This helped our CPA know exactly what transactions related to the house.

Yes, we might end up doing it faster but I want to underwrite it with a longer timeline since this is our first one just to be safe and we would likely try to do some of the work ourselves to save on some demo and reno costs. 

There is no such thing as a "safe and stable" investment in real estate if you are going to be active or passive. you can buy the best property in the best area and have a tenant destroy the place or have it mismanaged that can cost you.Check out the syndication group on how many people were promised "safe" or guaranteed returns and lost little money to everything.

Quote from @Kislay Shah: To identify a proficient real estate CPA, investors should prioritize professionals with a proven track record in handling real estate portfolios, transactions, and tax planning. 

I understand that the interest on this HELOC should be tax-deductible, and I have documentation to support the transaction.

A common pitfall is treating each deal as a standalone transaction instead of connecting acquisitions, financing, and project management as part of one cohesive process.

I believe that is safe to say for most markets in the US regarding either SFH or MF.

Gator lending is simply "transaction funding" and doing "2nd mortgages".

Looking for downsides from people that have used it The software that I used, perhaps more advanced three years after your AI development, because we can see the actual Investor Intellegence including more private transaction data and photo.

You likely only need to do the past 3 years worth for IRS purposes.You may want to see if there is a way to export transactions from QBO to excel and then import transactions from excel to Rentastic.- Unfamiliarity of software with my Bookkeeping and Accounting team.Altough not ideal, you may want to pay and do bookkeeping on both platforms for 3 months to see if you 100% want to make the switch.I still use Quickbooks, but the desktop version, it runs perfectly for all my bookkeeping needs.