Scale your portfolio
without scaling costs.
Every plan starts with a 14-day free trial. No credit card, cancel anytime — data kept 30 days after expiry.
Starter
For DIY investors who are comfortable with manual record-keeping and don't need automated bank sync or AI revenue insights.
Billed annually at $49/year (save $10.88/yr) · or $4.99/mo monthly
- Up to 5 properties
- AI reads invoices, receipts & mortgage statements
- Live investment metrics: Net Operating Income (NOI), cap rate, cash-on-cash & more
- Cost-basis & depreciation estimates per property
- Lease-expiry reminders
- 10 AI queries/day (assistant)
- 3 market valuations/day
- Email support
Ready to scale?
Pro adds unlimited properties, automated bank sync, and AI insights. Upgrade anytime as your portfolio grows.
14-day free trial · No credit card required
Pro
The complete automated operating system: live Plaid bank feeds, automated mortgage P&I splits, AI rent-gap alerts, and 1-click CPA tax packages.
Billed annually at $149/year (save $30.88/yr) · or $14.99/mo monthly
Less than one bookkeeper’s hour, per month.
- Everything in Starter, plus:
- Unlimited properties
- Automated bank sync (Plaid): auto-import & unlimited AI categorization
- Portfolio Health Score
- AI rent-gap alerts that spot below-market rents
- AI flags lease renewal opportunities
- More AI insights: anomaly detection, cash-flow risk & vendor spend
- Guided fixes: every insight opens the exact view, with an optional AI walkthrough
- Budget vs. Actual + Capital Expenditures (CapEx) Reserve Calculator
- CPA tax package with depreciation, annual reports & AI year-end narrative
- AI scans closing statements to fill in purchase details
- Document Vault (1 GB) + monthly email digest
- Higher limits: 50 market valuations/day & 50 AI queries/day (assistant)
- Priority support
14-day free trial · No credit card required
How many doors do you own?
Drag the slider or select a preset to estimate unit cost and time savings.
Quick Presets:
Est. Admin Saved
~36 hrs/yr
Bank & receipt auto-sync
Category Value
< 1 hr CPA fee
Pays for itself the first time you use it
Illustrative estimate. Admin time saved assumes 9 hours per door per year from automated bank and receipt sync, and the CPA-fee comparison is a rough category benchmark, not your actual time or costs. For informational purposes only. Not investment, tax, or financial advice.
Compare every feature
The full picture, side by side, so you can see exactly what you get.
Core
| Feature | Starter | Pro |
|---|---|---|
| Properties tracked | Up to 5 | Unlimited |
| Dashboard & ledger | Built-In | Built-In |
| Live metrics: NOI, cap rate, cash-on-cash | Built-In | Built-In |
| Cost-basis & depreciation estimates | Built-In | Built-In |
| Budget vs. Actual + Capital Expenditures (CapEx) Reserve Calculator | Not included | Built-In |
Properties tracked
Dashboard & ledger
Live metrics: NOI, cap rate, cash-on-cash
Cost-basis & depreciation estimates
Budget vs. Actual + Capital Expenditures (CapEx) Reserve Calculator
AI & insights
| Feature | Starter | Pro |
|---|---|---|
| AI reads invoices, receipts & mortgage statements | Built-In | Built-In |
| Portfolio Health Score | Not included | Built-In |
| AI rent-gap & lease-renewal alerts | Not included | Built-In |
| Anomaly, cash-flow risk & vendor-spend insights | Not included | Built-In |
| Guided fixes: every insight opens the exact view | Not included | Built-In |
AI reads invoices, receipts & mortgage statements
Portfolio Health Score
AI rent-gap & lease-renewal alerts
Anomaly, cash-flow risk & vendor-spend insights
Guided fixes: every insight opens the exact view
Banking & tax
| Feature | Starter | Pro |
|---|---|---|
| Automated bank sync (Plaid) | Not included | Built-In |
| CPA tax package (depreciation, annual reports) | Not included | Built-In |
| AI closing-statement scan | Not included | Built-In |
| Document Vault + monthly email digest | Not included | 1 GB |
Automated bank sync (Plaid)
CPA tax package (depreciation, annual reports)
AI closing-statement scan
Document Vault + monthly email digest
Limits & support
| Feature | Starter | Pro |
|---|---|---|
| AI assistant queries per day | 10 | 50 |
| Market valuations per day | 3 | 50 |
| Support | Priority |
AI assistant queries per day
Market valuations per day
Support
Questions before you start
What happens when the 14-day trial ends?+
We never charge you without a card on file. When you're ready, pick a plan and add a card to keep going. If you don't, your account simply pauses. Your data is held so you can pick up right where you left off (or export it).
Can I switch between Starter and Pro later?+
Anytime, in both directions. Upgrades apply right away; downgrades take effect at your next billing date. Your data stays exactly as it is either way.
What happens to my data if I cancel?+
You have 30 days to export everything: a full CSV of your ledger, the CPA tax package (PDF + Excel), and every document in the Vault. After 30 days your account is permanently deleted.