Built around how you run your business. Priced to match.
Solo agent plans from $13 a month. Full brokerage suites from $99 a month. Every plan includes a 14-day free trial. No credit card. Cancel anytime.
Know What You Pay. Know What You Get.
Choose how much IRS protection you want. All plans include a 14-day free trial.
New Agent
DIY basics. Highest effort.
billed monthly
- Manual expense entry
- Upload receipts by hand
- Basic category list
- Export CSV for tax prep
- Simple expense reports
50 to 60%
Deductions
Lowest
Audit Safety
Growing Agent
Best balance of automation + control.
billed monthly
- Everything in New Agent
- Automatic bank connection
- Auto transaction imports
- Quick categorization tools
- Attach receipts to charges
- Real-time balance tracking
70 to 80%
Deductions
5 to 15x safer
Audit Safety
Top Producer
Done-For-You
Zero effort. Pro-managed books.
- Everything in Growing Agent
- Monthly professional bookkeeping
- Expert categorization
- Full reconciliation
- CPA-ready reports
- Direct CPA coordination
85 to 100%
Deductions
25 to 50x safer
Audit Safety
All plans include a 14-day free trial. Cancel anytime.
What you get on every plan
All the bookkeeping, commission, and tax work that solo agents and teams actually need. Pick the plan that matches how much you want to do yourself.
Swipe to compare plans
New Agent
$13/mo
Growing Agent
$25/mo
Top Producer
Done-for-you
Bookkeeping
Bank & card connections
Manual expense entry
Automatic transaction import
AI categorization
Business vs personal split
Done-for-you monthly bookkeeping
Receipts
Upload by hand
Snap, forward, or drop
AI reads merchant, amount, date
Auto-link to the right transaction
Full searchable library
Commissions & deals
Track deals manually
Gross to net per closing
Broker splits applied automatically
Live money forecast
Tax buffer set aside automatically
Reports & tax
CSV export
Income Statement & Balance Sheet
Drill into any number
1099 Reconciliation
CPA-ready PDF exports
Direct CPA coordination
Support
Email support
Live chat
Dedicated bookkeeper
Built for real estate. Not generic small business.
Every feature is wired to the way commissions, deals, splits, and brokerages actually work. No generic SMB workflow you have to bend into shape.
Trusted by real estate agents like you
See what other agents are saying about managing their books with Kapytl.
“My broker kept asking for my P&L and I had nothing to show. I signed up for the DIY plan and honestly it took me about 20 minutes to get my bank connected and start categorizing. Three months later my books are cleaner than they've ever been.”
Danielle R.
Agent at Keller Williams, Tampa FL
“I closed 22 deals last year and my bookkeeping was a disaster. I switched to the done-for-you plan and they caught $4,200 in deductions I had been missing. Paid for itself immediately.”
Trevor J.
Agent at RE/MAX, Charlotte NC
“What sold me was being able to start doing it myself and then hand it off when I got busy. I managed my own books January to March, then let Kapytl take over during spring market. Super seamless.”
Maria S.
Agent at Compass, Austin TX
Everything else you might want to know
01Is there really a free trial?
Yes. Every plan starts with a 14-day free trial, no credit card required. You only enter payment if you decide to keep going after the trial ends.
02What is the difference between New Agent and Growing Agent?
New Agent is DIY. You enter transactions and upload receipts by hand. Growing Agent is the full AI experience. Bank syncs automatically, receipts are read and linked for you, and your commission and tax math is calculated in real time. Most agents start on Growing Agent.
03What is Done-for-You on the Top Producer plan?
We assign you a dedicated bookkeeper who reconciles your books every month, categorizes everything, produces CPA-ready reports, and coordinates directly with your tax preparer. You stay focused on closings.
04How does brokerage pricing work?
Brokerage plans are priced by agent capacity, not by feature. Every plan unlocks the full Kapytl brokerage suite (deal management, e-signing, agent tracking, dashboards). Starter covers up to 10 agents, Growth up to 50, and Enterprise is unlimited.
05Can my agents have their own accounts under our brokerage?
Yes. Each agent gets their own login and personal financial view. Brokers see the brokerage-level rollup. Agent activity, deals, and commissions all flow into the brokerage dashboard.
06Are there annual discounts?
Yes. Pay annually and save the equivalent of two months on agent plans. Brokerage plans get a custom annual price on a quick call.
07Can I switch plans later?
Anytime. Upgrade or downgrade in your account settings and we prorate the change automatically. No phone calls, no penalties.
08What if my CPA wants something specific?
Our reports follow standard tax categories used on Schedule C, and we export to PDF and CSV. If your CPA needs a custom format we will work with them. On Top Producer, we coordinate with them directly.
09What happens to my data if I cancel?
You can export everything (transactions, reports, receipts, deal files) on the way out. Your data is yours; we never hold it hostage.
Ready to start? It takes ten minutes.
Connect your bank or invite your team, let Kapytl set up the basics, and see the difference before you ever pay a cent.