Problem
Compliance adds no value.
Many real estate investors maintain their books because they have to. They update their accounting software once a quarter, hand their CPA a folder of files at tax time, and walk away with compliant records that tell them nothing they didn't already know.
The work gets done but get no new insight from it.
Cost
The cost you see. The costs you don't.
The cost you see: CPA bills to fix the books, and hours of your time doing compliance work that adds no value.
The cost you don't: the investor asking about their capital account when you don't have the answer. The lender requesting DSCR and you're scrambling. The tax basis you need before closing a deal, figured out ad hoc instead of already known.
One cost is on your invoice. The other is in every conversation where you weren't prepared.
Solution
Portfolio intelligence
AI does the work
Reconciliations and categorizations that learn from your patterns. No data entry. More time on the decisions that matter.
Foundational Accounting
Run true GAAP accounting across every entity — not a tracker, not an afterthought. The foundation your CPA trusts, built for the way RE operators actually invest.
Loop in your CPA
Unlimited users. Your bookkeeper, your partners, your CPA….all in the same live data from anywhere. No hosting seats. No file passing.
How it works
From first call to clean books,
guided, not handed off.
Pricing
Lock in today's rates. Pricing increases after the Founder Period closes. Early adopters keep the original price.
Portfolio management
Multi-entity management
Debt management
Financial statements
Asset management
Consolidated reporting
Accounting (AR, AP, GL)
Accountant access
Why this Exist
Founded by an entreprener
who’s been where you are.
I'm Evan — a real estate investor for 20 years, a CPA by training, and a tech company founder and executive. I've built systems that solve complex operational problems for a living. And every quarter, I'd sit down on a Saturday to catch up on my own portfolio's books and think: why does this still work this way?
Hours of manual work. Data spread across disconnected systems. Clean books at the end of it but nothing useful I didn't already know.
I had the accounting background to understand exactly what was broken. I had the technology background to know it could be fixed. And I had twenty years of investing to know what operators actually need… not just clean books, but real intelligence about their portfolio.
That's BalancedLive. AI handles the compliance work. You get the intelligence to run your portfolio like the business it is.