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, FourCasa's AI, takes it from there.

1. Add your property — enter the address and FourCasa autofills the details from public data.
2. Choose your transaction source — connect your bank via Plaid, forward statements by email, or upload receipts and documents. Casey takes it from there, categorizing everything and updating your dashboard and reports in real time.

• Single-family homes
• Multi-family units (duplexes, triplexes, apartment buildings)
• Condos
• Townhouses

Selling a property doesn't mean losing its numbers. Mark it as sold instead of deleting it, and its full history stays put.

The property moves to your "sold" list but stays fully visible in your records. You can compare it against every other property you've owned, past and present.

You can still add transactions and documents to it for up to a year afterward, so 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.

If you hold properties under different LLCs, or just want to see numbers by city or neighborhood instead of one flat list, group them.

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.

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 any document from any platform, or forward it to casey@fourcasa.com, and we'll import your information.

No. If you can use a banking app, you can use FourCasa. We build FourCasa for people who hate spreadsheets and don't want to spend their time learning accounting.

Yes — forward a receipt or invoice to casey@fourcasa.com 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 $16/mo, 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.

Yes, there is a 14-day free trial where you get full access to the platform without requiring a credit card.

You only add payment details if you decide to continue after the trial.

FourCasa isn't built to replace your bookkeeper or CPA.

Instead, we provide automatic expense categorization, reconciliation, and tax-ready reports. It saves time for your bookkeeper or CPA and money for you.

Yes — easy cancellation, no extra fees or 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 — 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 that Robinhood and Venmo use.

We only have read-only access and never store your login credentials. Plus, you can easily unlink anytime.

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.

If Casey miscategorizes something from a document you uploaded, it goes to our expert verification.

If Casey miscategorizes a bank transaction, it comes to you first, and you can edit and recategorize everything. You can also set a rule so Casey remembers your selection and applies it to future transactions.

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.

You should export anything you'd hate to lose before you delete a property, delete a transaction, or cancel your account.

Yes. Your data is encrypted both in transit and at rest.

• In transit: All traffic between your browser and FourCasa travels over HTTPS/TLS. This includes every page load, every API call, and every document upload.
• At rest: All stored data is encrypted using AES-256 server-side encryption. This covers your transaction records, property and portfolio data, and every document you upload. All storage containing customer data has public access fully blocked at the infrastructure level.

Two categories of sensitive data never touch our servers at all:

• Bank login credentials. When you connect a bank account, you enter your credentials directly into Plaid's secure interface. FourCasa never sees, receives, or stores them.
• Card details. All payments run through Stripe's hosted checkout and billing portal. Your card number never reaches FourCasa's systems.

Access to customer information is restricted to the specific operational functions that require it.

One case is worth stating plainly: when a document you upload can't be read automatically with high confidence, a member of our verification team reviews it manually to ensure the extracted figures are accurate. This is part of how document processing works, and it means trained staff may view uploaded financial documents as part of delivering that service.

Beyond that, access is limited to the engineering and support functions needed to operate the platform, investigate issues you report, and maintain the service.

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.

Not currently.

• 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.
• Rent Roll — every lease, every unit, always current.
• Balance Sheet — what you own vs. what you owe, as of today.
• Pro-forma vs Actual — where a property is beating or missing the numbers you bought it on.
• What-If — model a refinance, sale, payoff, or renovation against your real numbers.
• Schedule of Real Estate Owned (SREO) — portfolio-level, side-by-side view.