Pricing
You never touch the accounting software — we work inside QuickBooks or Xero on your behalf. Choose the plan that fits how you operate today and move up when you grow.
Core
$149 / month
Clean, compliant books for solo agents. Organized, tax-ready, no added complexity.
What's included
Monthly bookkeeping
Bank & credit card reconciliation
Real estate expense categorization
Monthly Profit & Loss
Year-to-date P&L
Secure client portal
Mobile app for receipts & documents
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.
Recommended
Pro
$249 / month
Clarity, confidence, and no tax surprises. Bookkeeping that turns into insight.
50% off your first month with code LAUNCH50
Everything in Core, plus
Commission tracking by deal
Broker payout reconciliation
Balance sheet
Estimated tax set-aside
Monthly executive summary
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 we recommend for most agents.
Teams
$399 / month
For real estate teams and high-producing agents. Clean books across multiple agents.
50% off your first month with code LAUNCH50
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.
Priced separately so the base plan stays simple.
From $149 / month of backlog
Bring past months to a clean starting point before monthly service begins.
Request add-on ›$25 / month
Beyond the accounts included in your plan.
Request add-on ›$99 / month for 1–5 properties
For agents who also own rentals: a P&L for each property, deposits and improvements tracked, one rental account included, and a year-end rental package for your CPA. $199/month for 6–15 properties. 16+ properties or short-term rentals quoted on a call.
Talk to us about rentals ›Custom pricing
Larger teams, multiple LLCs, or property-level entity structures.
Request add-on ›Core
You're a solo agent who wants clean monthly bookkeeping and tax-ready books without extra layers.
Pro
You want deeper clarity — commission tracking by deal, broker payout reconciliation, a balance sheet, and plain-English monthly insight.
Teams
You have multiple agents and need splits, agent-level reporting, and team expense allocation.
Your books live in industry-standard accounting software — QuickBooks or Xero, depending on your setup — and that subscription is billed by the software provider, not by us. If you already have an account we connect to it. If not, we'll guide you through setting one up during onboarding and configure it for real estate bookkeeping. You don't work in it; we do.
Add cleanup bookkeeping from $149 per month of backlog. We bring past periods to a clean starting point so the ongoing monthly books stay accurate.
Plans are sized to typical volume. If your deal count or account count consistently runs above the plan, we'll flag it and move you up — or add accounts at $25/month, whichever costs you less.
No. We don't file returns or give tax advice — your CPA does that. We keep the books they file from, closed and documented at year end.
Yes. No contracts and no exit calls. We finish the current month and stop.
Tell us your deal volume and how your broker pays you. We'll tell you which plan fits — including if it's the cheapest one.
Not sure which plan is right for you?

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