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.
Property management software runs tenants and operations. Rental bookkeeping apps get the books right. Revenli starts from the books, then finds the tax savings and tells you what to do with each property.
| General accountingQuickBooks, Xero | Rental bookkeeping appsStessa, Baselane, REI Hub | Property management softwareAppFolio, Buildium | RevenliThe AI financial & tax brain for real estate | |
|---|---|---|---|---|
| Built for | Small businesses | Landlords tracking rentals | Managers running tenants, leasing and maintenance | Owners’ finances, tax and decisions |
| Books, bank feeds & Schedule E | Yes, but not property-aware | Yes | Full accounting, built for managers | Yes, reconciled by property |
| Depreciation per asset, all year | Not per asset | Varies by app and plan | Not per asset | Per asset, all year |
| Email bills into your books | Receipt forwarding | Receipt upload | Bill and vendor workflows | Your own @in.revenli.com address, matched to the property & bank transaction |
| Lease, insurance & rent reminders | No | Mostly rent reminders | Leases and rent, for managers | Leases, insurance, rent, bills and month-end close |
| Finds missed deductions | No | Tax-ready books and reports | No | Findings with dollar estimates, all year |
| Repairs vs improvements | You decide | You decide | You decide | Classified, with the IRS safe harbors applied |
| Cost segregation | No | Not offered by most | No | Shows which properties qualify, then orders the study |
| STR material participation | No | No | No | 7-test check and hours tracking |
| Portfolio health & next steps | No | Metrics and analytics | Operational reports | Health score with ranked recommendations |
| Hold, refinance or sell | No | No | No | Signals for every property |
| Short-term and long-term together | Generic accounts | Varies; often long-term first | Long-term, managed units | Built for mixed portfolios |
Based on each product’s published features, October 2026.
Built to pay for itself: one found deduction can cover the year.
How properties count: a single-family home, condo or short-term rental is 1 property. For multifamily, every 4 units count as 1 property — a duplex or fourplex is 1, an 8-unit building is 2, a 12-unit building is 3.
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Engineered from the documents already in your account, with full audit support. It pulls years of depreciation into year one. Run the free estimate first to see if it pays off.
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.
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