Realtors: your books, closed by the fifth business day.
Quick answer
For realtors, TrainedBooks is AI-native bookkeeping software that closes your books by the fifth business day. It categorizes every bank and card transaction with a plain-English reason, shows your real profit and a monthly tax set-aside, and hands your CPA a clean, file-ready packet. You review the few flagged items and own an exportable ledger. From $29/mo, with a free start and no card required — bookkeeping software, not a tax preparer.
Last updated: June 2026
Residential and commercial real estate agents earning commission income. TrainedBooks closes your books by the fifth — commission income captured, business costs deducted, and a monthly tax set-aside on that commission so April is calm — plus a packet your CPA can file from.
The problem
Commissions land in big, uneven deposits, you front marketing, mileage, and staging costs, and quarterly taxes on commission income are easy to underestimate.
What TrainedBooks does
TrainedBooks closes your books by the fifth — commission income captured, business costs deducted, and a monthly tax set-aside on that commission so April is calm — plus a packet your CPA can file from.
Built for how a real estate agent actually runs
Commission deposits captured as income, separated from earnest-money pass-through
Marketing, signage, and lead-gen spend categorized for the deduction
Mileage-adjacent costs — fuel, tolls — and dues/licenses tracked cleanly
A tax set-aside sized for commission income so estimates aren't a guess
How it works
Bring in your activity
Upload a bank or QuickBooks CSV, a statement PDF, or a photo of a receipt.
TrainedBooks does the close
Every line categorized with a confidence and a plain-English reason. It learns each correction you make.
You get your numbers
Profit, margin, and what to set aside for taxes — plus a CPA-ready packet. You approve; you stay in control.
Bookkeeping for realtors — FAQ
Can TrainedBooks handle uneven commission income?
Yes. Commission deposits are categorized as income with a confidence, so your revenue line is accurate even when checks are large and irregular.
Does it help me set aside enough for taxes on commissions?
TrainedBooks shows a monthly tax set-aside based on your profit and how commission income is taxed, so you're not caught short. It is not a tax preparer.
What about earnest money and pass-through items?
Pass-through and trust-style items are surfaced rather than silently booked as income, so your books reflect what's actually yours.