SheltrIQ vs Baselane

Baselane is a banking-first platform with accounting. SheltrIQ is a tax-intelligence-first platform with property management. Different strengths for different needs.

FeatureSheltrIQBaselane
PriceFreeFree (Smart $20/mo)
AI Expense ClassificationRules + AI few-shot learningAI auto-tagging (Smart plan)
Schedule E ReportFull 19-line report with PDFSchedule E category mapping
Depreciation Tracking13 asset types, MACRS, auto-calculateManual entry, custom timelines
Cost SegregationBuilt-in estimatorEducational content only
1031 Exchange TrackingFull deadline trackerNo
REPS Hour Logging750hr threshold trackingNo
Tax Health ScoreAI-powered scoringNo
Mileage TrackingYes, IRS rateNo
BankingNoVirtual accounts per property, 2.63% APY
Bookkeeping TypeSchedule E focusedDouble-entry, balance sheet
Bank SyncOFX/CSV + SimpleFIN auto-syncPlaid auto-sync (free tier)
CPA Shared AccessPDF export for CPADirect shared access (Smart plan)
Tenant ManagementFull CRUD + portalNo
Maintenance Tracking14 categories, priority systemNo
Rent CollectionYes — ACH & card (Stripe)Yes (ACH)
Mobile AppPWA (responsive web)Needs improvement

Choose SheltrIQ if you want...

  • + Maximize tax deductions with AI
  • + Track depreciation, cost seg, 1031, REPS
  • + Manage tenants and maintenance
  • + Free plan for up to 3 properties, no banking upsell
  • + Privacy-focused, no data monetization

Choose Baselane if you want...

  • + Integrated banking with per-property accounts
  • + Double-entry bookkeeping
  • + Direct CPA access to your books
  • + Plaid bank sync on free tier
  • + High-yield savings (2.63% APY)

Try SheltrIQ Free

AI-powered tax intelligence for landlords. No credit card, no banking upsell.

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