See exactly how every rental you own is performing. Then find what you're missing.
One command center for your whole portfolio. Keystone IQ finds what's quietly costing you money.
One command center for your whole portfolio. Keystone IQ reads every statement and invoice automatically, then tells you exactly which tenant, vendor, or expense is quietly costing you money — long-term and short-term.
The Manual Spreadsheet Way
Tools that never talked to each other.
With Keystone IQ
One place, plus AI that finds the money.
Keystone IQ builds your books, and then its AI finds the money you're missing.
One system, four jobs off your plate
From receipt to tax package, fully automatic.
From the first receipt to the finished tax package — everything below happens inside Keystone IQ, automatically.
Stop typing. Know where you stand. Make better decisions.
Spend less time entering data, more time managing the asset. Here's how, on day one.
Independent investors spend most of their time entering data, and very little actually managing the asset. Keystone IQ flips that ratio. Here's how, on day one.
See exactly what needs your attention today.
Late rent, an expiring lease, a renewal. Flagged the moment it needs you, one click to act.
- Every property's open items in one place
- Each one links straight to where you fix it
- Snoozed or dismissed items stay handled — no repeats
See exactly what needs your attention today.
Late rent, an expiring lease, an insurance renewal — Keystone IQ flags exactly what needs a decision, with the context to act in one click. Snooze it, dismiss it, or handle it now.
- Every property's open items in one place
- Each one links straight to where you fix it
- Snoozed or dismissed items stay handled — no repeats
See exactly where every dollar goes.
Every payment is grouped by vendor and by category automatically. No tagging, no spreadsheets. Spot your biggest costs, catch a vendor you've grown over-reliant on, and see how spend splits across capital, operating, and fees at a glance.
- Ranked by vendor and by category, portfolio-wide
- Top-vendor concentration surfaced automatically
- Filter by property and time period in a click
See who's leased through when, the whole year at a glance.
A live occupancy timeline across every unit: current leases, renewals pending, and exactly when each one expires, so a vacancy never sneaks up on you. Every property groups its units with rent and occupancy right alongside.
- Every unit's lease term on one timeline
- Renewals and expirations flagged before they bite
- Portfolio occupancy and vacancy, year-to-date
Your portfolio gets a grade.
And it tells you why.
Every property gets a 0–100 Health Score. When it moves, AI shows you exactly why: the one view no spreadsheet gives you.
See exactly how the score is calculated
Healthy property
Needs a closer look
Optimization Opportunities
It finds the money. Then it shows its work.
Rent below market, duplicate vendors, thin debt coverage: found automatically, computed from your own data.1
Keystone IQ reads your ledger for rent below market, duplicate vendors, leases coming up, thin debt coverage and policies about to renew. Every figure is computed from your own data by a published formula, never estimated by a language model.1
Why you can act on these
Market-rent comparisons use an automated estimate, not an appraisal.3 Keystone IQ surfaces the opportunity and the arithmetic behind it. The decision stays yours.
Catches the vendor you didn't realize you were paying twice.
Nine categories billed to more than one vendor, grouped automatically with a real number on the savings.
- Every category cross-referenced across all your properties
- Ranked by opportunity size, largest first
- Click any row for the full vendor breakdown
Catches the vendor you didn't realize you were paying twice.
Nine categories are billed to more than one vendor across this portfolio. Keystone IQ groups them automatically and puts a real number on the savings, no spreadsheet cross-referencing required.
- Every category cross-referenced across all your properties
- Ranked by opportunity size, largest first
- Click any row for the full vendor breakdown
A $6,200 repair bill doesn't wait until month-end to get noticed.
Every transaction is checked the moment it posts against that property's own history. A repair bill 2–3× normal for that unit gets flagged immediately, not buried in next month's total.
- Compared against that property's own baseline, not a generic threshold
- Flagged the moment it posts: no month-end surprise
- Pure arithmetic: no model, nothing to hallucinate
Plans start at $4.99/month.
Starter: dashboard, ledger, AI import, up to 5 properties. Pro adds bank sync, Health Score, AI Insights, and more.
Starter unlocks the dashboard, ledger, and AI document import for up to 5 properties. Pro adds Plaid bank + mortgage sync, the Portfolio Health Score, AI Insights, the CPA tax package, the Document Vault, and unlimited properties.
14-day free trial. No credit card.
Your data stays yours
Encrypted (AES-256) at rest, encrypted (TLS) in transit, never sold or trained on. Read the full Trust page for details.
Already tracking a property in a spreadsheet?
Upload the CSV, tell us which columns are which, and your history is in your ledger in minutes — no manual re-entry.
Get your books off the spreadsheet.
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Disclosures
- 1.Investment metrics & AI insights. For informational purposes only. Not investment, tax, or financial advice.
- 2.Tax. Not tax advice. Consult a qualified tax advisor for your specific situation.
- 3.Property valuation. Automated estimate, not an appraisal. Actual market value may differ.
- 4.Forecast. Forecast based on current data. Future results may differ.