Keep the books for every property. Without the spreadsheet.
Tag imports your bank and card statements, lets you tag each transaction with a single keystroke, and has CAM, cash-flow and loan reports ready when your tenants or accountant ask.
- Works with any bank's CSV
- No password: sign in with an email code
Harbor Plaza · March0 of 6 taggedBuilt for the way property owners keep books. Not a general ledger with real estate bolted on.
Faster with keystrokes
One key tags a transaction and the next one is ready. No dropdowns, no copying formulas down a column.
Organized by property
Every transaction belongs to a property or business, with CAM lines, projects and loans set up the way you think about them.
Ready for CAM reconciliation
Mark which expenses tenants share as you tag. The CAM report totals them by line for each property.
Shared with your team
Invite partners and your accountant by email. Choose who can edit and who can only view.
From bank statement to report in five steps.
Import statements from any bank
Drop in CSV files from your bank and card accounts. Chase is read automatically; for other banks, match the columns once. Duplicates are skipped, so overlapping dates are fine.
Keep properties and businesses separate
Set up OpEx by CAM line, with a flag for what tenants share, CapEx by project, income, and excluded items like transfers. Each account has a default property.
Tag each transaction with one key
Press a key, pick the line, and the next transaction is selected. On a phone, swipe a row instead.
Let rules handle the regulars
Make a rule from any transaction, and next month's charges from that vendor arrive already tagged. For everything else, you get a suggestion you can accept with A.
See the full picture
Income, OpEx, CapEx and debt service down to cash flow, for one property or all of them. Download CAM, cash-flow and loan reports for tenants and your accountant.
Made for small teams that own and manage property.
Property owners
See what each building earns and costs, and have CAM numbers ready before tenants ask.
Small landlords
Keep a duplex, a few rentals and your own business apart without a separate spreadsheet for each.
Bookkeepers and accountants
Get tagged, labeled books and a Schedule E summary from clients, with view-only or edit access.
Start with this month's statements.
Create your account with just your email, add your first property, and import a CSV. You can look around a demo property first.
No invitation or password needed. Enter your email and we'll send a code that creates your account. If someone already shared their books with you, use that email so they're waiting for you.