AccountTECH Blog

Expense division wizard interface for splitting real estate transaction costs between multiple agents
August 7, 2025

why Cloud now: divide expense wizard and billing groups

overview of darwin.Cloud's divide expense wizard and billing groups for automated expense allocation and improved cost management. 

Real estate expense allocation system showing agent personal expenses for open house marketing materials
July 31, 2025

why Cloud now: agent reimbursable charges

overview of darwin.Cloud's agent reimbursable charges for efficient expense tracking, automated reimbursements, and agent satisfaction.

Expense reclassification interface showing commission expense allocation for real estate transactions
July 23, 2025

why Cloud now: reclassify feature

overview of darwin.Cloud's reclassify feature for adjusting transactions and expenses without unposting while maintaining accurate records.

A banking interface screen from an accounting software showing a transaction classification table. The screen has a navigation menu on the left with options: Check, Deposit, Reconciliation, Balances, Classify (highlighted), Approve, and Rules. The main section contains filters for date type, bank account, company, and date range (from 04-04-2025 to 07-03-2025). Below the filters is a table with columns for ID, date, description, type, amount, and a
July 9, 2025

why Cloud now: bankstream

overview of darwin.Cloud's bankstream feature for real-time bank account and credit card data streaming with automated financial integration.

Invoice creation wizard showing agent selection interface for real estate commission billing
July 2, 2025

why Cloud now: notifications and campaigns

overview of darwin.Cloud's notifications and campaigns for enhanced client communication, automated outreach, and marketing effectiveness.

Screenshot thumbnail of AccountTECH interface displaying various features and options for user management.
June 25, 2025

why Cloud now: agent bill pay

overview of darwin.Cloud's agent bill pay for streamlined expense management, automated payments, and enhanced agent financial services.

Cloud dashboard screenshot showcasing data visualizations and performance metrics for user analysis
June 18, 2025

why Cloud now: agent on-boarding wizard

overview of darwin.Cloud's agent on-boarding wizard for simplified new agent setup, streamlined hiring processes, and accelerated productivity.

Real estate office forms management system showing listing agreements, disclosures, and agent onboarding documents
April 30, 2025

why Cloud now: office forms library

overview of darwin.Cloud's office forms library for organized document management, centralized form access, and improved operational efficiency.

Real estate agent communication interface showing contact management and message history between agents
April 30, 2025

why Cloud now: chat and notes

overview of darwin.Cloud's chat and notes features for enhanced team communication, improved collaboration, and streamlined coordination.

document management system displaying real estate transaction files including agreements and contracts
April 30, 2025

why Cloud now: document storage

overview of darwin.Cloud's document storage features for secure file management, organized document access, and improved record keeping.

Real estate agent commission statement showing $25,200 commission breakdown for Century 21 property transaction
April 30, 2025

why Cloud now: agent billing

overview of darwin.Cloud's agent billing features for streamlined billing processes, automated calculations, and improved accuracy.

E-commerce web page with a grid layout displaying various products for sale, including a metal tumbler, sweatshirt, business card or brochure design, promotional flyer, postage stamp, magazine, stainless steel tumbler, and matching couple's sweatshirts. Each product image is accompanied by a title, short description, and price. Beneath each item are buttons labeled
April 30, 2025

why Cloud now: company store

overview of darwin.Cloud's company store for selling products and services to agents while generating additional revenue streams.

Dashboard interface displaying various sales and business performance metrics tailored for an agent portal. The left side includes data tables for individual agents, with columns for
April 30, 2025

why Cloud now: agent portal

overview of darwin.Cloud's agent portal for self-service access to statements, documents, tools, and enhanced agent satisfaction.

Company management interface showing multiple real estate office locations and entity configuration
April 30, 2025

why Cloud now: multiple legal entities in ONE system

overview of multi-tenant accounting capabilities in the darwin.Cloud software for real estate and related businesses.

AccountTech Spotlight Analytics feature showcasing Venice canal and gondola photography with analytics branding
April 30, 2025

why Cloud now: spotlights

overview of darwin.Cloud's spotlights feature, including types of spotlights, customization options, and use cases.

Illustration showing various companies unified in one cloud software, emphasizing streamlined operations and shared resources.
April 7, 2025

why Cloud now: multi company

overview of darwin.Cloud's multi-company capabilities for running multiple real estate companies in one platform with seamless access.

Visual representation of the advantages of real estate software integrations for enhanced workflow and data management.
April 7, 2025

why Cloud now: integrations with other software

overview of darwin.Cloud's integrations with other software for seamless workflow connectivity, eliminated duplicate data entry, and enhanced operational efficiency.

Creators of Building Darwin Cloud engage in a behind-the-scenes discussion, sharing their thoughts and creative journey.
April 7, 2025

behind the scenes: the story behind darwin.Cloud

while working together to finish darwin.Cloud, Mark Blagden, CEO of AccountTECH and Helkyn Coello, VP of Development recorded a series on conversations about the design & building of darwin.Cloud. this is their conversation about the long road to building darwin.Cloud.

Signage at a company store reading
April 7, 2025

why Cloud now: company store sell and bill

a look behind the scenes at the programming behind darwin.Cloud. this hackathon project lets you keep track of everything you sell to agents. agents can buy from you online - and the invoicing and collections is automatic.

A frustrated real estate broker reviewing commission payout reports with agents in the background. Text overlay reads: You're Not Losing Agents—You're Just Paying Them Wrong.
March 25, 2025

you're not losing agents—you're just paying them wrong

manual commission workflows hurt retention. see how automation drives ROI, reduces errors, and keeps agents from walking out the door.

Real estate office overwhelmed with paperwork and digital notifications. Overlay text reads: Growth Will Break Your Brokerage—Fix These Four Things First
March 11, 2025

growth will break your real estate brokerage—unless you fix these 4 things first

scaling brings complexity. learn how AccountTECH helps real estate brokerages eliminate payout errors, reduce risk, and lead with visibility.

Confident real estate professional at desk reviewing financial reports on a tablet. Text reads: The Perfect Real Estate Accounting Software Doesn’t Exist (Or Does It?)
February 5, 2025

finding the perfect real estate accounting software in 2025

real estate accounting software built to automate commissions, ensure compliance, and provide real-time insights to help your brokerage grow.

Cybersecurity-themed graphic with a lock icon over cloud servers and real estate charts. Text: How to Protect Your Data with Real Estate Software Security Best Practices
January 27, 2025

protect your data with real estate software security solutions

discover how to protect your brokerage with real estate software security best practices. learn about AccountTECH’s advanced tools to safeguard sensitive data and ensure compliance.

Close-up of a real estate contract with a gavel and NAR logo in the background. Headline overlay: 5 Months After the NAR Settlement: What’s Really Changed?
January 21, 2025

5 months after NAR settlement - commission rates back to normal

AccountTECH study finds real estate commission rates recovering by the fifth month post-NAR Settlement, with seller rates slightly increasing.

Real estate agent shaking hands with a brokerage manager in a modern office. Text overlay: AccountTECH Study: What Actually Works When Recruiting Top Producers?
January 21, 2025

AccountTECH company dollar study: are top producing agents really worth it?

discover how top-decile agents drive higher company dollar retention for brokerages, with insights from AccountTECH's latest study on agent performance.

Brokerage team analyzing real-time dashboards and agent metrics on a large screen. Text reads: Reporting that Drives Results: Data-Driven Tools for Real Estate Leaders
January 20, 2025

real estate reporting tools empower data-driven decisions

unlock smarter decisions with AccountTECH’s darwin platform. learn how real estate reporting tools transform data into actionable insights, streamline workflows, and drive success.

Visual chart of tiered commission splits and override payouts. Overlay text: Mastering Multi-Tier Commission Automation for Real Estate Brokerages
January 14, 2025

mastering multi-tier commission structures with automation

master multi-tier commissions with AccountTECH’s darwin.Cloud platform. automate calculations, ensure compliance, and boost agent satisfaction.

MLS and CRM dashboards connected on dual monitors with broker reviewing synced client data. Text: Enhancing Brokerage Efficiency with MLS and CRM Integration
January 6, 2025

enhancing brokerage efficiency with MLS and CRM integration

streamline your real estate operations with AccountTECH’s MLS and CRM integration tools. discover how darwin.Cloud improves efficiency, enhances collaboration, and boosts client service.

Relaxed broker smiling with hands behind head at a desk, laptop open. Text reads: Master Real Estate Commission Payouts with AccountTECH
December 18, 2024

master real estate commission payouts with AccountTECH

simplify commission payouts and compliance with AccountTECH’s automated software. boost accuracy, save time, and strengthen agent trust.

Real estate professional working remotely in a festive cafe setting. Text reads: Real Estate Back Office Software Boosts Holiday Workflows
December 11, 2024

5 ways real estate back office software boosts holiday workflows

discover how real estate back office software streamlines holiday workflows with automation, MLS and CRM integrations, and year-round compliance tools.

Agent showing home listings on a tablet to a couple outside a property. Text reads: Real Estate CRMs Strengthen Client Relationships and Drive Sales
November 18, 2024

real estate CRMs strengthen client relationships and drive sales

explore how real estate CRMs strengthen client relationships, automate follow-ups, and drive sales for brokerages focused on growth.

Graph showing agent productivity quartiles by transaction volume and commission. Text overlay: Production Per Person: What Agent Quartiles Reveal About Your Office
November 10, 2024

mid-sized real estate brokerages show 10x higher PPP

AccountTECH announces the release of its latest white paper: production per person (PPP) analysis of agent by quartiles — insights into efficiency and agent roster composition.

Team of real estate professionals discussing back office solutions around a laptop. Text reads: How Real Estate Back Office Software Streamlines Brokerage Operations
November 7, 2024

how real estate back office software streamlines operations

discover how real estate back-office software like darwin.Cloud streamlines operations, automates commissions, ensures compliance, and supports growth.

Colorful pie chart with segments and magnifying glass on blue background. Text reads: Top 10 Gross Commission Per Agent 3rd Qtr 2024
November 5, 2024

AccountTECH announces top 10 companies gross commission per agent 3Q 2024

AccountTECH's latest analysis reveals the top 10 U.S. real estate companies with the highest AGCI per agent in 2024, highlighting traits of high-performer brokerages.

Minimalist image of two wooden spheres balanced on a third, symbolizing stability. Text reads: AccountTECH report finds little change in commission rate since NAR settlement
November 4, 2024

AccountTECH report finds little change in commission rate since NAR settlement

AccountTECH’s study on the NAR Settlement’s impact finds minor changes to real estate commission rates but signals a drop in buyer-side transactions.

Confident professional standing in a bright office with colleagues in the background. Text reads: 5 Benefits of Using Real Estate Specific Accounting Software
October 28, 2024

5 key benefits of using real estate specific accounting software

discover 5 key benefits of using AccountTECH’s real estate specific accounting software to streamline finances, enhance accuracy, and support growth.

Hands-on demonstration of real estate software with professionals pointing at financial dashboards. Text reads: Essential Software Solutions for Real Estate Brokerages
October 15, 2024

essential software solutions for real estate brokerages

from tracking commissions to nurturing client relationships, the right real estate software can streamline essential tasks and empower brokerages to work more efficiently.

Combined branding graphic showing AccountTECH and Shaker logos with a green plus symbol between them
September 13, 2024

Mark Blagden from AccountTECH talks about the features in Project Management software Shaker.io

AccountTECH CEO Mark Blagden announces the Shaker.io acquisition, sharing why its design and project management tools are a valuable addition to darwin.Cloud.

Combined branding graphic showing AccountTECH and Shaker logos with a green plus symbol between them
September 10, 2024

CEO Chris Lucas talks about the key features in Shaker and workflow management

Shaker.io CEO Chris Lucas highlights Shaker’s key features for managing relationships and workflows, enhancing real estate transaction efficiency and client engagement.

Combined branding graphic showing AccountTECH and Shaker logos with a green plus symbol between them
September 5, 2024

AccountTECH acquires transaction management platform Shaker.io

AccountTECH acquires Shaker.io, enhancing real estate client value with advanced transaction management, automation, and seamless communication tools.

Visual representation contrasting outsourcing and in-house strategies for business operations and resource management.
September 4, 2024

outsource labor cost prices for real estate brokerages

AccountTECH conducted a nationwide survey of prices for outsourced accounting services for Real Estate brokerages.  Here is what they found.

Group of people gathered around a wooden table during a business meeting, reviewing documents with bar graphs, pie charts, and financial data. Multiple hands holding pens indicate active collaboration. A calculator, notebooks, and tablets are also visible on the table, suggesting a data analysis or financial planning session in progress.
September 3, 2024

AccountTECH labor cost study for real estate brokerages 2024

AccountTECH has released a benchmark report detailing labor costs for the first six months of 2024.  The analysis reveals that the average labor cost per transaction surpassed $900.

This conceptual diagram illustrates the core idea of a paradigm shift, surrounded by key elements that drive transformational change, including innovation, scientific discipline, fundamental models, and the emergence of a new era. Arrows point toward the central concept from surrounding terms like transformation, experimental practices, scientific revolution, and change, highlighting the interconnected nature of groundbreaking shifts in thinking. Ideal for topics on innovation strategy, scientific evolution, or business transformation, this visual effectively captures the essence of systemic change and forward-thinking disruption.
March 22, 2022

creating the real estate vertical - a new approach

For over 20 years, the “holy-grail” in Real Estate software engineering has been the “all-in-one” real estate vertical. Sometimes referred to as an “operating system” for Real Estate, the idea is to build a single application that provides a software solution for every stage of the real estate sales process.

A panoramic view of the Nar settlement, showcasing its traditional architecture and surrounding landscape
September 1, 2024

Profitability in an era of post-NAR settlement declining commission percentages

a new study of hundreds of brokerages across the u.s. reveals that nearly all will face unprofitability once the changes from the nar settlement take effect. AccountTECH, a leading provider of enterprise-class accounting software for the real estate industry, has released findings showing the impact on brokerage profitability if commission rates fall below 6% (3% per side) in response to the settlement.

Businessman studying a graph chart, reflecting on performance metrics and strategic planning.
June 11, 2024

modest gains as more real estate brokerages turn profitable by mid-year 2024

A new study reveals a slight improvement in the number of profitable brokerages in the first half of 2024 compared to the previous year.

A man is standing on a boat, engaged with a tablet in his hands, with water visible around him.
March 21, 2024

spotlight to stay on-track

darwin.Cloud - run your brokerage from your phone.  With darwin mobile, you can manage cash, pay your bills, check your budgets and message with everyone ... all from your phone.

Three attendees seated in chairs with a large T3 Summit logo in the background, suggesting a conference setting.
April 21, 2024

darwin.Cloud unveiled at T3 Leadership Summit

AccountTECH is moving online and upstream. AccountTECH, a trailblazing innovator of accounting software solutions for brokerages and franchisors , announces the launch of the industry's first and only cloud-based enterprise accounting software.

Screenshot of darwin.Chat's innovative app for enterprises, highlighting its modern interface and key functionalities.
March 21, 2024

introducing darwin.Chat

darwin.Chat is a breakthrough technology that lets users communicate via text message from inside darwin.Cloud

Two women engaged in conversation while using a laptop computer
January 14, 2024

spotlight: 1st 100 days

Spotlight new Recruits success towards getting paid in the 1st 100 days

A group of business professionals engaged in discussion around a conference table.
January 14, 2024

spotlight: income vs profit per agent

Total Income per Agent numbers are helpful - but they're not the whole story.  We need to see agent income compared to the overhead in the office where they work.

CEO Mark Blagden presents insights on Spotlight Analytics, Spotlight Security, and enhancing visibility in a corporate environment.
January 14, 2024

spotlight security: setup unique spotlights for each role in your company

Controlling Spotlight visibility.  Spotlights allow you to set visibility of specific Spotlights to specific roles in your company.

A multi-layered dashboard featuring various data displays and analytics for comprehensive monitoring.
January 14, 2024

spotlight analytics: income vs budget

KPI Spotlight: Income vs Budget.  Spotlights are the newest and best way to see how your company is performing.  Using a collection of key performance indicators, you can quickly see Income by month or cumulatively thru the year and how it compares to budget.

Computer screen displaying a financial dashboard with multiple panels showing key metrics: income, cost of sales, gross profit, and EBITDA. Each panel presents both current month and year-to-date (YTD) values. Arrows indicate percentage changes compared to the previous month or YTD. Some panels feature line graphs comparing EBITDA to budget data, showing performance trends. The dashboard, part of a business management or accounting software suite, uses a blue and white color scheme with red and green accents. Menus and sidebars include tools for data manipulation and reporting.
January 14, 2024

spotlight analytics: profit & loss

KPI Spotlight: Profit & Loss.  Spotlights are the newest and best way to see how your company is performing.  Using a collection of key performance indicators, you can quickly see Profit for last month and Year to date compared to the prior year.

Cloud dashboard screenshot featuring data visualizations and controls for managing cloud services and resources.
January 14, 2024

spotlight analytics: team rank leaderboard

KPI Spotlight: Team Rank Leaderboard.  Spotlights are the newest and best way to see how your company is performing.  Using a collection of key performance indicators, you can quickly see which of your Teams is performing best - based on 4 essential KPI.

A detailed dashboard with diverse items, including visual data representations and key performance metrics for evaluation.
January 14, 2024

spotlight analytics: agent rank leaderboard

KPI Spotlight: Agent Rank Leaderboard.  Spotlights are the newest and best way to see how your company is performing.  Using a collection of key performance indicators, you can quickly see which of your Agents are performing best - based on 4 essential KPI.

A computer screen displays the darwin.Cloud software application interface, showcasing the new Office Forms Library feature. The interface is primarily light gray and dark navy blue. On the left, a hierarchical list includes categories like
January 14, 2024

new darwin.Cloud feature: office forms library

store all the forms your agents need in the office forms library  

A comprehensive dashboard featuring multiple graphs that represent diverse data sets and performance indicators
January 14, 2024

spotlight analytics: office rank leaderboard

KPI Spotlight: Office Rank Leaderboard.  Spotlights are the newest and best way to see how your company is performing.  Using a collection of key performance indicators, you can quickly see which of your offices are performing best - based on 6 different metrics.

Dashboard interface displaying various sales and business performance metrics tailored for an agent portal. The left side includes data tables for individual agents, with columns for
January 14, 2024

New darwin.Cloud feature: Customized Agent dashboards

personalize agent dashboards in darwin.Cloud with customizable widgets and KPIs. empower agents with tailored insights for performance tracking.

A dashboard with a prominent bar chart and supplementary data visualizations for comprehensive analysis.
January 14, 2024

spotlight analytics: top 5 agent leaderboard

KPI Spotlight: Top 5 Agents Leaderboard.  Spotlights are the newest and best way to see how your company is performing.  Using a collection of key performance indicators, you can quickly see the Top 5 Agents based on 6 different metrics.

A dashboard interface showcasing a comprehensive view of its own analytics and performance indicators
January 14, 2024

spotlight KPI: commission margins

KPI Spotlight: New Contracts written.  Spotlights are the newest and best way to see how your company is performing.  Using a collection of key performance indicators, you can quickly see the Commission percentages your agents are charging to Buyers and Sellers.

A comprehensive dashboard featuring multiple graphs that represent different data sets and performance indicators.
January 14, 2024

spotlight KPI: new contracts written

KPI Spotlight: New Contracts written.  Spotlights are the newest and best way to see how your company is performing.  Using a collection of key performance indicators to see how many new Contracts your agents are writing.

This image showcases the Darwin Cloud dashboard, a powerful real estate business intelligence platform that provides detailed agent performance analytics, commission splits, and top closers metrics. With a clean, user-friendly interface, the dashboard offers real-time insights into agent split percentages, company revenue shares, and year-over-year comparisons. Visual charts highlight the top 5 agents by AGCI and top-performing offices by revenue, enabling data-driven decision-making. Ideal for brokerage firms, real estate managers, and performance tracking, Darwin Cloud simplifies complex metrics into actionable insights through intuitive dashboards.
January 14, 2024

spotlight KPI: commission split percentages

KPI Spotlight: Commission split percentages.  Spotlights are the newest and best way to see how your company is performing.  Using a collection of key performance indicators to see what percentage your company has paid in split percentages last month and Year to Date.

Image of the Account Tech website interface, showcasing layout and key features on the homepage
January 13, 2024

NEW darwin.Cloud feature: agent bill pay

darwin.Cloud now enables agents to pay their bills real-time, on-demand in darwin.Cloud. when an agent wants to "settle-up", they can pay by credit card or ACH.

A multi-layered dashboard featuring various data displays and analytics for comprehensive monitoring
January 14, 2024

spotlight KPI: pending cost of goods sold

KPI Spotlight: cost of goods sold.  Spotlights are the newest and best way to see how your company is performing.  Using a collection of key performance metrics, you can quickly get to critical information that drives your company's success.

Century 20 financing agreement document with terms and conditions outlined for financial transactions.
January 13, 2024

NEW darwin.Cloud feature: agent email history

darwin.Cloud now deliivers email campaign copies to agents. when an agent needs a copy of a commission statement, invoice statement or hot sheet - they will find them all in their campaign history.

A dashboard interface presenting a self-referential view, highlighting key performance indicators and analytics.
January 14, 2024

spotlight KPI: pending cash flow

KPI Spotlight: cash flow.  Spotlights are the newest and best way to see how your company is performing.  Using a collection of key performance metrics, you can quickly get to critical information that drives your company's success.

Real estate analytics dashboard displaying AGCI performance metrics and goal tracking charts
January 14, 2024

behind the scenes: EOS analytic spotlights

While working together to finish darwin.Cloud, Mark Blagden, CEO of AccountTECH and Helkyn Coello, VP OF Development recorded a series on conversations about the design & building of darwin.Cloud. This is their conversation about:  EOS style scorecards and Analytic Spotlights

A Swiss army knife displaying a knife, scissors, and a bottle opener, highlighting its versatile tools for various tasks
January 13, 2024

NEW tools in darwin.Cloud for agents

there's alot for agents in the new darwin.Cloud. some of the tools are to help the agents be more successful. Some of the tools are to help sales managers help the agents.  and other tools are designed to save the back office and accounting staff time. 

Pie chart with five colored segments—green, red, orange, yellow, and blue—positioned over a light gray background with overlaid stock market charts. Two hands are shown holding and arranging the segments of the pie chart. The background includes fluctuating lines and candlestick patterns, symbolizing financial or market data. The image visually represents the process of segmenting expenses and assigning categories, supporting the concept of creating rules to expense by billing group within a financial or business management system.
January 13, 2024

NEW darwin.Cloud feature: create expense rules by billing group

darwin.Cloud now has enhanced automation that enables you to more accurately allocate expenses that stream into darwin daily.

A person writes on paper with a pen, focusing intently on their task
January 13, 2024

NEW darwin.Cloud feature: create complex rules for expense classification automation

create complex rules that enable darwin.Cloud correctly allocate bank & credit card charges. 

Close-up view of two credit cards, one light beige/tan and the other light gray/silver. Both cards feature embossed, metallic numbers and lettering. The focus is on the visible portions of the cards, with edges clearly visible and light reflecting off their metallic surfaces. The background shows blurred details of other objects.
January 13, 2024

NEW darwin.Cloud feature: Connect your credit cards to darwin.Cloud

connect your credit cards to darwin.Cloud so you can have darwin automatically classify your credit card charges. 

A collection of tax forms with a pen placed beside them, indicating preparation for filing
January 13, 2024

NEW darwin.Cloud feature: Agents print their own 1099

agents can print their own 1099 for this year - and any prior years! now the staff is free from the burden of printing, stuffing envelopes & mailing 1099s to agent

Dashboard displaying various metrics related to real estate transactions, designed to help overcome staff resistance to new systems and track agent goals. Several panels show key performance figures, such as
January 13, 2024

NEW darwin.Cloud feature: agent goals analytics

track and analyze agent goal performance with darwin.Cloud's analytics tools. monitor progress, set targets, and drive agent success with insights.

Creators discuss streaming bank and credit card data in a behind-the-scenes meeting, sharing insights and ideas.
January 14, 2024

behind the scenes: bank stream

While working together to finish darwin.Cloud, Mark Blagden, CEO of AccountTECH and Helkyn Coello, VP OF Development recorded a series on conversations about the design & building of darwin.Cloud. This is their conversation about:  streaming Bank account & Credit card data

Man seated at a white desk, working on a computer with two monitors visible. One monitor displays a blank invoice template with fields for data entry, while the other shows a business management software application. The man is wearing a light blue collared shirt and looking at the screens, with his hands on a keyboard in front of him. A black notebook or planner rests beside the keyboard. The desk is white, and the background is light and neutral, suggestive of an office or home office setup, likely for resolving payment issues or managing financial data in QuickBooks replacement technology.
November 22, 2023

Quickbooks replacement tech part 2: expense allocation

darwin.Cloud automatically allocates incoming payments across all your offices. 

A businesswoman's hands are on a laptop, with various documents spread out nearby
November 22, 2023

Quickbooks replacement tech part 1: streaming bank data

darwin.Cloud now has enhanced automation that streams bank and credit card activity into darwin. This technology saves time & enables you to much more accurately classify payments that stream into darwin daily.

E-commerce web page with a grid layout displaying various products for sale, including a metal tumbler, sweatshirt, business card or brochure design, promotional flyer, postage stamp, magazine, stainless steel tumbler, and matching couple's sweatshirts. Each product image is accompanied by a title, short description, and price. Beneath each item are buttons labeled
October 17, 2023

NEW darwin.Cloud feature: company store

introducing the company store in darwin.Cloud for selling products and services to agents. streamline internal commerce and generate revenue.

Businesswoman analyzing financial data on her smartphone while seated at a desk in a modern office environment
September 21, 2023

darwin.Cloud profit per agent - it's more than just commission split

track individual agent profitability with darwin.Cloud's profit per agent analytics. analyze performance, costs, and revenue for decisions.

A person writes on paper with a pen, focusing intently on their task
September 21, 2023

NEW darwin.Cloud feature: automatic bank reconciliations

automate bank reconciliation processes with darwin.Cloud. eliminate manual reconciliation work and improve accounting accuracy and efficiency. 

Close-up of a person’s hands typing on a light gray laptop keyboard. Soft, light-blue interconnected lines and shapes resembling a data network overlay the screen. Gray document icons hover over the keyboard and laptop, suggesting digital file management. A subtle light effect represents data transmission. A portion of a white coffee cup is visible in the lower right, and the background is dark gray or black.
September 21, 2023

NEW darwin.Cloud feature: enhanced accounting summary screen

access enhanced property accounting summary screens in darwin.Cloud. get comprehensive transaction overviews and improved financial visibility.

3D graphic representing audit and accounting, featuring financial charts, calculators, and documents for analysis.
September 17, 2023

NEW darwin.Cloud feature: reclassify journal entries without unposting

reclassify journal entries in darwin.Cloud without unposting transactions. maintain accurate records while preserving audit trails.

A laptop displaying an open XLSX file on its screen, showcasing spreadsheet data and formatting
August 26, 2023

NEW darwin.Cloud feature: import your bills from Excel

import bill data directly from Excel into darwin.Cloud. streamline data entry, reduce errors, and accelerate accounts payable processing. 

Hands of a businesswoman grasping a credit card and calculator, positioned on a desk with various financial papers.
August 26, 2023

NEW darwin.Cloud feature: import credit card charges

import credit card charges directly into darwin.Cloud for automated expense tracking. simplify reconciliation and improve financial accuracy.

Payroll software interface designed for small businesses, showcasing features for managing employee payments and taxes.
August 26, 2023

NEW darwin.Cloud feature: import payroll

import payroll data seamlessly into darwin.Cloud. automate payroll processing, reduce manual entry, and ensure accurate employee compensation. 

Man seated at a white desk, working on a computer with two monitors visible. One monitor displays a blank invoice template with fields for data entry, while the other shows a business management software application. The man is wearing a light blue collared shirt and looking at the screens, with his hands on a keyboard in front of him. A black notebook or planner rests beside the keyboard. The desk is white, and the background is light and neutral, suggestive of an office or home office setup, likely for resolving payment issues or managing financial data in QuickBooks replacement technology.
August 26, 2023

NEW darwin.Cloud feature: quick fix check numbers on payments

quickly fix check numbers on agent or commission payments in darwin.Cloud. correct payment records efficiently without complex procedures.

Screenshot of an online banking platform with features for managing small business accounts and transactions.
June 13, 2023

NEW darwin.Cloud feature: store deposit receipts online

store deposit receipts digitally in darwin.Cloud. organize financial documents, improve record keeping, and enhance audit preparation.

User-friendly accounting software tailored for small businesses, highlighting tools for financial management and reporting
June 13, 2023

NEW darwin.Cloud feature: automatically pay off agents bills when closing

darwin.Cloud has a tool to make it fast and easy, when you withhold agent bills from their commission, to apply this credit automatically.

A businesswoman in a suit is seated at a desk, focused on her laptop in a modern office environment
June 13, 2023

NEW darwin.Cloud feature: reclassify invoices

with darwin.Cloud, it’s easy to fix agent billing that was put to the wrong gl account.  you don’t have to create complex adjusting journal entries. even if an invoice is already paid - and even if the payment has cleared the bank - you can fix the expense categorization on the original invoice.  

A woman is engaged with her computer, analyzing a receipt that is open on the screen.
August 7, 2023

NEW darwin.Cloud feature: store agent billing documents online

darwin.Cloud lets you store documents related to agent billing. The uploaded documents are stored on the invoice screen and attached to your agent bills.

Email with subject line
August 7, 2023

NEW darwin.Cloud feature: password recovery for agents

Now, it’s easy for agents to recover / reset their own password for darwin.Cloud.

Citrix and TP collaborate to provide enhanced cloud-based security solutions for businesses
August 5, 2023

NEW darwin.Cloud feature: the evolution of darwin is darwin.Cloud

all the features and functionality of transactionplan.com and darwin.Cloud Citrix are being combined into a single, unified platform that is 100% web based and secured without the need for Citrix.

Professional woman in a burgundy blazer and white collared shirt seated at an office desk, looking down at a tablet or calculator. A laptop, smartphone, and documents are on the desk. The background features a light-colored office with a window or glass partition. Soft, indirect lighting highlights her focused posture, suggesting she is engaged in work.

Let me know if you want alternate versions tailored for corporate websites, productivity apps, or diversity-focused contexts.






Professional woman in a burgundy blazer and white collared shirt seated at an office desk, looking down at a tablet or calculator. A laptop, smartphone, and documents are on the desk. The background features a light-colored office with a window or glass partition. Soft, indirect lighting highlights her focused posture, suggesting she is engaged in work.
July 30, 2023

NEW darwin.Cloud feature: divide expense wizard for agents

darwin.Cloud makes it easy to recover expenses from agents while paying your bills

Sometimes it happens that a bill comes into your office, and the charges on the bill need to be reimbursed from one (or all) of your agents.  darwin has a tool to do this for you.

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July 30, 2023

NEW darwin.Cloud feature: divide expense wizard

darwin.Cloud makes it easy to spread expenses across all your offices.

Whether you have two offices or two hundred offices. You know that equitably and accurately spreading expenses correctly across all your offices is the only way to get an accurate picture of the true profitability of each location.

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July 23, 2023

New darwin.Cloud feature: context aware help in app

access context-sensitive help within darwin.Cloud for immediate assistance. get relevant support based on your current screen and task. 

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March 15, 2023

NEW darwin.Cloud feature: secure login without Citrix

access darwin.Cloud securely without Citrix using two-factor authentication. streamline logins while maintaining enterprise-level security.

A high-performance racing car navigates a winding track, emphasizing speed and precision in its movement.
June 13, 2023

NEW darwin.Cloud feature: super fast agent billing

agent billing in darwin.Cloud is fast… really fast.

the agent billing wizard in darwin.Cloud has been updated and has a new look and turbo-charged for speed. in this video take a look at the updates to the screens of the wizard. then, we are going to run a large batch of agent invoices—with a stopwatch running.

Close-up view of two credit cards, one light beige/tan and the other light gray/silver. Both cards feature embossed, metallic numbers and lettering. The focus is on the visible portions of the cards, with edges clearly visible and light reflecting off their metallic surfaces. The background shows blurred details of other objects.
June 13, 2023

NEW darwin.Cloud feature: link suppliers to journal credit card entries

darwin.Cloud has new features for tracking purchases from suppliers that are paid by credit card. 

it solves this problem: How do you record Journal entries to classify credit card expenses - and still track purchases by supplier!

Middle-aged woman with shoulder-length blonde hair and glasses, seated at a desk, holding a smartphone and taking a picture of a document. She is wearing a light gray or beige long-sleeved shirt and is slightly angled toward the camera. A white computer monitor is visible on the desk, positioned slightly behind and to the left. A piece of white paper, possibly related to a property pre-payment, rests on the desk. The desk surface and mat are dark gray or charcoal, and the surrounding office has muted gray and beige tones.
June 13, 2023

NEW darwin.Cloud feature: move property pre-payment deposits

In darwin.Cloud, there’s a new tool to correct a commission pre-payment that was applied incorrectly. 

It solves this problem: What do you do when you have received a commission payment in advance - but the payment was recorded on the wrong house ?

A group of business professionals collaborating over a laptop and documents on a table
June 13, 2023

NEW darwin.Cloud feature: run last launched report

On the reports screen in darwin dot cloud, there's a  tool that you'll find yourself using all the time.  It's called: Run last launched report.  This tool is especially helpful when you're designing custom reports.

The benefit of this tool is that it remember the last report you looked at. 
 

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June 13, 2023

NEW darwin.Cloud feature: agent license status warnings

When you're working with a property in darwin.Cloud, there is an easy way to see when an agent's license is expired.