See what's new — and what's coming next.
Connect your investment-property bank accounts via Plaid. Transactions pull in automatically and route to the right property — no more logging into five different bank apps to see how the month went.
Link your mortgage servicer and Keystone IQ pulls live principal balances, writes monthly P&I splits, and keeps equity numbers honest — no more manually copying from a PDF statement.
Categorized transaction lines exported across every property and entity. Download a polished Excel or PDF report whenever you need to share the year's numbers with a partner, lender, or advisor.
Securely store leases, insurance certs, and property docs in a private cloud with time-limited secure links. Added the CapEx Reserve Calculator to benchmark reserves vs actuals.
Identify your top 10 vendors by total spend, view spend distribution per category, and surface over-reliance anomalies instantly on the new Vendor Analytics page.
Schedule expected rent for the month, confirm receipts instantly, and automatically escalate late payments past the configurable grace period to stay on top of collections.
Track the remaining balance, LTV ratio, and overall equity position across your entire portfolio. Added live market rent benchmarking against Zip codes.
We now scan your portfolio daily for unusual activity, flagging sudden vendor price spikes, large one-off expenses, and excessive maintenance calls.
Combines actuals-to-date with a deterministic projection from active leases and exact mortgage payments. Same numbers every time — no AI guessing where the money goes.
Upload monthly owner packets from your property manager. Our AI reads the table, categorizes individual expenses, and logs net distributions directly to your ledger.
Track adjusted cost basis and depreciation, and surface an estimated long-term capital-gains figure for your records before discussing a potential sale with your CPA.
Tracks annual depreciation on building values and CapEx improvements for your records and your CPA's review at year-end.
Surfaces vendor spend patterns across the portfolio — outliers, duplicate billing candidates, and consolidation opportunities to discuss with your team.
Not tax advice. Consult a qualified tax advisor for your specific situation.
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