Your Books.
Running Themselves.
We're deploying dedicated AI agents inside your AppFolio — purpose-built for reconciliation, owner statements, GL review, and month-end close. Client-specific. Always on. Human-reviewed.
Set Up Once. Works Forever.
We deploy your agent
Each agent is configured specifically for your portfolio — your AppFolio instance, your chart of accounts, your owner roster.
It runs in the background
Agents work continuously, not just when a human logs in. Reconciliations happen daily. Anomalies get flagged in real time.
You review, not manage
Every action the agent takes hits your approval queue first. You stay in control — you just stop doing the legwork.
Six Agents. One Less Thing to Worry About.
Each agent handles a specific part of your books. Together, they cover the entire back-office.
Reconciliation Agent
Watches your bank feeds, matches transactions to AppFolio line items, and flags anything that doesn't reconcile — before your bookkeeper even opens the portal.
Owner Statement Agent
Pulls your month-end numbers, generates owner statements in AppFolio's native format, and queues them for review — ready to send by the 10th without lifting a finger.
GL Anomaly Agent
Continuously scans your general ledger for outliers — duplicate charges, misclassified transactions, trust account imbalances — and surfaces them with one-click fix suggestions.
Reporting Agent
Assembles P&Ls, cash flow statements, and portfolio summaries on a schedule. Sends them to your inbox or directly to your investors — formatted exactly how you want.
Owner Q&A Agent
Answers owner questions about their statement, their property's performance, and their ledger history — instantly, 24/7, without pulling you into the conversation.
Month-End Close Agent
Coordinates the entire close process end-to-end: verifies reconciliations, checks open payables, confirms reserve balances, and signs off when everything ties.
Human approval on every action
Agents can't post transactions, send statements, or make changes without a human sign-off. They do the work; you approve it.
Deployed inside your AppFolio
Agents operate within your existing AppFolio credentials. No third-party syncs, no data copies, no new integrations.
Gets smarter with your portfolio
Each agent learns your chart of accounts, your recurring patterns, and your preferences — improving with every close.
Be First in Line
We're onboarding a small group of PM Bookkeeper clients as beta partners. If you're already a client — or want to become one — request access below.
Beta is free for current clients. New clients get first month free.