The wins, briefly.
Plaid-linked, not pasted
Connect any bank in seconds. Up to 180 days of history imports automatically. Every new transaction shows up in your ledger without retyping.
AI knows your expense types
Each transaction gets matched to the right property expense category — repairs, utilities, insurance, capital improvement. No more end-of-year keyword guessing.
Reconciled while you sleep
Every night, we match your Stripe payouts against the rent payments you collected. Real discrepancies surface as alerts; small mismatches fix themselves.
Simple setup. AI does the rest.
- 1
Connect your bank
Plaid, secure OAuth. Pick the accounts you want to track. No credentials stored.
- 2
Transactions land in your ledger
Up to 180 days of history. Every new charge syncs going forward.
- 3
AI categorizes
Mapped to your property expense types. Heuristic fallback for anything the AI isn't confident on.
- 4
Reconciliation runs nightly
Stripe payouts matched to invoices. Discrepancies flagged for review. AR aging rolls forward automatically.
Every capability, no upsell.
Plaid bank link
Multi-account, secure OAuth, 90–180 day historical sync.
AI transaction categorization
Maps merchant + amount + Plaid category to your expense types via Claude/Grok.
Manual receipt parsing
Paste receipt text, AI extracts vendor, amount, date, category — drops a draft expense for review.
Bank reconciliation
Nightly match of Stripe payouts to payment intents. Flags amount or status mismatches.
AR aging
0–30, 30–60, 60–90, 90+ buckets per tenant and portfolio-wide.
Per-property P&L
Income and expenses rolled up by property. Hand to your CPA.
Multi-account support
Connect any number of banks. Each transaction tagged with its source account.