The complete platform
for rental properties.
GL-based accounting, online rent, banking sync, screening, listings, evictions, and an AI phone line for tenants — plus native iOS & Android apps for managers, tenants, and owners.
Free forever for 1 property · No credit card required
Properties
4
Monthly Income
$7,200
Rent Collected
$5,400
Open Requests
2
Sound familiar?
Most landlords start with spreadsheets. It works until it doesn't.
The problem
Tracking properties across multiple spreadsheets that never stay in sync
Missing tax deadlines, insurance renewals, and mortgage payments
No idea if your portfolio is actually profitable after all expenses
Chasing tenants for rent with texts, calls, and awkward conversations
Fielding tenant calls at all hours — payment questions, maintenance issues, lease details
The PortfolioX way
One dashboard for every property, lease, payment, and deadline
Automated reminders + auto-generated tasks for every due date
GL-based accounting with bank feeds, real-time P&L, NOI, DSCR, and Schedule E
Tenant portal with online payments — plus native iOS & Android apps for everyone
AI phone line, AI maintenance triage, and AI assistants drafting your messages
How it works
Get started in 3 steps
No onboarding calls, no training sessions. Set up your portfolio in minutes.
Add your properties
Enter your property details, purchase price, and current market value. Import one or import them all.
Set up leases & tenants
Add your tenants, lease terms, rent amounts, and payment schedules. Invite tenants to their portal.
Track everything automatically
Rent collection, mortgage payments, tax reminders, and financial analytics all happen on autopilot.
Financial Analytics
Every financial metric, in one view
P&L statements, NOI, DSCR, cap rate, and cash-on-cash return — know exactly which properties are working and which aren't. All metrics annualize automatically regardless of the time period you're viewing.
- Profit & loss statements per property
- Balance sheets with equity tracking
- NOI, DSCR, cap rate, and cash-on-cash return
Key Metrics
Net Operating Income
annualized
$42,600
DSCR
debt service coverage
1.42
Cap Rate
annualized
6.2%
Cash-on-Cash Return
annualized
8.7%
Tenant Portal
Your tenants pay rent online. You get paid on time.
Secure online rent collection through a self-service portal. Tenants log in with a magic link, view their lease, submit maintenance requests, and pay — no app download required.
- Magic-link login for tenants
- Credit card, debit, and ACH payments
- Automatic receipts and payment history
Oakwood Drive — Unit 2
Active lease
Balance Due
$1,450.00
Due Mar 1
Mortgage Tracking
Know exactly where your mortgage stands
Full amortization schedules with principal vs. interest breakdown. See your equity grow with every payment and get automated reminders before your due date.
- Full amortization schedule per loan
- Principal vs. interest breakdown
- Automated payment reminders
Amortization Schedule
Equity built
$32,467
| Month | Principal | Interest | Balance |
|---|---|---|---|
| 1 | $487 | $1,042 | $249,513 |
| 2 | $489 | $1,040 | $249,024 |
| 3 | $491 | $1,038 | $248,533 |
Notifications
Deadlines don't sneak up on you anymore
Automated email reminders for mortgage due dates, property tax bills, insurance renewals, and late rent. Set it and forget it.
- Mortgage payment reminders
- Property tax due date alerts
- Insurance renewal notifications
- Late rent payment notices
Mortgage payment due in 3 days
Lincoln Ave · $1,529.00
Rent payment received
Oakwood Dr, Unit 2 · $1,450.00
Insurance renewal in 14 days
Maple St · State Farm
Photo Documentation
Document every property, every room, every detail
PropertyCam turns your phone into a property documentation powerhouse. GPS-stamped photos, room-by-room inspections, and shareable reports — everything you need for move-in/out documentation, maintenance records, and insurance claims.
- GPS and timestamp stamping for legal proof
- Room-by-room inspection templates with condition tracking
- Shareable photo reports for tenants, contractors, and insurers
- Move-in vs. move-out comparison for deposit disputes
Move-In Inspection
412 Oakwood Drive
Living Room
GoodKitchen
FairPrimary Bedroom
ExcellentBathroom
PoorTenantLine
An AI phone assistant that handles tenant calls for you
TenantLine gives your tenants a dedicated phone number to call anytime. An AI assistant verifies who they are, answers their questions using real-time data from your account, and takes action — no voicemail, no phone tag, no interruptions to your day.
- Answers payment, lease, and maintenance questions instantly
- Submits maintenance requests and sends portal links by text
- Transfers to a real person when the tenant needs one
- Full call transcripts, summaries, and sentiment analysis
TenantLine
Active call · 1:24
Hi Sarah, I found your account. How can I help you today?
Has my rent payment gone through for this month?
Yes! Your March payment of $1,450.00 was received on March 2nd. You're all set.
Great. Also, my kitchen faucet is leaking.
I've submitted a plumbing maintenance request for you. Your property manager has been notified.
GL Accounting & Banking
Real accounting. Not glorified spreadsheets.
True double-entry bookkeeping with 60+ chart of accounts, automatic journal entries from rent, mortgage, and bank activity, plus Plaid bank feeds with AI-powered categorization. Export Schedule E, run depreciation, and close periods like a pro.
- Double-entry GL with immutable journal entries
- Plaid bank connections with AI auto-matching
- Schedule E export, depreciation, and period closing
- Trust accounting for PMCs with automated owner ledgers
- Consolidated statements across the whole portfolio
Trial Balance — March
| Account | Debit | Credit |
|---|---|---|
| Cash — Operating | $12,450 | — |
| Rental Income | — | $7,200 |
| Mortgage Interest | $1,042 | — |
| Repairs & Maint. | $385 | — |
AI Match
“HOMEDEPOT #4521 $385” → Repairs & Maintenance · Lincoln Ave
AI Assistants
An AI assistant for every role on your platform
Plan-aware AI assistants for managers, tenants, and owners that actually take action — drafting messages, answering portfolio questions, scoring leads, recommending vendors, and triaging maintenance requests with context from your live data.
- Manager Assistant: drafts comms, queries your portfolio, takes action
- Tenant & Owner Assistants: answer lease, payment, and statement questions
- AI Maintenance Triage routes requests to the right vendor automatically
- AI Lead Scoring + Vendor Recommendations + Semantic Search
- AI Report Generator turns raw data into executive narratives
Manager Assistant
Plan-aware · Live data
Which tenants are 30+ days behind?
3 tenants are 30+ days delinquent. Total $4,235. Want me to draft late notices and queue them for review?
Native Mobile Apps
Your whole portfolio in your pocket
Native iOS and Android apps for managers, tenants, and owners with 100+ screens, push notifications, offline caching, and full feature parity with the web. No more “manage on web” punts — everything you can do on desktop, you can do on mobile.
- Three apps in one: Manager, Tenant, and Owner experiences
- Push notifications for payments, requests, and approvals
- Offline caching so the field works even without signal
- Stripe-powered rent payments and document signing on mobile
- Photo capture flows directly into PropertyCam & inspections
Portfolio
Good morning, Brent
4 properties · $7,200/mo
Rent collected
+12%$5,400
Open requests
2 maintenance
1 message
AI Insight
Lincoln Ave lease expires in 45 days. Draft renewal?
Everything you need in one platform
Property tracking, GL accounting, tenant screening, listings, evictions, an AI phone line, native mobile apps, and a complete business OS for PMCs — all in one place.
Property Management
Track every property in your portfolio from a single dashboard.
Lease & Tenant Management
Manage leases, move-in/out, renewals, and tenant contact info in one place.
GL Accounting
Double-entry bookkeeping with 60+ chart of accounts, journal engine, and financial statements.
Banking Sync
Plaid bank connections with AI-powered transaction categorization and reconciliation.
Financial Analytics
P&L, balance sheet, cash flow, Schedule E, NOI, DSCR, cap rate, and cash-on-cash return.
Online Rent Payments
Tenants pay online with cards, debit, or ACH. Stripe-secured with automatic receipts.
Tenant Screening
Run credit, background, and eviction checks. Plaid identity verification + TazAPI on every plan.
Property Listings
List vacancies, manage inquiries, and syndicate to Zillow, Apartments.com, and Zumper.
Maintenance & Work Orders
Tenants submit requests with photos. AI-triaged, assigned to vendors, and tracked from open to close.
Eviction Management
Full eviction lifecycle with 10+ statuses, document management, and timeline tracking.
Automated Reminders
Mortgage, tax, insurance, late payment, and renewal reminders on autopilot.
Task Management
Kanban boards, recurring tasks, 10 auto-task generators, and team assignments.
Photo Documentation
PropertyCam with GPS-stamped photos, annotations, sharing, and PDF inspection reports.
Inspections
Room-by-room templates with 5-point ratings. Move-in vs. move-out comparison for deposit disputes.
Native Mobile Apps
iOS and Android apps for managers, tenants, and owners. Push notifications, offline caching, and 100+ screens.
Communications
Email, SMS, and push notifications. Branded templates and unified communication history per tenant.
Owner Portal & Distributions
Investors log in to see statements, financial reports, and distribution history. 1099 eFiling included.
Marketing Automation
Lead drip campaigns, tenant referrals, lead scoring, and automation rules for the whole funnel.
Reporting Builder
Custom report builder with scheduled email delivery, plus AI-generated executive narratives.
Automation Rules
Visual workflow builder for triggers, conditions, and actions across the entire platform.
Unified Inbox & Calendar
One inbox for emails, SMS, and tenant requests. Unified calendar across leases, tasks, and work orders.
Team & Permissions
Invite your team with role-based access (Owner, Admin, Member, Viewer). Audit trail included.
AI Assistant Suite
AI assistants for managers, tenants, and owners — answer questions, draft messages, and take action.
TenantLine AI
AIAI phone assistant answers tenant calls 24/7 — checks payments, submits maintenance, and sends portal links.
See how PortfolioX stacks up
We've done the research so you don't have to.
Enterprise-grade security for your portfolio
PCI Compliant
Payments processed through PCI DSS Level 1 certified infrastructure
256-bit SSL
All data encrypted in transit and at rest with industry-standard encryption
SOC 2 Compliant
Built on infrastructure that meets SOC 2 Type II compliance standards
99.9% Uptime
Reliable, always-on infrastructure so your business never skips a beat
PCI-compliant payments · 256-bit encryption · 99.9% uptime
What landlords are saying
“I was managing 4 properties in Excel and losing track of everything. PortfolioX consolidated everything in one place.”
Sarah M.
Independent Landlord
“The automated reminders alone saved us from missing two insurance renewals. The ROI was immediate.”
David R.
Portfolio Investor
“Our owners love the portal. They can see exactly where their money is going without calling us every month.”
Jennifer K.
Property Manager
Start free. Scale as you grow.
No hidden fees, no surprises. Upgrade anytime as your portfolio expands.
Free
For individual landlords getting started.
$0forever
- 1 property
- 1 user
- 4 tenants
- 100 MB storage
- Property & lease tracking
- Mortgage amortization
- Tax & insurance tracking
- Tenant portal & online payments
- Tenant screening (fee-based)
- Native iOS & Android apps
Starter
For growing portfolios with a small team.
$19/mo
$190/yr (save 17%)
- 3 properties
- 2 users
- 12 tenants
- 2 GB storage
- Everything in Free
- Back rent tracking & invoices
- Email communications & reminders
- Eviction case management
- PropertyCam photos with GPS stamping
- Task management & auto-tasks
Professional
For serious investors managing multiple properties.
$49/mo
$490/yr (save 17%)
- 10 properties
- 3 users
- 40 tenants
- 25 GB storage
- Everything in Starter
- GL accounting + Plaid banking sync
- AI Manager Assistant
- TenantLine AI phone assistant
- Inspections, annotations & PDF reports
- eSignatures & document uploads
Enterprise
For large-scale portfolio management.
$99/mo
$990/yr (save 17%)
- Unlimited
- Unlimited
- Unlimited
- 100 GB storage
- Everything in Professional
- Budgeting & consolidated statements
- Document Library & marketing automation
- API access & custom integrations
- White-label branding
- Priority support
Property Management
For PMCs managing investor portfolios.
$149/mo
$1,490/yr (save 17%)
- Unlimited
- Unlimited
- Unlimited
- 256 GB storage
- Everything in Enterprise
- Owner portal, statements & distributions
- Trust accounting & 1099 eFiling
- PMC business OS — CEO dashboard, SOPs, sales pipeline
- Vendor scorecards, portal & AI recommendations
- Reporting Builder & Automation Rules
Built for how you work
For independent landlords
Manage your own properties without the overhead.
- Free tier to start with 1 property
- Built-in tenant screening with credit, background, & eviction
- Property listings syndicated to Zillow, Apartments.com, & Zumper
- Native mobile apps so you can manage from anywhere
For growing portfolios
Scale from a few doors to a full portfolio.
- GL-based accounting + Plaid bank feeds + Schedule E export
- AI Manager Assistant drafts comms & queries your portfolio
- P&L, NOI, DSCR, cap rate, and cash-on-cash return
- TenantLine AI phone line + native iOS/Android apps
For property management companies
Manage investor portfolios with full transparency.
- Owner portal, statements, distributions & 1099 eFiling
- PMC business OS — CEO dashboard, SOPs, sales pipeline, onboarding
- Vendor scorecards, vendor portal, & AI vendor recommendations
- Reporting Builder, Automation Rules, & Compliance Calendar
Ready to stop managing your portfolio in spreadsheets?
Join hundreds of landlords and property managers who switched to PortfolioX.
No credit card required · Free forever for 1 property · Cancel anytime
Trusted by landlords and property managers across the country
500+
Properties Managed
2,000+
Lease Payments
$4M+
Rent Collected
99.9%
Uptime