Real Estate & Property Management + United States

AI Bookkeeping for Real Estate & Property Management in United States

SortBooks automates Xero bookkeeping for real estate & property management businesses across United States. Full Sales Tax + Federal compliance with IRS, industry-specific automation and real-time financial reporting - purpose-built for United States's real estate & property management sector.

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Bookkeeping Challenges for Real Estate & Property Management in United States

Trust account reconciliation is high-stakes

SortBooks solves this with AI automation that understands United States's Sales Tax + Federal requirements for real estate & property management businesses.

Tracking income/expenses across properties

SortBooks solves this with AI automation that understands United States's Sales Tax + Federal requirements for real estate & property management businesses.

Owner disbursement calculations

SortBooks solves this with AI automation that understands United States's Sales Tax + Federal requirements for real estate & property management businesses.

Maintenance expense allocation

SortBooks solves this with AI automation that understands United States's Sales Tax + Federal requirements for real estate & property management businesses.

Industry-Specific Features

  • Trust account reconciliation
  • Per-property income and expense tracking
  • Owner statement generation
  • Maintenance cost allocation
  • Vacancy and arrears tracking
  • Rental yield and ROI reporting

United States Compliance

  • 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
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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
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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
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Automate bookkeeping for your United States real estate & property management business

Join thousands of real estate & property management businesses using SortBooks across United States.

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Real Estate & Property Management Bookkeeping by City in United States

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