Portfolio Workspace
Your central command center for every asset in your portfolio.
Real-Time Portfolio Dashboard
View performance and callouts across all properties in one place
Consolidate Properties
Onboard all your properties to centralize all of your operations
Organize by Portfolio
Group your properties by entities (unique title holders)
Document Vault
Store all your documents and automatically extract critical deadlines and clauses
AI Prompting
Get instant answers on any part of your portfolio
Drag N Drop Accounting
Drop your receipts — we handle the rest. Nine powerful accounting tools in one platform.
Automated Bookkeeping
Tracks all income & expenses across properties and entities
Bank & Account Sync
Connects bank accounts and auto-imports transactions
Smart Receipt Capture
Upload or scan receipts and auto-categorize expenses
Property/Trust Accounting
Separate financials by property
CapEx & Project Tracking
Track renovations, improvements, and capital expenses
Financial Statements
Income statements, P&L, Balance Sheets
Tax-Ready Reporting
Auto-generate Schedule E, Schedule D, and export-ready reports
Reconciliation Engine
Automatically match transactions and flag discrepancies
Portfolio Accounting
Separate properties by property and by entity/unique title holder
Smart Alerts
Never miss a deadline. AI-powered alerts that watch your portfolio 24/7.
AI Deadline Tracking
Automatically tracks and alerts on critical dates from public and private data sources
Tax and Filing Alerts
Income tax, property tax, and filing reminders
Leasing & Insurance Alerts
Lease expirations, renewals and policy dates
Debt & Payment Alerts
Loan payments, rate resets, and due dates
Property & Portfolio Intelligence
AI-powered insights that surface opportunities and drive smarter decisions.
AI Analyst
Surfaces growth and cost optimization opportunities
Debt Tracking
Monitors your loans, rates, maturity and refinancing opportunities
Equity Tracking
Track ownership, estimated market value and capital structure
Budgeting & Forecasting
Helps plan future performance and cash flow
Market Analysis
Get comparable rents and recent sales activity
Insurance Optimization
Track policies and identify cost-saving opportunities
Property Tax & Compliance Management
Stay ahead of every deadline. Track, appeal, and budget property taxes with ease.
Marketplace
Access to critical landlord services to save money and grow your portfolio
New Property Acquisitions
Find and evaluate new investment opportunities
Tenant Screening
Comprehensive background and credit checks for prospective tenants
Entity Formation and Management
Set up and manage LLCs, trusts, and other ownership structures
1031 Exchange
Tax-deferred property exchanges to grow your portfolio
Payments
Streamlined rent collection and vendor payments
Forex
Foreign exchange services for international transactions