| Property | NOI | Cap rate | Cash-on-cash | Assessment |
|---|---|---|---|---|
| 412 Oak Street | $2,140 | 6.2% | 9.4% | Hold |
| 88 Vine Avenue | $1,015 | 3.1% | 2.2% | Refinance |
| 1704 Harlan Court | $3,880 | 7.4% | 11.8% | Hold |
| 7 Marsh Lane | −$84 | — | — | Activate |
Illustrative figures.
Bank feeds arrive through Plaid, so Revenli never holds your banking credentials and the connection stays read-only.
Chase
Bank of America
Wells Fargo
Citi
Capital One
AmexBuilt for investors with 3+ rentals — short-term, long-term or a mix. Take one with five properties: three STRs and two LTRs. Here’s their portfolio, start to finish.
Bank transactions, property details, loans, and documents.
| 412 Oak St | STR | $2,140 | |
| 1704 Harlan Ct | STR | $3,880 | |
| 23 Bay Rd | STR | $1,960 | |
| 88 Vine Ave | LTR | $1,015 | |
| 7 Marsh Ln | LTR | −$84 |
Property-level P&L, cash flow, returns, and portfolio health.
Potential tax deductions, cost inefficiencies, and financing opportunities.
Review recommendations, model scenarios, track decisions, and see the financial impact.
Insights are useful. Outcomes matter. Revenli connects your financial data to actionable recommendations — helping you evaluate opportunities, make informed decisions, and track their financial impact.
Example portfolio, illustrative figures.Documents in, books closed, tax positions priced and a verdict on every property — the whole loop, on a real portfolio.
Depreciation, cost segregation, repairs vs improvements, material participation, 1031 timing and entity structure — surfaced all year rather than at filing, each with a dollar estimate and the property it applies to.
No more toggling between documents, transactions, reports, invoices and emails. NOI, cash-on-cash, cap rate and ROI across every property — with a clear call on each one: hold, refinance, activate or sell.
Every transaction categorized by property, accounts reconciled monthly, CPA-ready P&L and balance sheet always current.
Hand @in.revenli.com to your property manager or contractor, or forward the bill. It’s read, matched to the property and posted.
Lease and insurance expirations, rent and bills as they fall due, missing documents and month-end close — each one switchable.
Connect your accounts and Revenli categorises your history the same day. Pro is free for 2 months, no credit card.
A cost segregation study splits your building into the parts that wear out fast — appliances, flooring, cabinets, fixtures, landscaping, paving — and depreciates them over 5, 7 and 15 years instead of 27.5. With bonus depreciation, much of that comes off this year’s taxes.
A specialist engineering study, separate from your Revenli plan. Revenli shows which of your properties it pays off on, then gets it done for you.
Short-term rentals, long-term rentals or a mix of both — Revenli brings your bookkeeping, property performance, and tax opportunities together — so you know what’s making money and what to do next.
Managing 3 to 20 properties? Track performance across the whole portfolio, catch the tax savings your CPA doesn’t have time to look for, and know exactly which property to scale next.
Running 20 to 100+ units across several LLCs? Get institutional-grade financial intelligence without an institutional back office — per-entity books, cost segregation studies, entity structure optimisation, and a prioritised action plan with dollar impact.
Running a larger portfolio, a fund, or managing for other owners? Talk to us — plans scale past the published tiers.
Reviews from Revenli users, published without names at their request.
“It’s far more than property management software — it’s a complete operating system for real estate investors.”
“This platform has completely changed the way I manage my real estate investments. Everything I need is in one place: property performance, income and expense tracking, profit & loss reporting, budgeting, and portfolio-level financial insights.
The CPA-friendly reports make tax preparation effortless, while the AI-powered insights and tax-saving recommendations help uncover opportunities I might have otherwise missed.
The biggest advantage is the clarity and confidence it provides. Instead of spending hours managing spreadsheets and paperwork, I can focus on growing my portfolio, knowing I have accurate financials and real-time visibility into the overall health of my investments.”
No — and you shouldn't want it to. Revenli does the work your CPA charges you for but doesn't enjoy: categorizing transactions, reconciling accounts, and closing your books every month. It then hands your CPA clean, CPA-ready P&L, balance sheet, and cash flow statements at filing time. Most investors find their CPA bill drops because they're no longer paying accountant rates for bookkeeping cleanup. Revenli also surfaces strategies — cost segregation, entity structure, 1031 timing — for you to take to your CPA to execute.
Yes. You can invite your accountant to view your books, reports and tax strategies directly in Revenli — P&L statements, balance sheets, categorised transactions and the tax recommendations. They see the same numbers you do, so there is no exporting, emailing or reconciling two versions of the truth.
No migration is required to get started. You connect your bank accounts and add your properties, and Revenli builds your books forward from there — you don't re-enter history to see value. If you want prior periods reflected, you can upload past statements and closing documents and Revenli will read and post them for you.
Three ways, and none of them are data entry. Bank transactions arrive automatically once you connect an account. Documents can be dropped straight into the app. And every account gets its own email address at @in.revenli.com — give it to your property manager, contractor or insurer, or forward a bill yourself, and Revenli reads the attachment, identifies the vendor, amount and property, and posts it. Senders are verified against SPF, DKIM and DMARC first, and duplicates are ignored, so forwarding the same bill twice is harmless.
Revenli's models are trained on real estate transactions specifically, so they understand the distinctions that matter here — a repair versus a capital improvement, a management fee versus an insurance premium, a mortgage payment split across principal, interest and escrow. Anything it is not confident about is flagged for you rather than guessed.
Bank connections run through Plaid, which supports over 12,000 US financial institutions — every major bank and most credit unions and regional lenders. If your small local lender or private-money loan isn't on Plaid, you can upload statements (PDF, CSV, or XLSX) instead and Revenli extracts the transactions automatically. Nothing about your portfolio is unsupported just because one lender is.
Profit & loss, cash flow, balance sheet and trial balance — per property and across the whole portfolio. Plus tax strategy reports with dollar estimates, a prioritised action plan, and per-property cap rate, cash-on-cash and NOI. All of it exportable and formatted for your CPA.
No. We don't take a credit card at signup, so there is no card on file to charge. You get every Pro feature free for 2 months. When that ends, you either choose a paid plan or your account moves onto our Free plan — up to 2 properties at $0/month, with no time limit. We give you 30 days’ notice before the free period ends, so nothing arrives as a surprise. Either way your data and your books stay yours, and nothing is charged unless you choose a plan. See full pricing.
Those tools are very good at recording what already happened — they track income and expenses and produce reports. Revenli does that, then goes further: it prices your tax position, ranks the specific actions that would save you the most money with dollar estimates attached, and scores each property so you know which to hold, fix, or sell. The difference is reporting versus decisions.
Yes. Properties, bank accounts, and loans are tracked per entity, so each LLC keeps its own clean books and reports while you still see the whole portfolio in one place. Entity structure is also one of the areas Revenli analyzes for tax optimization — it will tell you when your current structure is costing you.
That is exactly who the Free plan is for — up to 2 properties at $0/month, with no time limit. Starting with clean books early is worth more than fixing them later, and even a single property has deductions worth finding and a closing statement worth posting correctly.
Your data is encrypted in transit and at rest. Bank connections go through Plaid, so Revenli never sees or stores your banking credentials, and access is read-only — we can read transactions, we cannot move money. Internal access follows least privilege and is audit-logged. Your data is never sold and never used to train third-party AI models. Our controls are built to SOC 2 standards, with formal certification in progress.
Connecting accounts and adding properties takes about five minutes. Revenli pulls and categorizes your transaction history immediately, so you see categorized books and property-level numbers the same day. Tax strategies and portfolio scoring appear once there's enough history to analyze — typically within the first 24 hours.
Whether you own 2 properties or 100, Revenli helps you achieve financial freedom. Try Pro free for 2 months — no credit card, and no automatic charge when it ends.