Modern Finance Support for Property Managers & Investment Funds — Powered by People and Technology

B&T Advisors 

Why us?

Automation + AI

We leverage tools like QuickBooks, Zapier, Airtable, Notion and OpenAI to automate transaction syncing, categorization, and reconciliation—reducing manual work and ensuring your books are always up to date.

Human Touch

Behind every automated workflow is a seasoned finance professional who understands real estate inside and out—ensuring accurate reporting, clear communication, and proactive insights tailored to your portfolio.

Unmatched Support

Our platform combines LLM-driven Q&A with automated, on-demand reporting, so you can ask questions like “What’s my available cash by property?” and instantly get clear answers alongside LP-ready financials—anytime you need them.


Pricing

Starter

$1,500 / month

  • Monthly accounting

  • Bank reconciliations

  • Expense tracking & categorization

  • Quarterly financial reporting

  • Real-time dashboard access

  • Email support

Growth

$2,500 / month

Everything in Starter, plus:

  • Capital call & distribution tracking

  • LP-ready financials

  • Investor reporting packs

  • Monthly variance analysis

  • LLM-powered Q&A assistant

Pro

$3,500 / month

Everything in Growth, plus:

  • Debt tracking + waterfall models

  • Mortgage amortization + interest allocation

  • Equity contribution + IRR tracking

  • Custom reporting templates

  • Priority support & onboarding

About

After a long career in accounting, private equity and technology, Nelson tried to become a professional poker player. He instead settled on solving real estate accounting and reporting with technology.

When Nelson isn’t working for clients, he can be found in a Florida poker room or on the links.