Meet your AI financial team
Three specialized AI agents. One mission: make sure every dollar in your real estate portfolio is tracked, managed, and working as hard as possible.
Penny
Penny tracks it.
Penny is your always-on AI bookkeeper. The moment a transaction hits your account, Penny reads it, categorizes it by property and IRS expense type, and flags anything deductible — with zero manual effort on your part. She captures receipts from your phone, your email, and your bank feed, and keeps every property's books audit-ready year-round.
What Penny does
- Automatically categorizes every transaction by property and expense type
- Captures receipts via iOS app, Android app, or email forwarding
- Flags deductible items and IRS-standard categories in real time
- Syncs with bank feeds — no CSV imports, no manual entry
- Assigns mixed-use expenses to the correct property split
- Generates instant expense reports by property, category, or date range
- Keeps records audit-ready with attached receipts and notes on every transaction
- One-click CPA sharing with read-only access
Dollar Bill
Dollar Bill builds it.
Dollar Bill is your AI general contractor. Tell him about a new acquisition or an existing property that needs work — he takes it from there. Using AI trained on regional labor and material costs, Dollar Bill generates geolocation-accurate rehab estimates, breaks the project into rooms and work items, assigns budgets, and tracks progress as jobs come in. He also serves as your project memory: ask him for the tile you used in your Airbnb last year, the paint color in a rental's living room, or the contractor you used for your last roof — he has the answer.
What Dollar Bill does
- Generates geolocation-accurate rehab estimates based on local labor and material costs
- Breaks projects into rooms and individual work items with line-item budgets
- Manages active projects and tracks completion as work is invoiced and paid
- Remembers every material, finish, and specification from every past project
- Stores contractor contacts, quotes, and performance history per property
- Compares actual spend to estimate and flags overruns in real time
- Links project expenses directly to the correct property in your books
- Produces project summaries ready to hand off to a GC or property manager
Uncle Sam
Uncle Sam saves it.
Uncle Sam is your AI tax strategist — and he works year-round, not just in April. He monitors your portfolio for every available deduction, handles bonus depreciation and cost segregation analysis, and builds a complete tax summary across all your properties. When tax season arrives, he generates a clean, CPA-ready report with total deductions, taxable income, and estimated savings — exportable in one click.
What Uncle Sam does
- Tracks deductible expenses across your entire portfolio automatically
- Performs bonus depreciation and cost segregation analysis at the property level
- Allocates costs across 5-, 7-, 15-, and 27.5- (Residential) and 39-year (Commercial) depreciation schedules
- Builds a complete tax summary by property: income, expenses, and net position
- Calculates estimated tax liability and potential savings before year-end
- Generates a CPA-ready tax report exportable in one click
- Flags missed deductions and optimization opportunities throughout the year
- Stays current with IRS rule changes that affect real estate investors
Your AI team is ready.
Are you?
Penny, Dollar Bill, and Uncle Sam work together around the clock so you can focus on growing your portfolio.