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Financial clarity without the extra spreadsheets

Manage every property's finances with ease, from real-time reporting to automatic reconciliation, so your books stay accurate and audit-ready.

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Chart of accountsMaple Street Portfolio

Operating accountBank · connected

$48,210

Rental incomeUnit 4B · rent, Jul 1

+$1,200

Maintenance expenseVendor · HVAC repair

-$340

Security depositsHeld in trust

$9,600

Reconciled automaticallyUpdated just now

$279MM AUM

$350MM AUM

$230MM AUM

$400MM AUM

$250MM AUM

$831MM AUM

$370MM AUM

$450MM AUM

$1.4B AUM

$311MM AUM

$550MM AUM

$700MM AUM

$279MM AUM

$350MM AUM

$230MM AUM

$400MM AUM

$250MM AUM

$831MM AUM

$370MM AUM

$450MM AUM

$1.4B AUM

$311MM AUM

$550MM AUM

$700MM AUM

A transaction always has two sides

Rent comes in, it lands in your operating account, and it's tagged as rental income for that unit. Every entry moves money from somewhere to somewhere, so nothing gets logged without a source.

Categories are buckets, not labels

Rental income, maintenance, security deposits: each one tracks a running balance of its own, by property. You always know exactly where money came from and where it's sitting now.

Reports just read the buckets

Since every dollar already has a category, your income statement and balance sheet are never something you build. They're already there, current, the moment you open them.

Integrate with QuickBooks

Connect QuickBooks in one click to keep your finances moving without double entry. Or skip it entirely and run your books here instead.

QuickBooks OnlineConnected · last synced 2 min ago

Transactions synced today32

Pending review0

Chart of accounts

Set up a full chart of accounts by property: an operating account, rental income per unit, expenses, security deposits held separately. Log transactions and run reports all from the same place, right alongside your property management.

Operating bank account$48,210.00

Rental income$14,600.00

Maintenance expense$2,110.00

Books balance automatically

Real-time reporting

Know where income and expenses stand at any moment, so you can make decisions for your portfolio without waiting on a bookkeeper. Filter every report by property, owner, or portfolio.

Net operating income, YTD$61,340.00

Occupancy rate94%

Reports available12

Connect every bank account

Securely sync every bank account and business card for effortless reconciliation. Incoming transactions are read, categorized, and logged automatically, with no rules to set up by hand, so each property's cash position is live.

Rent payment · Unit 4BMatched

Cleaning fee · Vendor Co.Matched

Unrecognized depositNeeds review

3 of 4 categorized automatically

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Your questions answered

It's the accounting layer built for rental portfolios rather than a single business. It handles rent collection, recurring expenses, bank reconciliation, and reporting across multiple properties and owners at once, instead of forcing everything through one general ledger.