AI Bookkeeping for Real Estate Agents

AI-Powered Bookkeeping SoftwareSoftware for Realtors

Agent Xpense is an AI-powered bookkeeping tool built for Realtors and Real Estate Agents. Scan receipts to automatically fill in details and categories, connect your bank accounts and credit cards to import income and expenses, manage client information, and track deals, commissions, and expenses- all in one place.

See How It Works

No credit card required

Agents at

Realtor Expense Tracker

Expense Tracking for Real Estate Agents

AI bookkeeping that categorizes your marketing, MLS dues, vehicle costs, and every deal expense - so your totals stay tax-ready without the spreadsheet mess.

Expense Tracker

Track and manage all your business expenses in one place

2026

New Expense

Realtor Expenses, Commissions & Deals & Client Data. All in One Place.

Built for Realtors and Real Estate Agents. Track receipts, expenses, income, clients, and deals in one place so your finances stay organized throughout the year, not just at tax time.

AI Receipt Scanner

Photograph or upload a receipt. AI fills vendor, date, amount, and tax, suggests a category, and you review before saving.

Expenses

AI auto-categorizes, or you pick. Link receipts and deals.

Commissions

Pending vs received commissions tied to your deals.

Client Management

CRM: save contacts and notes, link deals, and see income, expenses, and profit per client.

Bank Sync & Statements

Plaid read-only sync or CSV / Excel / PDF. AI maps and auto-categorizes.

Deals

Link expenses, income, and clients to each closing.

Reports

Period totals, P&L print, and sales tax - whenever you need them, not just at tax time.

How it works

Receipt to Record in Seconds

Stop typing every line. Snap, confirm, and keep closing.

01
Snap the receipt
Got a receipt? Take a photo and save it instantly. No glovebox pile later.
02
AI fills the details
Vendor, date, amount, and a realtor category - suggested for you to confirm.
03
Confirm, link a deal, done
Link it to the right deal, and you're done.

How it works

Receipt to Record in Seconds

Built for agents on the move - capture once, keep every deal tax-ready.

Agent photographing a staging invoice on a Maple St listing folder

010203

Snap the receipt

Got a receipt? Take a photo and save it instantly. No glovebox pile later.

AI fills the details

Vendor, date, amount, and a realtor category - suggested for you to confirm.

Confirm, link a deal, done

Link it to the right deal, and you're done.

Security

Secure Financial Data for Realtors and Real Estate Agents

Connect through Plaid. Auto transactions sync read-only mode, and you review them before they’re added.

See bank connections

app.agentxpense.com/bank-connections

Bank Connections

Link a bank or upload a statement for weekly imports.

Connect bank

Few clicks. Imports ready for review.

Connect Bank

Upload statement

CSV, PDF, or XLSX. You review first.

Upload

How it works

1. Connect through Plaid
2. Weekly read-only sync
3. Confirm in review queue

Bank Connections

Weekly sync on. Review before books.

Chase · Checking

Connected

Weekly · Read-only

Review imports

Ready to review

Queue

Office Depot

-$42.18

Suggested · Office

Mar 4

Shell Gas

-$68.90

Suggested · Vehicle

Mar 3

Home staging

-$250.00

Suggested · Marketing

Mar 2

Client lunch

-$23.45

Needs review · Meals

Mar 1

Confirm before books

PLAID

Select your institution

Search institutions…

Chase

Bank of America

Wells Fargo

Citi

PLAID

Agent Xpense uses Plaid

to connect your accounts

Access

Read-only · US & Canada

Continue

Syncing…

Connect with Plaid

Read-only transactions

Imports posted activity only. Funds can never be moved.

Auto-sync

New transactions sync every week after your first connect.

You review first

Categories fill in. You confirm before anything hits your books.

Integrated Partners

Plaid, Stripe, Google Gemini, and AWS are trademarks of their respective owners. Agent Xpense is not affiliated with or endorsed by those companies beyond standard platform integrations.

Realtor Tax-Ready Reports

When Tax Season Comes, Be the Realtor That's Ready.

Keep books organized all year. When your CPA asks, you already have tax-ready reports for real estate agents - a P&L report for realtors, not a weekend of digging through cards and screenshots.

Income and expenses rolled into one Profit & Loss statement
Category totals your accountant can actually use
Sales tax summary - received, paid, and payable
Print-ready PDF from the web when tax season hits

See tax-ready reports

PROFIT & LOSS STATEMENT

2025

Agent Xpense

Taxpayer

Avery Quinn

Northpine Realty Group

Filing particulars

Reporting periodJan 1 - Dec 31, 2025

CurrencyCAD

Summary

Closed transactions

Total income

$186,420.00

Business expenses

$41,286.44

Net income

$145,133.56

Sales tax received

$21,486.60

Sales tax on expenses

$4,782.14

Payable / refund

$16,704.46

Income

Commission income 38$168,900.00

Referral fees 6$12,450.00

Other income 3$5,070.00

Total income$186,420.00

Expenses

Advertising & marketing 42$9,840.20

Vehicle & travel 61$8,124.55

Office & technology 28$6,410.88

Professional fees 9$5,200.00

Meals & entertainment 34$3,890.41

Education & dues 7$2,840.00

Client gifts & staging 15$2,480.40

Phone & utilities 12$2,500.00

Total expenses$41,286.44

Profit / Loss$145,133.56

Pricing

Pricing for Real Estate Agents

Start with a 30-day free trial - no credit card required. Paid plans unlock bank sync and Refer & Earn, with the same AI receipt scanning, deals, and reporting.

Free Trial

$0Free

30-day free trial

No credit card required

Manual expense & income tracking
AI categorization & receipt scan
Deals pipeline & reporting
Bank connections
Refer & Earn program

Yearly PlanBest value

$14.00/moSAVE 29%

$9.99/ month

$119.88 billed annually

Save ~$49 per year

Compared to $14.00 monthly billing

Bank connections
AI categorization & receipt scan
Deals pipeline & reporting
Refer & Earn - earn free months

Monthly Plan

$14.00/ month

Billed monthly

Cancel anytime

Bank connections
AI categorization & receipt scan
Deals pipeline & reporting
Refer & Earn - earn free months

Ready when you are

Save time, Stay organized,Cut accounting fees

Expenses, commissions, and tax-ready reports in one place. Start free for 30 days - no credit card required.

No credit card · Cancel anytime · Built for agents

Use AI to Evaluate AgentXpense

Open a pre-filled prompt in your favorite AI

2255 Dundas Street West, Suite 207 Mississauga, ON L5K 1R6