Real Estate & Property Management + San Francisco

AI Bookkeeping for Real Estate & Property Management in San Francisco

SortBooks automates Xero bookkeeping for real estate & property management businesses in San Francisco. Stop wrestling with Sales Tax + Federal compliance and manual data entry - let AI handle your transaction categorisation, bank reconciliation and financial reporting so you can focus on running your San Francisco real estate & property management business.

Why Real Estate & Property Management Businesses in San Francisco Struggle with Bookkeeping

Running a real estate & property management business in San Francisco means dealing with sales tax nexus, 1099 tracking and IRS reporting on top of your day-to-day operations. Here are the bookkeeping challenges we solve:

Trust account reconciliation is high-stakes

SortBooks eliminates this problem with AI-powered automation that learns how your San Francisco real estate & property management business operates.

Tracking income/expenses across properties

SortBooks eliminates this problem with AI-powered automation that learns how your San Francisco real estate & property management business operates.

Owner disbursement calculations

SortBooks eliminates this problem with AI-powered automation that learns how your San Francisco real estate & property management business operates.

Maintenance expense allocation

SortBooks eliminates this problem with AI-powered automation that learns how your San Francisco real estate & property management business operates.

How SortBooks Automates Bookkeeping for Real Estate & Property Management

Purpose-built features for real estate & property management businesses in San Francisco, with full Sales Tax + Federal compliance for IRS.

Trust account reconciliation

Tailored for real estate & property management businesses operating in San Francisco, California.

Per-property income and expense tracking

Tailored for real estate & property management businesses operating in San Francisco, California.

Owner statement generation

Tailored for real estate & property management businesses operating in San Francisco, California.

Maintenance cost allocation

Tailored for real estate & property management businesses operating in San Francisco, California.

Vacancy and arrears tracking

Tailored for real estate & property management businesses operating in San Francisco, California.

Rental yield and ROI reporting

Tailored for real estate & property management businesses operating in San Francisco, California.

United States Tax Compliance for Real Estate & Property Management

SortBooks handles all United States compliance requirements automatically, so your real estate & property management business in San Francisco stays on the right side of IRS.

Multi-state sales tax tracking
1099 contractor payment tracking
IRS Schedule C preparation support
Quarterly estimated tax calculations
State-specific compliance (B&O, franchise tax, etc.)
Payroll tax reconciliation
Managing 150 properties means thousands of transactions. SortBooks allocates every cent to the right property automatically. Trust account reconciliation takes minutes now.

Nathan Edwards

Director, Edwards Property Group

Pricing

Less than your weekly coffee

Start with a 14-day free trial. Upgrade when you grow. No lock-in contracts.

Starter

$49/month

For sole traders and small businesses getting started

  • 1 Xero organisation
  • Up to 500 transactions/month
  • AI transaction categorisation
  • Basic BAS/VAT reports
  • Email support
  • 14-day free trial
Start 14-Day Trial
Most Popular

Professional

$149/month

For growing businesses that need full automation

  • Up to 3 Xero organisations
  • Unlimited transactions
  • AI transaction categorisation
  • AI CFO chat and insights
  • Full BAS/VAT compliance reports
  • Cash flow forecasting
  • Priority support
  • 14-day free trial
Start 14-Day Trial

Enterprise

$399/month

For accountants and multi-entity businesses

  • Unlimited Xero organisations
  • Everything in Professional
  • White-label reports
  • Multi-client dashboard
  • Dedicated account manager
  • 14-day free trial
Start 14-Day Trial

Ready to automate bookkeeping for your San Francisco real estate & property management business?

Join thousands of real estate & property management businesses using SortBooks to save 10+ hours a week on bookkeeping.

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