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For Real Estate Agents, Brokers & Investment Teams

Your Real Estate Books. Organized by Deal. Done Automatically.

LedgerAI connects to QuickBooks and automatically categorizes your MLS fees, digital advertising, staging costs, commission splits, and contractor payments. See which deals are actually profitable. Hand your CPA clean books at year end.

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LedgerAI  ·  Books Review  ·  Premier Realty Group  ·  Q4 2024
298 transactions scanned Oct 1 – Dec 31, 2024
31 Reclassified
7 Needs Review
3 Personal Charges
2 Duplicate Clusters
4 Contractors
$4,200 Deductions Found
Flagged for your review
Marcus T. · Showing Agent $3,200.00 1099?
Zillow Premier Agent $1,840.00 Low Confidence
Target (personal) $112.00 Personal Charge
31 avg corrections applied per review
7 avg items flagged for your review
$4,200 avg deductions surfaced per review
QB corrections written back to QuickBooks automatically
14-day free trial, no credit card
Applied automatically
Zillow, Realtor.com, MLS, DocuSign, staging vendors, and 670+ other known vendors categorized without any action from you.
Flagged for your review
Commission splits, showing agent payments, and personal charges go to your review queue first.
Written back to QuickBooks
Only the corrections you approve get written back. Nothing changes in QuickBooks until you say so.
Never changed silently
Anything outside high-confidence stays in your queue. Your books are never modified without approval.
What LedgerAI Finds

The four issues that cost real estate
professionals the most money at tax time.

LedgerAI looks for the specific errors that hit real estate businesses hardest: marketing on the wrong account, showing agent payments missed for 1099, personal charges buried in business books, and deal costs never tracked to the right listing.

Marketing Error
Advertising & Marketing on the Wrong Account
Zillow Premier Agent, Realtor.com leads, Facebook/Instagram ads, and print marketing routinely land in "Miscellaneous" or "Office Expense." LedgerAI corrects them to Advertising and Marketing.
Corrections applied automatically
Zillow Premier Agent $840.00 Miscellaneous Advertising
Realtor.com Leads $320.00 Uncategorized Advertising
Facebook Ads (listings) $185.00 Office Expense Advertising
3 marketing expense corrections applied to QuickBooks
1099 Risk
Showing Agents & Commission Splits Not Tracked
Payments to showing agents, buyer's agent splits, and freelance assistants paid by check or Zelle often end up as "Uncategorized." LedgerAI routes them to Contract Labor and flags for 1099.
1099 contractor queue
Marcus T. · Showing Agent $4,800 YTD Needs W-9
Staging Coordinator $2,200 YTD Needs W-9
Photographer (per listing) $480 YTD Under $600
$7,000 in contractor payments tracked. 2 flagged for 1099.
Personal Charge
Personal Expenses Mixed Into Business Books
Personal shopping, restaurant meals, and household purchases on the business card inflate your marketing and operating costs and distort your per-deal profitability.
Personal charges detected
Target (personal) $112.00 Personal
Starbucks (personal) $34.50 Personal
Amazon (household) $89.00 Personal
$235.50 removed from business P&L and separated
Deal Costs Tracked
Per-Deal Costs Visible for the First Time
Staging, photography, virtual tours, and listing-specific marketing: when every deal cost lands in the right category, you can finally see which deals were actually profitable after all expenses.
Deal expense tracking
123 Main St. (staging) $1,800 Deal Marketing
Listing Photos + Video $350.00 Deal Marketing
Open House Costs $220.00 Deal Marketing
Deal costs tracked. See which listings are actually profitable.
How It Works

From connected to clean books
in a single run.

LedgerAI handles the mechanical work of the first pass and puts only what actually needs a decision in front of you.

Step 1

Connect QuickBooks in 60 seconds

One-click OAuth. No API keys, no configuration. LedgerAI reads your transactions directly from QuickBooks and starts categorizing immediately.

  • All QB Online plans supported
  • No QB password stored or shared
  • Choose any date range: monthly, quarterly, or full year
QuickBooks OAuth · Connecting...
✓ QuickBooks OAuth authorized
✓ Company: Premier Realty Group
✓ Period: Q4 2024 (Oct 1 – Dec 31)
Loading Q4 2024 data...
298 transactions loaded
Step 2

Real estate expenses categorized automatically

Zillow, Realtor.com, MLS, DocuSign, staging vendors, and 670+ vendors match instantly. Payments to showing agents and commission splits are routed to Contract Labor for 1099 tracking.

  • Marketing, MLS fees, staging, and commissions all handled
  • Contractor payments flagged for 1099 review
  • AI reviews only genuinely uncertain items
Categorization · Running patterns...
Zillow Premier Agent $840.00 Advertising auto
DocuSign $45.00 Software auto
Marcus T. · Showing $3,200.00 1099? 1099?
MLS Annual Fee $480.00 Dues & Licenses auto
284 matched  ·  7 sent to review queue  ·  3 personal detected
Step 3

You approve the decisions that matter

High-confidence corrections are written to QuickBooks automatically. Your review queue shows only what needs a real call: showing agent payments, uncertain vendors, and personal charges.

  • One-click approve or correct each item
  • Set a rule so the same vendor is handled automatically next time
  • Average real estate review takes under 10 minutes
Review Queue · 7 items
Marcus T. · Showing Agent $3,200 1099?
Zillow Premier Agent $1,840 Low Conf.
Target (personal) $112.00 Personal?
Approve (4)
Review All (7)
Real Results

What real estate professionals actually say.

JM
Jennifer M.
Real Estate Agent, FL
★★★★★

"LedgerAI tracks every commission by listing and every marketing dollar I spent on that deal. I can finally see which listings were actually profitable after staging, photography, and Zillow ads. It completely changed how I choose which clients to work with and how I price my services."

Per-deal cost visibility
$4,200 in deductions surfaced
All agent splits tracked for 1099
First time profitable deals clear
★★★★★

"I had Zillow, Realtor.com, MLS fees, DocuSign, and 12 different staging vendors all mixed together. LedgerAI sorted everything in the first week and my CPA said I saved about $4,200 in deductions I had been missing."

TR
Tom R.
Broker Associate, AZ
★★★★★

"Running a team of 8 agents means 40+ commissions and a hundred expenses a month. LedgerAI reconciles it all automatically. I get a clean report instead of a spreadsheet nightmare at the end of every quarter."

SC
Sandra C.
Team Leader, CA
Pricing

Less time on cleanup. Cleaner books for tax time.

If your first books review does not surface meaningful cleanup opportunities, cancel during the trial and pay nothing.

Monthly Annual Save 20%
Essential
$69/mo

Monthly categorization and flagged item review

  • QuickBooks sync (1 company)
  • Unlimited transactions
  • AI auto-categorization with 674+ patterns
  • MLS, advertising, and staging detection
  • Review queue: uncertain items flagged for your approval
  • Corrections written back to QuickBooks
  • Monthly books review report
  • Email support
Agency
$249/mo

For bookkeeping firms managing multiple clients

  • Everything in Pro
  • Up to 5 QB companies ($49 per additional)
  • Per-client vendor profiles
  • White-label reports
  • Priority onboarding

14-day free trial on all plans. No credit card required to start.

Questions real estate professionals ask.

Does LedgerAI know real estate vendor expenses? +

Yes. Zillow, Realtor.com, MLS platforms, DocuSign, Dotloop, staging companies, professional photographers, and title company fees are all in the built-in library. Marketing, licensing, and transaction costs are categorized correctly on the first run.

How does it handle commission splits and showing agent payments? +

Payments to showing agents, buyer's agents, and referral fees paid by check or Zelle are flagged as potential Contract Labor. Anyone paid over $600 year-to-date is added to the 1099 review queue.

Can it track costs by deal or listing? +

LedgerAI categorizes every expense to the correct account (advertising, staging, photography, commissions) and writes corrections to QuickBooks. Per-deal tracking using classes or job codes in QuickBooks becomes accurate once the underlying categorization is correct.

What about E&O insurance and NAR dues? +

Professional liability insurance, errors and omissions coverage, and association dues are recognized and categorized to the correct accounts automatically.

Can I review prior years? +

Yes. The Pro plan supports reviews on any date range going back to 2020. Useful for cleaning up books before a tax filing or audit.

Will it change my QuickBooks data? +

Only miscategorized transactions are updated, and only after you approve each change.

Can I cancel anytime? +

Yes. No fees, no lock-in.

Connect QuickBooks and finally see which deals are actually profitable.

Run a books review, catch every miscategorized marketing expense and missed showing agent 1099, and hand your CPA exactly what they need. 14-day free trial.

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14-day free trial  ·  No credit card required  ·  Cancel anytime

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