Carboncopi is an automated bookkeeping platform designed for real‑estate businesses that need to manage multiple entities and income streams. By securely linking bank accounts and extracting data from transaction documents, it auto‑categorizes entries, keeps books continuously reconciled, and provides real‑time performance dashboards, enabling users to generate lender‑ready financial statements and investor reports with a single click.
Funding
Funding not disclosed
Founders
Product
Problem
Real estate investors and operators must manually reconcile transactions, categorize expenses, and compile financial statements across multiple entities, which is time‑consuming and prone to errors. The lack of an integrated system makes it difficult to generate lender‑ready reports quickly, hindering deal evaluation and financing.
Solution
Carboncopi provides an automated bookkeeping platform tailored to real‑estate businesses. Users connect bank accounts and upload transaction documents; the system extracts data, auto‑categorizes entries, and matches them to supporting paperwork. Daily transaction syncing and AI‑driven categorization keep books continuously reconciled, while a dashboard presents real‑time performance metrics for each entity. The platform generates lender‑ready financial statements and investor reports with a single click, eliminating manual spreadsheet work and reducing the need for forensic accounting.
Target Audience
Primary customers are real‑estate investors, flippers, landlords, wholesalers, agents, and developers who manage multiple properties or entities and need streamlined bookkeeping and reporting.
Features
- Secure bank integrations (via Plaid) that sync transactions daily across all entities
- Document upload with automatic data extraction from closing statements, loan docs, and receipts
- AI‑powered auto‑categorization and matching of transactions to supporting documents
- Flagging of one‑off or unusual items for user review while handling routine entries automatically
- Real‑time performance dashboards and consolidated financial statements per entity
- One‑click generation of lender‑ready investor reports
- Multi‑entity support for flipping, holding, brokering, and development activities