Kestrel uses Plaid to connect to your banks. That means accounts stay linked, syncs don't drop, and transaction history stays intact. All your banks, all your accounts, all in one place.

Checking, savings, credit cards, and mortgages

Multiple banks across multiple entities — one view

Encrypted token storage — your credentials are always safe

Every transaction comes in categorized, labeled, and ready to edit. Add notes on specific charges. Flag one-time expenses so they don't skew your projections. Sort and filter by property, entity, category, or date.

Flag one-time charges to exclude from recurring projections

Mark transactions as reimbursable to track money owed

Add notes to individual transactions so you remember exactly what they are for

Kestrel ships with a full set of real estate-specific categories — every one of them mapped to Schedule E. Need a subcategory that fits your management style? Add it. Then set up a rule and never manually tag that vendor again.

Pre-built real estate categories aligned to Schedule E

Add, rename, or remove any category or subcategory

Rules engine auto-tags recurring transactions so you stay current