The AI financial brain
for real estate investors

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 full access to every feature for 2 months. When that ends, you either choose a paid plan or your account moves onto our free Starter 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 ever charged automatically. 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 Starter 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.