What's New

Dashboard & workflow

Charts and breakdowns you could only reach on a phone now work at desktop width, and the properties still waiting on details say so — and stay dismissed once you've dealt with them.

• Reports on a full screen, and a setup list that knows what you finished
• Setup built for owners who already have a portfolio

Rent & arrears

Mark a month received and you now see base rent and every fee itemized, with the management fee calculated at the rate that applied to that month — not whatever your property is set to today.

• Rent and fees that reconcile at the rate you actually charged
• We spot the rent in your bank feed and offer to mark it received
• Hand off your rent roll — and settle up cleanly
• Your PM's statement, double-checked

AI & insights

Finances, Rent Roll, and Occupancy each got a cleaner toolbar and a one-click Summary panel — the key numbers for whatever you're filtered to, plus an AI sparkle that already knows those numbers and can tell you what stands out.

• Ask your portfolio a question, right where you're looking
• Optimization Opportunities now show you what to do

Banking & automation

Already tracking a property in Excel or an export from your old tool? Upload the file, tell us which columns are which, and years of history land in your ledger in minutes — no manual re-entry.

• Bring your spreadsheet in — column names and all
• Bank imports that duplicate what you already entered are now flagged

Account & security

• Keystone IQ now locks itself when you step away
• Two-factor authentication for your sign-in

Properties & basis

Estimate annual depreciation and Cash-on-Cash return from your purchase price and down payment.

Rent & arrears

Prorate the final month to the day, auto-vacate the unit, and keep any back-rent owed.

• Handle a tenant moving out — the easy way
• A home for rent that's behind
• Rent collection, at a glance

Receipts & documents

Attach a receipt or invoice to any transaction — proof right next to the number.

Banking & automation

Route a shared, business, or personal account to a property, Overhead, or Personal — books stay clean.

Dashboard & workflow

Leads with NOI, your health score, and what needs attention — in a layout you can tailor.

• A calmer, answer-first dashboard
• Action Items Inbox

Short-term rentals

Track Airbnb bookings, see your ADR and RevPAR, watch the §280A clock, and export Schedule C taxes

AI & insights

CPA Narratives, Risk Signals & Vendor Insights

• AI Intelligence Wave 2
• AI Intelligence Wave 1