Protect & Report · Step 8
Books that close
themselves.
Every rent payment, fee, and vendor bill is categorized the moment it happens, so your owner statements, profit and loss, and year-end tax packet are ready whenever you are.
Page scaffold. The full walkthrough and screenshots land in the next build.
What you'll be able to do
Three things this page will handle once it is built out.
Auto-categorized
Income and expenses sorted by property and Schedule E category as they post, no spreadsheet required.
Tax-ready exports
Owner statements, profit and loss, and a year-end packet your accountant will actually thank you for.
Portfolio insight
Cap rate, occupancy, and cash flow tracked live, with the one number that needs attention surfaced for you.