✦ Mortgage payment
One payment has several jobs.
Servicer · −$2,000The payment is sorted into the right places
AI accounting for real estate
Your property activity, connected to the books.
Connect your accounts. Sofia AI accounting software handles the accounting in the background and gives you books you can understand.
Sofia AI is accounting software, not a done-for-you accounting service. QuickBooks is not required. For human-led, done-for-you accounting, see Hire Sofia Accounting Services.
One connected record
Bank activityMortgage paymentJun 12 · The Marlowe−$1,284.00
Accounting context
⌂ Loan 01Principal + interest
▱ PropertyThe Marlowe
✓ ReviewPrepared
▤ Journal · balanced and traceable
→ P&L · Balance SheetHow Sofia AI works
Simple on the surface.
Bank activity becomes organized, reviewable, and ready to use—without asking you to learn accounting.
01Bank activity
02Context
03Journal
04Reconciliation
05Reports
Real estate, handled
Small details.
Right answers.
Sofia AI recognizes the details that matter across a property portfolio.
✦ Internal transfer
Moving cash is not earning cash.
Operating → Reserves · $500Cash moves without becoming income
✦ CapEx and fixed assets
Improvement, not repair.
Roof replacement · −$12,000A lasting improvement is kept apart from a repair
The important boundary
Sofia AI software automates clear work.
Review for judgment.
When the Sofia AI software has enough information, it handles the accounting. When it doesn’t, it asks for your input instead of guessing.
✓ Enough informationSofia AI handles the accounting.
! Needs your inputSofia AI asks instead of guessing.
Sofia AI is accounting software for real estate and rental properties. It does not provide tax preparation, legal advice, CPA services, or trust accounting. Sofia chat does not complete reconciliation, resolve every review item, or administer loans.
The result
Reports you can understand.
Your P&L and Balance Sheet stay connected to the activity underneath them. See what happened, review what needs you, and move on.
Connect accounts. Sofia AI handles the accounting in the background. You review anything that needs your input.
Schedule a Demo →Profit & LossProperty activityincome · repairs · interest
↔
Balance SheetWhat you own and owecash · loans · improvements
▤ Reports trace back to the underlying activity