Manage the deal.Track the money.Stop Guessing.
Kapytl helps agents and brokerages connect deal tools, commission tracking, expenses, receipts, reports, and brokerage dashboards in one real estate-first platform.
For Agents
Track your commission checks, splits, fees, write offs, receipts, and 1099s so you know what came in, what went out, and what’s left.
See Agent Tools
For Brokers
Manage deal files, e signing, agents, staff, splits, payouts, expenses, and live brokerage dashboards from one platform.
See Broker ToolsSee Exactly What You Get When You Sign Up
A closer look at the AI-powered bookkeeping side of Kapytl. We do the heavy lifting so you can review faster and stay ready for tax time.
Know exactly where you stand after every closing
Your Tax Ready Score, commissions earned, expenses tracked, and net profit all on one screen. No digging through spreadsheets. No guessing.
- Tax Ready Score with actionable next steps
- Commissions, revenue, expenses, and net profit at a glance
- Get bookkeeping help in one click
Every deal tracked from pending to paid
See projected payouts, gross commissions, your net, and broker share for every deal. Know your real take-home before the check even clears.
- Projected payouts charted by date
- Gross, net, and broker share per deal
- Filter by status and export to CSV
AI does the sorting. You review in minutes.
Connect your accounts and let AI handle the heavy lifting. Every transaction gets pulled in, categorized, and flagged business or personal, so your job is a quick review instead of hours of manual entry.
- AI categorizes transactions the moment they sync
- Review, confirm, or reassign in one click
- You stay in control before reports go to your CPA
Know What You Pay. Know What You Get.
Choose how much IRS protection you want. All plans include a 14-day free trial.
New Agent
DIY basics. Highest effort.
billed monthly
- Manual expense entry
- Upload receipts by hand
- Basic category list
- Export CSV for tax prep
- Simple expense reports
50 to 60%
Deductions
Lowest
Audit Safety
Growing Agent
Best balance of automation + control.
billed monthly
- Everything in New Agent
- Automatic bank connection
- Auto transaction imports
- Quick categorization tools
- Attach receipts to charges
- Real-time balance tracking
70 to 80%
Deductions
5 to 15x safer
Audit Safety
Top Producer
Done-For-You
Zero effort. Pro-managed books.
- Everything in Growing Agent
- Monthly professional bookkeeping
- Expert categorization
- Full reconciliation
- CPA-ready reports
- Direct CPA coordination
85 to 100%
Deductions
25 to 50x safer
Audit Safety
All plans include a 14-day free trial. Cancel anytime.
How Kapytl Stacks Up
You have options. Here is why agents choose Kapytl.
Scroll to compare
Kapytl | QuickBooks | Spreadsheets | Hire CPA Later | Generic Bookkeeper | |
|---|---|---|---|---|---|
| Built for real estate agents | |||||
| Understands commission splits | Manual | Manual | Depends | Rarely | |
| Tracks per-deal take-home | If you build it | ||||
| Auto bank transaction sync | Depends | ||||
| Real estate expense categories | Pre-built | You customize | You build | You teach them | |
| Tax-ready monthly records | If used right | Year-end only | Maybe | ||
| Dedicated bookkeeper option | |||||
| CPA handoff package | Export only | They are the CPA | Maybe | ||
| Time to set up | 10 min | Hours | Hours | N/A | Weeks |
| Monthly cost | From $13 | $30-200+ | Free + time | $200-500/hr | $300-800 |
Common questions from agents like you
Yes. You can link as many accounts as you need. Business checking, savings, credit cards, even personal accounts you want to separate. Every transaction from every account gets pulled in and organized in one place.
No, and that is intentional. Kapytl's AI handles the heavy lifting. It pulls in transactions, categorizes them, and separates business from personal, so you are not doing it by hand. You review before reports are finalized. That is how your books stay accurate and how you stay in control. AI gets you 80% of the way there, and a quick review from you covers the rest.
That is exactly what Kapytl was built for. We track gross commission, broker splits, referral fees, and your actual net on every deal. No generic bookkeeping tool does this out of the box.
We offer team plans where brokers or team leaders can view individual agent financials. Each agent keeps their own account, and you control what is shared. Contact us for team pricing.
Absolutely. We generate a year-end tax package that includes everything your CPA needs. Categorized expenses, commission income, P&L statements, and receipt documentation. On the Concierge plan, we coordinate directly with your CPA.
Yes. When you connect your bank accounts, we pull in your transaction history. On the DIY plan you can categorize past transactions at your own pace. On the Concierge plan, our team will do the catch-up work for you.
You can upgrade anytime. All your data, history, and categorizations carry over seamlessly. Many agents start with Core during their slower months and hand it off during busy season. No data is ever lost.
Yes. We use 256-bit SSL encryption, infrastructure hosted with SOC 2 certified providers, and bank connections through Plaid. We never store your bank login credentials. Your data is hosted in the US and we use read-only access only.
Cancel anytime. No contracts, no cancellation fees, no questions asked. Your data remains available for export for 30 days after cancellation. We believe you should stay because the service is worth it, not because you are locked in.
Still have questions?
We would love to walk you through everything on a quick call.
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