Stop moving data between platforms
Keep your books and investor reporting in sync without moving data between systems.
✓ US-based bookkeeping and tax support✓ Monthly or quarterly books, reconciled for you
✓ One accounting system across funds, SPVs, syndications, and properties✓ Tax-ready financials and K-1 preparation✓ Built for real estate investment structures
Keep everything in sync
Your accounting and investor portal stay in sync automatically, so you don’t have to enter the same data twice.
30-minute walkthrough • No commitment • Built for CRE
"With CFP’s integrated accounting, we’re able to get K-1s out by February instead of mid-April. That’s a big deal for our LPs and helps us build a lot more trust with them." - Verified customer
Your books and investor reporting, in sync
Stop exporting and re-entering data between systems and let your accounting flow directly into investor reporting.
Monthly or quarterly bookkeeping & reconciliation
Our accounting team codes transactions, reconciles every account, and closes your books monthly or quarterly — accurate financials, no spreadsheets required.
Tax preparation, done for you
Property and entity-level filings, prepared by the same team that keeps your books all year. No re-entering, no reconciling twice — and since it's all one platform, K-1s go straight to your investors just as easily.
Every structure, covered
Funds, syndications, SPVs, joint ventures, individual properties — we handle the books no matter how you're structured. Already on another system? We'll clean up your books and move everything onto one ledger — nothing gets left behind
Real double-entry accounting
Every transaction hits a real chart of accounts, with debits and credits that balance. Bank feeds, automatic journal entries, and financials all run on the same ledger our accounting team uses to manage your books.
One ledger for every deal and every door
Most accounting tools make you choose: investment or property management. Cash Flow Portal handles both with one accounting engine — so GPs don’t need two systems, two exports, or two versions of the truth.
Your accounting data, already on one platform
Funding, distributions, lease payments, security deposits. Every dollar is already on Cash Flow Portal, so our bookkeepers and CPAs reconcile against real data, not exports. Faster closes, fewer hours, lower costs.
Manage your accounting and capital raising with our all-in-one solution for syndicators
Accounting
Real estate accounting, bookkeeping,
& tax
Investor portal
Accreditation, distributions, & investor reporting
AI Underwriting
Parsing, due diligence, & lease visualization
Fund admin
Waterfalls, redemptions, & NAV statements
30-minute walkthrough • No commitment • Built for CRE