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What Keystone IQ does for your rentals

Pick a job to see how it works on a sample portfolio.

Portfolio Health score · Updated Oct 19
91
Excellent▼ 1 since Sept 19
Costs97
Debt95
Leases72
Rent84
Upkeep82
Money you could keep
$22,440/yr
across 1 item
Opportunities · 3

Priya Menon's lease ends in 29 days1847 Briarwood Court · a 12-month renewal lifts Leases

▲ 1 pt

Rent below marketPortfolio · $22,440/yr below market

$22,440/yr

$85,284/yr in 11 categories with split vendorsPortfolio · spend in these categories

Review
Decide what to do next

Find the money. See what moves the score.

Find the money your rentals could keep

Keystone IQ checks your rents against the nearby market and your spend across vendors, then adds up what you could keep, per year.

Money you could keep
Portfolio
$22,440/yr
Found by Keystone IQ

7 rents are below market, about $1,870 a month in total.

9 / 11Rent points · Good
$1,870a month, added up

Money outside the score, so the score doesn’t change. Per year. Monthly items are counted for 12 months.

Open Rent Roll
Know where you stand

Every number, current every time you look.

Dashboard & Inbox

NOI, cash flow, and portfolio health on one screen, with an Inbox that names exactly what needs your attention next.

Portfolio NOI · YTD
$191,469
Jan 1 to Oct 19 · −$9.3k vs last year
Rent collected this month
$15,915 of $15,915100%
Monthly cash flow$10,946/mo
Avg income / unit$3,519
Top performer594 Larimer Square+$3,407
Health score91
Money you could keep$22,440/yr
Properties7
Equity$2.80M
Inbox · 5

Insurance ends in 3 days1847 Briarwood Court · Oct 22

Needs action

Mortgage statement read3109 Barton Hills Dr · balance updated

Priya Menon's lease ends in 29 daysRenew or plan the turnover · Nov 17

+1 Health

Insurance ends in 28 days594 Larimer Square · Nov 16

1 transaction needs reviewAdd a category so reports sort them correctly.

1 to sort
Dashboard & Inbox

Properties

Every property, one record, always current.

Portfolio value$4,088,000
Equity$2,798,726
Properties7
Properties

Reports & Net Worth

See where the money goes, and what you're worth.

Equity$2,798,726
Portfolio value$4,088,000
$4.0M$3.5M$3.0M$2.5M
Portfolio valueEquity
Reports & Net Worth

Rent & Occupancy

Know what rent is due, what's landed, and what's late.

LeasedProjectedVacantRenewal pending
Rent & Occupancy

Short-Term Rentals

Bookings, stays and personal-use days, per property.

Stays, last 12 months104
Average stay3.9 nights
Personal use, Crestline Cabin9 of 14 days
Short-Term Rentals
Keystone IQ gives me a much clearer picture of how my properties are actually performing. It saves me time and helps me find where I'm spending too much money on my investments.
Andy L.
Stop typing

Your paperwork and your bank fill in the books.

Read by Keystone IQFiled
VendorCedar Creek Supply
Property1847 Briarwood Court
CategoryRepairs & Maintenance
Date2026-08-01
Amount$298.40

Turn your paperwork into your books automatically.

Invoices, mortgage statements, owner packets and closing statements arrive as PDFs and photos. Upload one and Keystone IQ reads it and writes the entry for you.

AI Document Extraction

Also: Document Vault, so you know before a lease or policy lapses.

Connect your bank once. Stop typing transactions.

Every charge on a connected account posts to your ledger automatically, sorted to a property, Overhead, or Personal, never entered by hand.

Bank Sync

Also: the Transaction Ledger, where every entry from everywhere lands in one place.

2,580 entriesBank connected

Beacon Ridge Insurance2814 Ocotillo Ridge Rd

Insurance−$130.00

County Assessor's Office594 Larimer Square

Property Tax−$600.00

Rocky Peak Energy594 Larimer Square

Utilities−$135.00

Sheridan Place HOA4412 N Sheridan Rd, Unit 3B

HOA Fees−$495.00
Be ready for tax season

Year end is an export, not a project.

Hand your CPA an organized year.

Cost basis, depreciation estimate and every categorized transaction stay against the property all year, ready for your CPA.

Annual report by property7 properties

Depreciation estimatesCost basis per property

Categorized transactions2,580 entries

Export package
Tax, CPA & Depreciation

Run every LLC as its own set of books.

Each property carries its own entity, its own form and its own numbers, and rolls up into one portfolio view when you want it.

Ridgeline Capital Partners LLCForm 8825
Ocotillo RidgeBriarwood CourtBarton HillsN SheridanLarimer Square
NOI, year to date$105,010
Lakeshore Stays LLCSchedule E
Coastal BungalowCrestline Cabin
NOI, year to date$86,459
Portfolio, all entities$191,469
Entities & LLCs
Read-only bank access via Plaid
Encrypted at rest and in transit
Every formula published
Your data stays yours

Every feature page

See it on your portfolio.

Starter is free for up to 3 rentals. The live demo needs no signup.