Protect & Report · Step 8

Books that close
themselves.

Every rent payment, fee, and vendor bill is categorized the moment it happens, so your owner statements, profit and loss, and year-end tax packet are ready whenever you are.

No spreadsheets. No shoebox of receipts. Just clean books.

This year

Portfolio · 8 units

Up to date

Net operating income

$48,200

Cap rate

7.4%

Occupancy

96%

Auto-categorized

Bookkeeping that does itself.

Rent, fees, and vendor bills are categorized the moment they post, sorted by property and by the IRS Schedule E category they belong to. By December, there is nothing to reconstruct.

  • Income and expenses tagged to the right Schedule E line.
  • Split cleanly by property and unit, even across a whole portfolio.
  • The co-pilot proposes a category, you confirm with a tap.

Recent activity

Rent, Unit 2

Income

+$2,100

Joe's Plumbing

Repairs

-$180

Landlord insurance

Insurance

-$95

Late fee, Unit 4

Income

+$50

Year-end packet

Ready
Schedule E summary
Profit & loss
Owner statement
1099-NEC, vendors
Tax-ready exports

The packet your accountant will thank you for.

One click produces a Schedule E summary, a profit and loss statement, owner statements, and the 1099s for the vendors you paid. Hand it to your accountant, or import it into your tax software.

It does not replace your accountant. It just means they start with clean, organized numbers instead of a year of guesswork.

See the whole portfolio
Portfolio insight

Know your numbers, not just your balance.

Cap rate, occupancy, and cash flow are tracked live across the portfolio. The co-pilot reads the trend and surfaces the one number worth your attention, in plain language.

  • Cap rate, cash flow, and occupancy, always current.
  • A plain-language read on what is helping and what is dragging.

Cap rate

7.4%

Occupancy

96%

Cash flow

+$3.1k

Co-pilot insight

Your cap rate beats the local median, but a 28-day vacancy on Bay 6F is the biggest drag. Filling it would add about $1,425 a month.

Clean books in three steps

Set it up once, and the year takes care of itself.

1

Money moves

Rent comes in, vendor bills go out, all through Rentari.

2

Auto-categorized

Each entry is tagged by property and Schedule E category as it posts.

3

Reports on demand

Pull a P&L, owner statement, or the full tax packet whenever you need it.

Questions, answered

Does this replace my accountant?

No, it makes their job easier. Rentari keeps your books clean and categorized all year, so your accountant starts from organized numbers. It is not a substitute for tax advice.

What reports can I generate?

A Schedule E summary, profit and loss, cash-flow and owner statements, and per-property breakdowns. Each can be exported as a PDF or CSV in one click.

Does it handle 1099s for my vendors?

Yes. It tracks what you paid each vendor through the year and prepares 1099-NEC forms for the ones who cross the reporting threshold, so January is not a scramble.

Can I import past data?

You can add prior transactions and opening balances so the year is complete. Going forward, everything that flows through Rentari is categorized automatically.

AI accounting

Tax-ready reports in minutes.

Every expense auto-categorized, with P&L and Schedule E ready to export whenever you need them.

Rentari AI accounting: tax-ready financial reports

Close your books for good.

Categorized as it happens, reports on demand, taxes ready in January. Start free.

See your numbers

Free to start. No card required. Upgrade anytime.