Books to
bankability.
One platform to organize your docs, clean your books, and produce lender-ready financials across every entity.
Sound familiar?
Real estate books are uniquely painful
Simple questions shouldn't require forensic accounting
You want to know how a deal is performing — not dig through tabs and formulas. One click. Clear numbers. Move on.
Your books shouldn't be a part-time job
No learning curve. No manual categorization. Just clean financials without the spreadsheet grind.
Flipping, renting, and closing deals all at once?
You flip. You hold. You broker. Real estate doesn't stay in one lane. Your books shouldn't either. One platform for every income stream, every entity, every deal.
Who we serve
Built for how real estate actually works.
Agents, investors, flippers, landlords — if you run a real estate business, your books belong here.
How it works
Set it up once. Stay current forever.
Connect your accounts
Securely link banks across all your entities. Transactions sync daily, automatically.
Upload your documents
Closing statements, loan docs, receipts — drop them in and we extract the data.
We categorize and match
Transactions are auto-categorized and matched to supporting docs.
Review what matters
One-offs and unusual items get flagged for your input. Everything else is handled.
Clean books, clear picture
Fully reconciled books and real-time performance dashboards across every entity.
Raise capital
Investor ready reports, apply for funding.
Built for real estate
Your business finances on autopilot
Auto Reconciliation
Bank transactions automatically matched to your documents. No more manually cross-referencing statements. Every dollar traced, every transaction backed by a document.
Document Intelligence
Upload closing statements, receipts, loan docs, and contracts. We extract the data, categorize it, and organize it by entity automatically.
Investor Reporting
Generate financial reports backed by real documents. On demand, always current. Build trust with your investors through transparency.
Access to Capital
With clean books and investor ready financial reports, get special access to funding through Carbon Copi's preferred lenders.
Your document vault
Store it once.
Find it forever.
Every receipt, closing statement, and contract you upload becomes a permanent, searchable record — automatically tagged, categorized, and filed by entity or deal based on its contents. No more manual organizing or digging through drives. Just search, find, and pull up exactly what you need, years from now or five minutes after closing.
Automation
Clean books without the manual work.
Carbon Copi automates what used to take hours — categorizing transactions, matching docs to expenses, reconciling accounts, and generating lender-ready reports.
On autopilot
- Every transaction auto-categorized
- Docs matched to every expense
- Books reconciled daily, not quarterly
- Exceptions flagged for your review
Bankable on demand
- Lender-ready P&Ls in seconds
- Every entity's books in one place
- Rent rolls and debt schedules ready to attach
- Direct intros to preferred lenders
Pricing
Simple pricing
Built to keep your real estate business simple