What's live. What's next.
RealBooks is building the complete financial operating system for real estate investors. Here's where we are and where we're going.
Live now
Autonomous General Ledger
Self-managing financial engine that continuously classifies, reconciles, and posts transactions from bank feeds. No manual bookkeeping required.
Three Specialized AI Agents
Penny (expense capture & bookkeeping), Dollar Bill (asset creation & project management), and Uncle Sam (tax strategy & depreciation) — working together around the clock.
IRS Schedule Generation
Schedule C, Schedule D, Schedule E, Form 8949, Form 8582, and Form 4562 depreciation generated automatically from your live general ledger.
Cost Segregation Reports
AI-powered cost segregation analysis available as an add-on — fraction of the cost of an engineering firm study.
CPA Reports Suite
P&L, P&L by Asset, Balance Sheet, Rent Receivable, Accounts Payable, and Trial Balance — generated in real time from your live books.
AI Rehab Estimator
Dollar Bill generates geolocation-accurate rehab cost estimates using regional labor and material cost data — from a single plain-English conversation.
Short-Term Rental & Airbnb Support
STR and Airbnb income, platform fee tracking, cleaning costs, and furnishing depreciation — by property, by platform, by season.
Multi-Entity Portfolio Management
Native support for multiple LLCs, trusts, and S-Corps — each with their own clean books, all rolling up into a single portfolio dashboard.
Coming soon
Live Financial Forecasting
Q3 2026The only real estate platform with live financial forecasting running against a continuously reconciled general ledger. Project cash flow, expenses, and tax liability in real time — not from a static spreadsheet. No comparable tool exists.
Autonomous GL — Full Tax Depreciation Suite
Q3 2026Complete depreciation schedule implementation including bonus depreciation (Section 179), 5-, 7-, 15-, 27.5-year residential, and 39-year commercial schedules — all generated automatically from your asset records.
Multi-Family Property Support
Q4 2026Per-unit financial tracking for duplexes, triplexes, and apartment buildings. Unit-level P&L, rent rolls, and vacancy tracking — with the same native multi-entity model that already powers RealBooks' LLC and trust support.
BRRRR Workflow Automation
Q4 2026Purpose-built workflow for Buy, Rehab, Rent, Refinance, Repeat investors. Track each phase separately, calculate after-repair value, model refinance scenarios, and carry the basis automatically into the rental phase.
Tenant Management & Rent Collection
2027Lease tracking, rent invoicing, and payment collection built directly into the platform — with every payment automatically posted to the correct property in your general ledger.
Dollar Bill Material Intelligence
2027Data-driven finish and material recommendations — Dollar Bill will suggest alternatives based on what drives the highest property value uplift in your market. For example: recommending quartz over granite when his data shows it drives a $2,000+ increase in property value.
Start with what's live today.
The platform is already replacing bookkeepers, CPAs, and 10+ SaaS tools for investors managing 1 to 50+ properties.