Built for real estate agents

Real estate bookkeeping that connects every deal to every dollar.

Track deals, commissions, expenses, mileage, and receipts in one simple dashboard—so you can see what came in, where it went, and what you actually kept.

Start Free for 14 Days
14-day free trial · $0 charged today · 30-day money-back guarantee
Your business, in one place

Every deal, split, fee and expense — adding up to what you kept.

Lulu Ledger runs in your browser and on your phone, so a receipt gets captured at the closing table and a commission gets reconciled at your desk.

The same ledger on every screen.

Built by a working RealtorNot by an accounting company
Plaid-secured bank syncRead-only — how security works →
30-day money-back guaranteeOn your first payment — see the policy →
Founder pricingLimited to the first 300 paid subscribers
The Problem

Your GCI is not your income.

A commission check is only the start. Brokerage splits, transaction fees, direct deal costs, and the expenses of running your business all come out before the number that matters: what you kept.

Most agents know their sales volume and GCI. Lulu Ledger shows what each deal produced—and what the business kept across the year.

Deals & Commissions

Know what every deal actually produced.

Track contract price, commission, splits, fees, and deal expenses from pipeline to close — so you know what each transaction actually produced.

Pipeline from prospect to closed, with net commission at every stage Set aside a share of every deal for taxes, cash reserve, and retirement Per-deal PDF summaries for your records
Expenses & Receipts

Keep the books current without spreadsheet work.

Connect your bank and cards through Plaid. Lulu Ledger learns your vendors, suggests categories, and matches receipts to the charges they belong to.

Transactions flow in automatically — no manual entry Receipts linked to the deals that caused them
Reports & Insights

Understand how the business is actually performing.

See what came in, what you kept, what it cost to earn, and how this year compares to last. Clean reports for your CPA, plus plain-language insights for you.

How It Works

Set up in about 10 minutes. Stay current in quick check-ins.

1

Set up your business

Add your business details, commission structure, and income goals.

About 10 minutes
2

Connect your accounts

Link your bank and cards through secure, read-only Plaid sync. Transactions flow in automatically.

One-time connection
3

Review & understand

Confirm categories, match receipts, and keep your deals, reports, and insights current.

Quick check-ins
The Full Toolkit

The tools agents need to track the money side of their business.

One place for the deal, the books, and the results — built around how agents actually earn and spend.

Track every deal

The pipeline is the source of truth
  • Deal pipelineProspect, active, pending, closed
  • Commission & split mathCalculated per deal, automatically
  • Deal-level expensesPhotos, staging, marketing
  • Reserve set-asidesTax, cash, and retirement per deal
  • Deal summariesPrintable per-deal PDFs

Keep it current

Less manual entry. Faster review.
  • Bank & card syncSecure Plaid connection
  • Smart category suggestionsYour rules, your vendors
  • Receipt capture & matchingFrom any device
  • Mileage trackingWith the IRS deduction rate

See the results

Answers, not spreadsheets
  • P&L reportsCPA-ready, PDF or CSV
  • Performance & goalsProduction, margin, retention
  • Income & expense breakdownsBy category and subcategory
  • Estimated-tax planning viewThink past gross commission
The Comparison

Built for agents. Not adapted to them.

General tools can be bent toward real estate. Lulu Ledger starts with the deal.

Lulu LedgerQuickBooksSpreadsheets
Understands the deal behind the money✓ Built inNot built inManual
Commission splits and fees✓ Automatic per dealCustom setup requiredHand-built formulas
Categories made for agents✓ Ready on day oneRequires customizationBuild your own
Deal-level profit✓ Built into every dealProject and tracking setup requiredCustom formulas
Ongoing upkeepQuick reviewsTraditional accounting workflowManual maintenance

See the full comparison →

What Agents Are Saying

Agents wanted a tool that works the way they do.

Real agents, real brokerages, in their own words. Flip through the deck.

More agent stories, photos, and video testimonials are being collected — the deck grows as they arrive.

Scott Morreau, the working Realtor who founded Lulu Ledger, seated at a café table
Scott MorreauRealtor & Founder, Lulu Ledger
Built by a Realtor

Made by a working agent who needed it to exist.

Lulu Ledger wasn't built by an accounting company guessing at real estate. It was built by a working Realtor who needed a better way to connect deals, commissions, expenses, mileage, receipts, and reports.

It's built around the real workflow: the pipeline, the closing, the receipt in the car, the mileage between showings, and the report your CPA actually wants.

Agents don't earn like other businesses. Their books shouldn't pretend they do.
Founder Pricing · First 300 Members

One product. Two ways to pay for it.

Every feature is included in both plans. Start a 14-day free trial with a payment method and $0 charged today. Choose Monthly or Annual when you start.

Founder Monthly

$29.99/month
$19.99/month

Full product. Cancel anytime.

Start Free for 14 Days

$0 charged today.

Best Value

Founder Annual

Save $40.88 a year vs monthly
$299/year
$199/year

Works out to $16.58/month — about two months free vs monthly.

Start Free for 14 Days

$0 charged today.

Both plans are the same full product — the only choice is billing.

Deal pipeline & commissions Bank & card sync Receipts & mileage Reports, insights & tax planning view
Founder pricing is available to the first 300 qualifying customers whose first subscription payment is successfully processed. Starting a trial or scheduling a subscription does not reserve Founder pricing. Founder members keep their Founder rate for as long as their subscription remains continuously active. Planned standard pricing: $29.99/month · $299/year.
Questions, Answered

You have questions. Good.

What exactly is Lulu Ledger?

Financial management and bookkeeping software built specifically for real estate agents. It tracks your deals, commissions, income, expenses, mileage, and receipts in one place — and connects the deal to the money so you know what you actually kept.

Is it accounting software? Does it replace my CPA?

Lulu Ledger is a recordkeeping and planning tool, not an accounting suite and not a substitute for professional advice. It doesn't provide tax, legal, accounting, financial, or investment advice — it makes your CPA's job easier by handing them clean, categorized, deal-aware records instead of a shoebox of receipts.

How does the 14-day free trial work?

You get the complete product. Start your 14-day free trial with a payment method. You won’t be charged until the trial ends. Cancel before the end of the trial to avoid a charge. After your first subscription payment, you have 30 days to request a refund under the Lulu Ledger Refunds & Cancellation Policy.

Do I have to connect my bank?

No — you can enter income and expenses manually. Connecting through Plaid is what makes the books maintain themselves: transactions flow in automatically and get categorized by your rules. The connection is read-only and Lulu Ledger cannot move money.

Can I cancel anytime?

Yes. You can cancel future renewal at any time from Settings → Billing. You keep access through the end of your current trial or paid period, and you will not be charged again. Canceling does not create a prorated refund for unused time — see the Refunds & Cancellation Policy.

What happens to Founder pricing?

Founder pricing ($19.99/month or $199/year) is available to the first 300 qualifying customers whose first subscription payment is successfully processed. Starting a trial or scheduling a subscription does not reserve Founder pricing. Founder members keep their Founder rate for as long as their subscription remains continuously active. After the Founder spots are gone, standard pricing is planned at $29.99/month or $299/year.

Is my financial data secure?

Connections are encrypted with HTTPS/TLS, bank sync runs through Plaid with read-only access, your bank credentials are never stored by Lulu Ledger, sign-in supports multi-factor authentication, and your data is private to your account — and it is not sold.

Is it for teams?

Lulu Ledger is built for the individual agent's business first — your deals, your money, your books. Your data is not visible to your broker or team.

How is Lulu Ledger different from QuickBooks?

QuickBooks is general business accounting — powerful, but it has no idea what a listing, a split, or an E&O fee is, and it only sees money after it moves. Lulu Ledger starts with the deal: it knows the commission, the splits, and the fees before the wire lands, and connects every dollar back to the deal that produced it.

What happens to my data if I cancel?

It's your data — export clean reports (PDF or CSV) any time before your trial or paid access ends. Once access ends, reports and exports become unavailable, though you can still sign in to manage billing, reactivate, or request deletion. Lulu Ledger generally retains eligible account data for 90 days after access ends. See the Refunds & Cancellation Policy.

Know what your business actually keeps.

Set up in about 10 minutes. See your real numbers in your first sitting.

Start Free for 14 Days
14-day free trial · $0 charged today · 30-day money-back guarantee