Financial Clarity for Real Estate Investors
We help real estate investors understand cash flow, returns, and exit decisions using clear financial analysis, property-specific bookkeeping, and AI-assisted insights.
Real Estate Bookkeeping
Specialized bookkeeping services designed specifically for real estate investors and property portfolios.
Essential Real Estate Bookkeeping
Clean, accurate books for tax-ready filing
Up to 3 properties included
+$50 per additional property
What's Included
- Monthly transaction categorization
- Bank & credit card reconciliations
- Property-level income & expense tracking
- Monthly Profit & Loss by property
- Basic reserve tracking
- Clean, organized books prepared for tax filing
Property Limits
Minimum: 1 property | Maximum: No limit (pricing scales per property)
What's NOT Included
- No AI expense monitoring
- No portfolio analysis
- No advisory or insights
Ideal For
New real estate investors, small portfolios (1-6 properties), owners who want clean, accurate books, investors who mainly need tax-ready bookkeeping.
This tier focuses on accuracy and organization — it tells you what happened.
Portfolio Intelligence
Turn your bookkeeping into a portfolio management tool
Up to 10 properties included
Beyond 10: +$50 per additional property or custom pricing
What's Included
- Everything in Essential bookkeeping
- AI Expense & Spend Intelligence
- Portfolio-level expense monitoring
- Cost creep & vendor risk detection
- Monthly trend & anomaly review
- Short monthly written insights summary
- Priority support
Property Limits
Minimum: 7 properties | Maximum: 10 included (scales beyond)
What's NOT Included
- Tax filing
- Legal or entity structuring
Ideal For
Serious real estate investors, multi-property portfolio owners, investors who want visibility not just reports, owners who want to catch issues early.
This tier turns your bookkeeping into a portfolio management tool.
Cash Flow & ROI Analysis for U.S. Properties
Understand the True Performance of a Property This service breaks down how a property actually performs—beyond listing numbers or surface-level projections.
What This Service Includes
- Rental income analysis (market vs projected)
- Operating cost modeling
- Vacancy assumption planning
- Management fee calculations
- Cash flow analysis (monthly & annual)
- Cap rate and cash-on-cash return calculations
- Conservative vs aggressive scenario comparisons
When Investors Use This
Property ROI Preview
Adjust inputs to see investment analysis
Investment Analysis Output
This preview illustrates financial analysis concepts and does not guarantee investment outcomes. Actual returns will vary based on market conditions, property specifics, and other factors.
Hold vs Sell Signal Analysis
Know When a Property Is Working—And When It's Not This service helps investors evaluate whether holding a property still makes financial sense or whether capital could be deployed more efficiently elsewhere.
What This Service Includes
- Cash flow vs appreciation comparison
- Equity efficiency analysis
- Opportunity cost modeling
AI-assisted signals:
How AI is Used Here
AI evaluates trends across cash flow, equity, and market assumptions to highlight when a property's performance is weakening relative to alternatives.
Hold vs Sell Insight Preview
Adjust values to see AI analysis
Analysis Results
Equity Position
Moderate
Equity Efficiency
Strong
Cash Flow Contribution
Neutral
Return Balance
Cash-flow weighted
Signal Direction (Preview)
Final hold/sell recommendations are provided in a full analysis.
Hold/sell signals are analytical insights, not investment advice or guarantees.
Real Estate Investors We Serve
First-time real estate investors
Getting started with clarity and confidence
Long-term rental owners
Optimizing cash flow and performance
Portfolio investors with multiple properties
Managing complexity across holdings
Out-of-state and international investors
Understanding U.S. property performance remotely
Owners preparing for refinance or sale
Making informed exit decisions