Innovative Management Software
STRATATrac launched in 2020 and is rapidly growing into a meaningful force in the Digitech, Fintech and Proptech world. Our software is developed and owned 100% by ourselves providing solid financial accounting and easy to use communications modules, thereby simplifying the lives of our Clients and saving them time.
Gary Engelbrecht – the founder and creator of the software has had 28 years experience in the scheme management and related industries. He has 6 years experience in the PropTech DigiTech and FinTech world. His vast knowledge and experience can easily be seen in the software design and due care taken to make sure that at all times Users are as compliant as possible.
USING OUR SOFTWARE ENABLES MANAGING AGENTS AND SELF -MANAGED SCHEMES THE ABILITY TO OPERATE IN AN ACCURATE AND STREAMLINED MANNER. WITH AN EXCELLENT AFTER SALES BACK UP AND SUPPORT TEAM IT IS MOST CERTAINLY THE RIGHT CHOICE TO MAKE FOR MANAGING AGENTS WHO WISH TO GROW THEIR BUSINESS AND FOR SELF – MANAGED SCHEMES WANTING TO HAVE THEIR RECORD KEEPING AND FINANCIAL REPORTING ON A SECURE SYSTEM THAT STRATATRAC OFFERS.
Quick step-by-step setup to get the scheme running. This includes Scheme Info & Banking details; Setting of Financial Periods & Chart of Accounts, Agency & Scheme Stationary & Notes; Specialized Email Library and Docs Viewer setup. Simple importing of .xls (Excel) spreadsheets from your previous system that includes Owner & Supplier details; Opening Balances for Owners, Suppliers and the Trial Balance GL.
The User Dashboard shows different aspects of STRATATrac which is controlled by your Administrator. On the Owners Dashboard Owners are given access to their invoices and statements as well as other important documents like Applications; AGM Minutes; Rules; etc. Trustees have more access to information on the Trustee Dashboard such as Management Reports; Financial Records; etc. and their online voting platform to participate in meetings
STRATATrac is a fully IFRS compliant accounting system using the double entry system to provide a comprehensive set of books that include Invoices; Purchase Notes; Journals & Cashbook. All sets of books include recurring invoices, purchases notes and journals. In the Cashbook, import your bank statement and map your transactions for future allocations.
We provide a comprehensive suite of reports: Income Statement; Balance Sheet; Trial Balance; Levy Roll Report; Budget Variance Report, various Detailed Ledgers and more. Export to PDF or Excel for ease of use. Simple and flexible Management Reports module takes the stress out of merging financial reports by a few simple clicks. Email to the Trustees directly from the same screen.
Debtor administrators can stay on top of the outstanding accounts. Admin related charges, collection commission, cash deposit fee, sms charges and interest on arrears can be viewed and processed here. Letters of Demand and Final Legal Handovers sent from one tab. All documentation is stored online so both Managing Agent and Attorney to view and edit.
On demand ability, on all key screens, to Add and Edit tasks and schedule them for email and sms notifications for yourself or other agents in the office. This is an integral element of our website and has extensive, easy to use capability.
Fully integrated Notes Recording which allows you to provide a detailed 'paper trail' on each owner. Action Dates can be set for follow up reminders on recorded notes, so you don't forget to follow up any query.
Communicate with your owners using ad hoc email messages or message templates created and stored in the Message Library for quick and easy, ongoing use, including personalized bulk emailing capability. Email Tracking and History available. Send sms’es to all categories of people in your database including your owners, trustees, colleagues and third parties. SMS History available.
We provide a wide variety of tools that include Clear Tables, Task Manager, Docs Viewer, Emails and Email Tracking, Export and Import of Excel spreadsheets, SMS, Backup/Restore and Activity table for you be hands on in the program.
Create directories and store documents online giving you quick and easy access thereto. This can be used for Lease Agreements, Mandates as well as Utility bills. Give access to the Owners to view and/or download important documents.
We provide “one to one” training using Skype for talking and sharing of screens to help you settle quickly and easily into using our website. There is also, a comprehensive help section with manuals and other guidelines at your fingertips. Support uses Skype for quick response to any queries that you have.
A major feature and a must have when doing scheme management. This affords you the ability to manage and control your meetings whether it be virtual or a hybrid meeting, in an efficient and compliant fashion. Weighted voting and an easy to use vote system for owners is what makes this module stand out in the market place.
Record and Manage the scheme’s day to day maintenance to units and common property. Generate a monthly report as part of your Monthly management report to the Trustees / Excom / Directors.
Create and track each schemes insurance claim with a simple to use claims registration and maintenance process. Generate a monthly report as part of your Monthly management report to the Trustees / Excom / Directors.
We have a built in 10 year maintenance plan manager. This tool calculates what must be save annually, including forecasting taking into account inflation, degradation and thereby allowing the scheme to properly calculate what the future budget amounts needs to be.
Yes. STRATAtrac is a comprehensive and easy to use financial accounting application built from the ground up. We own our code 100% and do not rely on 3rd party plugin systems to be able to offer scheme management software. Our system provides all the appropriate options that you would expect in an application of this nature supported by detailed reporting for Owners, Suppliers, Transactions, Financial and monthly Management Reporting.
It is very easy as we have built tools for fast integration of data with only five documents needed: Owners/Customer Details, Suppliers Details, Trial Balance and Owners/Customers and Suppliers Age Analyses. Our importing is done via Excel templates into which you simply copy and paste your current data followed by a quick import. We have a few nifty macros to help you in this process.
Administrators can set access rights for managing, processing, reports and communications in the program as they see fit. At all times you are in charge of these settings. There are also various dashboards for Users Customers Owners, Trustees, Attorneys, Suppliers, etc. allowing them access appropriately to pertinent records, financial information and key documents.
We've got this covered as well. Because we are not reliant on other parties we can customise individually for a clients needs. When it comes to development the simple answer is .. that it never stops.. as things change, requirements change and we change accordingly. We realease new updates regularly and our support team is there to ensure that you are able to use the updates effectively.