Feature: Reports
Clean, CPA-ready financials — generated automatically from your live data. Every entity, every property, every category, already done. You just hit export.
When you open the reporting tab, your NOI and cash flow statement is waiting for you. Income, operating expenses by category, debt service extracted separately — everything laid out the way a CPA expects to see it. Change a date range or filter to a single entity and the whole report recalculates instantly.
Debt service and financing costs extracted from operating expenses
Loan principal credited to balance
Export to PDF or clean CSV, no reformatting required
Coming Soon: Balance Sheet, Rent Roll, & CapEx Reports


Your banker wants a P&L for one entity. Your CPA wants property-by-property numbers. A partner wants to see Q3 only. Switch the filter and the report updates. No rebuilding, no re-exporting from multiple files.
Filter by individual entity or across the whole portfolio
Filter by individual property within any entity
Custom date ranges with period-over-period comparisons
Kestrel's categorization system is built around real estate tax reporting. Every transaction you categorize maps to a Schedule E line item automatically. At year-end your CPA gets exactly what they need: organized, accurate, no gymnastics required.
Pre-built real estate categories aligned to Schedule E
Fully customizable — add, rename, or remove any category
Rules engine auto-tags recurring transactions so you stay current

How It Works
No manual reconciling. No reformatting. Just accurate financials that stay current, without you manually adjusting everything.
All transactions across every entity sync automatically. They don't drop. They don't require relinking. They're always live
Kestrel applies your rules-based categorization engine to every incoming transaction. Recurring vendors get tagged automatically. Mortgage payments are split between interest and principal with no manual entry.
Choose your entity, your property, and your date range. The NOI and cash flow report recalculates instantly. Period-over-period comparisons show you where things changed.
Clean PDF or CSV. No tabbed spreadsheets. No reformatting. The report respects your column views and category structure. Send it straight to your accountant.
Your data is encrypted, never sold, and always yours, secured by Plaid.
Your financials are already categorized. Your reports are already built. All you have to do is export them.
Full platform access from $50/month
No per-entity fees
No long-term contracts
All your LLCs tracked under one subscription, one dashboard
Real-time cash flow across every bank account via Plaid.
Low balances, expiring leases, balloon payments — nothing slips.