Stay organized, make the right financial calls, and take command of your real estate portfolio.
Billed Yearly
Billed Monthly
Starter Plan
/per month
Growth Plan
/per month
Enterprise Plan
Contact Us for Pricing
Users
Connected Accounts (Bank, Credit Card)
Financial Dashboard
Account Transactions & Auto-Categorization
Loan & Mortgage Tracking
Automatic Calendar Reminders
Entity & Property Document Management
Smart Payment Matching
Lease Administration (NNN, NN, Gross)
One-Click NOI & Cashflow Reports
IRS Schedule E categories
Role-Based Permissions
Period-over-period Reporting
Automatic Document Data Extraction
Email Document Parsing & Routing
AI Analytics & Insights Chatbot
Proactive AI Alerts Across Accounts & Document Anomolies
White-label Options (Custom Branding)
SSO / SAML Authentication
Custom API Integrations
Custom AI workflows
Secure Document Transfer
Solo Plan
/per month
Growth Plan
/per user
/per month
Enterprise Plan
/per user
/per month
Number of Users
Connected Accounts
Financial Dashboard
Account Transactions & Auto-Categorization
Loan & Mortgage Tracking
Automatic Calendar Reminders
Entity & Property Document Management
Smart Payment Matching
Lease Administration (NNN, NN, Gross)
One-Click NOI & Cashflow Reports
IRS Schedule E categories
Role-Based Permissions
Period-over-period Reporting
Automatic Document Data Extraction
Email Document Parsing & Routing
AI Analytics & Insights Chatbot
Proactive AI Alerts Across Accounts & Document Anomolies
Starter Plan
/per user
/per month
Pro Plan
/per month
Enterprise Plan
/per user
/per month
Number of Users
Connected Accounts
Financial Dashboard
Account Transactions & Auto-Categorization
Loan & Mortgage Tracking
Automatic Calendar Reminders
Entity & Property Document Management
Smart Payment Matching
Lease Administration (NNN, NN, Gross)
One-Click NOI & Cashflow Reports
IRS Schedule E categories
Role-Based Permissions
Period-over-period Reporting
Automatic Document Data Extraction
Email Document Parsing & Routing
AI Analytics & Insights Chatbot
Proactive AI Alerts Across Accounts & Document Anomolies
Starter Plan
/per user
/per month
Growth Plan
/per user
/per month
Enterprise Plan
Number of Users
Connected Accounts
Financial Dashboard
Account Transactions & Auto-Categorization
Loan & Mortgage Tracking
Automatic Calendar Reminders
Entity & Property Document Management
Smart Payment Matching
Lease Administration (NNN, NN, Gross)
One-Click NOI & Cashflow Reports
IRS Schedule E categories
Role-Based Permissions
Period-over-period Reporting
Automatic Document Data Extraction
Email Document Parsing & Routing
AI Analytics & Insights Chatbot
Proactive AI Alerts Across Accounts & Document Anomolies
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