Accounting software built for real estate.
Explore Sofia AIYour AI accountant
for real estate.
Sofia connects your properties, loans, and cash movement—so the portfolio finally makes sense.
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Recent activityHandled by Sofia
✦
Juniper House rentJuniper House · income
Income+$4,400✦
Northwest Property ServiceJuniper House · repairs
Repairs−$640✦
Mortgage paymentThe Marlowe · loan
Split by Sofia−$1,284✦
City utilitiesCedar & 8th · utilities
Matched−$184✓ 18 transactions understood today View activity ›
Portfolio pulse✦
$23,420↗ +14.5%net operating income · June 2026
The view behind the numbers.
Property-level books, loan detail, and the cash story—kept together.
Income · June 2026$32,640↗ +$4,280 vs. May
Net operating income · June 2026$23,420↗ +$2,960 vs. May
Cash position · June 30, 2026$126,840↗ +$14,200 vs. May 31
Needs your review6 items• 2 mortgage splits
PropertyIncomeNOI
Juniper HousePortland, OR · 8 units
$14,400$10,280›The MarloweAustin, TX · 12 units
$11,920$8,740›Cedar & 8thDenver, CO · 6 units
$6,320$4,400›The answer is
in the books.
Ask in plain English. Sofia traces every answer back to the transaction, property, and account that shaped it.
Ask Sofia
Portfolio context on“What did we spend on Juniper House in June?”
Property expensesJuniper House
Transaction reviewNorthwest Property Service
Needs your reviewBank activity−$640.00
Northwest Property ServiceJun 12, 2026 · Operating accountJuniper HouseUncategorized
✦ Sofia is checking the context
Sofia's treatment
Repairs &
maintenance.
Confidence98.4%
✓ You review the reasoning before anything posts →
▱ Context attached
Vendor RecognizedCategory RepairsProperty Juniper HouseNo mystery
line items.
Sofia recognizes vendors, remembers your chart of accounts, and keeps each expense attached to the place it belongs.
Read the reasoning before anything posts →A payment is
more than one thing.
Principal reduces the loan. Interest belongs on the income statement. Sofia knows the difference—and asks when it needs your call.
Mortgage treatmentJune payment · The Marlowe
Sofia preparedOne bank payment$1,284.00
Loan 01 · 30-year Principal$694.22reduces the liability
Interest$421.78interest expense
Escrow$168.00escrow asset
What Sofia will post4 lines · balanced
DR Mortgage payableDR Interest expenseDR Escrow assetCR Cash
One payment.
Three treatments.
Sofia applies the loan schedule, separates escrow, and leaves the full entry balanced.
Every amount remains traceable to the bank payment.Close the month
with confidence.
Bring in statements, match what cleared, and see what still needs a human decision. No black box at the finish line.
✓ Opening balance checked✓ Exceptions isolated for reviewMonth-end closeOperating account · June 2026
MatchedBank statement$126,840.00Ending balance
→Sofia's books$126,580.00Ledger balance
+$620deposits in transit
−$880outstanding checks
$126,580adjusted bank balance
✓
Adjusted bank matches the booksTwo reconciling items are documented for review.
›Traceable financialsJuniper House · June 2026
P&L · Balance SheetProperty P&L
Net operating income$10,280
Rental income+$14,400
Operating expenses−$4,120
→
▤Underlying ledger
Rent · 8 deposits+$14,400
Repairs · 9 entries−$2,640
Utilities · 5 entries−$1,480
✓ 22 source entries connectedOpen journal review›
▤ Journal review
2 entries ready for your eyesTrust the report
because you can trace it.
From a property P&L to the journal underneath, Sofia keeps the path visible. Review the few things that matter and move on.
Explore the Journal →Ready to get started?
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