For real estate agents
Bookkeeping for real estate agents, done from your statements
Drop in the statements and exports real estate agents already have. ProfitBooks categorizes every transaction, tracks the deductions that matter for your work, and hands your tax preparer a clean profit and loss. $20 a month, billed annually, plus pay-as-you-go credits.
100 free credits at signup, 10 free every day. No card required.
What you upload
- Checking statement
- Credit card statement
- Commission statements from your brokerage
- Receipts for marketing, staging, mileage
What gets categorized
- Commission income
- Brokerage and MLS fees
- Marketing and photography
- Mileage
- Client gifts and meals
Deductions to look for
- Vehicle mileage (usually the biggest deduction)
- MLS, board and license fees
- Marketing, signage, photography
- Home office
- Client gifts (up to $25 per client)
- E&O insurance
- Continuing education
Why it fits
Built for the way real estate agents actually run money.
Income arrives from a few sources, expenses land on one or two cards, and nobody has time to categorize 12 months of it in April. ProfitBooks reads the statements, learns your vendors, and keeps the profit and loss current so quarterly taxes stop being a guess.
- Chart of accounts built for your industry from one question
- Confidence threshold: auto-finalize the obvious, review the rest
- Year-end totals by category, ready for Schedule C or your preparer
- Need a reconciled balance sheet? Full Books, $99 a month billed annually, replaces the bookkeeper
Pricing
What real estate agents pay
About 90 transactions a month is 1,080 a year, which fits inside the 10 free credits you get every day. You would pay the $240 a year base plan ($20 a month, billed annually) and nothing else.
FAQ
Questions, answered
Do I need to connect my bank?
No. Download the PDF statement from your bank or take a photo of it. ProfitBooks reads it. No logins shared, no feeds to babysit.
What does it cost for real estate agents?
About 90 transactions a month is 1,080 a year, which fits inside the 10 free credits you get every day. You would pay the $240 a year base plan ($20 a month, billed annually) and nothing else.
Can my tax preparer use it?
Invite them free. They see the same profit and loss and ledger you do (and the reconciled balance sheet on Full Books), and can export CSV for their software.
Commissions come in big irregular checks. Can it handle quarterly tax estimates?
Yes. Your profit and loss shows year-to-date net profit, and the free quarterly tax calculator turns that into a payment amount.
Your books for real estate agents, done tonight.
Create a free account, drop in a bank statement, and watch every transaction get categorized. 100 free credits to start, 10 more every day. No card required.
Takes about 90 seconds. No sales call, no onboarding fee, no contract.