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Ranking · Business & Account Management Software

Best Account Management Software for Real Estate Agents

10 products scored on six criteria. Follow Up Boss leads at 8.9 and the field is tight, with 0.2 points between first and last, so read the catches before you pick. Every product opens to the evidence behind its number.

10 products scored6 criteria98 sources citedUpdated Jul 5, 2026
1 Follow Up Bossfollowupboss.com

Follow Up Boss connects to 250+ real estate lead sources

Read the reviewVisit ↗
2 RealtyBackOfficerealtybackoffice.com

RealtyBackOffice starts at $15/mo with no setup fees.

Read the reviewVisit ↗
3 Realtyzamrealtyzam.com

Realtyzam stays free until you sell two homes

Read the reviewVisit ↗
10Products
8.7 to 8.9Score spread
3Free plan or tier
01

The ranking

Order follows the score. Six little boxes show each product's criterion scores: green or red is above or below the category average, grey means too few products share that criterion to compare. The full review sits right under each one.

Nothing matches that filter here. Tap All to see every product.

1

Follow Up Boss

followupboss.com · Follow Up Boss Real Estate OS · scored Dec 2025

Follow Up Boss connects to 250+ real estate lead sources

Best forHigh-growth real estate teams focused on lead conversion and speed-to-lead

From $69 per user/mo open APIno free planZillow-owned
Top score

Open-API real estate CRM with automated follow-ups, Smart Lists and 7-day-a-week live support.

Standout factZillow Group acquired Follow Up Boss in 2023 for $400 million in cashgeekwire.com
Biggest catchThe calling feature is a $39/user/month add-on, not included in the base Grow plan.followupboss.com
250+Lead source integrationsfollowupboss.com
$400MAcquisition price by Zillowgeekwire.com
14 daysFree trialfollowupboss.com

Standout number

250+lead sources and apps integrated

Source: followupboss.com

Starting price

$69/user/moGrow plan, minimum 2 users; calling is a $39/user/mo add-on

Upside

  • 250+ lead source integrations
  • No long-term contracts required
  • 7-day-a-week phone and email support

Catch

  • Calling costs extra per user
  • Mobile app trails desktop features
  • Privacy concerns tied to Zillow ownership
Pick it ifHigh-growth real estate teams focused on lead conversion and speed-to-lead
Skip it ifBrokerages needing back-office accounting or built-in websites
PricingFrom $69/user/month (min 2 users), calling add-on $39/user/month

Editor's takeFollow Up Boss runs as an open platform, connecting to more than 250 lead sources instead of locking teams into one partner network. Zillow Group bought the company in 2023 for $400 million, adding financial weight behind ongoing development. The Grow plan starts at $69 per user a month, but integrated calling costs another $39 per user.

Is calling included in Follow Up Boss pricing?

No. The Grow plan is $69 per user a month, and integrated calling is an optional add-on at $39 per user a month.

Who owns Follow Up Boss?

Zillow Group acquired Follow Up Boss in 2023 for $400 million in cash plus potential earnouts.

The evidence: 6 criteria
9.2
Product Capability & Depth
8.8
Market Credibility & Trust Signals
8.7
Usability & Customer Experiencefollowupboss.com
8.5
Value, Pricing & Transparencyfollowupboss.com
9.0
Integrations & Ecosystem Strengthfollowupboss.com
9.0
Security, Compliance & Data Protectionfollowupboss.com
2

RealtyBackOffice

realtybackoffice.com · scored Dec 2025

RealtyBackOffice starts at $15/mo with no setup fees.

Best forSmall brokerages wanting affordable transaction management and commission tracking.

From $15 per month no setup feese-signature includedAES-256 encryption

A real estate back-office platform for transaction management, commissions, and e-signatures.

Standout factRated 4.9 out of 5 based on 22 reviews on GetApp.getapp.com
Biggest catchThe built-in CRM is basic compared to standalone tools.geniusfirms.com
$15/mostarting pricerealtybackoffice.com
4.9/5GetApp ratinggetapp.com
3xdocument backupsrealtybackoffice.com

Starting price

$15/mo1 active agent, no setup fees

What reviewers say

GetApp
4.9/5 · 22

Source: getapp.com

Upside

  • Daily live Zoom support included
  • No setup fees or contracts
  • Unlimited document storage included

Catch

  • Built-in CRM is basic
  • Limited third-party integrations without Zapier
  • Smaller user community than rivals
Pick it ifSmall brokerages wanting affordable transaction management and commission tracking.
Skip it ifAgents wanting only a standalone CRM or lead generation tool.
PricingFrom $15/mo for one agent, no setup fees

Editor's takeRealtyBackOffice bundles transaction management, commission math, and e-signatures into one plan starting at $15 a month per agent. Daily live Zoom consultations are rare in this price range and drive its usability score. Brokerages wanting a full CRM or property management tools should look elsewhere.

How much does RealtyBackOffice cost?

Pricing starts at $15 per month for one active agent, with volume discounts at higher agent counts. There are no setup fees and no long-term contracts, and the company charges month-to-month.

Does RealtyBackOffice include a CRM?

Yes, but reviewers describe it as basic compared to standalone CRM software. It covers contacts and communication, while deeper integrations run through Zapier connections to over 750 other applications.

The evidence: 6 criteria, 2 penalties (−0.13 points)
8.8
Product Capability & DepthLooked for: We evaluate the comprehensiveness of transaction management, commission automation, and agent oversight tools.The platform offers end-to-end transaction management with automated financial calculations, e-signatures, and compliance tracking, though its CRM component is noted as basic.realtybackoffice.comrealtybackoffice.comrealtybackoffice.com
8.9
Market Credibility & Trust SignalsLooked for: We assess industry tenure, user review sentiment, and adoption rates among real estate professionals.Founded around 2015, the company maintains high user satisfaction ratings across review platforms, though it has a smaller volume of reviews compared to legacy competitors.softwareworld.cogetapp.com
9.3
Usability & Customer ExperienceLooked for: We look for intuitive interface design, ease of onboarding, and accessibility of support channels.The platform is praised for its intuitive interface and offers exceptional support resources, including daily live Zoom consultations for agents and admins.realtybackoffice.comrealtybackoffice.comsoftwareconnect.com
9.6
Value, Pricing & TransparencyLooked for: We analyze pricing structures for clarity, competitiveness, and hidden costs like setup fees or contracts.Pricing is highly transparent and competitive, starting at $15/month with no setup fees or long-term contracts, and includes all features across all plans.realtybackoffice.comrealtybackoffice.comrealtybackoffice.com
8.6
Integrations & Ecosystem StrengthLooked for: We evaluate the ability to connect with CRM, accounting, and marketing tools essential for brokerages.Native integrations include QuickBooks Online and Google Apps, with broader connectivity provided through Zapier, allowing links to over 750 external applications.realtybackoffice.comrealtybackoffice.comrealtybackoffice.com
9.0
Security, Compliance & Data ProtectionLooked for: We examine data encryption standards, backup protocols, and compliance with industry regulations.The platform employs AES-256 bit encryption and ensures data redundancy by backing up documents three times across multiple locations.realtybackoffice.comrealtybackoffice.comrealtybackoffice.com

Score adjustments−0.13 points in total

−0.07Users have noted that the built-in CRM functionality is functional but basic compared to standalone CRM solutions.geniusfirms.com · severity 50/100
−0.06Some reviews indicate that the e-signature functionality is limited and creating new forms can be challenging.softwareconnect.com · severity 45/100
3

Realtyzam

realtyzam.com · Realtyzam Accounting Software · scored Dec 2025

Realtyzam stays free until you sell two homes

Best forIndependent agents needing simple income, expense, and tax tracking

Free tier From $10 per month free trialreal estate specificmobile app

Accounting software built only for real estate agents, tracking commissions and tax reports.

Standout factRealtyzam stays free until an agent sells two properties or logs $3,000 in income.fitsmallbusiness.com
Biggest catchThere is no bank reconciliation or balance sheet support.fitsmallbusiness.com
4.9/5Apple App Store ratingapps.apple.com
$9.95Monthly price after free periodhooquest.com

What reviewers say

Apple App Store
4.9/5 · 241

Source: apps.apple.com

The thing people get wrong

Realtyzam costs money from day one

It stays free until you sell two properties or log $3,000 in income

Source: fitsmallbusiness.com

Upside

  • Free until two sales close
  • Rated best UI in the category
  • Generates Schedule C tax reports

Catch

  • No balance sheet or reconciliation
  • Mileage tracking is manual
  • No Zapier or CRM integrations
Pick it ifIndependent agents needing simple income, expense, and tax tracking
Skip it ifBrokerages needing team payroll or bank reconciliation features
PricingFree until 2 sales or $3k income, then $9.95 a month

Editor's takeRealtyzam scores 9.6 out of 10 for pricing value, the top mark among real estate accounting tools rated here. It stays free until an agent sells two properties or logs $3,000 in income. The tradeoff is no balance sheet, bank reconciliation, or third-party integrations.

How long is Realtyzam free to use?

It stays free until you sell two properties or log $3,000 in income and expenses, after the 30-day trial.

Does Realtyzam support bank reconciliation?

No. Realtyzam connects to bank feeds for expense tracking but does not offer bank reconciliation or balance sheet reporting.

The evidence: 6 criteria, 3 penalties (−0.19 points)
8.8
Product Capability & DepthLooked for: We evaluate the software's ability to handle real estate-specific accounting needs like commission tracking, broker splits, and tax categorization.Realtyzam excels at tracking commissions and generating Schedule C tax reports but lacks double-entry accounting features like balance sheets and bank reconciliation.hooquest.comfitsmallbusiness.comfitsmallbusiness.com
9.2
Market Credibility & Trust SignalsLooked for: We assess the product's reputation, longevity, and user sentiment across verified review platforms.The product has established a strong reputation since 2014, boasting a near-perfect 4.9 rating on the Apple App Store with hundreds of reviews.apps.apple.comhooquest.com
9.5
Usability & Customer ExperienceLooked for: We analyze the user interface design, ease of onboarding, and quality of customer support channels.Users consistently cite the interface as the best in the industry for its simplicity, though support is limited to email with no phone option.g2.comhooquest.com
9.6
Value, Pricing & TransparencyLooked for: We examine pricing structures, free trial terms, and hidden costs relative to the features provided.Realtyzam offers a unique value model where the software is free until the agent sells two properties, making it risk-free for new agents.fitsmallbusiness.comhooquest.com
8.9
Mobile Accessibility & Mileage TrackingLooked for: We evaluate the mobile app's functionality and the automation level of mileage tracking for agents on the go.The mobile app is highly rated and allows for receipt scanning, but mileage tracking requires manual entry rather than automatic background GPS tracking.bestaccountingsoftware.comapps.apple.com
8.2
Integrations & Data FeedsLooked for: We check for bank feed connectivity, CRM integrations, and third-party API support.It connects to over 15,000 financial institutions for bank feeds but lacks integrations with third-party tools like Zapier or other CRMs.realestatebees.comg2.com

Score adjustments−0.19 points in total

−0.08The software does not support balance sheets or asset/liability tracking, limiting its use for complex accounting.fitsmallbusiness.com · severity 60/100
−0.06There are no integrations with third-party software (e.g., Zapier, CRMs) outside of bank feeds.realestatebees.com · severity 55/100
−0.05Mileage tracking is manual and does not support automatic background GPS tracking like competitors.bestaccountingsoftware.com · severity 50/100
4

Yardi

yardi.com · Yardi Real Estate Software · scored Dec 2025

Yardi manages $4 trillion in assets, pricing stays hidden

Best forLarge enterprises managing multifamily, commercial or specialized housing portfolios.

From $1 per unit/mo enterpriseSOC 2property management

Property management platform scaling from SMB tool Breeze to enterprise ERP Voyager.

Standout factYardi manages a combined $4 trillion in assets for 20,000 customers.forbes.com
Biggest catchVoyager pricing is not public and often needs costly, complex implementation.agorareal.com
$4 trillionAssets managedforbes.com
1984Foundeden.wikipedia.org

By the numbers

$4Tassets managed
20,000+customers worldwide
450+interface partners

Source: forbes.com

Milestones

1984Yardi founded
TodayManages $4 trillion in assets across 20,000+ customers

Source: en.wikipedia.org

Upside

  • Manages $4 trillion in assets globally
  • Scales from SMB Breeze to enterprise Voyager
  • CSA Star Level 2 and SOC certified

Catch

  • Voyager pricing requires a custom quote
  • API access needs paid SIPP membership
  • Voyager interface called clunky by users
Pick it ifLarge enterprises managing multifamily, commercial or specialized housing portfolios.
Skip it ifIndividual agents or small landlords wanting a simple, plug-and-play tool.
PricingBreeze from $1/unit/mo ($100 min), Voyager needs a custom quote

Editor's takeYardi's 41-year history and $4 trillion in managed assets make it a default pick for large, multi-vertical portfolios. Voyager's interface still draws repeated complaints about being clunky. API access also runs through a paid partner program rather than an open API.

How much does Yardi cost?

Yardi Breeze starts at $1 per unit per month with a $100 monthly minimum. Voyager, the enterprise platform, requires a custom quote from sales.

Does Yardi have an open API?

Not a fully open one. Developers must join the paid Standard Interface Partner Program to access Yardi's API, which some reviewers call restrictive.

The evidence: 6 criteria, 3 penalties (−0.15 points)
9.6
Product Capability & DepthLooked for: We evaluate the breadth of property management features, scalability across portfolio sizes, and the availability of specialized modules for different real estate verticals.Yardi offers a dual-platform strategy with 'Voyager' for enterprise-grade, end-to-end lifecycle management and 'Breeze' for streamlined SMB operations, covering residential, commercial, and specialty markets.yardi.comyardi.comappsruntheworld.com
9.9
Market Credibility & Trust SignalsLooked for: We assess the vendor's longevity, market share, financial stability, and adoption rates among major industry players.Founded in 1984, Yardi is the longest-operating company on the Cloud 100, managing $4 trillion in assets for over 20,000 clients, establishing it as a dominant market leader.en.wikipedia.orgforbes.comappsruntheworld.com
8.3
Usability & Customer ExperienceLooked for: We examine user interface design, ease of learning, and the quality of customer support resources based on user feedback.While Breeze is praised for simplicity, the flagship Voyager platform is frequently criticized for a steep learning curve, dated interface, and complexity that requires significant training.yardi.comreddit.comg2.com
8.5
Value, Pricing & TransparencyLooked for: We evaluate pricing transparency, cost-to-value ratio, and the presence of hidden fees or expensive implementation requirements.Yardi Breeze offers transparent per-unit pricing, but Voyager requires custom quotes and often involves significant implementation costs, creating a disparity in transparency.yardibreeze.comagorareal.com33floors.com
8.8
Integrations & Ecosystem StrengthLooked for: We assess the availability of APIs, the size of the partner marketplace, and the ease of connecting third-party tools.Yardi boasts a massive ecosystem with 450+ interface partners, but developers report that API access is restrictive, expensive, and often requires participation in the Standard Interface Partner Program.yardi.comhottspott.comg2.com
9.7
Security, Compliance & Data ProtectionLooked for: We verify the presence of critical security certifications like SOC 1/2, ISO 27001, and compliance with industry regulations.Yardi maintains robust security standards including SOC 1 Type 2 and SOC 2 Type 2 compliance, CSA Star Level 2 certification, and adherence to PCI and HIPAA regulations.yardi.comyardi.comyardi.com

Score adjustments−0.15 points in total

−0.06Users consistently report a steep learning curve and 'clunky' interface for the Voyager platform, requiring significant training investment.g2.com · severity 60/100
−0.06API access is restrictive and requires paid participation in the Standard Interface Partner Program (SIPP), limiting flexibility for custom integrations.hottspott.com · severity 55/100
−0.03Enterprise pricing for Voyager is opaque, not publicly listed, and often involves substantial implementation costs.agorareal.com · severity 45/100
5

Xero

xero.com · Xero Real Estate Accounting · scored Dec 2025

Xero syncs Re-Leased data live, but skips tenant screening

Best forGrowing real estate brokerages wanting scalable double-entry accounting.

From $20 per month unlimited usersISO 27001free trial
−0.1 vs #1

A cloud accounting platform for real estate teams with unlimited users and deep Re-Leased and Loft47 integration.

Standout factXero offers unlimited users on every plan, unlike most competitors that charge per seat.nerdwallet.com
Biggest catchXero is general ledger software, not property management software, and lacks native tenant screening.doorloop.com
$6B+Company valuationhooquest.com
$20/moStarting pricexero.com

Connects to

Re-LeasedLoft47StripeHubSpot1,000+ total

Source: apps.xero.com

In their words

“In contrast, all Xero plans offer unlimited users. Plus, its highest-tier Established plan is more affordable at $80 per month.”

nerdwallet.com

Upside

  • Unlimited users on all plans
  • Deep integration with Re-Leased and Loft47
  • Clean, intuitive interface

Catch

  • No native tenant screening
  • Entry plan capped at 20 invoices
  • No inbound phone support
Pick it ifGrowing real estate brokerages wanting scalable double-entry accounting.
Skip it ifIndividual agents wanting a simple, pre-configured expense tracker.
PricingFrom $20/mo, Early plan capped at 20 invoices/mo

Editor's takeXero gives every plan unlimited users, letting brokerages add staff and accountants without per-seat costs. Its 2-way sync with Re-Leased and Loft47 turns generic bookkeeping into a real estate ERP. It has no native tenant screening, and the entry Early plan caps out at just 20 invoices a month.

Does Xero include property management features?

Not natively. Xero is general ledger accounting software and lacks built-in tenant screening or lease management, though it integrates with specialized apps like Re-Leased for those functions.

How many users does Xero allow?

Unlimited, on every plan. Unlike many competitors that charge per seat, Xero lets brokerages add as many staff and accountants as needed at no extra cost.

The evidence: 6 criteria, 3 penalties (−0.18 points)
8.7
Product Capability & DepthLooked for: Core accounting features tailored for real estate needs like trust accounting, recurring rent invoices, and mobile access.Xero provides robust double-entry accounting, bank feeds, and mobile tools, but relies on 'Tracking Categories' for property-specific reporting rather than native property management features.xero.comxero.comvintti.com
9.4
Market Credibility & Trust SignalsLooked for: Public listing, user base size, and reputation specifically within the accounting and real estate sectors.Xero is a publicly traded global leader with over 3 million subscribers, widely recognized as the primary alternative to QuickBooks for small businesses and real estate investors.realestatebusiness.com.auhooquest.comdoorloop.com
8.9
Usability & Customer ExperienceLooked for: Interface design, ease of navigation for non-accountants, and quality of customer support channels.Users consistently praise the 'beautiful' and intuitive interface as superior to competitors, though the lack of inbound phone support is a documented friction point.xero.comnerdwallet.comnerdwallet.com
9.0
Value, Pricing & TransparencyLooked for: Competitive pricing structures, hidden fees, and value for money relative to feature set.Xero offers a unique 'unlimited users' model on all plans, providing exceptional value for real estate teams, though the entry-level plan is severely restricted on invoice volume.xero.comnerdwallet.comhooquest.com
9.6
Integrations & Ecosystem StrengthLooked for: Depth of connections with property management software (PMS) and real estate CRMs.Xero excels here with deep, 2-way synchronization with specialized apps like Re-Leased and Loft47, effectively transforming generic accounting into a specialized real estate platform.apps.xero.comre-leased.comapps.xero.com
8.5
Scalability & PerformanceLooked for: Ability to handle growing portfolios, high transaction volumes, and multiple entities.While 'unlimited users' aids scalability, the software has documented 'soft limits' on transaction volumes that can slow performance for very large portfolios.xero.comcoherent.netvintti.com

Score adjustments−0.18 points in total

−0.09Xero is general ledger software, not property management software; it lacks native tenant screening, maintenance requests, and lease management without third-party add-ons.doorloop.com · severity 65/100
−0.04The entry-level 'Early' plan is severely restricted to only 20 invoices and 5 bills per month, making it unusable for active businesses without upgrading.tech.co · severity 50/100
−0.05Xero does not offer an inbound customer support phone number, relying entirely on online ticket-based support.nerdwallet.com · severity 45/100
6

Brivity

brivity.com · Brivity Real Estate Software · scored Dec 2025

Brivity's setup fees are non-refundable, even on cancellation

Best forSolo top producers or teams wanting an all-in-one CRM and website solution

From $299 per month all-in-one CRMIDX websitesnon-refundable setup
−0.2 vs #1

All-in-one real estate CRM, IDX, and transaction platform built by the Ben Kinney team, now owned by PLACE.

Standout factBrivity Market Reports beat industry average email open rates by 47%brivity.com
Biggest catchSetup fees and purchase prices are non-refundable, even if the service is cancelled early.brivity.com
$299/moSolo agent starting pricebrivity.com
+47%Market report open rate liftbrivity.com
$1BPLACE valuationgeekwire.com

In their words

“Client understands and agrees that the Purchase Price, any set-up fees, and any other amounts due Brivity are non-refundable.”

brivity.com

Standout number

+47%higher email open rates than industry average

Source: brivity.com

Upside

  • All-in-one CRM, IDX, transactions
  • Smart Auto Plans automate nurturing
  • Backed by top-producing Ben Kinney team

Catch

  • Setup fees are non-refundable
  • Heavy reliance on Zapier
  • Some report slow website performance
Pick it ifSolo top producers or teams wanting an all-in-one CRM and website solution
Skip it ifTeams wanting best-of-breed separate tools rather than a bundled suite
PricingFrom $299/mo for solo agents, demo needed for team pricing

Editor's takeBrivity was built by Ben Kinney's team, which used it to manage over a billion dollars in sales before PLACE, a $1 billion-valued startup, acquired the company. Its Smart Auto Plans and market reports reportedly beat industry email open rates by 47%. Solo agent pricing starts at $299 monthly, but setup fees are strictly non-refundable even after early cancellation.

Can I get a refund on setup fees?

No. Brivity's terms of service state that purchase prices and setup fees are non-refundable, even upon cancellation.

How much does Brivity cost?

Solo agent plans start at $299 per month. Team pricing requires contacting Brivity for a demo and custom quote.

The evidence: 6 criteria, 3 penalties (−0.18 points)
8.7
Product Capability & DepthLooked for: We evaluate the platform's ability to consolidate essential real estate functions—CRM, IDX, and transaction management—into a single, cohesive workflow.Brivity offers a comprehensive 'all-in-one' ecosystem that spans lead generation, CRM, marketing automation, and transaction management, designed to replace multiple disparate tools.brivity.comg2.comsaasworthy.com
9.2
Market Credibility & Trust SignalsLooked for: We assess the company's industry standing, leadership history, and financial stability within the real estate technology sector.Founded by industry veteran Ben Kinney and acquired by the unicorn startup PLACE, Brivity holds significant credibility and is backed by substantial venture capital.rismedia.comgeekwire.combenkinneycompanies.com
8.6
Usability & Customer ExperienceLooked for: We examine user feedback regarding interface design, ease of navigation, and system performance across desktop and mobile devices.Users generally praise the clean interface and organization, though some report a steep learning curve and occasional performance sluggishness.youtube.comreddit.com
8.2
Value, Pricing & TransparencyLooked for: We analyze the pricing structure, contract terms, and public availability of cost information compared to market standards.Pricing is tiered but often requires a demo for exact quotes, and the company maintains a strict non-refundable policy on setup fees.brivity.combrivity.com
9.1
Lead Generation & Marketing AutomationLooked for: We evaluate the platform's tools for capturing leads, nurturing prospects through automated workflows, and creating marketing collateral.Brivity excels with 'Smart Auto Plans' and automated market reports that claim significantly higher open rates than industry averages.brivity.comsaasworthy.com
9.3
Support, Training & Onboarding ResourcesLooked for: We review the availability and quality of educational resources, customer support channels, and training programs provided to users.The platform provides extensive training resources, including weekly coaching webinars and hands-on onboarding, which are frequently highlighted as a major pro.brivity.comg2.com

Score adjustments−0.18 points in total

−0.09Competitors and reviews note a heavy reliance on Zapier for advanced routing and integrations, which can lead to workflow breakage compared to native integrations.sierrainteractive.com · severity 65/100
−0.04The company enforces a strict policy where setup fees and purchase prices are non-refundable, even if the service is cancelled early.brivity.com · severity 60/100
−0.05Some users and third-party comparisons report issues with website page load speeds and occasional platform glitches.reddit.com · severity 50/100
7

BrokerSumo

brokersumo.com · BrokerSumo Real Estate Management · scored Dec 2025

BrokerSumo charges extra for its QuickBooks add-on

Best forReal estate brokerages automating commission splits and agent ACH payouts

From $99 per month SOC 2QuickBooks syncACH payments
−0.2 vs #1

Back-office software automating commission splits, agent billing, and 2-way QuickBooks sync for brokerages.

Standout factBrokerages with over 900 agents and 3,600 closings a year use BrokerSumo to track their data.brokersumo.com
Biggest catchThe QuickBooks integration costs an extra $25 a month on top of the base plan.unifyrealestate.com
$99/mo + $1.50/agentBase pricehooquest.com
$25/moQuickBooks add-onunifyrealestate.com

Plans

QuickBooks add-on$25/mo

2-way sync

Zoho Dashboards add-on$20/mo

reporting

Source: unifyrealestate.com

Adoption

900+agents at brokerages using BrokerSumo

Source: brokersumo.com

Upside

  • Automated commission splits and disbursements
  • 2-way QuickBooks sync
  • Direct ACH deposits for agents

Catch

  • QuickBooks add-on costs $25/month extra
  • No immediate phone or chat support
  • Interface feels dated to some users
Pick it ifReal estate brokerages automating commission splits and agent ACH payouts
Skip it ifIndividual agents without commission splits or property managers needing leasing tools
PricingFrom $99/month plus $1.50 per agent

Editor's takeBrokerSumo, acquired by Inside Real Estate in 2017, automates commission splits, agent onboarding, and ACH payouts for brokerages, some managing over 900 agents. Its 2-way QuickBooks sync cuts down on double data entry, a common pain point in the industry. That sync costs an extra $25 a month on top of the $99 base plan, and reporting add-ons cost more still.

How much does BrokerSumo cost?

The core plan starts at $99 a month plus $1.50 per agent. QuickBooks sync and advanced reporting cost extra as add-ons.

Does BrokerSumo sync with QuickBooks?

Yes, with a 2-way sync that sends agent billing and commission disbursement data to QuickBooks automatically, for an extra $25 a month.

The evidence: 6 criteria, 3 penalties (−0.15 points)
8.7
Product Capability & DepthLooked for: We evaluate the software's ability to handle complex real estate back-office tasks like commission splits, agent billing, and transaction management.BrokerSumo provides robust tools for automating commission calculations, managing agent onboarding, and processing ACH payments, though some users note minor calculation imperfections.brokersumo.combrokersumo.combrokersumo.com
9.2
Market Credibility & Trust SignalsLooked for: We assess the vendor's industry standing, ownership stability, and adoption by significant real estate brokerages.Acquired by industry giant Inside Real Estate in 2017, the platform serves large brokerages with over 900 agents and thousands of closings annually.wavgroup.combrokersumo.com
8.9
Usability & Customer ExperienceLooked for: We examine user feedback regarding the interface's ease of use, learning curve, and the responsiveness of customer support.Users consistently praise the platform's simplicity and ease of use compared to competitors, though some recent reviews cite a lack of immediate chat support.brokersumo.combrokersumo.com
8.5
Value, Pricing & TransparencyLooked for: We analyze the pricing structure, affordability relative to competitors, and the transparency of any additional fees.The base pricing is competitive ($99/mo + agent fees), but essential integrations like QuickBooks and advanced reporting often incur additional monthly costs.hooquest.comunifyrealestate.com
9.0
Integrations & Ecosystem StrengthLooked for: We evaluate how well the software connects with essential real estate tools like CRMs, transaction platforms, and accounting software.The platform excels with deep 2-way QuickBooks syncing and integrations with major transaction tools like Dotloop and SkySlope.intercom.helpsupport.dotloop.com
8.8
Security, Compliance & Data ProtectionLooked for: We investigate the security measures in place for handling sensitive financial data, including ACH transfers and agent personal information.Parent company Inside Real Estate maintains SOC 2 Type II compliance, and ACH transfers are handled via secure partners like Dwolla.developerhub.boldtrail.combrokersumo.com

Score adjustments−0.15 points in total

−0.07User reviews indicate that commission calculations, while generally accurate, can be 'not perfect' and may require manual adjustments.softwaresuggest.com · severity 55/100
−0.05Some users report a lack of immediate support channels like chatbots, relying instead on email tickets.softwaresuggest.com · severity 50/100
−0.03Essential integrations like QuickBooks and advanced reporting tools require additional monthly add-on fees.hooquest.com · severity 45/100
8

Buildium

buildium.com · Buildium Property Management · scored Dec 2025

Buildium publishes pricing, gates API behind Premium

Best forResidential property managers with 50 to 1,000 units.

From $62 per month AI featurestrust accountingRealPage backed
−0.2 vs #1

All-in-one property management suite with new AI automation, backed by RealPage.

Standout factBuildium manages roughly 2 million residential units globally under RealPage.grokipedia.com
Biggest catchOpen API access is exclusive to the Premium plan, the most expensive tier.buildium.com
~2MUnits managed globallygrokipedia.com
96% in comparison testsUsers preferring Buildiumrentprep.com
8 consecutive yearsStevie Award streakbuildium.com

Plans

Essential$62/mo

Core features

Growth$192/mo

Adds tools, transaction fees apply

Source: buildium.com

Adoption

~2,000,000residential units managed globally

Source: grokipedia.com

Upside

  • Transparent published pricing
  • Lumina AI automates leasing tasks
  • Built-in trust accounting compliance

Catch

  • Open API needs Premium plan
  • Transaction fees on lower tiers
  • Mobile app trails desktop
Pick it ifResidential property managers with 50 to 1,000 units.
Skip it ifCommercial-only portfolios or massive 2,000+ unit enterprises.
PricingEssential from $62/month, Open API requires Premium at $400/month

Editor's takeBuildium is rare in property management software for publishing real prices upfront across Essential, Growth, and Premium tiers. Its new Lumina AI automates bill scanning and leasing coordination. The catch: Open API access and waived transaction fees stay locked to the $400 a month Premium plan, a steep jump from Essential.

Does Buildium charge transaction fees?

On Growth and Essential plans, yes, around $0.99 per EFT transaction. Fees are waived only on the Premium plan.

Can I get API access on Buildium's cheaper plans?

No. Open API access is exclusive to the Premium plan, priced well above Essential and Growth.

The evidence: 6 criteria, 3 penalties (−0.18 points)
9.1
Product Capability & DepthLooked for: Comprehensive property management features including accounting, leasing, maintenance, and automation capabilities tailored for residential and association portfolios.Buildium offers a complete 'all-in-one' suite covering property accounting, online leasing, and maintenance, recently enhanced by 'Lumina' Agentic AI for automating workflows like bill processing and tenant communications.buildium.combuildium.combuildium.com
9.3
Market Credibility & Trust SignalsLooked for: Evidence of market longevity, user base size, industry awards, and backing by established parent companies.Buildium is a dominant market player owned by RealPage, serving over 2 million units globally, and has consistently won Stevie Awards for customer service.grokipedia.combuildium.com
8.7
Usability & Customer ExperienceLooked for: User interface intuitiveness, ease of onboarding, quality of mobile apps, and responsiveness of customer support.Users consistently praise the intuitive interface and ease of use compared to competitors, though satisfaction is tempered by mixed reviews regarding support responsiveness and mobile app depth.buildium.comrentprep.complay.google.com
8.6
Value, Pricing & TransparencyLooked for: Clear public pricing, flexible tier options, and transparency regarding transaction or setup fees.Buildium offers transparent, published pricing tiers (Essential, Growth, Premium), but significant value is locked behind the higher tiers, including API access and waived transaction fees.buildium.combuildium.comresearch.com
8.5
Integrations & Ecosystem StrengthLooked for: Availability of a third-party marketplace, API access, and quality of pre-built integrations.Buildium boasts a robust marketplace with partners like HappyCo and Tenant Turner, but its Open API is strictly gated to the Premium plan, limiting flexibility for smaller users.marketplace.buildium.combuildium.com
9.0
Security, Compliance & Data ProtectionLooked for: Adherence to industry security standards (SOC 2, encryption), 2FA, and trust accounting compliance.Buildium utilizes AWS encryption, enforces two-factor authentication (2FA), and provides specific reporting tools to ensure state-level trust accounting compliance.buildium.comhelp.buildium.com

Score adjustments−0.18 points in total

−0.06Users report inconsistent support experiences, including long wait times and tickets being closed without resolution.reddit.com · severity 60/100
−0.06Access to the Open API is restricted exclusively to the most expensive 'Premium' plan, limiting custom automation for smaller portfolios.buildium.com · severity 55/100
−0.06The mobile application is frequently cited as having limited functionality compared to the desktop version, restricting on-the-go management.play.google.com · severity 45/100
9

Realtyzam

breakthroughbroker.com · Realtyzam, Real Estate Accounting · scored Dec 2025

Realtyzam stays free until your second sale closes.

Best forSolo agents wanting simple expense tracking and automatic bank transaction categorization.

Free tier From $12 per month real-estatesolo-agentaccounting
−0.2 vs #1

Hyper-simple accounting built only for individual real estate agents, with commission tracking and easy tax reporting.

Standout factRealtyzam stays free until an agent closes two sales or logs $3,000 in income.fitsmallbusiness.com
Biggest catchRealtyzam cannot generate a balance sheet or other GAAP financial statements.fitsmallbusiness.com
$12/moStarting price
4.9/5App Store rating
30 daysFree trial

Starting price

12month

Score adjustments−0.18 points in total

−0.08The software lacks a balance sheet and double-entry bookkeeping, making it unsuitable for agents or brokerages requiring full GAAP-compliant accounting.fitsmallbusiness.com · severity 60/100
−0.05Customer support is limited to email/ticket systems, with no phone or live chat options available for immediate assistance.fitsmallbusiness.com · severity 50/100
−0.05The receipt capture feature does not use OCR (Optical Character Recognition), meaning users must manually enter data for uploaded receipts.fitsmallbusiness.com · severity 45/100

Upside

  • Free until second sale closes
  • Built only for real estate agents
  • Tracks broker fees and splits

Catch

  • No balance sheet reports
  • No phone support offered
  • No OCR receipt scanning
Pick it ifSolo agents wanting simple expense tracking and automatic bank transaction categorization.
Skip it ifReal estate teams needing commission splits, payroll, or full balance sheets.
PricingFrom $12/month, free until your second sale

Editor's takeRealtyzam strips out double-entry bookkeeping in favor of a workflow built around commissions and closings. New agents can use it free until they close two deals or log $3,000 in income, lowering the barrier for people just starting out. Support runs through email only, with no phone line for urgent questions.

Is Realtyzam free to use?

Yes, for new agents. It stays free for 30 days, then continues free until you close two sales or log $3,000 in income and expenses.

Can Realtyzam generate a balance sheet?

No. Realtyzam is not a double-entry bookkeeping system, so it cannot produce a balance sheet like QuickBooks Online can.

The evidence: 6 criteria, 3 penalties (−0.18 points)
8.7
Product Capability & DepthLooked for: We evaluate whether the software provides essential accounting features like double-entry bookkeeping, balance sheets, and automated bank reconciliation tailored for real estate professionals.Realtyzam focuses on simplified income and expense tracking specifically for agents, offering commission tracking and P&L generation but lacking double-entry accounting and balance sheets.breakthroughbroker.comfitsmallbusiness.comwokestech.com
9.2
Market Credibility & Trust SignalsLooked for: We assess the product's longevity, user base size, and reputation through verified user reviews and app store ratings.Founded in 2014, the platform boasts high user ratings across app stores and claims to track billions in income, indicating a mature and trusted solution in the real estate niche.breakthroughbroker.comfitsmallbusiness.comunifyrealestate.com
8.9
Usability & Customer ExperienceLooked for: We analyze the user interface design, ease of onboarding, and the quality of customer support channels available to users.Users consistently praise the interface for its extreme simplicity, though the customer experience is marred by a lack of phone support and reports of mobile app bugs.breakthroughbroker.comunifyrealestate.comfitsmallbusiness.com
9.6
Value, Pricing & TransparencyLooked for: We examine the pricing structure, affordability relative to competitors, and the terms of free trials or freemium models.Realtyzam offers a highly competitive price point and a unique 'free until you sell' model that allows extended use for new agents without immediate payment.breakthroughbroker.comfitsmallbusiness.comhooquest.com
8.2
Mobile Functionality & Mileage TrackingLooked for: We evaluate the mobile app's capabilities, specifically focusing on automatic mileage tracking and receipt management for agents on the go.While a mobile app exists, mileage tracking capabilities are contested, with some sources citing it as manual and others as automatic, and receipt scanning lacks OCR.breakthroughbroker.comfitsmallbusiness.comwokestech.com
9.1
Specialized Real Estate FeaturesLooked for: We look for niche-specific features such as commission split tracking, broker fee management, and conversion rate analytics.The software excels in tracking agent-specific metrics like broker fees, seller conversion rates, and average commission, which general accounting tools often miss.breakthroughbroker.comapps.apple.comrealtyzamcrm.com

Score adjustments−0.18 points in total

−0.08The software lacks a balance sheet and double-entry bookkeeping, making it unsuitable for agents or brokerages requiring full GAAP-compliant accounting.fitsmallbusiness.com · severity 60/100
−0.05Customer support is limited to email/ticket systems, with no phone or live chat options available for immediate assistance.fitsmallbusiness.com · severity 50/100
−0.05The receipt capture feature does not use OCR (Optical Character Recognition), meaning users must manually enter data for uploaded receipts.fitsmallbusiness.com · severity 45/100
10

Wave

waveapps.com · Wave Accounting for Real Estate · scored Dec 2025

Wave can't consolidate reports across rental properties

Best forSingle-property landlords wanting free, simple double-entry bookkeeping

Free tier free planSOC 2H&R Block
−0.2 vs #1

Free double-entry accounting app for landlords, backed by H&R Block, with bank feeds locked to the paid Pro plan.

Standout factWave was acquired by H&R Block in 2019 for $405 millionhrblock.com
Biggest catchWave cannot consolidate financial reports across multiple properties; each one needs a separate business profile.stessa.com
2M+Businesses servedwaveapps.com
$405MAcquisition price by H&R Blockhrblock.com
~$16/moPro plan pricethecfoclub.com

Free vs paid

Starter (free)

$0
  • Unlimited invoicing
  • Manual CSV bank import

Pro from

~$16/mo
  • Automatic bank feeds
  • Receipt scanning

Source: thecfoclub.com

In their words

“While financial reports can be generated for each rental property, Wave can not consolidate financial activity on a portfolio level.”

stessa.com

Upside

  • Free Starter plan available
  • Backed by H&R Block
  • SOC 2 and PCI-DSS Level 1

Catch

  • No consolidated portfolio reporting
  • Bank feeds need paid Pro plan
  • Manual depreciation journal entries
Pick it ifSingle-property landlords wanting free, simple double-entry bookkeeping
Skip it ifBrokerages needing payroll, commission splits or multi-property reporting
PricingFree Starter plan, Pro plan with bank feeds runs about $16/month

Editor's takeWave gives single-property landlords real double-entry bookkeeping at no cost, backed by H&R Block's $405 million acquisition and SOC 2 security. Investors with more than one property hit a wall though, since each rental needs its own separate business profile with no combined portfolio report. Free users also lose automated bank feeds, which now require the roughly $16-a-month Pro plan.

Can Wave handle multiple rental properties?

Not with consolidated reporting. Each property must be set up as its own separate business, and Wave cannot combine financial activity into one portfolio-level report.

Is Wave's bank feed still free?

No. Automatic bank transaction imports now require the Pro plan, around $16 per month. Free Starter users must upload bank CSV files manually.

The evidence: 6 criteria, 3 penalties (−0.18 points)
8.7
Product Capability & DepthLooked for: We evaluate the software's ability to handle essential real estate accounting tasks like income tracking, expense categorization, and double-entry bookkeeping.Wave provides robust double-entry accounting with unlimited income and expense tracking, though it lacks native real estate features like rent rolls or fixed asset depreciation schedules.waveapps.comwaveapps.comwaveapps.com
9.3
Market Credibility & Trust SignalsLooked for: We assess the vendor's stability, ownership history, and user base size to ensure long-term reliability for property owners.Acquired by H&R Block in 2019, Wave serves over 2 million small businesses and maintains high industry standing despite recent pricing model changes.hrblock.comwaveapps.com
9.0
Usability & Customer ExperienceLooked for: We look for an intuitive interface that allows landlords to manage finances without extensive accounting training.Reviewers consistently praise Wave for its ease of use and 'zero training' setup, making it highly accessible for independent landlords.waveapps.compcmag.comwaveapps.com
8.8
Value, Pricing & TransparencyLooked for: We evaluate the cost-to-feature ratio, specifically checking if essential features like bank feeds are locked behind paywalls.While the 'Starter' plan is free, automated bank imports now require the 'Pro' plan (~$16/mo), representing a shift from its historically free model.waveapps.comthecfoclub.comleadadvisors.com
9.4
Security, Compliance & Data ProtectionLooked for: We verify industry-standard security certifications relevant to financial data handling.Wave maintains rigorous security standards including SOC 2 Type 2 attestation and PCI-DSS Level 1 certification, ensuring enterprise-grade data protection.pcmag.comsupport.wavecnct.comwaveapps.com
7.5
Multi-Property Portfolio ManagementLooked for: We test the software's ability to consolidate financial reports across multiple rental properties or units.Wave cannot consolidate reports for multiple properties; each property must be set up as a separate business, requiring users to toggle between accounts.waveapps.comstessa.combiggerpockets.com

Score adjustments−0.18 points in total

−0.08Lack of consolidated reporting: Users managing multiple properties must toggle between separate business profiles and cannot view a unified portfolio P&L without manual export and combination.stessa.com · severity 75/100
−0.04Bank Feed Paywall: Automated bank transaction imports, previously a staple of the free offering, are now restricted to the paid 'Pro' plan ($16/mo), forcing free users to manually upload CSVs.fitsmallbusiness.com · severity 60/100
−0.06Support Access Limitation: Free 'Starter' plan users do not have access to email or live chat support, relying solely on a chatbot and self-serve help center.support.waveapps.com · severity 55/100
02

Side by side

10 features across 10 products. Green is yes, red is no, grey is not published.

FeatureFollow Up BossRealtyBackOfficeRealtyzamYardiXeroBrivityBrokerSumoBuildiumRealtyzamWave
Has Mobile App
Has Free Plan
Has Free Trial Contact for trial Contact for trial Contact for trial
Integrates With Zapier
Has Public API Enterprise API only
Live Chat Support Email/Ticket only Email/Ticket only Email/Ticket only
SOC 2 or ISO Certified
Popular Integrations Zillow, Trulia, Realtor.com MLS systems Limited integrations Microsoft 365, Google Workspace, Salesforce Stripe, PayPal, HubSpot Google Workspace, Microsoft 365, Zillow Custom integrations only QuickBooks, PayNearMe, HappyCo Limited integrations Limited integrations
Supports SSO
Starting Price $69 per user/mo $15 per month $10 per month $1 per unit/mo $20 per month $299 per month $99 per month $62 per month $12 per month Free tier
03

How we chose

Four fixed criteria for every product, plus two chosen for Account Management Software for Real Estate Agents, weighted and reduced by documented penalties.

Full methodology
Criteria set for this categoryProduct Capability & Depth, Market Credibility & Trust Signals, Usability & Customer Experience, Value, Pricing & Transparency, Integrations & Ecosystem Strength, Security, Compliance & Data Protection
Evidence, then a scoreDocumentation, pricing pages, security pages and third-party reviews. Each criterion records what was found and links its sources.
Penalties, then a rankDocumented problems pull the score down with their evidence attached. Rank follows the score. Sponsored rows, where present, are labelled.
iThe selection and ranking of account management software for real estate agents are based on a comprehensive analysis of key factors, including specifications, features, customer reviews, ratings, and overall value.
Albert Richer
Albert RicherFounder · Memphis, TN

Sets the criteria and reviews the evidence before a ranking publishes. Email him if something here looks wrong.

04

Questions people ask

Is calling included in Follow Up Boss pricing?

No. The Grow plan is $69 per user a month, and integrated calling is an optional add-on at $39 per user a month.

Who owns Follow Up Boss?

Zillow Group acquired Follow Up Boss in 2023 for $400 million in cash plus potential earnouts.

How much does RealtyBackOffice cost?

Pricing starts at $15 per month for one active agent, with volume discounts at higher agent counts. There are no setup fees and no long-term contracts, and the company charges month-to-month.

Does RealtyBackOffice include a CRM?

Yes, but reviewers describe it as basic compared to standalone CRM software. It covers contacts and communication, while deeper integrations run through Zapier connections to over 750 other applications.

How long is Realtyzam free to use?

It stays free until you sell two properties or log $3,000 in income and expenses, after the 30-day trial.

Does Realtyzam support bank reconciliation?

No. Realtyzam connects to bank feeds for expense tracking but does not offer bank reconciliation or balance sheet reporting.

How much does Yardi cost?

Yardi Breeze starts at $1 per unit per month with a $100 monthly minimum. Voyager, the enterprise platform, requires a custom quote from sales.

Does Yardi have an open API?

Not a fully open one. Developers must join the paid Standard Interface Partner Program to access Yardi's API, which some reviewers call restrictive.

How is the best Account Management Software for Real Estate Agents decided?

Every product is scored on six criteria for this category, with cited evidence and documented penalties. Rank follows the overall score. Vendors cannot pay for a position.

How often is this ranking updated?

Products are re-scored when pricing, features or evidence change. This ranking was last updated July 5, 2026.

05

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