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Description
Streamline your financial operations with automated bookkeeping that delivers precise spending insights in near real-time. With daily, weekly, and monthly books being closed automatically, you can make informed decisions with greater assurance. User-friendly and customizable charts and graphs present essential KPIs such as working capital, accounts payable and receivable, profit and loss statements, balance sheets, and trend analyses. Enjoy a comprehensive overview with data refreshed every 15 minutes, while an intuitive portal lets you review and reconcile all outstanding financial transactions. Integration with third-party platforms like Sage Intacct, QuickBooks, and Bill.com simplifies your back office processes. If you need assistance, a dedicated professional from PwC is readily available to provide support. Bookkeeping Connect, offered by PwC, applies over a century of expertise to support not-for-profits, small and medium-sized businesses, family offices, private firms, and service organizations. Additionally, you will receive personalized introductions to PwC experts specializing in mergers and acquisitions, R&D tax credits, capital markets, and various other fields, ensuring that you have access to the best resources for your unique needs. This tailored approach not only enhances efficiency but also empowers your organization to thrive.
Description
RE Deal Tracker is a specialized commission accounting software designed specifically for commercial real estate brokerages. With this software, brokerage owners, office managers, and bookkeepers have the ability to input each lease or sale just once, allowing for the automatic calculation of commission distributions among sales agents, co-brokers, and the brokerage itself, alongside the preparation of invoices for scheduled payments. Additionally, the system facilitates the printing and emailing of invoices, tracks incoming payments, and helps users review outstanding balances, making it easy to spot overdue payments. Teams can effectively monitor the amounts that are owed and paid to individual salespeople and co-brokers, generate closing sheets, and keep an eye on crucial renewal dates. The software also features an integrated CRM to streamline client management; furthermore, the Office and Enterprise plans enhance functionality by adding a pipeline board and Lease Radar, while the Office plan includes synchronization with QuickBooks Online. This web-based solution is available in Solo, Office, and Enterprise tiers to better accommodate the diverse workflows of brokerages, ensuring that users have a tailored experience that meets their specific needs.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
QuickBooks Online
Yes
Claude for Financial Services
Yes
Clio
Yes
Gusto
Yes
Integrations
QuickBooks Online
Yes
Claude for Financial Services
No
Clio
No
Gusto
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$149/month
Solo is $149/month and includes commission calculations and splits, installment invoices, closing sheets, and renewal tracking. Office is $499/month and adds Lease Radar, a pipeline board, and QuickBooks Online sync. Enterprise pricing is available by quote and adds multi-office support and extended support services. The vendor's pricing page shows annual billing for the $499/month plan.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
PwC
Founded
1998
Country
United Kingdom
Website
www.pwc.com/us/en/products/insightsofficer.html
Vendor Details
Company Name
Dataware Systems
Founded
1973
Country
United States
Website
redealtracker.com
Product Features
Legal Billing
Accounting Management
No
Automatic Billing
No
Calendar Management
No
Case Management
No
Client Portal
No
Document Management
No
Expense Tracking
No
Time Tracking
No
Product Features
Commercial Real Estate
Brand Management
No
CRM
No
Cash Flow Analysis
No
Critical Date Alerts
No
Deal Management
No
For Appraisers
No
For Brokers
No
For Investors
No
For Property Managers
No
Portfolio Management
No
Strategic Planning
No
