Your books, on autopilot.
Plaid syncs your bank. AI categorizes transactions. Income, expenses, balance sheet, and tax returns generate themselves. No data entry. No QuickBooks license.
How it works
From bank transaction to tax return.
Connect once. Nestingbird does the bookkeeping forever.
See income vs. expenses, every month
Every transaction from your operating account, categorized and visualized. See exactly where the money came from and where it went — without a bookkeeper.
- Plaid bank sync
- Monthly cashflow view
- Trend lines & comparisons
- Owner-visible report toggle
Break expenses down by category
AI categorizes every transaction. See spend by maintenance, utilities, insurance, professional fees. Drill into any category and find the line items.
- AI category detection
- Drill-down to transactions
- Spend-trend alerts
- Custom category support
Generate tax filings
Form 1120-H, state filings, the whole stack — generated from your real-time books. Hand to your accountant or e-file directly.
- Form 1120-H generator
- State filings
- Accountant export
- Audit-ready trails
What it replaces
What you get
A real accounting stack — without the accounting stack.
Replaces QuickBooks for the 95% of HOA bookkeeping that doesn't need it.
Plaid Bank Sync
Every transaction from your operating and reserve accounts, in real time.
AI Transaction Categorization
Categories learned from your historical activity. Corrections train the model.
Income vs. Expense Reports
Monthly, quarterly, annual — with prior-period and budget comparisons.
Balance Sheet Generation
Real-time balance sheet, generated from your books. Always current.
Tax Filing Exports
1120-H, state filings, and accountant-ready exports — by the click.
Owner-Visible Statements
Publish a monthly financial summary to owners automatically. Transparency, by default.
The rest of the platform
One feature down. Here's the rest.
Stop managing your building from scattered spreadsheets.
15 minutes to set up. Free forever. Or get your free Building Health Score first.