One account. All platforms.
Your portfolio, everywhere
Start on web for the full experience. Sync to mobile for on-the-go tracking. Your data stays in sync across all devices.
Recommended for new users
Web Portal
The heart of your financial operations. Optimized for heavy lifting, bulk import, deep portfolio analysis, and CPA-review-ready export packages.
AI-powered import
Process thousands of rows in seconds with smart categorization
Portfolio analytics
Multi-property performance metrics and Schedule E mapping
Mobile Apps
Scan receipts, log hours, and capture deductions on the go. Everything stays synced.
iOS App
The fastest way to capture receipts and notes on the move. Designed for audit-friendly documentation.
- AI receipt scanning
- Mileage logging
- REPS hour tracking
Android
Android app coming May 2026. In the meantime, the web portal works great on mobile browsers.
- Full web portal access today
- Import CSVs from banks and platforms
- Same account, synced everywhere
Android app, May 2026
