Built an OCR tool to automate Schedule E cash-basis bookkeeping – looking for beta te
Hey everyone,
Like many of you, I've spent way too many weekends manually entering data from messy property tax bills and mortgage statements just to keep my Schedule E prep accurate. I was specifically frustrated by the lack of mobile-first tools that strictly enforce cash-basis accounting (relying on the actual bank "Date Cleared" rather than the printed "Due Date" to avoid crossing tax years).
I lead software engineering teams by day, so I decided to build a solution myself. I've developed a mobile-optimized ledger tool that uses AI/OCR to scan your vendor bills, automatically split deductible interest from non-deductible principal, and log everything directly into a strict cash-basis format.
I'm getting ready to launch the beta and I'm looking for a handful of experienced landlords to stress-test it with their most complex receipts. I want brutally honest feedback on the data integrity, the OCR fallback logic, and whether the 6-month trailing cash flow dashboard actually helps your daily operations.
(Note: To respect the BiggerPockets community rules, I am not posting any links here. If you are willing to test the beta for free and give me feedback, please send me a direct message )