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Know your numbers

Connect and track your finances.

Commissions and payouts are already the income side. Connect your bank and every expense lands beside them, sorted by listing and category, so the office and each agent get a real P&L.

Team P&L2026 · year to dateOperating account · connected
Sales volume$412.6M+18% vs last year
Expenses$184.2Kfrom the bank
Net profit$2.41MWillow Bend landed Aug 28
100k200k300k400kJanFebMarAprMayJunJulAugSep
Commission incomeExpenses
Connected

Connect the bank. Keep what is business. Transactions from the operating account land next to your commissions, sorted into listing and business expenses. Transfers and payroll stay out on their own. Anything that looks personal waits for a look before it touches the P&L.

Operating account · Plaid · Harbor & Vale
  • Aug 28Harbor TitleCommission · Willow BendCommission+$31,250
  • Aug 26Meta AdsMarketingBusiness-$2,400
  • Aug 24North Bay SignsSignageBusiness-$186
  • Aug 22Transfer to LuisDrawPersonal-$2,400
  • Aug 18Equator CoffeeCard 4471Needs a lookPersonal-$6.40
Card 4471, $6.40. No listing or category matched. Keep it out of the P&L?Yes
Left out. Not in the P&L.
Where it went

See where the money went. Expenses grouped the way you would explain them to an accountant: marketing, staging, signage, software, fees. One ring for the office, and the same ring for every agent.

Expenses 2026 · year to date$184.2K
$184.2K6 buckets
  • Marketing$58.4K32%
  • Staging$41.2K22%
  • Signage$27.9K15%
  • Software$24.1K13%
  • Fees$19.6K11%
  • Other$13.0K7%
Each agent

The office P&L, and one for every agent. Team view is the dashboard: volume, expenses, net. Agent view is the same math on one person's closings and the bank lines tagged to them. Estele's net is $297,375 after Willow Bend, and her expenses are only her own.

Agent earnings · net · 2026
  • EsteleEstele$297,375$16,406 · Willow Bend
  • NoliNoli$207,731
  • PennyPenny$166,050
  • Brandy LeeBrandy Lee$103,275
  • LolaLola$73,913

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