Smart Portfolio Management for Real Estate Investors

Automated financial tracking and performance analytics platform that helps rental property investors maximize returns and simplify tax reporting.

Stessa

About Stessa

Stessa is a comprehensive property management and financial tracking platform designed specifically for real estate investors. The software automates the tedious aspects of rental property accounting by connecting directly to bank accounts, tracking income and expenses, and generating detailed performance reports. Whether managing a single rental or an extensive portfolio, Stessa provides investors with real-time insights into their property performance.

Built with both novice and experienced investors in mind, Stessa eliminates the need for spreadsheets and manual data entry. The platform automatically categorizes transactions, tracks rent payments, monitors expenses, and calculates key performance metrics like cash flow, net operating income, and return on investment. This automation saves investors countless hours while providing accurate financial data needed for tax preparation and strategic decision-making.

Stessa's cloud-based platform offers mobile apps for iOS and Android, ensuring investors can monitor their portfolios from anywhere. The software integrates with thousands of financial institutions and provides features like document storage, tenant screening, and collaborative access for accountants and partners, making it a complete solution for rental property management.

Key Features

Automated Income and Expense Tracking

Connect bank accounts, credit cards, and payment processors to automatically import and categorize all rental property transactions. Stessa intelligently identifies income from rent payments and categorizes expenses by IRS tax categories, eliminating manual data entry and ensuring nothing falls through the cracks.

Real-Time Portfolio Analytics

Access comprehensive dashboards displaying key metrics including cash flow, net operating income, cap rate, cash-on-cash return, and equity. Visual charts and graphs help investors quickly understand property performance and identify trends across their entire portfolio or individual properties.

Tax-Ready Reports

Generate IRS Schedule E-ready reports with a single click. All transactions are automatically organized by property and tax category, making tax season significantly easier. Export reports directly to accountants or popular tax software to streamline filing.

Document Management

Store unlimited documents including leases, receipts, invoices, inspection reports, and insurance policies in a centralized digital filing system. Attach documents to specific properties or transactions for easy retrieval and organization.

Property Performance Tracking

Monitor each property's financial health with detailed profit and loss statements, cash flow analysis, and ROI calculations. Compare properties side-by-side to identify top performers and properties needing attention.

Collaborative Access

Grant secure access to accountants, property managers, business partners, or lenders. Control permission levels to ensure each user sees only the information they need while maintaining data security.

Quick Specs

CategoryInvestor
Best ForLong-term rental property investors and landlords
Starting PriceFree (Premium plans available)
Free TrialYes - Free plan available permanently

Pricing

Stessa offers a free plan that includes unlimited properties, automated transaction tracking, performance analytics, and tax reports. Premium plans are available starting at $15 per month (billed annually) and include advanced features such as custom reporting, enhanced support, and additional portfolio management tools. Pricing details and plan comparisons are available at https://www.stessa.com/pricing.