Frequently asked questions.

Just a property address and, if you want automatic bank syncing, your online banking login. Add a property, connect a bank or start uploading receipts, and Casey takes it from there.

1. Add your property — enter the address, and FourCasa pulls in public details like year built, property type, and square footage automatically.
2. Connect a bank or upload documents — link your bank for automatic transaction import, or upload receipts, invoices, and statements with no setup required.
3. Get instant insights — Casey categorizes everything, and your dashboard, cash flow, and tax-ready reports update in real time.

Single-family homes, multi-family units (duplexes, triplexes, apartment buildings), condos, townhouses, and other rental units including co-living and shared spaces.

1. Mark it as sold from the property page instead of deleting it.
2. It moves into your "sold" list but stays fully visible in your records.
3. You can still add transactions and documents to it for up to a year afterward, so any closing costs stay on the books.

Removing a property is permanent — it deletes all transactions and documents tied to that property, and this can't be undone. If there's any chance you'll need those records later, mark it sold instead.

1. Go to the Groups section in the navigation bar.
2. Click + to create a new group.
3. Add the properties you want in it and save.

Useful if you hold properties under different LLCs or want to report on a city or neighborhood as a unit.

Yes. Export your existing statements and send them to us:

• AppFolio: Reports → Owner Statements, pick your date range, download as PDF or CSV.
• Buildium: Rental Owner Statements, select the period, download.
• Rentec Direct: Reports/Statements, pick the property and range, download.

Upload the file in-app, or forward it to support@fourcasa.com.

No. If you can use a banking app, you can use FourCasa — that's the point of it.

Yes — forward a receipt or invoice to your FourCasa email address and it's processed exactly like an upload.

Yes — it's built to be the financial system of record for rental property owners: organizing transactions, tracking property finances, generating reports, and keeping records ready to hand to a CPA.

• Advanced — $19.99/mo (or less billed annually): up to 20 rental units, automated bookkeeping, unlimited document uploads and bank connections, 24/7 monitoring, CPA-ready reports, priority support.
• Pro — starting at $99.99/mo: unlimited units, specialist-backed automation, custom analytics, concierge onboarding. Final pricing is customized to your portfolio.

14 days, full access, no credit card required. You only add payment details if you decide to continue after the trial.

A real-estate bookkeeper typically runs $1,200–$6,000 a year. FourCasa's Advanced plan is about $240/year for the categorization, reconciliation, and tax-ready reports that make up most of that bill.

Yes — one click, no fees, no phone call required.

Cancelling stops billing — it doesn't delete anything. Your data and export access stay available after you cancel. If you'd rather have your data permanently deleted, contact support and it'll be purged across every system; if you want a full copy of everything before you go, contact support for that too.

Yes, any time, from your account settings.

Yes — paying annually brings the Advanced plan down to about $16/mo, roughly 38% less than paying monthly.

Once it's connected, you never have to touch it again — transactions import automatically, get categorized by property using rules you set once, and show up in your books within minutes.

FourCasa connects through Plaid — the same technology most major banking and finance apps use. Access is read-only, so FourCasa can see transactions but never move money, and your login credentials are never stored.

Bank connections generally resync automatically once restored, pulling in whatever was missed while the connection was down.

Yes, from account settings, with no waiting period. Historical data you've already synced stays in your account unless you delete it.

Upload a receipt (or forward it by email) or connect your bank, and Casey extracts the vendor, amount, and category, applies your rules, and assigns it to the right property — usually within seconds for documents and minutes for bank transactions.

Casey doesn't guess. Below 100% confidence on a categorization, a human expert reviews it before it ever hits your books — you get AI speed with human accuracy.

When Casey isn't confident how to categorize something, a person reviews it to keep your books accurate.

Edit, recategorize, or split a transaction between properties in about 10 seconds.

Casey watches your accounts continuously for things a spreadsheet wouldn't catch — a missing rent payment, a duplicate charge, or an unusual expense spike — and flags it against your normal pattern instead of waiting for you to notice.

No — your financial data is never used to train general-purpose AI models. Casey does use AI operationally on your data (matching transactions to documents, flagging anomalies) — that's the product doing its job, not training a model.

You do. FourCasa doesn't claim any rights over your financial records beyond what's needed to provide the service.

Backups run continuously at the infrastructure level, protecting against a whole-system failure. There's no separate recovery path for a single deleted record today — once something is deleted, it can't be brought back. Export anything you'd hate to lose before you delete a property, delete a transaction, or cancel your account.

Encrypted in transit and at rest. Internal access is restricted based on operational need.

Not currently.

Several, across categories: your bank connection (Plaid), cloud infrastructure and AI processing (AWS), payments (Stripe), product analytics, email, property data enrichment, and bot protection. A full breakdown is available on request.

The intent is to give customers advance notice and a real opportunity to export their historical records first.

• Cash Flow Report — income and expenses visualized down to the transaction.
• Income Statement — profitability by category and property.
• General Ledger — a full transaction list for audits.
• Tax Report — Schedule E, Cash Flow, Income Statement, and General Ledger together for filing.
• Debt Report — loan details, DSCR, and net worth over time.
• Occupancy Report — lease activity and rental income trends.
• Schedule of Real Estate Owned (SREO) — portfolio-level, side-by-side view.

Debt Service Coverage Ratio measures whether a property's income covers its debt payments.

DSCR = Net Operating Income ÷ Total Debt Service

A property generating $120,000/year in net operating income against $100,000/year in loan payments has a DSCR of 1.20 — 20% more income than it needs to cover its debt. Below 1.0 is high risk, 1.0–1.25 is tight, 1.25–1.5 is healthy, and above 1.5 is very safe.