Automatic expense categorizationConnect your bank once. Never categorize a transaction again.
AgentXpense reads every transaction the moment it hits your account and sorts it: vehicle expenses, MLS fees, marketing spend, commission deposits, before you’ve thought to look.
The old way vs. the AgentXpense way
Before
With AgentXpense
Watch AgentXpense automatically categorize every bank transaction
Select any transaction to see how AgentXpense automatically categorizes it using AI.
Categorize a transaction once, and AgentXpense remembers it for future transactions. Using AI, merchant data, and transaction patterns, it automatically categorizes similar transactions more accurately over time. The more you use AgentXpense, the smarter and more accurate your bookkeeping becomes.
Built for how real estate agents actually work
AgentXpense automatically categorizes transactions into real estate expense categories, including vehicle expenses, MLS & board fees, marketing, commission deposits, client gifts, and more — without relying on a generic chart of accounts built for every business.
Built-in categories
Connect your bank securely in under a minute.
AgentXpense connects through Plaid, the same infrastructure used by many major financial apps. Your connection is read-only, so AgentXpense can import your transactions but can never move money or make changes to your bank account. Your banking credentials are never stored by AgentXpense.
Connecting a bank
One feature. Three ways it saves you time.
Bank sync doesn't stop after you connect your account. From the moment a transaction posts to the final accountant-ready report, AgentXpense keeps your records organized automatically.
Categorized on arrival
The moment a transaction posts, AgentXpense AI automatically assigns it to the right expense category — no waiting for month-end bookkeeping.
Hours by hand. Seconds with AgentXpense.
Instead of manually sorting transactions at month-end, AgentXpense categorizes them automatically as they arrive, so there's nothing to remember or reconstruct later — saving you hours of repetitive work.
Manual
Open a spreadsheet, find the receipt, assign a category, and repeat for every transaction.
With AgentXpense
The transaction posts, and it’s already categorized. Nothing to enter. Nothing to organize. Nothing to remember.
Questions about bank sync
Yes. AgentXpense connects through Plaid, the secure banking platform trusted by many leading financial apps, rather than asking for your bank login directly. Your credentials go straight to Plaid, and AgentXpense never sees or stores them. AgentXpense only receives the read-only transaction data you authorize to categorize your expenses. It can never move money or make changes to your account.
Stop categorizing transactions by hand. Let AI do it for you.
No credit card required · Connect your bank in under a minute