Before you switch
Review the exports from your current tool, agree on opening balances, and confirm which records can be imported. Keep your original records.
Discuss your setupStateful vs Baselane
Integrated banking, bookkeeping, and rent collection. See how that compares with Stateful’s approach to your investments and their books.
| What matters | Stateful | Baselane |
|---|---|---|
| Who it’s for | Everyday real estate investors, from a first property to multiple entities and portfolios. | Investors who want banking and property finances closely connected. |
| Accounting | Property income and expenses, entity balance sheets, reconciliation, and posted journal detail. | Markets property and entity transaction tagging, cash flow insights, and year-end reports. |
| Your bigger picture | Separate entity books today. Multiple portfolios and a connected investor view are coming soon. | Property-specific accounts across entities are part of its banking proposition. Compare the reports and ownership structure you need. |
| Price and free access | Investor: $15/month or $144/year with no unit limits. New accounts start with a 30-day free trial. Processing fees are separate where applicable. | Banking fees, bookkeeping terms, and payment charges need to be checked separately. Review the current offer for your setup. |
| AI and automation | AI coding and workflow assistance are coming next, not available today. Current accounting review remains in your hands. | Already advertises AI tagging to entity, property, and tax category. Stateful’s AI coding and workflow assistance are coming next. |
Source: Baselane product overview. Stateful’s offer: pricing and features. This comparison is published by Stateful, not an independent ranking.
Which is right for you?
Choose Baselane if integrated banking is your priority. Consider Stateful for a planned investor view organized around your properties, portfolios, and separate entity books.
Stateful’s multi-portfolio investor view is still planned; evaluate the features available today on their own.
Compare the details that matter to you.
Check a real example with your ownership structure: the same properties, bank accounts, and reports. Multiple-entity support alone does not mean two products handle every scenario the same way.
Check the full cost
Use the same property or unit count and billing term. Include required add-ons, onboarding, and processing fees. Planned AI should not count as an available feature.
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