From your first property to separate entity books, keep your finances clear and your records connected.
Your core advantage
Every investment. A connected view.
Keep separate entity books today. Multiple portfolios and a connected investor view are coming soon.
One personally owned rental, two LLCs, and a shared investment. Separate in the books today; connected portfolio views are planned.
Multiple entitiesPersonally owned investments, LLCs, and partnerships, with separate books.
Multiple portfolios · Coming soonLook at groups of investments alongside the bigger picture.
Investor view · Coming soonUnderstand property performance in the context of your investments.
Ownership detailsKeep legal ownership and partner interests explicit.
Less spreadsheet time
Track income and expenses.
Bring your activity into one place and keep it attached to the right property. You don’t need to start with a blank accounting system.
A repair paid on your personal card can stay attached to the right property and its owner-paid accounting.
Transaction importsBring in bank activity and review the details.
Property and category codingKeep the property and purpose of each transaction together.
Mortgage splitsSeparate principal, interest, and escrow.
Owner-paid expensesTrack property costs paid from personal accounts without mixing bank balances.
Know what you’re earning
Clear numbers. Better context.
Look at income and expenses by property, then follow the details back to the records behind them.
Move from a property result to its underlying activity, without rebuilding the story in a spreadsheet.
Property income statementsUnderstand income, expenses, and net results.
Entity balance sheetsKeep assets, liabilities, and equity in the right books.
ReconciliationCompare your books with account statements.
Journal detailTrace recorded amounts to their accounting entries.
A calmer year-end
Make tax preparation easier.
Keep spending and source records organized throughout the year so your accountant has the detail to review eligible deductions.
Organized reports support tax preparation. Your accountant determines tax treatment; Stateful does not promise tax savings.
Property-level recordsKnow which investment each expense belongs to.
Accounting exportsShare source transactions and posted journal detail.
Separate entity reportingKeep the records for different owners organized.
Accountant collaborationWork with the people who help you understand your books.
Coming soon · Tenant portal
Fewer things that need your attention.
We’re building a dedicated place for tenants’ records and requests, so fewer details depend on another message from you.
A dedicated tenant space helps keep property-related records and requests in one place.
Tenant accessA dedicated portal for invited tenants.
Lease and payment recordsA place to understand their rental information.
Maintenance requestsKeep requests organized around the property.
Current availabilityContact us to confirm portal access and payment availability for your setup.
Coming soon · Owner app
Keep your investments close.
The planned owner app will extend the investor experience to the moments between everything else. Keep property context at hand when you’re on the move.
Interested in the owner app? Contact us for current access and supported devices.
Mobile accessExplore Stateful’s owner-app experience.
Property contextKeep the right investment in view.
AvailabilityContact us for the current app release and supported devices.
Coming next · Stateful AI
Free up more of your time.
We’re building AI that helps with the work behind your investments, with clear suggestions and you in control.
These are planned capabilities. AI coding and workflow assistance are not available yet.
Coding assistance · plannedSuggested properties and categories, ready for review.
Workflow assistance · plannedHelp organizing follow-ups and tracking what still needs attention.
Your judgment stays centralUnderstand a suggestion before accepting it.
Bring clarity to your investments.
Get started Founder Early Access · $5/month. Free plan coming soon.
