Real estate accounting solutions & beyond

We provide streamlined, technology-first accounting for property managers—combining expert bookkeeping with AI tools that reconcile past balances, automate transaction follow-ups, and deliver clear, custom dashboards so you always know where your finances stand without the overhead of an in-house team.

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How it Works

Get to Know You

  • Kickoff call to understand properties, goals, and pain points

  • Secure connection to accounting systems and bank feeds

  • Agreement on key metrics and reporting cadence

Catch Up Fast

  • LLM-powered analysis of historical balances and bank statements

  • Rapid reconciliation and smart transaction categorization

  • Clean up and align your chart of accounts for accurate reporting and easy future automation

Deliver Insights

  • Custom dashboard build with liquidity, cash-flow, and property KPIs

  • Interactive review session and revisions based on feedback

  • Automated email updates and monthly/quarterly financial packages

  • Ongoing support for questions, new metrics, or additional properties

Pricing

Starter

$4 / unit

Includes:

  • Monthly reconciliations

  • Bank recs

  • Expense tracking & categorization

  • Quarterly financial reporting

  • Email support

Popular

Growth

$5 / unit

Everything in Starter, plus:

  • Custom KPI dashboard (cash flow, budgeting vs. actuals)

  • Quarterly review call with a senior accountant

  • Priority email support

Pro

$6 / unit

Everything in Growth, plus:

  • Real-time dashboard updates and automated alerts

  • Dedicated account manager & on-call CPA for strategic questions

  • HOA board presentation decks or investor reporting packages

  • Budgeting, forecasting, and scenario analysis

Platforms

Other Services

  • Tax services for all legal structures

  • A trusted advisor and integral part of your team

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