9 Best Accounting Software for Real Estate Agents in 2025

par | Dernière mise à jour Sep 13, 2025

Les plus en vue
Dext Best
4.8
  • Boîte de réception des coûts
  • Intégration
  • Receipts & Invoices
  • Historique de la soumission
  • Automating Workflow
  • Essai gratuit disponible
  • Plans payants à partir de $24/mois
Meilleure valeur
Puzzle IO Best
4.5
  • Perspectives financières
  • Conformité fiscale
  • Services de comptabilité
  • L'écosystème des partenaires
  • Automatisation de la comptabilité d'exercice
  • Plan gratuit disponible
  • Paid plans from $42.50/month
Meilleur résultat global
Xero Best
4.0
  • Tableau de bord du compte
  • Modèle de facture
  • Comptabilité avancée
  • Aperçu des activités
  • Automatiser la saisie des factures
  • Essai gratuit disponible
  • Forfaits payants à partir de $29/mois
Best Accounting Software for Real Estate Agents

As a real estate agent, your time is your most valuable asset.

You’re busy showing properties, meeting clients, and negotiating deals.

The last thing you want to do is spend hours buried in spreadsheets.

You’re not alone; many agents struggle with the tedious, time-consuming parts of accounting.

What if you could spend less time on paperwork and more time on closing deals?

The answer lies in the right tools.

This article will lead you through the 9 Best AI Accounting Software for Real Estate Agents in 2025, showing you how they can transform your entreprise and give you back your time.

What is the Best Accounting Software for Real Estate Agents?

Choosing the best AI accounting software depends on your needs.

The right AI powered tools can streamline business processes and drive business growth by giving you a clear view of your company’s financial performance.

You’ll find that these tools, especially the top expense management software, handle relevant données with ease.

This helps you focus on what’s important, and don’t worry—AI won’t replace comptables; it just makes their job easier.

1. Dext (⭐4.8)

Dext is a powerful tool for accounting firms and professionals.

It uses artificial intelligence to automate bookkeeping.

You can simply upload receipts and invoices, and Dext will use AI technology to extract the financial data.

It saves so much time and helps reduce errors.

The data analysis it provides helps you get a better handle on your finances.

Libérez son potentiel grâce à notre Dext tutorial.

page d'accueil dext

Notre point de vue

dext CTA

Prêt à récupérer plus de 10 heures par mois ? Découvrez comment la saisie automatisée des données, le suivi des dépenses et les rapports de Dext peuvent rationaliser vos finances. 

Principaux avantages

Dext se distingue vraiment lorsqu'il s'agit de faire de la gestion des dépenses un jeu d'enfant.

  • 90% des utilisateurs signalent une diminution significative de l'encombrement du papier.
  • Il affiche un taux de précision de plus de 98% dans l'extraction de données à partir de documents.
  • La création de notes de frais devient incroyablement rapide et facile.
  • S'intègre facilement aux plateformes comptables les plus courantes, telles que QuickBooks et Xero.
  • Permet de ne jamais perdre la trace de documents financiers importants.

Tarification

  • Annuellement Abonnement : $24
tarification du dext

Pour

  • Super handy mobile app.
  • Receipt scanning.
  • Réduit la paperasserie.
  • L'intégration avec Xero est transparente.
  • Keeps all expenses well-organized.

Cons

  • Les fonctions de rapport sont plutôt basiques.
  • Il n'est pas vraiment axé sur les prévisions.
  • Des problèmes occasionnels surviennent dans l'extraction des données

2. Puzzle IO (⭐4.5)

Puzzle IO is built for real-time financial data.

This software uses AI to automate many financial processes, from bookkeeping to reporting.

It continuously analyzes financial data to catch errors before they become a problem.

It’s perfect for those who want their books to be accurate and up-to-date every single day, not just at month’s end.

Libérez son potentiel grâce à notre Tutoriel Puzzle IO.

puzzle io homepage

Notre point de vue

puzzle io CTA

Ready to simplify your finances? See how Puzzle io can save you up to 20 hours a month. Experience the difference today!

Principaux avantages

Puzzle IO really shines when it comes to helping you understand where your business is headed.

  • 92% of users report better financial forecasting accuracy.
  • Get real-time insights into your cash flow.
  • Easily create different financial scenarios to plan.
  • Collaborate seamlessly with your team on financial goals.
  • Track key performance indicators (KPIs) in one place.

Tarification

  • Accounting basics: $0/mois.
  • Accounting Plus Insights: $42.50/month.
  • Accounting Plus Advanced Automation: $85/month.
  • Accounting Plus scale: $255/month.
puzzle io pricing

Pour

  • Love the strong focus on planning.
  • Forecasting tools are impressive.
  • Real-time data is super helpful.
  • Collaboration features work quite well.
  • Interface feels pretty intuitive.

Cons

  • It might be overkill for very small setups.
  • Integration options could be broader.
  • Customer support response time varies.

3. Xero (⭐4.0)

Xero is a well-known name in the accounting industry.

Their AI-powered features, like the Financial Superagent JAX, help automate bank reconciliations and data entry.

JAX learns your business rhythms to faire smart suggestions.

The system uses NLP to understand your queries and provide actionable insights.

Libérez son potentiel grâce à notre Tutoriel Xero.

Untitled design 1 4

Notre point de vue

xero CTA

Rejoignez plus de 2 millions d'entreprises utiliser Xero accounting software. Explore its powerful invoicing features now!

Principaux avantages

  • Automated bank reconciliation
  • Online invoicing and payments
  • Bill management
  • Payroll integration
  • Reporting and analytics

Tarification

  • Démarrage : $29/month.
  • Standard : $46/month.
  • Prime : $69/month.
tarification xero

Pour

  • Idéal pour la gestion des factures en ligne.
  • Le rapprochement bancaire est très efficace.
  • De nombreuses intégrations sont disponibles.
  • L'interface utilisateur est assez conviviale.

Cons

  • Les fonctions d'IA sont quelque peu limitées par rapport à d'autres.
  • Les régimes de niveau inférieur prévoient des limites de transaction.
  • L'assistance à la clientèle est parfois lente.

4. Sage (⭐️3.8)

Sage is a comprehensive platform for managing business finances.

Sage AI, especially through Sage Copilot, streamlines financial processes.

It uses AI to automate tasks like invoice ingestion and duplicate detection.

This technology provides predictive analytics to help you with cash flow and reporting.

It’s a great choice for firms looking for robust data analysis and l'automatisation.

Libérez son potentiel grâce à notre Sage tutorial.

Sage homepage

Notre point de vue

Sage cta

Ready to supercharge your finances? Sage users have reported an average of 73% higher productivity and a 75% faster process cycle time.

Principaux avantages

  • Automated invoicing and payments
  • Real-time financial reports
  • Strong security to protect data
  • Integration with other business tools
  • Payroll and HR solutions

Tarification

  • Pro Accounting: $66.08/month.
  • Premium Accounting: $114.33/month.
  • Quantum Accounting: $198.42/month.
  • HR and Payroll bundles: Custom Pricing based on your needs.
Sage Pricing

Pour

  • SiIt permet aux chefs d'entreprise de gagner un temps précieux.
  • Managing money becomes much more clear.
  • Toutes vos données restent bien organisées.
  • Il est beaucoup plus facile de payer les employés.
  • La génération de rapports est désormais simple et rapide.

Cons

  • Le coût peut augmenter avec l'ajout de nouvelles fonctionnalités.
  • Les nouveaux utilisateurs peuvent avoir besoin d'un peu de temps pour apprendre.
  • L'assistance à la clientèle est parfois lente.
  • Certaines fonctions avancées sont payantes.

5. Synder (⭐3.6)

Synder helps you sync transactions from various e-commerce and payment platforms.

It uses AI technology to automate data entry and reconciliation, making it a powerful tool for businesses that sell online.

This allows you to easily analyze financial data from multiple sources.

It’s all about bringing your data together and making sense of it.

Découvrez son potentiel grâce à notre tutoriel Synder.

page d'accueil de synder

Notre point de vue

synder CTA

Synder automates your accounting, syncing sales data seamlessly to QuickBooks, Xero, and more. Businesses using Synder report saving an average of 10+ hours per week.

Principaux avantages

  • Automatic sales data synchronization
  • Multi-channel sales tracking
  • Payment reconciliation
  • Inventory management integration
  • Detailed sales reporting

Tarification

Tous les plans seront Facturation annuelle.

  • De base : $52/mois.
  • Essentiel : $92/mois.
  • Pro : $220/mois.
  • Prime : Tarification personnalisée.
la tarification des syndermes

Pour

  • Excellent pour les entreprises de commerce électronique.
  • Automatise les données de vente de manière transparente.
  • S'intègre à de nombreuses plateformes en ligne.
  • Gain de temps considérable lors de la réconciliation.

Cons

  • Moins pertinent si vous ne vendez pas en ligne.
  • Plus axée sur les données de vente que sur l'IA comptable au sens large.
  • Certains utilisateurs signalent une légère courbe d'apprentissage pour l'installation.

6. Easy Month End (⭐3.4)

Easy Month End is designed to simplify the most painful part of accounting—the month-end close.

It uses natural language processing to help accounting professionals automate repetitive tasks.

This AI technology helps organize and process financial data.

It’s a lifesaver for anyone who dreads the end-of-the-month scramble.

Libérez son potentiel grâce à notre Easy Month-End tutorial.

page d'accueil facile pour la fin du mois

Notre point de vue

cta de fin de mois facile

Elevate financial accuracy with Easy Month End. Leverage automated reconciliation and audit-ready reporting. Schedule a personalized demo to streamline your month-end process.

Principaux avantages

  • Automated reconciliation workflows
  • Task management and tracking
  • Variance analysis
  • Document management
  • Outils de collaboration

Tarification

  • Démarrage: $24/month.
  • Petit : $45/mois.
  • Entreprise : $89/mois.
  • Entreprise : Tarification personnalisée.
Easy Month End Pricing

Pour

  • Idéal pour rationaliser les tâches de fin de mois.
  • Améliore l'exactitude des documents financiers.
  • Aide les équipes à collaborer efficacement.
  • Offre une bonne visibilité sur le processus de clôture.

Cons

  • Il peut s'avérer excessif pour les très petites entreprises ou les entreprises simples.
  • Principalement axé sur le processus de fin de mois.
  • Moins d'intégrations directes avec d'autres logiciels de comptabilité.

7. RefreshMe (⭐️3.2)

RefreshMe is a personal finance tool with a strong AI assistant.

While it’s geared towards personal use, its features can easily be applied by real estate agents.

The AI analyzes financial data, tracks spending, and offers personalized insights.

It helps you keep an eye on your expenses and manage your budget effortlessly.

Libérez son potentiel grâce à notre Refreshme tutorial.

What is Refresh me

Notre point de vue

Rafraîchissez-moi

RefreshMe’s strength lies in providing real-time, actionable insights. However, the lack of public pricing and potentially less comprehensive core accounting features might be considerations for some users.

Principaux avantages

  • Real-time financial dashboards
  • AI-powered anomaly detection
  • Customizable reporting
  • Cash flow forecasting
  • Performance benchmarking

Tarification

  • Individual (3B): $24.99/month.
  • Couple (3B): $44.99/month.
RefreshME Pricing

Pour

  • Excellent for getting immediate financial insights.
  • Helps identify potential issues quickly with anomaly detection.
  • Offers customizable and insightful reports.
  • Focuses on empowering quick decision-making.

Cons

  • Absence de transparence des prix publics.
  • Might not have the same level of core accounting features as others.
  • Could be more focused on analysis than full automation of all tasks.

8. QuickBooks (⭐3.0)

QuickBooks has been a staple for years, and now it’s getting even smarter with AI.

Their AI agents work behind the scenes to help with everything from categorizing transactions to reconciling accounts.

This artificial intelligence makes financial processes smoother.

It’s designed to give you more accurate data and streamline your day-to-day accounting.

Libérez son potentiel grâce à notre Tutoriel QuickBooks.

quickbooks homepage

Notre point de vue

QuickBooks

Used by over 7 million businesses, QuickBooks can save you an average of 42 hours per month on bookkeeping.

Principaux avantages

  • Automated transaction categorization
  • Invoice creation and tracking
  • Expense management
  • Payroll services
  • Reporting and dashboards

Tarification

  • Simple Start : $1.90/month.
  • Essentiel : $2.80/month.
  • Plus : $4/month.
  • Avancée : $7.60/month.
quickbooks pricing

Pour

  • Très largement utilisé avec de nombreuses ressources.
  • Bon pour les besoins de comptabilité de base.
  • S'intègre à de nombreuses autres applications.
  • Offre des services de paie.

Cons

  • Les fonctionnalités de l'IA sont plutôt basiques
  • Il peut devenir coûteux au fur et à mesure que vous passez à un plan supérieur.
  • L'interface utilisateur peut parfois sembler encombrée.

9. Docyt (⭐2.8)

Docyt’s AI engine is built for precision. It’s a great tool for accounting firms and individual professionals.

This platform uses AI technology to automate complex bookkeeping workflows.

It can process financial data, generate analytics, and even detect anomalies.

It’s all about giving you cleaner financials with less manual work.

Libérez son potentiel grâce à notre Tutoriel Docyt.

Docyt

Notre point de vue

Docyt

Ready to ditch the spreadsheets and save time? Docyt users report saving up to 20 hours per month on accounting tasks. See how Docyt can revolutionize your business!

Principaux avantages

  • Automatisation alimentée par l'IA : Docyt utilise l'intelligence artificielle. Il extrait automatiquement les données des documents financiers. Cela inclut les détails de plus de 100 000 fournisseurs.
  • Comptabilité en temps réel : La mise à jour de votre comptabilité se fait en temps réel. Vous disposez ainsi à tout moment d'une image financière précise.
  • Gestion des documents : Centralise tous les documents financiers. Vous pouvez facilement les rechercher et y accéder.
  • Automatisation du paiement des factures : Automatise le processus de paiement des factures. Planifiez et payez vos factures facilement.
  • Remboursement des frais : Rationalise les demandes de remboursement des frais des employés. Soumettez et approuvez rapidement les dépenses.
  • Intégrations transparentes : Integrates with popular accounting software. This includes QuickBooks and Xero.
  • Détection de la fraude : Its AI can help flag unusual transactions. This adds a layer of sécurité. There’s no specific warranty for the software, but continuous updates are provided.

Tarification

  • Impact : $299/mois.
  • Avancée : $499/mois.
  • Avancé Plus : $799/mois.
  • Entreprise : $999/mois.
Docyt Pricing

Pour

  • Très fort dans l'automatisation du traitement des documents.
  • Peut réduire considérablement les tâches comptables manuelles.
  • Fournit des données financières en temps réel.
  • S'intègre aux principales plates-formes comptables.

Cons

  • Absence de transparence des prix publics.
  • Il peut être plus complexe que nécessaire pour les très petites entreprises.
  • La courbe d'apprentissage pourrait être plus raide au départ.

What to Look for When Buying AI Accounting Software for Real Estate Agents?

When you’re an agent, you want a tool that works for you, not the other way around.

Choosing the right AI accounting software is a crucial step for your business.

So, what features should you be on the lookout for?

  • Automation is key. The whole point of using AI in accounting is to save time. Look for softwares that use machine learning algorithms & robotic process automation to handle repetitive tasks like data entry and expense reports. These features should reduce the risk of human error and free you up for more important work.
  • Predictive insights matter. The best accounting AI goes beyond just recording what happened. It should be able to analyze financial data to help with financial planning and forecasting. A good system will give you the insights you must need to make smart & strategic business decisions.
  • It needs to handle real estate specifics. Your accounting processes are different from a typical business. Look for software that understands the unique aspects of your internal accounting processes, like commission tracking, property expenses, and complex financial statements.
  • Don’t forget about tax compliance. Nobody loves tax season. The right software can make it a breeze by using AI to track deductions and prepare financial reporting. This helps you stay on top of tax compliance without a headache.
  • Integration is non-negotiable. The software should play nicely with other tools you already use, like your CRM or bank accounts. Seamless integration means less manual work and a more efficient workflow for finance and accounting professionals.
  • Security is a priority. When you’re dealing with sensitive financial data, then the security is paramount. Make sure the tool has wide security measures in place to prevent hackers & protect your information.
  • Don’t worry, AI won’t replace accountants entirely. It’s a tool, not a replacement. AI can handle the tedious, number-crunching parts of your work, leaving you to focus on the human side of your business.

How can the Best Accounting Software for Real Estate Agents benefit you?

Using AI accounting tools can truly change how you run your business.

These tools are designed to automate repetitive accounting tasks that take up so much of your day.

This includes everything from data management to managing accounts payable.

By letting the AI software handle these tasks, you free up a ton of time.

This means you can focus on what you do best: helping clients and growing your business.

These tools don’t just automate; they also give you a clear view of your business’s financial health.

They use predictive analytics by analyzing historical data to help you with financial planning.

This helps businesses manage their finances better & makes smarter decisions.

While some might worry about AI replacing accountants, the truth is that AI accounting tools are here to help, not replace.

They make your financial operations smoother and help reduce human error.

You get to spend less time on paperwork and more time on the parts of your job that you love.

Guide de l'acheteur

We know how important it is to choose the right accounting system.

To help you make the best decision, we conducted our research based on several key factors.

We wanted to make sure our list was comprehensive and useful for real estate professionals.

Voici un aperçu de notre processus :

  • Prix : We started by looking at the cost of each Outil d'IA. We examined pricing models to see what kind of value they offered for different budgets. It’s important to find a tool that fits your financial plan and helps you save time in the long run.
  • Caractéristiques : Next, we dove into the features. We looked for AI systems that went beyond basic data entry. We paid close attention to advanced capabilities like cash flow forecasting, fraud detection, and accounting automation. We wanted to see how these accounting tools help with financial performance and risk management.
  • Négatifs : No tool is perfect. We identified the downsides of each product. This included anything from missing features to a steep learning curve. We believe it’s important to be transparent about what you might be missing.
  • Soutien et communauté : We checked to see what kind of support each product offered. Do they have a community forum, live chat, or a solid refund policy? Good support is crucial, especially when you’re dealing with important financial data.
  • AI Capabilities: We specifically looked at how artificial intelligence (AI) was integrated. We assessed how the AI tool helps automate routine tasks & analyze data to provide valuable insights. We focused on tools that are shaping future trends in the accounting world and helping finance departments and business leaders succeed. We also considered how these tools could reduce the need for manual data entry.

Conclusion

The world of real estate is changing, and AI tools are leading the way.

These AI powered tools are not here to make financial professionals obsolete.

Instead, they are here to automate repetitive bookkeeping tasks and help your accounting team work smarter.

By providing real time insights and helping you identify patterns in your financial reports, AI helps improve cash flow and client communication.

Embracing these new business models is key to business growth.

Trust in our research and the information we’ve provided to help you find the best tool for your needs.

Questions fréquemment posées

Will AI replace accountants in the real estate industry?

No, AI won’t replace accountants. It handles repetitive tasks, allowing financial professionals and accounting firms to focus on strategic advice and client communication.

How does AI analyze financial data?

AI systems use machine learning and algorithms to analyze financial data. They identify patterns, automate data entry, and provide real-time insights to improve financial performance.

What kind of accounting industry tasks can AI tools automate?

AI tools automate a range of tasks, including invoice processing, bank reconciliation, expense categorization, and generating financial reports, which saves significant time.

Is AI accounting software secure?

Yes. Most AI accounting tools use advanced security measures like data encryption and secure logins to protect sensitive financial data, ensuring privacy and compliance.

How can AI benefit a small real estate business?

AI helps small businesses manage their finances efficiently by automating tasks, reducing human error, and offering valuable insights for smart decisions and business growth.