Automated reporting
Income statements, variance reports, rent rolls and owner reports generated on schedule, every period.
Reports that build themselves, and check themselves.
Every month, someone pulls figures from the accounting system, gathers statements, invoices and backup, assembles the package and checks it line by line. We automate all three steps: reporting, package assembly and verification, so the finished package is ready for review, not for rework.
- Built forA multifamily property company
- SectorProperty management
- StatusAvailable
The problem
Month-end and owner reporting ate days: exporting reports, chasing backup documents, assembling binders and PDFs, and checking totals by hand. One wrong figure meant redoing the package.
How it works
- Pull the numbersFinancial data is pulled automatically from the accounting and property systems on a schedule.
- Build the reportsStandard reports and plain-English commentary are generated for each property, entity or owner.
- Assemble the packageStatements, schedules, invoices and backup documents are gathered, ordered and bound into one package.
- Verify before it goesTotals are tied out, missing backup is flagged, and a person approves the package before it's sent.
What it does
Package assembly
Reports, schedules and supporting documents compiled in the right order into a single, indexed PDF package.
Verification checks
Every package is tied out before review: totals reconciled, balances matched, missing backup flagged.
Plain-English commentary
AI-drafted explanations of what changed and why, edited and approved by your team.
Every number traceable
Each figure links back to the report, statement or invoice it came from.
You stay in control
Nothing is posted, paid or sent without a person approving it.
Works with
Built around the tools the team already used, not in place of them.
- Yardi
- QuickBooks
- Microsoft 365
- Claude AI
- PDF, Excel and Word
Safeguards
- Read-only access to your accounting system by default
- Packages are verified and approved before they're sent
- Every number can be traced to its source document
Could this work for you?
We build each one around the business using it. It's a good fit if…
- Month-end or owner reporting takes your team days
- Report packages are assembled by hand from several systems
- Checking totals and backup is slow and error-prone
- You want automation without giving up control of the books
Questions
What does package assembly mean?
Gathering the reports, schedules, statements, invoices and backup a package needs, putting them in order, and producing one indexed document ready for review.
How does verification work?
Before a package is released, automated checks tie out totals across reports and source documents and flag anything missing or inconsistent for a person to resolve.
Which accounting systems does it work with?
It's been built around Yardi and works with QuickBooks and most accounting systems that offer exports or an API. We confirm the connection during scoping.
Will it change our accounting records?
No. It reads from your systems and produces reports and packages. Anything that would post, pay or send needs a person's approval.
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Read moreWant one built around your business?
Tell us what slows your team down. We'll show you a working version on your own data.