Questions and answers

AdwaBook is bookkeeping software built for real estate investors. It brings in your bank transactions, sorts them by property and LLC, and turns them into a profit and loss, cash flow, and a Schedule E your CPA can use. Adwa, the built-in assistant, sorts what it recognizes and learns from you for the rest.

Investors with rentals, subject-to deals, wraps, seller finance, lease options and flips, whether you hold them personally, in single-member LLCs, or in multi-member LLCs. Small shops and trades are next on our list.

When a transaction comes in, Adwa sorts it if it recognizes the payee. Anything it isn't sure about waits in Needs you, where you pick a category and property and click Looks right. Adwa remembers that payee, so the next one sorts itself. You can see and edit everything it has learned on the Rules page.

Yes. AdwaBook works in your phone's web browser. There's no app store app yet.

Three ways: connect your bank, upload PDF bank statements, or upload a CSV download from your bank. Statements are checked against the statement's own totals before anything is saved, and duplicates are skipped.

PDF statements from U.S. Bank, Chase and Bank of America are read instantly by our built-in reader. For any other bank or credit union, including scanned statements, choose Read with AI and AdwaBook checks the result against the statement's totals before you import. Direct bank connections through Plaid, which cover thousands of U.S. banks and credit unions, are being switched on for founding members. Until then, statements from any bank work.

No. Bank connections go through Plaid, and your bank username and password go to Plaid, not to us. We receive a secure access token, which we encrypt, and you can disconnect a bank anytime.

Yes. One login sees all your LLCs. You assign each bank account and property to an LLC, and every report can show one LLC or all of them. Multi-member LLCs usually file a partnership return (Form 1065), and AdwaBook notes that on your reports.

Yes. On Deals and loans you can track the underlying loan you're paying on a subject-to, a wrap note you collect, or seller financing, with balances, rates and payments. Note income from a property you sold on terms is kept separate from rental income, since it isn't reported on Schedule E.

Money in, money out, cash flow and taxable net for any month, year, all time, or a custom date range; profit and loss by property; Schedule E by property for a tax year; and a CSV export for your CPA.

Yes, if you turn on text alerts. When a property that usually gets rent hasn't received it by the 5th, AdwaBook texts you.

Founding members, the first 500 accounts, get AdwaBook free for 60 days with no credit card. After that it's $39 per month. You can cancel anytime.

We'll let you know before it ends. Nothing is charged unless you choose to upgrade and add a payment method. You can download all your transactions anytime.

No. We never sell your data or use it for ads. Read the details in our Privacy Policy.

Day-to-day sorting runs on our own servers using rules and what you've confirmed. Two optional features use Claude by Anthropic: Ask Adwa, the in-app assistant, and Read with AI for statements. Data is sent only when you use them, and Anthropic doesn't use it to train its models.

No. AdwaBook keeps your books organized and hands your CPA a clean Schedule E by property and a full export. It isn't tax, legal or accounting advice, so have your CPA review before you file.

Yes. Download all your transactions as a CSV from Account and billing, or delete your account, which removes your data and disconnects your banks.

Yes. All traffic is encrypted, passwords are hashed, and you can turn on a texted login code for new devices in Account and billing.

Inside the app, open Help. Ask Adwa answers how-to questions and questions about your own books right away. For anything else, use Contact support and the AdwaBook team will reply within 24 hours. You can also email support@adwabook.com.