Bookkeeping, reporting, tax strategy, performance, growth planning and CPA collaboration — each handled by an agent that understands real estate, not generic small-business accounting.
Each agent specializes in a critical area of your real estate finances. Together, they eliminate the bookkeeping grind and find money you're leaving on the table.
Never lose a receipt again. AI reads your leases, invoices, and purchase agreements — extracting key data and organizing everything for tax time. Share instantly with your CPA.
Your books stay clean without you touching them. AI categorizes every transaction, generates journal entries, and maintains your general ledger across all properties.
Month-end close happens automatically. Get P&L statements, cash flow reports, and balance sheets generated and reconciled without lifting a finger.
AI analyzes performance trends, expense breakdowns, and balance sheet data across your entire portfolio — then classifies each property as Healthy, Warning, or Critical with specific insights.
The Strategy Agent reads your performance, expenses, balance sheet and goals, then surfaces the tax positions worth taking — each with a dollar estimate and the properties it applies to.
The same agent looks forward: which properties are underworking, what to do about them, and what each move is worth against your net-worth and income goals.
Connect with vetted CPAs, cost segregation engineers, and insurance brokers — all through the platform. Your CPA gets clean books; you get better rates.
Generic accounting records what happened. Property tools collect rent. Neither tells you what to do next.
| QuickBooks & XeroGeneric small-business accounting | AppFolio & BuildiumProperty management tools | RevenliThe AI financial brain for real estate | |
|---|---|---|---|
| Built for real estate | Generic small-business accounting | Property management, not accounting | Purpose-built for investors |
| Tells you what to do next | Only records what happened | Only records what happened | Prioritized action plan, ranked by ROI |
| Real estate tax strategy | None | None | Cost seg, 1031, bonus, entity — with dollar impact |
| Depreciation by asset | Not tracked per asset | Not tracked | Per asset, all year |
| Portfolio insight & next steps | No insights | No recommendations | Buy, hold, sell or refinance per property |
| Reconciliation | Manual | Manual | Automatic, double-entry |
| CPA-ready reports | Generic P&L | You still need an accountant | P&L, balance sheet, cash flow |
| Document capture | You enter everything | Limited | Drop files or email them in |
Most investors recover the annual cost in found deductions within the first month.
Free forever — no time limit
Billed annually at $216
First 2 months free
Billed quarterly at $600
First 2 months free
Every answer lives in one place, so it never drifts between pages.
CPA access, migrating off QuickBooks, bank coverage, what happens when the free period ends — answered in full.
Full access free for 2 months. No credit card, and no automatic charge when it ends.
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