Tortus Books
Most agents have no idea how their year is really going. Tortus Books turns your deals into a live P&L, tells you exactly how much to set aside for taxes, and hands your accountant a perfect year-end package — without you ever opening QuickBooks.
The P&L dashboard is included on every plan. Automation & money movement roll out as Financials Autopilot.
Why this isn't QuickBooks
A general-purpose ledger asks you to learn chart-of-accounts, journal entries, and debits and credits. Your business is simpler than that: commissions in, expenses out, set aside taxes, know the profit. Tortus Books speaks that language — because it already knows your deals.
A P&L that reads your deals
Every commission you close flows straight into your numbers. Open Tortus Books and the first thing you see is how your year is actually going — money in, money out, profit. No data entry.
Expenses captured automatically
Connect your bank and inbox and your expenses file themselves — matched to the right deal where it makes sense. You see one clean card to confirm, never a triage queue.
A tax number you can trust
Self-employment tax is what destroys agents. Tortus models it explicitly and tells you the exact percentage to set aside from every commission — plus your penalty-proof quarterly number.
A perfect year-end package
One click hands your accountant a Schedule-C-mapped P&L, expense detail with receipts, mileage, and your 1099 reconciliation. You never open QuickBooks again.
Inside the workflow
The deals you already run in Tortus become your books. No migration, no setup, no bookkeeping.
01
Your deals flow in
Commissions, splits, and referral fees you already track in Tortus become a live profit-and-loss — per deal and across the year. The commission waterfall makes every dollar legible.
02
See your year, in plain English
Money in, money out, profit, taxes — four numbers, one screen. Set an income goal and watch your pace and projected year-end. Cash basis by default; flip to earned in one tap.
03
Hand off a clean year-end
Set-aside tracked all year, receipts attached, mileage logged. At tax time it's already done — export the package or share a read-only link with your accountant.
Self-employment tax alone is 15.3%. Add federal and state and a producing agent can owe a third of every commission. Tortus Books models it explicitly, gives you an effective set-aside rate, and shows the penalty-proof quarterly number — so the bill is never a surprise.
Planning estimates, not tax advice. Tortus never files for you.
What you get
Standalone or attached to your Tortus workspace — same product. Attach it and your deals become your books automatically.
How we compare
| QuickBooks | Spreadsheet | Tortus BooksYou are here | |
|---|---|---|---|
| Understands commissions & splits | |||
| P&L without bookkeeping | |||
| Tells you what to set aside for taxes | |||
| Self-employment tax modeled | Manual | ||
| Expenses captured automatically | Generic rules | ||
| CDAs & disbursements | |||
| Year-end package for your accountant | DIY | DIY | |
| No accounting vocabulary to learn |
Pricing
Knowing your numbers comes with every plan. Pay only for the automation that does the bookkeeping for you.
On every Tortus plan — even solo.
Comes with Teams & Brokerage tiers.
Add to any plan — including solo.
Packaging shown reflects launch tiers and may evolve. See full pricing.
Your deals are already in Tortus. Turn them into a P&L, a tax plan, and a year-end package — free to start.