Features

Built for realtor books, deals, and tax season

Track commissions, expenses, receipts, and deals in one place. Import transactions, then print reports your accountant can use.

Track & Organize

Day-to-day books for real estate agents

8 tools

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

Active, Pending, and Closed deals with Net Profit.

Pending vs received commissions tied to your deals.

Record commissions, referral fees, and other income in one ledger.

Keep deal follow-ups, dates, and quick details in one place.

Client list with per-client P&L.

Assignments, deposits, and precon payment schedules.

13 realtor categories. AI auto-category, or you pick.

Get receipts and bank data in without typing

3 tools

Snap or upload a receipt. AI fills the details. You review and save.

Plaid weekly sync. AI auto-category, then you review.

CSV, Excel, or PDF. AI auto-category, then you review.

Totals, print, and the week’s home screen

2 tools

KPIs, charts, and quick actions in one view.

Period totals and a Profit & Loss PDF for your accountant.

30-day free trial

Start with the books you will actually hand over in April.

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