Real Estate Specialists

AI Bookkeeping for Real Estate— Stop Guessing, Start Growing

You closed 24 deals last year. Do you know your true profit per transaction after marketing, mileage, staging, and closing gifts? Upload your bank statements and brokerage reports. Our AI tracks every dollar so you know exactly what each deal costs — and earns.

The real estate bookkeeping problem nobody talks about

Commission income is feast or famine

You close 3 deals in March and zero in April. Without monthly P&L tracking, you can't plan for the dry months — and quarterly tax estimates become a guessing game.

Marketing expenses are everywhere

Zillow ads, staging, photography, mailers, open house supplies, client gifts, MLS fees — real estate agents have 20+ expense categories. Most miss deductions because they're not tracked properly.

Mileage is your biggest missed deduction

At 67 cents/mile, 15,000 business miles = $10,050 in deductions. But most agents don't track mileage consistently. That's thousands in lost tax savings every year.

Rental properties add another layer

If you own investment properties too, you need Schedule E on top of Schedule C. Depreciation, repairs, property management fees — it's a second set of books entirely.

How our AI handles real estate bookkeeping

1

Upload statements & reports

Bank statements, brokerage commission reports, credit card statements — drag and drop or forward by email.

2

AI categorizes everything

Commissions, marketing expenses, mileage, client gifts, MLS fees — all categorized. Per-deal profitability calculated.

3

Human-reviewed reports

A dedicated bookkeeper reviews everything. Monthly P&L, quarterly tax estimates, and year-end Schedule C/E data — delivered.

Features built for real estate

Commission Tracking

Every deal tracked: gross commission, broker split, referral fees, net received. Per-transaction profitability analysis.

Marketing Deductions

Staging, photography, Zillow ads, mailers, open house costs, client gifts — all categorized for maximum deductions.

Vehicle Mileage

Standard mileage rate or actual expense method — whichever saves more. Showings, open houses, inspections tracked.

1099 & Schedule C

Reconcile 1099-NEC from brokerage. Track all deductible expenses. Calculate quarterly estimates. Prepare Schedule C.

Rental Property Accounting

Per-property income/expense tracking, depreciation, 1031 exchanges, Schedule E preparation, investor reporting.

Transaction Cost Tracking

Closing costs, title fees, inspection costs — know your true cost per deal including every expense.

What's included in every plan

Commission tracking & reconciliation
Marketing expense categorization
Vehicle mileage deduction tracking
1099-NEC reconciliation & Schedule C
Rental property bookkeeping (Schedule E)
Quarterly estimated tax calculations
AI receipt capture — upload, email, snap
Accounting platform managed (included)
P&L, Balance Sheet, Cash Flow reports
Tax prep available as add-on
Dedicated bookkeeper (real estate experience)
Secure client portal — 24/7 access

Real estate types we serve

Residential AgentsCommercial AgentsBrokersProperty ManagersReal Estate InvestorsTeamsSolo AgentsLuxury Real EstateNew ConstructionREITsWholesalersFlippers

FAQs — Real Estate Bookkeeping

How does AI track commissions?

Upload bank statements and brokerage reports. Our AI tracks every commission — gross, broker split, referral fees, net received — and calculates per-deal profitability.

Do you handle vehicle mileage deductions?

Yes. Standard mileage rate or actual expense method — whichever saves more. At 67 cents/mile, 15,000 business miles = $10,050 in deductions.

Can you manage rental properties too?

Yes. Per-property tracking, depreciation, 1031 exchanges, Schedule E preparation. Agent business and rentals kept properly separated.

How do you handle 1099 reporting?

We reconcile commission income against 1099-NEC forms, track all deductible expenses, and calculate quarterly estimated taxes.

Close deals. Know your real profit.

Upload your first bank statement free. Get per-deal profitability in 48 hours — no credit card required.