Prism
Property and business finance, in full spectrum
Prism connects your bank accounts, routes every transaction to the asset it belongs to, and turns the chaos of property and business finances into clear, investor-ready insight. Rentals, commercial buildings, the businesses you own — one asset or fifty.
We're opening the beta a group at a time — tell us a little about what you're managing and we'll be in touch by email.
Every number on every page is a question. Click it and the answer opens beside it — without losing the page you were reading.
🔧 Repairs | $3,420 | $1,980 |
💡 Utilities | $993 | $2,242 |
🧾 Management | $3,645 | $3,594 |
Purpose-built for the people who own the assets — not a generic accounting tool with a portfolio bolted onto it.
Prism learns how you categorize and does it for you — mortgage, utilities, maintenance, rent, taxes. The more you use it, the sharper it gets.
Track residential, commercial, and business assets side by side. Assign ownership splits, invite partners, and generate the reports they ask for.
| Asset | Value | Monthly NCF | Owned |
|---|---|---|---|
118 Oak St | $620K | +$1,220 | |
42 Birch Ave | $540K | +$980 | |
Elm Plaza | $1.4M | +$4,310 | |
9 Depot Rd | $880K | −$140 |
Residential, commercial and the businesses you own are three first-class asset types, not one shape with the labels changed — each with its own intake form, its own fields and a category library of more than 240 that arrives matched to your portfolio on day one.
Rentals, commercial buildings and operating businesses, side by side in one portfolio — each with the fields and metrics its own asset class actually uses.
See all threeBank sync, loan events, transaction splits, ownership tracking, investor-ready reports and the exit planner — from the first connection to the year-end statement.
Every featureHonest head-to-heads against Stessa, QuickBooks, REI Hub and Baselane — including the rows where they win.
Compare toolsWorking calculators for the numbers investors actually run — cap rate, DSCR, mortgage payments, a lender-ready REO schedule. No account, no email gate, and nothing you type is stored on our servers.
A lender-ready REO schedule from your keyboard to a CSV or PDF — residential and commercial, totals included.
Open the toolPITI and the true monthly payment, with a year-by-year amortization schedule. Instant and free.
Open the toolNOI over price, computed as you type — the yield every listing conversation starts from.
Open the toolAll the free tools — real estate, commercial and business, each one useful on its own.
Straightforward plans that scale with your portfolio. No setup fees, cancel anytime.
Compare every feature, plan by plan — limits, what is included where, and what is still coming.
Every question we get asked — bank connections, refinances, partners, accountants, and what happens if you leave.
We're in private beta, opening it up a group at a time — request an invite and we'll be in touch by email. When you're in, an import wizard brings your history over from Stessa, QuickBooks or any CSV.