An AI-powered operating system for small landlords.
EstateIQ connects your properties, rent, revenue, expenses, documents, and reports—giving you an AI assistant that understands every layer of your business.
EstateIQ system
From records to decisions
The problem
Managing rentals should not mean piecing the truth together.
// click to see what EstateIQ does
The full picture is hard to see. Rent, expenses, balances, and documents are scattered across tools and folders.
Important details get missed. Partial payments and open balances are easy to lose when records depend on manual updates.
Answers take too much work. Even a simple question can mean checking a spreadsheet, bank activity, and a folder of receipts.
A system built to solve it
Everything works together, so nothing gets lost.
EstateIQ connects every layer of your rental business—from the properties you manage to the money you earn and spend.
Your records create the reports. AI helps you understand them.
The ledger
Every balance has a clear history.
EstateIQ records each charge and payment, then calculates what remains. You can follow any balance back to the transactions behind it.
How the balance works
Charges
$3,200
What was owed
Payments
$1,400
What was paid
Balance
$1,800
What remains
The total is calculated from the activity below it. Open the history anytime to see exactly how the balance was reached.
balance = Σ(charges) − Σ(allocations)
Document intake engine
Upload a document. AI prepares it for your review.
EstateIQ reads supported invoices, receipts, and statements, prepares the important details for review, and waits for your approval before creating the record. The original file stays attached to what you confirm. Once stored, open the document anytime and ask questions grounded in its contents.
Upload
Receipt, invoice, lease, or statement
AI extract
Amount, vendor, date, property
Review
You approve the details
Record
Confirmed financial truth
Your business’s personal AI assistant
Your entire portfolio. One question away.
See what is owed, understand where the money went, or prepare for a conversation—without digging through spreadsheets and folders. It’s the tool you won’t want to manage without.
- 01
It starts with your numbers. Copilot uses the ledger, expenses, documents, and reports already connected to your portfolio.
- 02
The facts are calculated before AI explains them. Numbers come from the same reliable calculations that power your reports—not from a language model's best guess.
- 03
It stays out of your books. Copilot can explain what it finds, but it cannot change a charge, payment, or expense.
Why the AI is different
Useful answers start with reliable records.
EstateIQ connects the ledger, documents, and reports before AI enters the conversation. That gives Copilot real portfolio context—and gives you a clear path back to the source.
Bolt-on AI
Context has to be assembled for every question.
Generic AI
Partial, pasted context
Plausible answer
Source and accuracy unclear
EstateIQ AI-native
Portfolio context is already connected.
EstateIQ AI
Your full portfolio context
Grounded answer
Calculated facts · Source records attached
Trust
Trust the numbers because you can trace the records.
EstateIQ earns trust through practical boundaries first: private portfolio workspaces, traceable ledger math, verified records, and AI that explains without replacing financial truth.
Organization isolation
Portfolio data is modeled around organization boundaries and scoped access patterns.
Deterministic financial records
Financial facts come from structured records and deterministic calculation paths.
Ledger-first accounting
Balances are explained through charges, payments, allocations, and traceable ledger history.
Source-backed AI
AI is positioned as an explanation layer over verified records, reports, and analyst tools.
Document confirmation
Documents support records as evidence and should not silently create financial truth.
Security philosophy
Trust depends on clear boundaries, careful defaults, scoped data access, and honest claims.
Pricing
Start free. Try more AI power for 30 days.
No processing fees, no per-unit charges hiding in the fine print. Start free, or try a paid plan for 30 days. Every plan runs on the same deterministic ledger — you're paying for more AI headroom, not a different product.
Free
Free forever, no card required
See your real financial picture before you commit to anything.
- ✓Up to 3 units
- ✓3 AI questions a day
- ✓500MB document storage
Starter
30-day free trial, then $15.83/mo billed annually
An everyday AI copilot for portfolios that are starting to grow.
- ✓20 AI questions a day
- ✓Room to grow — up to 10 units
- ✓2GB document storage
Pro
30-day free trial, then $40.83/mo billed annually
Full AI power for landlords running a real portfolio.
- ✓50 AI questions a day
- ✓Document Q&A — ask your leases and invoices directly
- ✓Up to 50 units
- ✓10GB document storage
Getting started
Five steps to a working portfolio. AI has your back the whole way.
No blank dashboard, no guesswork. A guided checklist walks you through setup, and if you get stuck on any step, the AI copilot is right there to help.
Create your workspace
Set up your private organization in seconds.
Add your first building
The properties in your portfolio.
Add units
The rentable spaces inside each building.
Create a lease
Connect a tenant to a unit.
Start the ledger
Record a charge or payment to begin your history.
EstateIQ
Ready to run your rental business from one clearer system?
Bring your buildings, money records, supported documents, reports, and AI into one place built for independent landlords.