For property managers
Rent rolls and owner statements that build themselves.
We automate the month-end and day-to-day paperwork of managing property: rent rolls, owner statements, maintenance request lists and the list of who has not paid.
- Fixed price, quoted up front
- Working on your data before the final payment
- 30 days of fixes included
What we automate
Four tasks that come round every month.
Each starts with an export from your management or accounting software and ends in a spreadsheet someone assembles.
Rent rolls
By handTenant ledgers and lease dates are exported, combined in a spreadsheet and reformatted into a rent roll for each property.
AutomatedThe rent roll is built from the exports for every property: unit, tenant, lease dates, rent and balance. Vacant units and leases ending in the next 90 days are marked.
Owner statements
By handFor each owner, income and expenses are pulled for their properties, the management fee is worked out, and a statement is formatted and emailed.
AutomatedA statement per owner is produced in your layout with the fee calculated at that owner's rate. Statements whose totals do not agree with the ledger are held for a person.
Maintenance requests
By handRequests arrive by email, phone note and web form, get retyped into a spreadsheet, and are chased from memory.
AutomatedRequests from the shared inbox and the form are collected into one list by property and unit. A weekly report shows what is open, oldest first.
Late-payment lists
By handAfter the due date, someone works through the ledger tenant by tenant to see who has not paid.
AutomatedRent charges are matched to payments the day after rent is due. You get a list of late and part-paid tenants with amounts and days late.
What a first project looks like
One task, one fixed price.
A first project usually takes one of these for a few properties, so you can check it against last month's hand-built version.
One export in, one report out
$500 to $900
For example, a formatted rent roll per property built from one tenant export.
Two exports matched, with an exceptions list
$1,000 to $2,000
For example, rent charges matched to payments, with a late and part-paid list and any payment that matches no tenant.
Scheduled and monitored, or writing back into a system
$2,000 to $5,000
For example, owner statements produced on a set day each month and saved as drafts, with an alert if a run fails.
To quote, we ask for one sample of each export and of the finished result, with anything sensitive blanked out. You see it running on your own data before paying the balance, and 30 days of fixes are included. Anything likely to cost more than $5,000 starts with a paid discovery step.
Demonstration
See the matching pattern as a working example.
What was billed, what was paid, and who still owes
Two messy exports are cleaned and matched to produce a one-page report, a list of part-paid items, a list of payments that match nothing, and a clean-up log.
View the report it producedThis is a demonstration built on invented data. It shows a made-up service company, not a property manager, but matching charges to payments works the same way for rent.
Questions
Before you ask.
Which property software does this work with?
Anything that can export a report to Excel or CSV. AppFolio, Buildium, Yardi and Rent Manager are examples of systems businesses commonly export from. They are examples only. We have no partnership with, or certification from, any of them.
Will it send notices or statements on its own?
Not unless you ask for that. By default it produces lists and drafts, and a person decides what goes to a tenant or an owner.
What about tenant and owner information?
We ask only for the fields the task needs. Sample files can have names and contact details blanked out, and we delete our working copies when the project ends.
Can we talk it through first?
Yes. Ask for a call in your message and we will arrange a time. There is no charge for that first conversation.
Get a quote
Tell us which month-end task you would hand over.
Describe it in a few sentences: what gets built by hand, for how many properties, and from which exports. We reply with whether it can be automated and a fixed price. A free first call is available if you would rather talk it through.