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What is Keystead?
The service focuses on reducing manual work for property owners by handling document processing and transaction matching automatically. Users can input property addresses to retrieve basic records and upload documents for structured data capture, which then feeds into categorized financial tracking. Expense categorization aligns with standard tax forms, allowing for straightforward export of income statements and related summaries. Maintenance requests can be logged and monitored through status updates tied to specific units and occupants. Overall the system supports portfolio scaling through tiered access levels that include team collaboration options and advanced customization for larger operations. This approach consolidates multiple tasks that traditionally required separate applications into a unified workflow.
Key features
AI lease parser using Claude to extract tenants, dates, rent, deposits from PDF scans
Auto-matched rent via Plaid bank integration for Zelle, ACH, and wires
Expense auto-categorization into 16 Schedule E categories
Property records auto-fill using RentCast and Mapbox for address, year built, sqft
Reports including income statement, rent roll, Schedule E with CSV export
Maintenance work order tracking with status, assignees, and costs
Per-property books and tenant management
What you can use Keystead for
AI Lease Parsing
Upload scanned PDF leases to extract tenants, dates, rent amounts, deposits, late fees, and clauses into a structured format with confidence scores and source citations.
Automated Rent and Expense Tracking
Link bank accounts to auto-match incoming payments from Zelle, ACH, and wires to tenants while categorizing expenses into Schedule E categories.
Portfolio Reporting and Maintenance
Generate income statements, rent rolls, and Schedule E reports with CSV export while tracking work orders by status, assignee, and costs per property.
How to use Keystead
- 1Sign up for the 14-day free trial
- 2Add properties using address autocomplete
- 3Upload lease PDF scans for AI extraction
- 4Connect bank accounts via Plaid integration
- 5Review auto-matched rents and categorized expenses
Keystead pricing
Pricing model: Paid. Plan details are indicative — check the site for current prices.
STARTER
$29/mo
- AI lease parser
- Bank account linking (Plaid)
- Auto rent matching
- Expense categorization
- Schedule E export
- Unlimited reports
- Email support
PRO
Popular$79/mo
- Everything in Starter
- Up to 5 connected banks
- Up to 5 teammates
- Custom match rules
- Property auto-fill (RentCast)
- Address autocomplete (Mapbox)
- Priority support
PORTFOLIO
Custom
- Everything in Pro
- Unlimited teammates
- Unlimited connected banks
- Tenant portal (rent + maintenance)
- Custom integrations
- Dedicated success manager
- SLA + audit logs
Editor's verdict
Pros
- +14-day free trial with no credit card required
- +Setup in under 10 minutes replacing spreadsheets and multiple tools
- +Built on Anthropic, Plaid, RentCast infrastructure
Cons
- –Starter plan limited to 10 units
- –SOC 2 certification in progress
- –Annual plans not yet available
Our take: Keystead is a solid productivity choice. It's valued for 14-day free trial with no credit card required and setup in under 10 minutes replacing spreadsheets and multiple tools. The main trade-off is starter plan limited to 10 units. Best when you need reliable, professional output.
Frequently asked questions
No license is required to use the platform for personal or portfolio property management.
Summary
Keystead is a solid productivity choice. It's valued for 14-day free trial with no credit card required and setup in under 10 minutes replacing spreadsheets and multiple tools. The main trade-off is starter plan limited to 10 units. Best when you need reliable, professional output.
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