Bank linking through Plaid
Connect supported bank and credit card accounts when live access is enabled. New transaction activity flows into Cadris as your bank makes it available.
Your accounts, connectedA clearer view of your rentalsKnow what your
Know what your
rentals really make.
Connect accounts through Plaid, bring in new transactions automatically, and organize them with smart categorization. See your rental income, expenses, and cash flow in one place.
Bank automation requires enabled live access and a supported institution. CSV and manual entry are always available.
Property snapshot
Brick House
3 unitsSeptember 2026 · Monthly · USD
$1,980 left after expenses
Your portfolio, connected03 properties
Select a building to explore its cash flowFictional properties & sample data
A closer look at Cadris
See Cadris in action.
Connect accounts through Plaid, automate repeat bookkeeping, and see your rental cash flow clearly. Explore property records, vendors, reports, and your next investment.
Fictional properties and sample data.
From property to performanceThe whole picture.
The whole picture.
Every detail behind it.
Follow cash flow, understand spending, and turn your records into clear reports for one property or your entire portfolio.
Choose a property to update every chart.
Cash flow trendKnow what stays
Know what stays
with you.
See the movement in your rental cash flow. Compare months and find the properties contributing most.
Income minus confirmed expenses
Net cash flow
Apr–Sep 2026$1,980Sep · income minus expenses
Income $5,280Expenses $3,300
Illustrative figures. Net cash flow is confirmed income minus recorded expenses, including mortgage payments.
Less scattered. More connected.Everything behind your rentals.
Everything behind your rentals.
Finally, together.
Connected accounts, less repetitive bookkeeping, and the details that make your portfolio run.
Automatic categorization
Save rules that suggest the right property and category for repeat transactions. Opt in to automatic approval for eligible matches, with exceptions left for review.
Your decisions, rememberedReceipts & monthly close
Keep receipts with expenses, review missing documents, reconcile connected accounts to statements, and close the month with a clear checklist.
A more organized month-endProperties, units & rent roll
Organize your buildings and units, keep your rent roll in view, and understand occupancy across the portfolio.
Your portfolio, at a glanceTenants & leases
Keep tenant records, lease terms, and important dates connected to the right property and unit.
Rental records that stay connectedFlexible transaction tracking
Use connected bank activity, CSV imports, or manual entry. Allocate transactions across properties, separate personal activity, and review possible duplicates.
Work the way you need toA focused review queue
Find the items that need attention. Review and confirm transactions before they contribute to your reports.
Confidence in the detailsDocuments & trusted vendors
Keep your paperwork together. Save vendor contacts, private notes and star ratings, then mark whom you prefer to hire again.
Your experience, in one placeTax center & accountant access
Prepare an organized tax package, share a read-only view with your accountant, and resolve questions through comments.
A smoother handoffA clear starting point
From connected accounts to a clearer picture.
Bring in activity, let saved rules do the repeat work, and focus on the items that need your judgment.
- 01
Connect & update
Link through Plaid when enabled, or import a CSV.
- 02
Categorize & review
Apply saved rules and resolve exceptions.
- 03
Report & share
Use confirmed records for cash flow and accountant reports.
Before your next investmentA promising property.
A promising property.
A clearer decision.
Compare financing and rental assumptions. See the impact on returns, explore future cash flow, and save a potential deal as a property.
Deal Analysis
Maple Avenue Lofts
The property
- Purchase price
- $1,200,000
- Down payment
- 30%
Cash invested$395,000Including closing costs
Compare scenarios
Your starting assumptions.
Annual rent $144,000Interest 6.5%Annual net cash flow$20,118
Cash-on-cash return5.1%
Cap rate7.0%
Where the income goes
Effective income$139,080
Operating costs−$55,250
Mortgage payments−$63,712
Net cash flow$20,118
Base case: $20,118 annual cash flow, 5.1% cash-on-cash return. Income includes a 5% vacancy allowance.
10-year cash flow
2% annual growth · Excludes resaleYear 10 annual cash flow$24,042
Assumptions & definitions
Deal assumptions
- Down payment
- $360,000
- Closing costs
- $35,000
- Loan amount
- $840,000
- Loan term
- 30 years
- Vacancy allowance
- 5%
- Other annual income
- $2,400
- Operating costs
- $55,250 / year
Operating costs cover management, maintenance, taxes, insurance, utilities, administration, and other expenses.
Understanding the returns
- Net cash flow
- Income after vacancy, operating costs, and mortgage payments.
- Cash-on-cash return
- Annual net cash flow divided by the down payment and closing costs.
- Cap rate
- Annual operating income, before debt service, divided by the purchase price.
Fictional assumptions, calculated with Cadris. The projection assumes 2% annual cash flow growth and excludes resale proceeds.
One plan. Your entire portfolio.Room for your
Room for your
whole portfolio.
Unlimited properties and units. Bank automation with enabled live access, categorization rules, rent and deposit tracking, reports, accountant access, and deal analysis.
Start with a 14-day free trial.
No credit card required to start. Choose monthly or annual billing when you subscribe.
Cadris Pro
14-day trial$19/ month
$19 billed monthly · USD
- Unlimited properties and units
- Plaid bank feeds when live access is enabled
- Automatic categorization and review rules
- Rent, deposits, receipts, and monthly close
- CSV imports and manual transactions
- Portfolio reports and tax center
- Accountant access and comments
- Documents, vendors, and deal analysis
No credit card required to start. Your portfolio remains available in read-only mode after the trial.
A few things to know
Before you get started.
Can I explore Cadris before signing up?
Yes. The sample properties on this page use fictional figures. Select a building, explore cash flow and expense categories, or download a sample report without creating an account.
How does bank linking work?
Cadris uses Plaid to connect supported bank and credit card accounts when live access is enabled for your account. Select the accounts you want to share, then receive transaction updates as your bank makes them available. You can disconnect a bank in Cadris. Check live connection availability in Accounts & bookkeeping before relying on automated imports.
Does Cadris categorize transactions automatically?
Saved rules can suggest a property and category for matching activity. You can explicitly enable automatic approval for eligible rules. Unclear matches, possible duplicates, transfers, and sensitive classifications still need review. Optional AI suggestions also require your consent and verification.
How often do bank transactions update?
Cadris checks connected accounts in the background and also offers Sync now. Updates depend on Plaid and your financial institution, so they are not instant. Pending bank activity stays out of confirmed reports.
Do I need to connect a bank?
No. Bank linking is optional. CSV imports and manual entry remain available, and you can review categories and property assignments before using your reports.
What happens after my trial?
Your saved portfolio remains available in read-only mode. Subscribe to resume editing. You can choose monthly or annual billing in your account.
Can my accountant review my records?
Cadris includes accountant access, comments, reports and a tax center to help you organize the handoff. You control whom you invite.
Will Cadris file my taxes?
No. Cadris helps organize financial records and reporting. Your accountant should review classifications and determine the appropriate tax treatment.