Plans that grow with
your portfolio.
Start with what you need today and scale as you grow. Every plan includes a free trial — no credit card required.
Pay annually, save 2 months — that's ~17% off.
Bird Dog
First rental
Save $100/yr vs. monthly
For investors getting started with their first property — free for the first 12 months.
What's included
- Entities 1
- Assets 3
- Asset Management
- Project Management
- Expense Management
-
Penny AI Limited -
Dollar Bill AI -
Uncle Sam AI - Bank Sync
- IRS Schedule Creation add on
- IRS 8949 / 8582
- IRS 4562 Depreciation
- CPA Reports
- Cost Seg Report add on
Rehabber
Scaling up
Save $200/yr vs. monthly
For investors ready to scale beyond their first property.
What's included
- Entities 2
- Assets 10
- Asset Management
- Project Management
- Expense Management
- Penny AI
- Dollar Bill AI
- Uncle Sam AI
- Bank Sync
- IRS Schedule Creation
- IRS 8949 / 8582
- IRS 4562 Depreciation
- CPA Reports
- Cost Seg Report add on
DIY'er
Growing portfolio
Save $400/yr vs. monthly
For hands-on investors managing multiple properties and entities.
What's included
- Entities 3
- Assets 25
- Asset Management
- Project Management
- Expense Management
- Penny AI
- Dollar Bill AI
- Uncle Sam AI
- Bank Sync
- IRS Schedule Creation
- IRS 8949 / 8582
- IRS 4562 Depreciation
- CPA Reports
- Cost Seg Report add on
Mogul
Serious investors
Save $600/yr vs. monthly
Full-featured for investors with a large, growing portfolio.
What's included
- Entities 5
- Assets 50
- Asset Management
- Project Management
- Expense Management
- Penny AI
- Dollar Bill AI
- Uncle Sam AI
- Bank Sync
- IRS Schedule Creation
- IRS 8949 / 8582
- IRS 4562 Depreciation
- CPA Reports
- Cost Seg Report add on
Executive
Corporations & funds
Custom solutions for large portfolios and institutional investors.
What's included
- Entities Unlimited
- Assets Unlimited
- Asset Management
- Project Management
- Expense Management
- Penny AI
- Dollar Bill AI
- Uncle Sam AI
- Bank Sync
- IRS Schedule Creation
- IRS 8949 / 8582
- IRS 4562 Depreciation
- CPA Reports
- Cost Seg Report
Need more? Add as you grow.
Add-ons are available on every paid plan so you only pay for what you use.
Compare plans
See exactly what's included in every tier.
| Feature | Bird Dog | Rehabber | DIY'er | Mogul | Executive |
|---|---|---|---|---|---|
| # of Entities | 1 | 2 | 3 | 5 | Custom |
| # of Assets | 3 | 10 | 25 | 50 | Custom |
| Asset Management | |||||
| Project Management | |||||
| Status Workflows | |||||
| Budget Management | |||||
| Rehab Estimator | |||||
| Penny AI | Limited | ||||
| Dollar Bill AI | |||||
| Uncle Sam AI | |||||
| Expense Management | |||||
| Email Invoicing | |||||
| Transaction Management | |||||
| Loan Management | |||||
| Bank Sync | |||||
| User Management | |||||
| Role Management | |||||
| Custom Attributes | |||||
| Standard Reporting | |||||
| AdHoc Reporting | |||||
| IRS Schedule Creation | add on | ||||
| Schedule C | add on | ||||
| Schedule D | add on | ||||
| Schedule E | add on | ||||
| IRS 8949 | |||||
| IRS 8582 | |||||
| IRS 4562 Depreciation | |||||
| CPA Reports | |||||
| P&L | |||||
| P&L by Asset | |||||
| Balance Sheet | |||||
| Rent Receivable | |||||
| Accounts Payable | |||||
| Trial Balance | |||||
| Cost Seg Report | add on | add on | add on | add on |
Common questions
Can I change plans later?
Absolutely. You can upgrade or downgrade at any time. Changes take effect on your next billing cycle.
How do add-ons work?
Each plan includes a set number of entities and properties. If you need more, simply add them at $50 per entity and $10 per property per month. Add-ons are prorated and can be added or removed at any time.
Can I try RealBooks for free?
Yes. The Bird Dog plan is free for the first 12 months — perfect for investors with their first property. After that it's $50/month. Every other paid plan (Rehabber, DIY'er, Mogul) includes a 3-month free trial. No credit card required to start.
What counts as an "entity"?
An entity is any legal structure you use to hold properties — such as an LLC, trust, or S-Corp. Each entity gets its own financial tracking and reporting.
What is Cost Segmentation?
Cost segmentation (also called cost segregation) accelerates depreciation by reclassifying components of your property into shorter depreciation schedules. The Cost Seg Report is available as a one-time add-on on every plan — $399 per property on Free, $299 per property on Bird Dog, DIY'er, and Mogul. Included with Executive.
Not sure which plan is right?
Our team can help you find the perfect fit for your portfolio. Book a quick call and we'll walk you through it.
Common questions
Everything you need to know about plans and pricing.
Is there a free plan?
Yes — the Bird Dog tier is completely free for your first 12 months. After that it's $50/month. No credit card required to start.
What counts as an 'entity'?
An entity is any legal structure that holds real estate — an LLC, S-Corp, trust, partnership, or sole proprietorship. If you own properties under multiple LLCs, each LLC is one entity.
What counts as an 'asset'?
An asset is any individual property you track in RealBooks — a rental home, commercial unit, short-term rental, or vacant land parcel. Each address is typically one asset.
Can I switch plans as my portfolio grows?
Absolutely. You can upgrade or downgrade at any time from your account settings. When you upgrade, the new plan takes effect immediately and you're billed a prorated amount for the remainder of the billing cycle.
What is the annual billing discount?
Paying annually gives you 2 months free — that's roughly a 17% discount. For example, the Rehabber plan is $100/month or $1,000/year.
Does RealBooks replace my CPA?
RealBooks automates the bookkeeping, classification, and tax form generation that typically consumes most of a CPA's billable hours on your account. Many investors use RealBooks alongside their CPA to reduce the CPA's prep time — and their bill. For complex tax strategy, a CPA relationship remains valuable.
Which IRS forms does RealBooks generate?
Paid plans include Schedule C, Schedule D, and Schedule E. As your portfolio grows, higher tiers unlock IRS Form 8949, Form 8582, and Form 4562 (depreciation). Cost Segregation Reports are available as a paid add-on on all plans.
Is my financial data secure?
Yes. RealBooks uses bank-level 256-bit AES encryption at rest and TLS 1.3 in transit. Bank connections are read-only via Plaid — we can never move money. Your data is never sold or shared with third parties.
Still have questions? Contact us or visit our documentation.