9 Best Accounting Software for Real Estate Agents in 2025

| 最后更新 Sep 13, 2025

最具特色
Dext Best
4.8
  • Costs Inbox
  • 整合
  • Receipts & Invoices
  • Submission History
  • Automating Workflow
  • 可免费试用
  • 付费计划 $24 起/月
最佳价值
Puzzle IO Best
4.5
  • Financial Insights
  • Tax Compliance
  • Bookkeeping Services
  • Partner Ecosystem
  • Accrual Automation
  • 提供免费计划
  • Paid plans from $42.50/month
最佳综合
Xero Best
4.0
  • Account Dashboard
  • Invoice Template
  • Advanced Accounting
  • Business Snapshot
  • Automate Bill Entry
  • 可免费试用
  • 付费计划 $29 起/月
Best Accounting Software for Real Estate Agents

As a 房地产 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 生意 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 数据 with ease.

This helps you focus on what’s important, and don’t worry—AI won’t replace accountants; 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.

利用我们的 Dext tutorial.

dext homepage

我们的看法

dext CTA

Ready to reclaim 10+ hours a month? See how Dext’s automated data entry, expense tracking, and reporting can streamline your finances. 

主要优势

Dext really shines when it comes to making expense management a breeze.

  • 90% of users report a significant decrease in paper clutter.
  • It boasts an accuracy rate of over 98% in extracting data from documents.
  • Creating expense reports becomes incredibly quick and easy.
  • Integrates smoothly with popular accounting platforms, such as QuickBooks and Xero.
  • Helps ensure you never lose track of important financial documents.

定价

  • Annually Subscription: $24
dext pricing

优点

  • Super handy mobile app.
  • Receipt scanning.
  • Cuts down on paperwork.
  • Integration with Xero is seamless.
  • Keeps all expenses well-organized.

缺点

  • Reporting features are somewhat basic.
  • It’s not really focused on forecasting.
  • Occasional glitches in data extraction occur

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.

利用我们的 Puzzle IO tutorial.

puzzle io homepage

我们的看法

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!

主要优势

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.

定价

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

优点

  • 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.

缺点

  • 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 生产 smart suggestions.

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

利用我们的 Xero tutorial.

Untitled design 1 4

我们的看法

xero CTA

Join 2 million+ businesses using Xero accounting software. Explore its powerful invoicing features now!

主要优势

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

定价

  • 启动器 $29/month.
  • 标准: $46/month.
  • Premium: $69/月。
xero pricing

优点

  • Great for managing invoices online.
  • Bank reconciliation is very efficient.
  • Lots of integrations are available.
  • The user interface is quite friendly.

缺点

  • AI features are somewhat limited compared to others.
  • Lower-tier plans have transaction limits.
  • Customer support can sometimes be slow.

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 自动化.

利用我们的 Sage tutorial.

Sage homepage

我们的看法

Sage cta

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

主要优势

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

定价

  • Pro Accounting: $66.08/month.
  • Premium Accounting: $114.33/month.
  • Quantum Accounting: $198.42/month.
  • HR and Payroll bundles: 根据您的需求定制价格。
Sage Pricing

优点

  • SiIt saves business owners valuable time.
  • Managing money becomes much more clear.
  • All your data stays well-organized.
  • Paying employees gets significantly easier.
  • Generating reports is now quick and simple.

缺点

  • The cost can increase with more features.
  • New users might need some time to learn.
  • Customer support can sometimes be slow.
  • Some advanced features cost extra money.

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.

Unlock its potential with our Synder tutorial.

synder homepage

我们的看法

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.

主要优势

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

定价

所有计划都将 每年结算.

  • 基础: $52/month.
  • 必不可少: $92/month.
  • Pro: $220/month.
  • Premium: 自定义定价。
synder pricing

优点

  • Excellent for e-commerce businesses.
  • Automates sales data seamlessly.
  • Integrates with many online platforms.
  • Saves significant time on reconciliation.

缺点

  • Less relevant if you don’t sell online.
  • More focused on sales data than broader accounting AI.
  • Some users report a slight learning curve for setup.

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.

利用我们的 Easy Month-End tutorial.

easy month end homepage

我们的看法

easy month end cta

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

主要优势

  • Automated reconciliation workflows
  • Task management and tracking
  • Variance analysis
  • Document management
  • Collaboration tools

定价

  • 启动器: $24/month.
  • Small: $45/month.
  • Company: $89/month.
  • 企业: 自定义定价。
Easy Month End Pricing

优点

  • Great for streamlining month-end tasks.
  • Improves the accuracy of financial records.
  • Helps teams collaborate effectively.
  • Offers good visibility into the closing process.

缺点

  • It might be overkill for very small or simple businesses.
  • Primarily focused on the month-end process.
  • Fewer integrations with other accounting software directly.

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.

利用我们的 Refreshme tutorial.

What is Refresh me

我们的看法

Refresh me

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.

主要优势

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

定价

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

优点

  • 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.

缺点

  • Lack of transparent public pricing.
  • 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.

利用我们的 QuickBooks tutorial.

quickbooks homepage

我们的看法

QuickBooks

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

主要优势

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

定价

  • Simple Start: $1.90/month.
  • 必不可少: $2.80/month.
  • 另外: $4/month.
  • 高级 $7.60/month.
quickbooks pricing

优点

  • Very widely used with lots of resources.
  • Good for basic accounting needs.
  • Integrates with many other apps.
  • Offers payroll services.

缺点

  • AI features are somewhat basic
  • It can become expensive as you upgrade plans.
  • The user interface can sometimes feel cluttered.

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.

利用我们的 Docyt tutorial.

Docyt

我们的看法

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!

主要优势

  • AI-Powered Automation: Docyt uses artificial intelligence. It automatically extracts data from financial documents. This includes details from over 100,000 vendors.
  • Real-time Bookkeeping: Keeps your books updated in real-time. This provides an accurate financial picture at any moment.
  • Document Management: Centralizes all financial documents. You can easily search and access them.
  • Bill Pay Automation: Automates the bill payment process. Schedule and pay bills easily.
  • Expense Reimbursement: Streamlines employee expense claims. Submit and approve expenses quickly.
  • 无缝集成: Integrates with popular accounting software. This includes QuickBooks and Xero.
  • Fraud Detection: Its AI can help flag unusual transactions. This adds a layer of 安全. There’s no specific warranty for the software, but continuous updates are provided.

定价

  • Impact: $299/month.
  • 高级 $499/month.
  • 高级 另外: $799/month.
  • 企业: $999/month.
Docyt Pricing

优点

  • Very strong on automating document processing.
  • Can significantly reduce manual bookkeeping work.
  • Provides real-time financial data.
  • Integrates with major accounting platforms.

缺点

  • Lack of transparent public pricing.
  • It might be more complex than needed for very small businesses.
  • It could have a steeper learning curve initially.

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 客户关系管理 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.

购买指南

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.

Here’s a look at our process:

  • 定价 We started by looking at the cost of each 人工智能工具. 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.
  • 特点 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.
  • 不利因素 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.
  • 支持与社区: 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.
  • 人工智能能力: 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.

总结

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.

常见问题

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.