5 Best Financial Reporting Software for Rental Properties
The Best Financial Reporting Software for Rental Property Owners
Financial reporting software is software designed to automate accounting, track income and expenses, and provide a transparent view into your business’s financial position and profitability.
Financial reporting software is used by rental property owners to track income and expenses from rental units and clearly show how each property and the portfolio is performing over time. It can generate insightful analytics (like net operating income, gross potential rent, and net cash flow), property dashboards, and rental property financial reports to help landlords take away actionable financial insights and next steps.
In this article, we’ll cover our top picks for the best financial reporting software for rental property owners. If you’re a landlord or property management company in the market for financial reporting tools, we’ll also cover how Ledgre can help you automate financial reporting for your portfolios.
5 Best Financial Reporting Software for Rental Properties
We evaluated and compared the top financial reporting software options for landlords, focusing on key aspects like features, ease of use, pricing, customer support, integrations, and overall value for property owners.
This guide presents our findings to assist you in selecting the best landlord tax software for 2025, tailored to your portfolio size, complexity, and budget.
Best Rental Property Financial Reporting Solutions for 2025: Comparison & Ratings Chart
Below is a side-by-side comparison of your top picks, including key features, pricing tiers, and ratings.
| Best For | Price | Rating | |
|---|---|---|---|
| Ledgre | Small to mid-sized landlords looking for affordable and user-friendly financial reporting and accounting tools. | $10/month | 4.9/5 ⭐ |
| Baselane | Landlords who want banking features integrated with their financial reporting. | Most features free, but various fees for specific features and banking services | 4.8/5 ⭐ |
| AppFolio | Larger landlords looking for robust tenant management and financial reporting tools. | Pricing based on portfolio size | 4.6/5 ⭐ |
| Buildium | Those willing to pay a premium price for advanced property management and accounting tools. | $58/month | 4.5/5 ⭐ |
| REIHub | Landlords looking for a variety of accounting tools without paying a premium for a full property management suite. | $15-$48/month | 4.5/5 ⭐ |
| QuickBooks | General business owners and accounting-savvy users. | $35-$235/month | 4.3/5 ⭐ |
| Stessa | Best for landlords looking to integrate tenant management, banking, and financial reporting at a reasonable price. | Free Essentials plan; $12-$28/month for full functionality | 4.3/5 ⭐ |
| Yardi Breeze | Small to mid-sized landlords looking for built-in accounting and leasing tools. | Minimum $100/month for residential, $200/month for commercial, or $400/month for premium plan | 4.1/5 ⭐ |
5 Top Rental Property Financial Reporting Tools
If you’re wondering “what’s the best software for residential property management?”—especially when it comes to handling financial reports—our list below breaks down the leading options for landlords and investors in 2025.
1. Ledgre
Ledgre is comprehensive accounting software built specifically for landlords and property managers. Regardless of how you manage the day-to-day operations of your rentals, rental property owners often need to take a step back and analyze their portfolios from an objective financial lens. Ledgre helps landlords do this through P&L reports, cash flow reports, and Schedule E/Form 8825, with the option to drill down into details or stick to a bird’s eye view of your properties’ performance.
Top Features
- Profit and Loss (P&L) Reports. Gain valuable insights on your portfolio’s overall profit or loss for a tax year through instant P&L reports.
- Cash Flow Reports. See an overview of a property or portfolio’s cash flow generation over a designated period.
- Expense/Deduction Tracking. Automatically categorize transactions based on IRS categories to save time during tax season and claim the highest deductions.
- AI Tax Assistant. Ledgy is Ledgre’s one-of-a-kind AI assistant, trained on IRS materials and offering answers to your tax questions in plain English.
Pros
- Designed specifically for the unique needs of rental property owners
- Saves time with automatic financial reporting and tax form prep
- Simple, user-friendly interface
Cons
- Some features are still in development as the platform evolves
Integrations
Ledgre users its Plaid integration to connect with your bank for easy, secure transaction synching. It also partners with Innago, a property management software platform, so you can link property and tenant details, expenses, and rent transactions with your accounting software.
Support
Ledgre offers 24/7 support. As a user, you can expect timely, helpful replies from a support specialist with deep knowledge of both the platform and landlords’ most common needs and questions.
Ratings and Reviews
Users praise Ledgre for streamlining tax season and cutting down on paperwork. On Capterra and G2, Ledgre consistently earns top ratings for its intuitive interface and real estate-specific tools.
Pricing
With Ledgre’s All-in-One Plan, you enjoy features, tools, and perks such as:
- Unlimited units
- Unlimited transactions
- Income & expense tracking
- Financial reports
- Tax preparation
- Secure cloud storage
- Multi-user access
- Auto-categorization
- Email support
You can try Ledgre for free today, by starting your 30-day free trial here.
2. Baselane
Baselane is landlord accounting and rent collection software with an emphasis on banking features. Small to mid-sized landlords prioritizing banking features will find this software most suitable. While many landlords are drawn to Baseland due to its “free” price point, prospective users should not that most of its banking features and several of its other features come with additional fees.
Top Features
- Online banking with up to 3.35 APY
- Baselane bank accounts and bill payments
- Income & expense tracking
- Cash flow insights and financial reporting
- Accountant tax package
Pros
- Basic non-banking features are free
- Automated tracking and reports reduce tax prep time
- Built for independent landlords
Cons
- Not always user-friendly
- Banking features are expensive
- Limited features for large or complex portfolios
- Not suitable for managing commercial units
- Still expanding integrations and advanced tools
Integrations
Baselane connects directly with bank accounts and allows for transaction imports and exports. No other third-party integrations are listed on their site.
Support
Email, live chat, and phone support are available.
Ratings and Reviews
Baselane is rated 4.7/5 on G2 and 4.8/5 on Capterra, with users praising its value and automation. However, other users complain about user-friendliness, lack of integrations, high cost, clumsy/old UI, and slow response time of customer support.
Pricing
Baselane’s free plan includes banking, rent collection, expense tracking, and financial reporting. However, additional fees are charged when using many of Baselane’s banking or rent collection features.
3. AppFolio
AppFolio is property management software maximized, often best for medium to larger landlords. Alongside its tenant management features, AppFolio offers a suite of financial reporting tools, including flexible reporting, income statements, balance sheets, CAM reporting, performance insights, custom dashboards, and budgets. AppFolio is most useful for landlords looking to combine some rudimentary accounting functions and property management tools in one place.
Top Features
- Lease tracking and renewals
- Useful reporting tools not found on other platforms (e.g., CAM reporting)
- Online rent collection
Pros
- User-friendly
- Customizable workflows and reports
- Good tenant communication tools
Cons
- Missing features
- Poor customer support and delayed issue resolution
- May be overwhelming for small landlords
- 50 unit minimum
Integrations
AppFolio Stack Marketplace offers integrations with a range of partners, including Zillow, Amazon, Latch, Conservice, and others.
Support
AppFolio advertises support via email and live chat. However, in reviews, many users note a lack of responsive support and delayed resolution of issues.
Ratings and Reviews
AppFolio is currently rated at 4.6/5 on G2 and 4.5/5 on Capterra, with many users noting great customization and scalability. However, others note AppFolio’s lack of transparent pricing, responsive support, and complexity as primary cons.
Pricing
- Based on portfolio size
- Core, Plus, and Max plans (quote-based)
- 50-unit minimum and minimum spend requirements
4. Buildium
Buildium is an established property management software offering basic rent collection, leasing, and accounting tools. Its financial reporting tools include cash flow, net income, monthly profits, income statements, bank reconciliations, and transaction reports.
While comprehensive, Buildium’s property management suite may be overkill for smaller landlords and investors or those looking exclusively for accounting/financial reporting tools, especially considering its steep pricing.
Top Features
- Budgeting and reporting tools, including cash flow and income statements
- Expense tracking and analytics
- Built-in rent collection tools
Pros
- Easy-to-use interface
- Owner and tenant portals
- Combined platform for property management, accounting, and financial reporting
Cons
- Expensive for small landlords
- May be more than necessary for landlords with few units or those looking primarily for accounting tools
- Less customization for advanced accounting workflows
Integrations
Buildium integrates with a variety of partners, including Obligo, Property Meld, Inspectr, First Citizens Bank, ShowingHero, Pest Share, Goodjuju, Tenant Turner, PetScreening, AvidXChange, and more.
Support
Support is available through phone and email. As an additional feature, Buildium’s Premium Plan provides you with a dedicated growth consultant for new client leads.
Ratings and Reviews
Buildium holds a 4.2/5 rating on G2 and a 4.5/5 rating on Capterra. Reviews often feature positive feedback on scalability for larger portfolios but complaints about cost for smaller users.
Pricing
- Essential: $58/month
- Growth: $183/month
- Premium: $375/month
5. REIHub
REIHub is a dedicated real estate accounting platform with a diverse suite of accounting, bookkeeping, and financial reporting tools. Landlords looking for dedicated accounting and reporting tools built specifically for rental property owners (and without the bloat of other property management features) will find REIHub to be an ideal option.
Top Features
- Income/expense tracking
- Bank account integration
- Profit & Loss and cash flow reports
- Fixed asset schedules
- Rental specific templates and document storage
- Accounts payable/receivable
Pros
- Designed specifically for landlords and rental properties
- Focused reporting and accounting tools
- Relatively inexpensive for small portfolios
Cons
- Lacks property management tools for those looking for a comprehensive platform
- Lesser known
Integrations
REIHub integrates with TurboTenant and RentRedi for users interested in connecting their accounting with their primary property management software platforms.
Support
REIHub receives support questions via email and phone. In reviews, users comment that the company’s resources and training videos are also helpful during onboarding.
Ratings and Reviews
REIHub is not yet rated on G2 and Capterra. They currently have 293 reviews on Google, with an average score of 4.9/5. Users praise the platform’s ease of use, breath and depth, and suitability for short-term rental portfolios.
Pricing
- Up to 3 units: $15/month
- Up to 10 units: $25/month
- Up to 20 units: $45/month
- Unlimited units: $80/month
6. Stessa
Stessa is a subsidiary company of Roofstock that provides property management features in addition to accounting and bookkeeping capabilities for landlords.
Top Features
- Asset management
- Transaction tracking
- Budgeting & pro forma analysis
- Landlord banking
- Online rent collection and leasing
Pros
- Integrates many aspects of tenant management and banking
- Visually appealing reports
- Positive reviews
Cons
- No live phone support for free users
- Most useful features require a paid plan
- Users are required to use specific checking accounts to enable bank services
- Advanced financial and tax reporting are only available in the Pro plan
Integrations
Stessa integrates with DocuSign for digital lease signing and AppFolio.
Support
Stessa’s free plan only includes basic support. Users who upgrade to the Manage plan also receive priority chat support, and only users who upgrade to Stessa’s Pro plan receive live phone support.
Ratings and Reviews
Stessa scores a 4.0/5 on G2 and a 4.6/5 on Capterra. In reviews, users highlight the benefits of the software over Excel or Xero and find the financial reports visually appealing. However, some users complain about issues with automatic transaction removal and bank connection problems.
Pricing
- Essentials: Free
- Manage: $12/month
- Pro: $28/month
The Pro plan includes more extensive dashboards, advanced ownership metrics, advanced transaction tracking, unlimited receipt storage, and other features like lease templates and maintenance tracking. Stessa Pro is also required for advanced reporting, Schedule E and CapEx accounting, and 3.98% APY high yield cash management.
7. QuickBooks
QuickBooks is a respected name in the accounting world. It features some of the most comprehensive accounting tools, tax prep capabilities, and financial reporting. However, as the platform is not built specifically for rental owners, it tends to be best for general business and accounting-savvy users. Setup for rental properties can be complex and tends not to be user-friendly for most independent landlords.
Top Features
- General ledger
- Accounts receivable and payable
- Custom reporting, dashboards, and analytics
- Data import and export tools
- Financial statements
- Budgeting/forecasting
Pros
- Widely used and supported
- Flexible reporting for general accounting
- Supports integration with property management tools
Cons
- Expensive
- Not built specifically for landlords
- Requires extensive manual setup
- No Schedule E generation or rental-specific categories
Integrations
QuickBooks integrates with some property management tools, but setting up connections with these platforms can be time-consuming.
Support
QuickBooks does provide 24/7 support but primarily for users who pay for higher-tier plans. Most users will have to learn to navigate community forums and self-service tutorials for help with the platform.
Ratings and Reviews
QuickBooks scores a 4.4/5 on G2 and 4.3/5 on Capterra. Users appreciate the platform’s invoice and accounting management features, but often cite its cost, poor customer support, and steep learning curve as cons.
Pricing
- Simple Start: $38/month
- Essentials: $75/month
- Plus: $115/month
- Advanced: $275/month
8. Yardi Breeze
Yardi Breeze is a basic property management software platform that can be used to manage a variety of portfolios. It is one of several real estate technology products under the umbrella of its parent company, Yardi Systems, Inc. Yardi Voyager is the enterprise-level equivalent. However, it’s extremely high price point compared to more highly-rated alternatives turns many users away from the platform.
Top Features
- Basic property accounting
- Online payments and leasing
- Vendor payments
- Owner payments and reports
- Tenant screening
- Customizable financial statements
- Investment management
Pros
- Comprehensive platform with property management and basic accounting tools
Cons
- Expensive Confusing onboarding
- Limited/paid support
- Users find reporting capabilities to lack robustness
- Inability to customize some reports
Integrations
Yardi Breeze integrates with a few third-party services for screening, payments, listing syndication, and accounting, including RentCafe and AvidXchange.
Support
Yardi Breeze users have unlimited access to live chat support during business hours (7am to 7pm Monday-Friday, Central Time). After hours, users are encouraged to email questions. Yardi Breeze users also get 8-16 hours of free phone support during setup, depending on the plan. Afterwards, users should expect to pay for phone support according to their contract.
Ratings and Reviews
Yardi Breeze scores a 4.0/5 on G2 and a 4.2/5 on Capterra. Compared to competitors, Yardi Breeze has a lower average rating on these two platforms. In reviews, users report issues with functionctiuonality, organization, and customization of basic financial reports.
Pricing
Yardi Breeze advertises their pricing at $1 per unit per month, but they require a minimum monthly fee of $100 per month for residential portfolios and $200 per month for commercial or mixed portfolios. The minimum for the Breeze Premier plan is $400 per month.
What Features to Look For When Choosing the Best Financial Reporting Software for Rental Properties?
If you’re a landlord looking prioritizing financial reporting in your search for software, there are a few features you should keep an eye out for. Look for a platform with all of the following capabilities:
Profit and Loss Reports
Profit and Loss (P&L) reports are the bread and butter of financial reporting for landlords. Similar to a rental property income statement, P&L reports are essential for understanding the financial standing of individual properties and your entire portfolio. Look for software that offers instant P&L reports to gain insights on overall profitability.
Cash Flow Analysis
Monitoring cash flow is crucial for assessing the performance of your properties. Tools that provide clear cash flow reports will help you stay on top of revenue and expenses over specific periods. A pro forma statement can also be useful for projecting future cash flow from your rental properties.
Built-In Schedule E and Form 8825 Generation
These tax forms are the key to a smooth and easy tax season. To complete them, you need income and expense tracking that covers key deductions like maintenance costs. Look for software that handles these forms for you come April, so you can focus on what matters.
Automated Expense Tracking
Automated tracking helps categorize transactions according to IRS standards, important for claiming deductions and preparing for tax season. Ensure the software can streamline these processes to save you time and maximize deductions.
Integration Capabilities
Choose software that integrates seamlessly with banking and property management platforms. This connectivity will provide a centralized view of finances and streamline transaction synching.
User-Friendly Interface
A simple, intuitive interface makes managing your financial reports more efficient. Ensure the software is easy to navigate so you can quickly access the information you need.
Support and Resources
Reliable customer support is invaluable for troubleshooting and optimizing your use of the software. Look for platforms with free, 24/7 support and helpful resources for landlords.
Which Financial Reporting Tool is Right for Your Business?
Choosing the right financial reporting software depends on your specific needs. Your software should make sense for you and your team, as well as fit into your business’s budget.
Here’s a brief summary of the financial reporting software covered in this article:
- Ledgre: Best for small to mid-sized landlords seeking affordable, user-friendly financial reporting and accounting tools.
- Baselane: Best for andlords looking for integrated banking features with their financial reporting.
- AppFolio: Best for larger landlords needing robust tenant management and financial reporting tools.
- Buildium: Best for those willing to invest in premium property management and accounting tools.
- REIHub: Best for landlords seeking a variety of accounting tools without the premium price of a full property management suite.
- QuickBooks: Best for general business owners and those with accounting expertise, not specifically for landlords.
- Stessa: Best for landlords aiming to integrate tenant management, banking, and financial reporting at a reasonable cost.
- Yardi Breeze: Best for mid-sized portfolios who don’t mind paying a higher price point.
Ledgre offers a comprehensive and user-friendly solution tailored for landlords, making it ideal for simplifying tax season and financial management. Consider your budget, portfolio size, and the features most important to you when selecting the best tool for your business.
FAQs
What is rental property financial reporting?
Rental property financial reporting involves tracking and analyzing the income, expenses, profits, and other financial metrics associated with rental properties. These reports provide insights into profitability and help landlords make informed financial decisions.
Why should landlords use financial reporting software?
Financial reporting software automates accounting tasks, saving time and reducing errors. It offers real-time insights into financial performance, aiding in decision-making and tax preparation.
What’s the best financial reporting software for landlords in 2025?
Ledgre is the best all-around tax software for landlords in 2025. It offers built-in Schedule E and Form 8825 generation, automated expense tracking, real estate-specific reporting, and expert support—making it ideal for property owners looking to simplify tax season.
How does Ledgre simplify tax season for landlords?
Ledgre automates expense tracking and generates tax forms like Schedule E, reducing manual work. Its real estate-specific tools streamline the tax preparation process, making it less stressful.
What should I look for in a financial reporting tool?
Look for features like automated reporting, ease of use, and integration capabilities. Choose a tool that aligns with your specific needs, whether it’s advanced analytics or basic accounting functions.
Is it worth investing in comprehensive property management software?
If you manage a large or complex portfolio, comprehensive software like AppFolio might be beneficial. However, smaller landlords might prioritize budget-friendly solutions focused on essential reporting tasks. You can also choose accounting software that integrates with your comprehensive property management tool. Ledgre integrates with property management software platforms like Innago to provide landlords with synergy and organization across platforms.
