Bookkeeping that speaks
real estate
Sync your bank, let AI categorize every expense, track commissions deal by deal, and walk into tax season already done. No accountant required.
Your entire back office, one login
Everything an agent needs to run the money side of the business — without duct-taping five apps together.
Connect your accounts via Plaid and let AI categorize every transaction into real-estate-specific categories — with confidence scores, reasoning, and rules that learn from your corrections.
Track every deal from contract to close. Enter sale price, commission rate, and your split — closing a deal posts your net commission to the books automatically.
Tag expenses to deals — staging, photography, signage — and see exactly what each closing actually netted you after costs.
Log showings and client drives, apply the current IRS rate automatically, and post deductions straight to your books. No separate mileage app subscription.
Send invoices, track bills, and match them to the bank transaction that settled them — so nothing is double-counted and nothing slips through.
Agent-specific Schedule C categories out of the box — MLS dues, E&O insurance, lockboxes, staging — plus quarterly estimate planning and tax savings recommendations.
Set up in minutes, not weekends
Connect your bank
Link accounts securely through Plaid. Transactions flow in automatically.
Approve AI suggestions
AI categorizes everything into agent-specific categories. You just review and approve.
Close deals, see profit
Track commissions per deal, tag expenses, and know your real numbers at tax time.
Simple pricing that pays for itself
One missed deduction costs more than a year of ReAgentBooks. Start free, upgrade when the automation earns it. Paid plans include a 14-day free trial.
- Manual transaction entry
- Mileage tracking with IRS rates
- Real-estate chart of accounts (system categories)
- 3 invoices per month
- Basic income & expense reports
- 1 user
- Everything in Free
- 2 connected bank accounts
- Daily automatic bank sync
- AI categorization + smart rules
- Receipt scanning & storage
- Bank reconciliation
- 20 invoices per month
- 25 custom categories
- Full financial reports
- Everything in Solo
- 5 connected bank accounts
- On-demand bank refresh
- Deals & commission tracking
- Per-deal P&L
- Unlimited invoices & bills with matching
- Unlimited custom categories
- Tax planning & quarterly estimates
- Team seats & roles (coming soon)
- Priority support
Frequently asked questions
Is my financial data secure?
Yes. Bank connections run through Plaid — we never see or store your bank credentials. All sensitive tokens are encrypted at rest with AES-256, and your data is isolated to your account.
Do I need a credit card to start?
No. The Free plan is free forever with no card required, and paid plans start with a 14-day free trial.
How is this different from QuickBooks?
QuickBooks is built for every business. ReAgentBooks is built for real estate agents: commission tracking with splits, per-deal P&L, mileage deductions, and a Schedule C chart of accounts with categories like MLS dues, staging, and E&O insurance already set up.
Why are bank connections limited per plan?
Each live bank connection has a real cost through Plaid, our secure banking partner. Metering connections keeps plans affordable — and most solo agents run their business through one or two accounts anyway. Need more than five? Reach out and we'll set you up.
Can I switch plans or cancel anytime?
Yes. Upgrade, downgrade, or cancel whenever you like — your data stays yours, and you can export it at any time.
How does the AI categorization work?
Every synced transaction gets an AI-suggested category with a confidence score and reasoning. Accept or correct it — the app learns your merchant rules so recurring expenses categorize themselves next time.
Stop doing your books in a spreadsheet
Join agents who know their numbers deal by deal. Free to start, no credit card required.