One product. Three pains it solves.
Most of an investor’s time goes to entering data, second-guessing performance, and missing chances to act. Keystone IQ replaces that with automatic data entry, one live dashboard, and an AI that surfaces anomalies, rent gaps, and renewals.

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
Vendor, amount, date, category, and property — extracted automatically.
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
Recurring & review
- Recurring entriesspread across the year
- Automated tax accruals12 months, no penny drift
- Smart deduplicationthe same invoice never books twice
- Review queuecatch and fix anything miscategorized
Always know where you stand
A live dashboard that matches your portfolio
Every number an investor tracks — long-term and short-term — on one screen, 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

Portfolio metrics
- 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 cashflow 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
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

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
Tax & returns
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
Every number you'd chase across ten tabs — in one place.
Real product surfaces, not marketing screenshots — this is what your dashboard actually does.
Your data stays yours
AES-256 at rest, encrypted (TLS) in transit, never sold or trained on. Read the full Trust page for details.
See it on your portfolio.
Plans start at $4.99/month. No credit card needed to try the demo.
Disclosures
- 1.Tax. Not tax advice. Consult a qualified tax advisor for your specific situation.
- 2.Property valuation. Automated estimate, not an appraisal. Actual market value may differ.
- 3.Financial projections. Forecast based on current data. Future results may differ.
Investment metrics & AI Insights. The Health Score, AI Insights, cashflow 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.

