An owner portal your owners will actually use.
Folio is a branded owner portal that pulls bookings, fees, and expenses from your PMS, OTAs, and accounting system and shows owners exactly how their properties are performing — reconciled to the penny and always up to date, no month-end reporting weekend required.
Built for STR operators managing multi-owner portfolios who are tired of stitching together QuickBooks exports, OTA dashboards, and Excel templates every month just to keep owners informed.
Hero screenshot
Sherpa Folio owner portal
What's inside
The complete owner-reporting workflow, in one place.
Elegant reporting
An owner portal your owners will actually use.
A branded owner portal where your owners log in to see their property performance — revenue by channel, expense ledger, occupancy, and year-over-year comparisons, updated continuously.
- Reconciled to the penny across PMS, OTAs, and accounting
- Your brand on the portal — owners see your logo, not ours
- Always current — owners check in any time, no waiting for month-end
Screenshot coming
Accountants love them, too
GAAP-friendly ledgers with clean exports.
Sherpa Folio reconciles to your books, not around them. Accountants get source-level detail; owners get the summary they want.
- QuickBooks-native ledger mirroring
- Exportable journal entries and trial balances
- Audit trail on every line item
Screenshot coming
Automation & sync
Month-end runs itself.
Connect your PMS, OTAs, and QuickBooks once. Folio ingests bookings, fees, and expenses continuously and keeps the owner portal current on its own — no month-end reporting weekend.
- Bi-directional sync with QuickBooks Online
- OTA booking + fee ingestion from Airbnb, VRBO, Booking.com
- PMS integrations pull nightly without you lifting a finger
Screenshot coming
Insights, not just statements
See what's working across your portfolio.
Folio isn't just an owner-facing portal. It's a performance view across every property for you — so you see pace problems, channel imbalances, and expense drift before they compound.
- Portfolio-wide occupancy, ADR, and booking-pace trends
- Per-property P&L with drill-down to line items
- Owner-ready commentary generated from the data
Screenshot coming
What owners see
What owners see when they log in.
Every owner's dashboard opens with the questions they actually ask: did my property make money this month, where did it come from, and how does it compare to last year? The detail is all there underneath — channel mix, expense ledger, occupancy trends — but the headline answer is the first thing they see.
Owner portal dashboard
Annotated sample coming
"I used to spend hours each month piecing together reports in QuickBooks just to give owners a basic snapshot. It was clunky, manual, and honestly just draining. Sherpa took that off my plate completely. Now it just runs — and I stay out of the weeds."
Jered D.
Managing Partner — Nomad Hospitality
Integrations
Plugs into the stack you already run.
Folio is designed to sit in the middle of your tools, not replace them. Connect once, and the owner portal stays current on its own.
- QuickBooks Online
- Airbnb
- VRBO
- Booking.com
- Hostaway
- Guesty
- OwnerRez
- Hostfully
See Folio in 30 minutes.
We'll open the product, load example data that matches your portfolio size, and walk through what your owners would see in the portal.