Office guide

RealDesk Accounting Overview

2 min read

RealDesk Accounting gives brokerages a brokerage-grade general ledger inside the same platform that runs deals, commissions, and office review. Financial data stays structured, auditable, and connected to day-to-day operations—not trapped in spreadsheets.

Key capabilities

  • General ledger foundation — Chart of accounts, journal entries, and transaction history for brokerage books.
  • Trust account visibility — Link trust banking activity to reconciliation workflows so office administrators can see cleared vs. outstanding items.
  • Financial statements — Trial balance, general ledger, profit and loss, balance sheet, and GST/HST summary reports for leadership and accounting staff.
  • Vendor expense management — Track brokerage operating bills separately from agent expense recovery on commission.
  • Operational connection — Payment and commission activity in RealDesk can feed accounting records, reducing duplicate entry between production and books.

Who it is for

RealDesk Accounting is built for brokerage owners, controllers, and office administrators who need trustworthy books without bolting on a separate accounting product. Agents continue working deals in RealDesk while finance staff manage vendors, reconciliation, and reporting from the Accounting menu.

Sales Demo — Commission Plans list
Sales Demo — Commission Plans list
Sales Demo — Expense Manager
Sales Demo — Expense Manager

What you can expect

  • A single platform for transaction workflow and brokerage financial records
  • Standard brokerage reports leadership expects at month-end
  • Room to grow from operational visibility into full trust reconciliation and tax preparation workflows

Explore brokerage accounting in RealDesk. Book an intro meeting.