget-to-actuals, valuations, debt and investor reporting. CREx OS is API-first and connects to AI assistants through MCP. Deal Intelligence adds acquisitions screening and underwriting that feeds into the same record.

Media

Media

No images available

Integrations Supported

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

Integrations Supported

AppFolio Property Manager
Claude
Claude Duet
Claude for Legal
Entrata
MRI Commercial Management
MRI Residential Management
RealPage
Yardi Voyager

API Availability

Has API

API Availability

Has API

Pricing Information

$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

Pricing Information

Annual subscription based on portfolio size and integrations. Contact CREx for a quote.

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

STRATAFOLIO

Date Founded

2017

Company Location

United States

Company Website

stratafolio.com

Company Facts

Organization Name

CREx Software

Date Founded

2021

Company Location

United States

Company Website

www.crexsoftware.com

Categories and Features

Commercial Real Estate

Cash Flow Analysis
Critical Date Alerts
For Investors
For Property Managers
Portfolio Management
Strategic Planning

Land Management

Lease Management

Lease Management

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

Property Intelligence

Not specified

Real Estate

Not specified

Real Estate Accounting

Accounts Payable
Accounts Receivable
Contract Management
Mobile Access
Property Development Management
Reporting / Analytics
Work Order Management

Real Estate Property Management

Billing & Invoicing
Commercial Properties
Contact Management
Expense Management
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

Rental Property Management

Online Payments
Owner Portal
Tenant Management
Tenant Portal
Vacancy Tracking

Categories and Features

AI Real Estate

Not specified

Commercial Real Estate

Cash Flow Analysis
Critical Date Alerts
For Investors
Portfolio Management

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