Accounting Software for Real Estate Agents

A closing in March, two in June, nothing in August. Real estate accounting starts with income that arrives in lumps, gets split with your brokerage, and is reduced by desk fees, board dues, and marketing costs before it reaches you. Spreadsheets and shoeboxes make that picture harder to read, not easier. ReInvestWealth connects to your business bank accounts through Plaid and imports transactions every day. The AI Bookkeeper, trained on CPA-level categorization logic, sorts each commission deposit and expense automatically, so your books stay current between closings without data entry. Recurring costs like brokerage fees, board memberships, and MLS dues can be locked to the right category with an Automation Formula, so they are booked the same way every month.

Agents spend to sell: staging, photography, signage, client meals, open house supplies. Toss those receipts into the Smart Shoebox, or forward them to your business's secure email inbox, and the AI reads each one and matches it to the right bank transaction. Matched receipts make your categorization more accurate, which means deductions stop slipping through and your tax return gets the benefit.

When tax season arrives, your books are already organized. Generate a Profit and Loss statement for any period, export it to CSV with receipts linked to each line item, and hand your preparer clean records, or book a CPA consultation right inside the app.

Yes. Real estate income is commission-based and expense-heavy, which is exactly what the AI Bookkeeper is good at. It categorizes every deposit and expense automatically as transactions import, keeps your books current between closings, and the Smart Shoebox matches receipts for staging, marketing, and client costs to the right transactions so deductions are captured.

Your transactions are categorized all year, so tax season starts with organized books. Generate a Profit and Loss statement for any period, export reports to CSV with receipts linked to each line item, and share access with your tax preparer, or book a CPA consultation right inside the app.

Yes. The AI Bookkeeper categorizes them as they import, and for vendors you see every month, like your brokerage, real estate board, or MLS provider, an Automation Formula locks in the same category every time so your books stay consistent.

Drag receipts into the Smart Shoebox or forward them to your business's secure email inbox. The AI reads each receipt and matches it to the right bank transaction automatically, so the expense is documented and ready to claim at tax time.

Yes. The dashboard charts revenue, expenses, and profit over time from your transaction data, with a monthly cash-flow chart and an expense breakdown, so you can see how the year is going at a glance instead of waiting for tax season.

Yes. Every plan starts with a 30-day free trial and you can cancel anytime. ReInvestWealth was built by CPAs to automate your books, so you can connect your accounts and see the AI work before you pay anything.

Connect your business bank accounts through Plaid (or upload your statements) and the AI Bookkeeper categorizes every transaction automatically, keeping your books current without manual data entry. It is trained on CPA-level categorization logic, and our CPAs review feedback and corrections to keep improving it. For vendors you see repeatedly, an Automation Formula locks in the same category every time.

Security is built into every layer of ReInvestWealth. All of your data is encrypted before it is stored and decrypted only when an authorized user of your business accesses it. Everything is hosted in secure Google Cloud data centers, and Google Sign-In adds another layer of protection against unauthorized access without you having to manage yet another password.

You can securely connect your business bank accounts through Plaid, and transactions import automatically every day. If your bank is not supported by Plaid, you can upload PDF bank statements instead and backfill your history. All credentials and data are encrypted.

Yes, through the Smart Shoebox. Drag and drop your receipts, or forward them to your business's secure email inbox, and the AI reads each one and matches it to the right bank transaction automatically. Matched receipts make your categorization even more accurate.

Yes. You can create and send professional invoices directly from ReInvestWealth, with or without Stripe. Connect Stripe to collect credit card and direct-debit payments online and have paid invoices reconciled and marked paid automatically.

The AI Bookkeeper takes over the routine work of categorizing, reconciling, and keeping your books current, so many owners run day to day without a bookkeeper. When you want professional judgment, you can book a CPA consultation right inside ReInvestWealth.

Yes. Already keeping your books somewhere else? We handle the switch from your current software. You can upload past bank statements to backfill your history, and the system reconciles existing transactions so nothing is duplicated.

Yes. From your business settings you can invite team members or your accountant, manage what each person can access, and revoke access at any time. You stay in control of who can view and manage your financial data.