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Absolutely. We use 256-bit AES encryption, the same standard used by major banks. Your data is transmitted over TLS, stored encrypted at rest, and protected by a zero-knowledge architecture — meaning even our team cannot see your financial details. Bank connections are handled through Plaid, a trusted provider used by thousands of financial apps. Your data is never sold or shared with third parties.

No — it makes your CPA more effective. Revenli handles the time-consuming work: transaction categorization, reconciliation, and report generation. Your CPA receives clean, organized, CPA-ready books instead of a shoebox of receipts. They can then focus on high-value strategy work like tax planning and entity structuring. Most CPAs love working with Revenli clients because it eliminates the data entry they'd rather not do.

Yes. There's no migration needed. You don't need to export data from QuickBooks or manually transfer anything. Simply connect your bank accounts through Plaid, add your properties, and Revenli starts pulling and categorizing your transactions automatically. Many investors keep QuickBooks for a month or two while they verify Revenli's output, then cancel once they're comfortable. The transition is painless.

Yes. Revenli includes a CPA collaboration feature that lets you invite your accountant to view your books, reports, and tax strategies directly within the platform. They can view P&L statements, balance sheets, categorized transactions, and tax optimization recommendations — and make changes when needed, like adjusting categorizations or adding notes — without you having to email spreadsheets back and forth.

About 5 minutes. Sign up, connect your bank accounts securely via Plaid, add your properties, and upload key documents like leases, closing statements, or invoices. That's it. Revenli's AI begins categorizing your transactions, extracting data from your documents, and building your financial picture immediately. Most users see their first insights, tax strategies, and action plan within 24 hours.

QuickBooks and Xero are generic accounting tools built for any small business — a bakery, a consulting firm, a landlord. They tell you what happened. Revenli is purpose-built for real estate investors and goes further: it tells you what to do next. Beyond cost segregation analysis, 1031 exchange planning, and per-property performance tracking, Revenli acts as your financial assistant and advisor — delivering a prioritized action plan with specific dollar impact, ranked by ROI, so you always know your next best move. Generic tools simply can't do that.

Revenli works for portfolios of any size. In fact, starting with good financial habits early saves you the most money over time. Even with a single property, Revenli finds missed deductions, automates your bookkeeping, and generates CPA-ready reports. Our free Starter plan supports 1 property at no cost.

Revenli's AI is trained specifically on real estate transactions, so it understands the difference between a property repair and a capital improvement, or a management fee and an insurance premium. It categorizes transactions by property and expense type automatically. You can always review and adjust any categorization, and the AI learns from your corrections to improve over time.

Yes. Every new account gets a free 3-month trial with no credit card required. You get full access to the platform so you can see the value before you pay anything. After the trial, plans start at $27/month and scale based on portfolio size.

Revenli generates Profit & Loss statements, cash flow reports, balance sheets, and trial balances — all per property and across your entire portfolio. It also produces tax strategy reports with specific dollar-amount recommendations, a prioritized action plan ranked by ROI, and portfolio performance comparisons showing your top and underperforming properties.