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One product. Three pains it solves.

Most of an investor’s time goes to entering data and second-guessing performance, which is time not spent acting. Keystone IQ replaces that with automatic data entry, one live dashboard, and an AI that surfaces anomalies, rent gaps, and renewals.

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Keystone IQ Properties — portfolio cards with map covers, estimated value, equity and depreciation

Stop typing

AI does your data entry

Drop in PDFs, photos, bank feeds, or your Airbnb CSV. Keystone IQ reads them and writes the ledger for you.

  • Invoices, receipts & statements read automatically
  • Bank feeds classified to the right property
  • Every row added for you, easy to review and correct
The Keystone IQ Invoice Inbox next to the Recent uploads panel: upload a vendor invoice as a PDF, HTML file or a photo of a receipt, and it pulls out the vendor, amount, category and property, then logs an Expense entry automatically — with four already-completed uploads shown Done alongside it
Document capture
  • Invoice & receipt extractionPDF or HTML, auto-routed
  • Phone-photo receiptssnap it, no scanner
  • Receipts on any transactionProproof next to the number
  • Document VaultProleases, deeds, renewal alerts
Bank & automation
  • Bank auto-importProtransactions post themselves (Plaid)
  • Overhead & personal routingProshared cards never skew a property
  • Duplicate-safe importsProcopies grouped, cleared in one step
Statements & imports
  • Mortgage statement processorsplit into interest & principal
  • Owner Packet processorevery line extracted at once
  • Airbnb reservation importeach stay → fees + payout
  • Spreadsheet importbring your CSV — column names don't matter
Recurring & review
  • Recurring entriesspread across the year
  • Automated tax accruals12 months, no penny drift
  • Smart deduplicationrepeat copies are caught, not double-counted
  • Review queuecatch and fix anything miscategorized

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AI Document Extraction

Paperwork, read for you

Bank Sync

Connect once, done

Document Vault

Know before it lapses

Transaction Ledger

Every entry, one place

Always know where you stand

A live dashboard that matches your portfolio

Every number an investor tracks, on one screen, long-term and short-term: Net Operating Income (NOI), cap rate, Debt Service Coverage Ratio (DSCR), Operating Expense Ratio (OER), Average Daily Rate (ADR), Revenue Per Available Night (RevPAR), Average Length of Stay (ALOS), and more. Recomputed from your real ledger on every visit.

  • NOI, Cap Rate, DSCR & Net Worth, live
  • Rent board: who’s paid, who’s behind
  • ADR, RevPAR & Occupancy for short-term
Keystone IQ Property Performance — every property ranked by revenue, expenses, NOI, a 12-month NOI trend line, and a health score, sortable and filterable
Portfolio metrics
  • Unlimited propertiesStarter tracks up to 5, Pro is unlimited
  • Live portfolio KPIsNOI, Cap Rate, OER, DSCR, LTV
  • Per-property scorecardsdrill into any property
  • Equity & Net Worthrecomputed daily from amortization
  • Live mortgage balancesProstraight from your servicer
  • Estimated property valuesstart your equity tracking2
Rent & collection
  • Monthly rent boardexpected, received, outstanding
  • Past-due, totaled across monthssettle with one catch-up
  • Move-outs prorated to the dayauto-vacates when it passes
  • Rent Roll & Occupancy timelineevery lease, every vacancy
Short-term rentals
  • Short-term KPI stripADR, RevPAR, Occupancy, ALOS
  • Personal-use day trackerheads-up before the IRS limit1
Reporting & layout
  • 12-month cash-flow forecast3deterministic: same inputs, same answer
  • Annual & monthly reportingvendor & category, filterable
  • Year-end report (PDF & Excel)Proready for your accountant
  • Customizable dashboardshaped to how you work

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Rent & Occupancy

Who's paid, who's behind

Reports & Net Worth

Track income & net worth

Dashboard & Inbox

What needs you today

Properties

Every property, tracked

Be ready for tax season

Every property routed to the right tax form

Schedule E, Form 8825, or Schedule C: decided automatically, with depreciation kept current all year.

  • Every property routed to its own tax form
  • Depreciation computed automatically
  • CPA-ready export, one click
Schedule ELong-term rental
Form 8825Entity-owned property
Schedule CShort-term rental

Every property routed to the right form, with depreciation kept current alongside it.

Forms & entities
  • Entities & LLCseach routed to its own tax form
  • Schedule E vs. Schedule Clong-term vs. short-term, decided for you
  • Consolidated rollupgrouped properties, one view
Depreciation & export
  • Depreciation schedulestraight-line, computed automatically1
  • CPA Tax PackagePDF & Excel, ready to send
  • Closing-statement scanPropre-fills your cost basis1

Go deeper

Tax, CPA & Depreciation

Ready for your CPA

Entities & LLCs

Separate books per LLC

Short-Term Rentals

Airbnb & VRBO accounting

Make better decisions

AI that surfaces what changed and what to watch

A 0–100 Health Score per property, plus AI Insights that flag vendor anomalies, below-market rents, and upcoming renewals.

  • Health Score graded across 5 factors
  • Plain-English flags on what changed
  • Depreciation & Cash-on-Cash, computed
Keystone IQ Portfolio Health Breakdown — why the score is B+ (87/100), with one property scored on Operating Efficiency, Debt Coverage and Lease Stability
AI insights & scoring
  • Portfolio Health ScorePro0–100 across 5 factors
  • AI InsightsProplain-English flags on what changed
  • Guided next stepsProone tap to the fix, plus the levers to weigh
  • AI flags lease-renewal opportunitiesProraise, hold, or transition options
  • Ask AI about your portfoliochat with your numbers
  • AI year-end narrativeProa written read on your year
Returns & opportunities
  • Cash-on-Cash returnhow hard your capital works
  • Vendor anomaly detectionProoutlier charges flagged
  • Market-rent gap analysis3Promoney left on the table
  • CapEx Reserve Calculator3Prowhat to set aside
Tax & returns
  • Depreciation & cost-basis estimatesplan numbers for your CPA1
  • Capital improvements depreciatedeach adds to your figure1
  • Tax-form preview per propertya starting point to discuss1
  • Short-term expense categorieslinens, amenities, channel mgr
Planning & alerts
  • One inbox for what needs youlate rent, renewals, anomalies
  • Budget vs. ActualProvariance alerts on the dashboard
  • Lease renewal alerts60-day heads-up
  • Monthly portfolio email digestProNOI, occupancy, renewals
Account & access
  • Two-factor authenticationauthenticator app + recovery codes
  • Biometric app lockFace ID, Touch ID, or fingerprint

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Health & Optimization

0–100 grade per property

Vendor Spend

Vendor & category spend

Budget & Forecast

Plan the months ahead

Every number you'd chase across ten tabs, in one place.

Real product surfaces, not marketing screenshots. This is what your dashboard actually does.

Every number, one dashboardYour whole portfolio at a glance: NOI, health score, cash flow, and net-worth trend.
A ledger that files itselfAI reads every statement and tags each transaction to the right property and category.
Rent tracking on autopilotWho’s paid, who’s late, and what’s owed — across every unit, every month.
Owner-ready reportsIncome, spending, and cash flow. Export-ready for you and your CPA.
See every lease on one timelineWhich units are occupied, what’s expiring in the next 90 days, and where the gaps fall.
What actually needs youLate rent, expiring leases, and unusual charges. Sorted by priority, not buried in a feed.
Where the money actually goesEvery vendor ranked by spend, with category concentration across the whole portfolio.

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.

Trust & Security →

See it on your portfolio.

Plans start at $4.99/month. No credit card needed to try the demo.

See Plans & PricingSee the live demo

Disclosures

  1. 1.Tax. Not tax advice. Consult a qualified tax advisor for your specific situation.
  2. 2.Property valuation. Automated estimate, not an appraisal. Actual market value may differ.
  3. 3.Financial projections. Forecast based on current data. Future results may differ.

Investment metrics & AI Insights. The Health Score, AI Insights, cash flow forecast, Cap Rate, NOI, DSCR, OER, and CapEx figures are computed from the data you provide.

For informational purposes only. Not investment, tax, or financial advice.