Financial tracking and reporting made easy. Automated bookkeeping designed specifically for real estate professionals to maximize deductions and simplify tax time.
Get StartedBookkeeping is an AI-powered financial management system built specifically for real estate agents and brokers. Our platform automatically tracks income and expenses, categorizes transactions, manages receipts, and generates reports that make tax preparation effortless and maximize your deductions.
Unlike generic accounting software, our system understands real estate business structures, commission splits, transaction-specific expenses, and industry-specific deductions. Every transaction is automatically categorized correctly, saving you hours of manual data entry and reducing errors.
Connect bank accounts and credit cards for automatic transaction import and categorization. No more manual data entry.
Snap photos of receipts with your phone and AI automatically extracts data, categorizes expenses, and stores them securely.
Automatic mileage logging for showings, meetings, and property visits with IRS-compliant documentation.
Track commission income, splits, and broker fees with transaction-level detail for accurate reporting.
Generate profit & loss statements, expense reports, and tax summaries with one click for yourself or your accountant.
AI identifies missed deductions and suggests strategies to minimize tax liability throughout the year.
Link bank accounts, credit cards, and payment processors for automatic transaction syncing.
AI categorizes transactions based on real estate business rules and learns from your corrections.
Upload receipts via mobile app or email and AI matches them to transactions automatically.
Access real-time financial dashboards and generate reports for tax planning or business decisions.
Secure connections to 10,000+ financial institutions with automatic daily transaction syncing.
AI learns your spending patterns and automatically categorizes transactions with 95%+ accuracy.
Capture receipts on-the-go with OCR technology that extracts merchant, date, amount, and category.
GPS-based mileage tracking with automatic trip detection and IRS-compliant logs.
Calculate estimated quarterly tax payments based on income and expenses to avoid penalties.
Grant secure access to your CPA or bookkeeper for seamless collaboration and tax preparation.
Visualize spending patterns, identify cost-saving opportunities, and track budget vs. actual.
Track 1099 income and generate year-end tax documents ready for your accountant or tax software.
Manage your finances without hiring a bookkeeper. Track every deduction and maximize tax savings on your own.
Monitor team expenses, track commission splits, and generate financial reports for business planning and growth.
Provide bookkeeping as a value-add service to agents while maintaining oversight of brokerage finances.
Saved Per Month
More Deductions Found
Reduction in Errors
Average Tax Savings
Yes. We use bank-level 256-bit encryption, multi-factor authentication, and never store your bank login credentials. All data is encrypted at rest and in transit.
Yes. We support imports from QuickBooks, FreshBooks, Wave, and CSV files. Our team can help migrate your historical data.
We recommend working with a CPA for tax filing and strategic planning. Our system makes their job easier and less expensive by providing organized, accurate records.
Our mobile app uses GPS to automatically detect trips. You simply classify them as business or personal. The system calculates deductions using current IRS mileage rates.
Yes. Track multiple entities, rental properties, or business ventures separately while maintaining consolidated reporting for your overall financial picture.
Book a demo or get started today.