The Accounting module allows real estate professionals to simply and efficiently record, organize, and analyze their financials. The module covers all the accounting needs of real estate professionals, from tracking cash flow by agent, transaction, or company to viewing agent balances to automating the collection of one-time and recurring fees. 


Setup and configuration 

Ask your assigned Implementation Specialist to enable this module for your account.

How do I check if the module is turned on for my account?

Users with the can access accounting permission have access to the accounting module. 

What submodules does the accounting module have? 

Chart of Accounts (COA): this financial organizational tool provides a complete listing of every account in the general ledger of a company. It also provides a digestible breakdown of a company’s financial transactions during a specific accounting period, broken down into subcategories - read more... 

Agent Billing: this submodule allows owners and admins to automate one-time and recurring agent fees and helps owners collect money by charging agent's credit cards - read more... 


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