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.

Solo

$19/month

Save 8+ hours/week on bookkeeping

  • 1 Xero organisation
  • Up to 200 transactions/month
  • AI categorises every transaction for you
  • P&L reports generated automatically
  • Email support
  • 14-day free trial, no card needed
Try Free for 14 Days
Most Popular

Growth

$49/month

Your bookkeeper replacement for $49/month

  • 1 Xero organisation
  • Up to 1,000 transactions/month
  • 97%+ accurate AI categorisation
  • Ask your AI CFO anything (5/day)
  • BAS/GST/VAT reports done for you
  • Email support
  • 14-day free trial, no card needed
Try Free for 14 Days

Scale

$149/month

Replace $2,000/month bookkeeping for $149

  • Up to 3 Xero organisations
  • Up to 5,000 transactions/month
  • Premium AI (learns your chart of accounts)
  • Unlimited AI CFO questions
  • Cash flow forecasting included
  • Priority support
  • 14-day free trial, no card needed
Try Free for 14 Days

Practice

$299/month

Manage 100+ clients. Free your team for advisory.

  • Unlimited Xero organisations
  • Unlimited transactions
  • Premium AI across all clients
  • Unlimited AI CFO for every client
  • White-label reports (your brand)
  • Multi-client dashboard
  • Dedicated support
  • 14-day free trial, no card needed
Try Free for 14 Days

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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