Stop Juggling 5 Tools for Your Real Estate Clients
Manage unlimited entities, investment portfolios, and bank accounts in one dashboard. Built for accountants managing complex multi-entity clients.
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Sound Familiar?
Client has 8 LLCs + personal accounts
QuickBooks for each entity, Personal Capital for investments, Excel for consolidation. You spend hours reconciling data across platforms.
Real estate portfolios are a nightmare
Properties across multiple LLCs, rental income tracking, mortgage schedules, equity calculations. No tool does it all.
Your clients demand CFO-level insights
They want cash flow projections, investment performance, multi-entity consolidation. You're billing hours just to create basic reports.
One Dashboard. All Your Clients.
Built specifically for accountants managing complex multi-entity clients
Multi-Entity Management
Unlimited business entities per client. Track LLCs, corporations, partnerships, and personal finances—all in one place with complete data isolation.
Investment Portfolio Tracking
Track stocks, bonds, real estate, crypto—integrated with business accounts. The feature QuickBooks and Xero don't have.
Automatic Bank Sync (Plaid)
11,000+ institutions. Real-time transaction sync. Balance updates. End the CSV import nightmare.
AI-Powered Insights
Cash flow projections, anomaly detection, tax optimization suggestions. Fortune 500-level CFO intelligence for SMBs.
Perfect For These Client Types
Real Estate Investors
Multiple property LLCs, rental income tracking, mortgage schedules, equity calculations, and investment portfolios—all integrated.
Medical Practices
Practice finances, retirement accounts (401k, IRA), personal wealth tracking. Complete financial picture for high-net-worth professionals.
Crypto & Tech Founders
Business expenses, crypto portfolios, traditional investments, multi-currency support. Track it all in one place.
Accountant Pricing
Your clients get free access. You pay one simple monthly fee.
Accountant Basic
For small accounting practices
$99/month
- 10 client portfolios
- Unlimited entities per client
- Multi-client dashboard
- Plaid + Xero integration
- 5 accountant user seats
- Priority email support
Accountant Pro
For growing accounting firms
$199/month
- 25 client portfolios
- Everything in Basic
- White-label reports
- Custom branding
- 10 accountant user seats
- Priority phone support
Enterprise
For large accounting firms
$349/month
- 50 client portfolios
- Everything in Pro
- Full white-label solution
- Custom integrations
- Unlimited user seats
- 24/7 priority support
🎉 Launch Special: First 100 accountants get Accountant Basic for $79/month (forever)
Powered by Industry-Leading Integrations
Frequently Asked Questions
Do my clients need to pay separately?
No! Your clients get free access covered by your subscription. You manage access through your multi-client dashboard.
How does this compare to QuickBooks?
We complement QuickBooks, not replace it. Use QB for detailed accounting, use us for multi-entity consolidation and investment tracking—features QB doesn't have.
What happens if I exceed 10 clients?
Upgrade to Accountant Pro (25 clients) for $199/month or Enterprise (50 clients) for $349/month. No per-client overage fees.
Is Plaid integration really working?
Yes! We just received production approval. 11,000+ US and Canadian banks supported with real-time transaction sync.
Can I white-label this for my firm?
Yes! Accountant Pro includes white-label reports and custom branding. Enterprise includes full white-label solution with your domain.
Ready to Stop Juggling Tools?
Join accountants who manage complex multi-entity clients with ease
🎉 Launch special: First 100 accountants get $20/month off forever