Pricing

Flat monthly. No hourly billing.

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.

Choose Core

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.

Choose Pro

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.

Choose Teams

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.

Add-ons.

Priced separately so the base plan stays simple.

Cleanup / catch-up bookkeeping

From $149 / month of backlog

Bring past months to a clean starting point before monthly service begins.

Request add-on ›

Additional bank or credit card accounts

$25 / month

Beyond the accounts included in your plan.

Request add-on ›

Rentals

$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 ›

Additional agents or entities

Custom pricing

Larger teams, multiple LLCs, or property-level entity structures.

Request add-on ›

Which plan fits.

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.

Pricing questions.

Is accounting software included in the price?+

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.

What if my books are behind?+

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.

What happens if I go over my deal limit?+

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.

Do you file my taxes?+

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.

Can I cancel anytime?+

Yes. No contracts and no exit calls. We finish the current month and stop.

Not sure which plan is right?

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.

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

Request Add-On

Additional bank or credit card accounts

$25 / month

Request Add-On

Additional agents or entities

Custom pricing

Request Add-On

Not sure which plan is right for you?

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