Bookkeeping Built For Real Estate Agents

No accounting software to manage. No hourly billing. No surprises.

Choose the plan that fits how you operate today — and upgrade as you grow.

CORE

$149 / month
Clean, compliant books for solo agents.

Stay organized, tax-ready, and headache-free — without added complexity.
What’s included
  • Monthly bookkeeping
  • Bank & credit card reconciliation
  • Real estate-specific expense categorization
  • Monthly Profit & Loss (P&L)
  • Year-to-Date P&L
  • Secure client portal
  • Mobile app for receipt scanning & document upload
  • CPA-ready books at year end
Plan limits
  • • Up to 3 deals per month
  • • 1 bank account + 1 credit card
  • • 1 agent
  • • Email support
Best for solo agents who want their books done right without overthinking it.
Choose Core Plan
Recommended

PRO

$249 / month
Most Popular
Clarity, confidence, and no tax surprises.

Turn your bookkeeping into real insight — not just reports.
What’s included
  • Everything in Core, plus
  • Commission tracking by deal
  • Broker payout reconciliation
  • Balance Sheet
  • Estimated tax set-aside
  • Monthly Executive Summary (plain-English insights)
  • Monthly review notes
  • Priority support
  • Quarterly performance summary
Plan limits
  • • Up to 10 deals per month
  • • Up to 3 bank or credit card accounts
  • • Solo agent or small team
If you want to know what you actually make — this is the plan most agents choose.
Choose Pro Plan
50% OFF YOUR FIRST MONTH

TEAMS

$399 / month
For real estate teams and high-producing agents.

Get visibility, accountability, and clean books across multiple agents.
What’s included
  • Everything in Pro, plus
  • Up to 5 agents
  • Team-level commission splits
  • Agent-level performance reporting
  • Team expense allocation
  • Monthly owner / team leader summary
  • Priority onboarding & support
Plan limits
  • • Up to 25 deals per month
  • • Up to 6 bank or credit card accounts
Run your real estate business like a business — not a side hustle.
Choose Teams Plan
50% OFF YOUR FIRST MONTH

Add-ons

Cleanup / catch-up bookkeeping

$149 / month of backlog

Learn more

Additional bank or credit card accounts

$25 / month

Learn more

Additional agents or entities

Custom pricing

Request pricing

Not sure which plan is right for you?

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