Feature: Reports

Tax season in three clicks. Not three weekends.

Clean, CPA-ready financials — generated automatically from your live data. Every entity, every property, every category, already done. You just hit export.

Standard NOI and cash flow reports pre-built
Schedule E-mapped categories out of the box
Filter by entity, property, or date range
Export to PDF or CSV in one click

Your NOI report, already built.

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.

Icon

Debt service and financing costs extracted from operating expenses

Icon

Loan principal credited to balance

Icon

Export to PDF or clean CSV, no reformatting required

Coming Soon: Balance Sheet, Rent Roll, & CapEx Reports

Beneftis Image
Beneftis Image

One report. Any slice you need.

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.

Icon

Filter by individual entity or across the whole portfolio

Icon

Filter by individual property within any entity

Icon

Custom date ranges with period-over-period comparisons

Categories mapped to Schedule E. Already.

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.

Icon

Pre-built real estate categories aligned to Schedule E

Icon

Fully customizable — add, rename, or remove any category

Icon

Rules engine auto-tags recurring transactions so you stay current

Beneftis Image

How It Works

From transaction to
CPA-ready report

No manual reconciling. No reformatting. Just accurate financials that stay current, without you manually adjusting everything.

Connect your bank accounts via Plaid

All transactions across every entity sync automatically. They don't drop. They don't require relinking. They're always live

Transactions are automatically categorized

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.

Filter to the view your CPA needs

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.

Export and you're done

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.

Stop dreading
tax season.

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

More features

Multi-entity management

All your LLCs tracked under one subscription, one dashboard

Financial account tracking

Real-time cash flow across every bank account via Plaid.

Automated alerts

Low balances, expiring leases, balloon payments — nothing slips.