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RealBooks
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About us
RealBooks is an AI-powered finance and tax platform built specifically for real estate investors — the operating system that runs your portfolio from acquisition through renovation, operations, and tax return. We replace the stack most investors stitch together today (QuickBooks, Expensify, Asana, a bookkeeper, a CPA, a cost segregation vendor, and a half-dozen other tools) with one system that runs continuously instead of once a month. At the core is an Autonomous General Ledger run by three AI agents. Penny is your bookkeeper — she categorizes every transaction by property and entity and keeps your books continuously closed. Dollar Bill is your AI general contractor — describe a new acquisition in plain English and he’ll spin up the property, build a room-by-room rehab project, and generate AI cost estimates. Uncle Sam is your year-round tax advisor — depreciation, cost segregation, quarterly estimates, REPS hour tracking, and CPA-ready Schedule E, D, 4562, 8949, and 8582 outputs. The platform handles long-term rentals, short-term rentals, fix-and-flips, BRRRR deals, and multi-entity portfolios. What makes RealBooks different is that it was built for real estate from the ground up, not a generic accounting tool with a real estate skin. The data model understands HUD closings, dealer status, REPS, and the difference between an STR and an LTR. Pricing scales with you — from a free Bird Dog tier for first-time investors, through Rehabber and DIY’er for active operators, up to Mogul and custom Executive tiers for larger portfolios and funds.
Specialties
Tax & Accounting
Tax planning & strategy
Accounting
Bookkeeping
Tax prep & filing
Syndication Taxes
Cost Segregation
STR Loophole
1031 Exchange
Business Taxes
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