Built for real estate agents

Your books, done by text.

Penni is an AI bookkeeper built for real estate agents. Text her a closing, a receipt, a drive, and it lands in QuickBooks booked right. After every deal she tells you what to set aside, so the tax bill never ambushes you again.

Stop being afraid of April.

14 days free. No credit card. From $149/mo after. Your books live in your QuickBooks, so you are never locked in.

P
Penni
Active now
$8,400 just landed from Sunset Title. Is that the closing on Manor Lane?
yes, 70/30 split
Booked. $8,400 commission in, $2,520 brokerage split out, $300 transaction fee out. Net to you $5,580.
Set aside $1,674 for taxes on this one. Your Q3 total is now $4,910.
Penni texts you first · just now
Read-only QuickBooks access Encrypted in transit and at rest Never trained on your data You choose which accounts she sees

Works where you already work

Your books should close themselves.And now they do.

If a computer can read a closing statement, it can book the split and the fee. If it can read your bank, it can reconcile the month. So Penni does. She is a service, not another app you have to open, tag, and reconcile yourself. Tools like RealtyZam, Hurdlr and Tabby wait for you to drive them. Penni drives herself, and texts you when she needs a decision. Most weeks you never open a thing.

How it works

Up and running in two minutes.

No dashboard to learn. No app to install. Connect QuickBooks, send Penni a text, and she takes it from there.

1

Connect QuickBooks

One secure click. Penni reads your chart of accounts so commissions, splits and fees land in the right place.

2

Text her what happened

A closing, a showing you drove to, a receipt. Plain English or a forwarded statement, whatever is easiest.

[snaps a photo of the staging receipt]
Booked. $180 to HomeGoods, deductible as Advertising and Marketing. In QuickBooks now.
3

She books it, and reports back

Penni posts to QuickBooks and confirms the net with you. After that, she just keeps your books current.

Built for how agents earn

The things that break an agent's books.
Penni handles every one.

A commission lands as one lump with a split and a fee buried inside. You mean to book it. You are at a showing. The miles pile up in a notebook that never gets typed up, and the quarterly estimate arrives the week after you spent the money. None of it is hard. It is just relentless, it all happens while you are working, and nobody told you any of it when you got licensed.

Commissions

Closes out every deal

The deposit lands as one lump with a split and a fee inside. Penni catches it, books the gross, the brokerage split and the transaction fee, and confirms your net.

Penni$9,600 from Harbor Title. Net to you $6,435 after the 70/30 split and the $285 fee. Booked.
Receipts

Snap it. She books it.

The shoebox and the spreadsheet retire. Text a photo of any receipt and Penni reads it, books it to the right category in QuickBooks, and tells you whether it is deductible.

Penni$85 gift basket for the Hendersons. Booked to Client Gifts, deductible up to the IRS limit.
Mileage

Miles by text

Showings, inspections, the drive to closing. Text her the trip and she logs it at the current 2026 IRS rate. No GPS app, no location tracking, no glovebox notebook.

You to Pennidrove to the inspection on Oak St. Logged 22 miles, $16.72 deductible.
Taxes

A running set-aside

No employer is withholding anything. After every closing, Penni tells you what to move aside and your running quarterly total. She also tracks what you pay TCs and photographers all year, so January 1099s are a report, not an archaeology dig.

PenniSet aside $1,674 on this one. Your Q3 total is now $4,910. Q3 estimate is due Sept 15.
Invoices

Bill anyone by text

A referral fee, a staging consult, a co-op split. Tell Penni once and she creates the invoice in QuickBooks, emails it, and chases it when it goes quiet. Friendly, then firm.

PenniSent. $850 staging invoice to the Millers, due Aug 30. I will nudge them if it goes unpaid.
Keeps your books

Reconciles every month

Accounts reconciled to the bank, uncategorized cleared, a clean tax-ready year. On Penni Pro a certified pro reviews it and signs off, with a receipt by text.

PenniReconciled September. Everything matches your bank. Your pro signed off, receipt attached.

What you are paying today

The old way costs $520 a month.

QuickBooks at the top tier runs about $130 a month, and the bookkeeper you forward everything to runs $400 more. Penni does the entering, the categorizing and the reconciling for $149 flat. Want a human still checking? Penni Pro adds a certified pro signing off every month for $299, less than the bookkeeper alone.

$The $400 bookkeeper. Replaced. Penni does the same work, all month, for $149.
The human review stays. On Pro, a certified pro reviews and signs off monthly.
The app pile goes. Mileage tracker, receipt folder, invoice chaser. It is one text thread now.
🔒Nothing to rip out. Penni works inside the QuickBooks you already have.

The proof

Most apps categorize. Penni reconciles.

Anyone can guess a category. Penni matches every transaction against your actual bank, finds what is missing, and reconciles your accounts to the penny. The few she cannot match, you clear in one tap.

Connect your bank once and Penni reconciles every month, on her own.

She books what is missing and carries the timing items, the way a real bookkeeper would.

You confirm or deny in one tap. No spreadsheets, no reconcile screen, no month-end dread.

Every entry carries a QuickBooks id you can check yourself. Most people stop checking after a month or two. That is the point.

P September reconciliation · Checking
42 of 45 transactions match your books. 3 charges hit your bank that are not booked yet. Want to clear them up?
Lockbox / SentriLock$29.00
Sept 12 · Penni suggests Dues and Subscriptions
Book itPick category
Your books now match your September statement. The pending referral deposit is carried forward, which is normal.

The difference

Every other tool waits for you to open it. Penni texts you first.

Watches a live feed of your accounts and books what lands, end to end. A closing hits, the split and the fee post, you get a text.

Watches your inbox 24/7 for brokerage statements, MLS dues, and receipts, and books them on arrival.

Chases what you are owed. Referral fees and co-op splits, tracked and followed up on.

Closing booked. $11,250 from Coastal Title. Split, fee and net posted to QuickBooks.
Today, 9:14 AM
Set aside for taxes. $2,140 on the Palm Way deal. Your Q3 total is funded through Sept 15.
Today, 9:15 AM
Invoice paid. The $850 staging invoice you sent by text just cleared. Booked to income.
Today, 2:37 PM

On demand

Ask a question. Get the analysis.

Your books can answer questions now. Ask in plain English, get real numbers with the why behind them.

"What did I net last month, after taxes?" The set-aside math, already done.

"Am I overspending with any vendor?" She checks your trailing average and names the outliers.

"What does cash look like through January?" A baseline forecast with your quarterly set-asides already in it.

P You asked: What did I net after expenses last month?
June, per QuickBooks: income $62,500, expenses $23,254, net $39,246. After a 25 to 30 percent tax set-aside, plan on $27,472 to $29,435 actually spendable.
That was a strong month. Your trailing burn is $23,898 a month, so June's net alone covered about 1.6 months of expenses.

Where the lines are

What Penni will not do.

A bookkeeper that overstates what it handles is worse than no bookkeeper at all. So here it is plainly.

🏢

Trust and escrow stay with your broker

Penni does not do trust or escrow accounting. Client funds and earnest money stay under your broker's process and your state's rules, exactly where they are today.

📑

Estimates, never tax advice

Penni's set-aside numbers are estimates built to keep a quarterly bill from surprising you. They are not tax advice and do not replace your CPA or EA.

🔑

Your books, never locked in

Everything lives in your own QuickBooks. Leave whenever you want and your CPA can open your books without asking us for anything.

Who built this

Built by a working real estate broker and a finance professional, because we needed it first. The commission math and the split language came from real closing statements, not from a product spec.

Penni proposes, you confirm, and every entry posts to QuickBooks with an id you can check yourself. Trust is earned in your books, not claimed on a landing page.

Follow the build. Read the story

Pricing

Flat, whatever you close.

Your price does not move when you have a big month. Penni does the books, a real pro checks them, and it all lives in your QuickBooks, so nobody can ever lock you out.

Penni
$149 /month, flat
14 days free, no card. Then $49 your first month. Annual is $1,188 a year. Under a third of the QuickBooks-plus-bookkeeper stack.
  • Commissions closed out with the split and the fee
  • Mileage by text at the current IRS rate
  • A running tax set-aside after every deal
  • Reconciles your accounts to the bank every month
  • Works over iMessage, SMS, Claude and ChatGPT
Start free
A pro signs off
Penni Pro
$299 /month, flat
  • Everything in Penni
  • A certified pro reviews and signs off on your books every month
  • Signed receipt after every review, by text
  • On-call human for any question
  • Tax-ready year-end handoff
Get Penni Pro
The CFO layer
Penni CFO
$599 /month, flat
  • Everything in Penni Pro
  • Forecasting you can text: cash, a slow season, what-ifs
  • Quarterly strategy session with a pro
  • Annual tax planning with a partner CPA or EA
Get Penni CFO

Add-ons. Tax filing, $100/mo, Penni preps and files. Catch-up bookkeeping, from $999 one-time, to clean a backlog.

30-day money-back guarantee. No contracts. Never locked in, your books stay in your QuickBooks. See the full comparison →

You closed the deal. Let Penni close the books.

Connect QuickBooks in two minutes, then text her like you would text anyone else. Never dread April again. Never pay the $520 stack again. 14 days free, no card, never locked in.

Start free