Ask the books. Get a straight answer.
Every report reads from the same ledger as rent and bills, so the numbers are current when you open them. Pick the period, group it, send it.
14 days free on any plan. Card up front, cancel in one click.
Reports for owners, accountants and you. From one set of books.
A rent roll that is never out of date
Occupancy, rent, balances, deposits held and lease dates per unit, grouped by property. It reads straight from the leases and the ledger, so it is current the moment you open it.
- Filter by property and owner
- Add your own custom fields as columns
- Past-due balances stand out
Owner statements with a summary on top
Run the owner statement for the month and send it as a PDF or by email. On Pro and Premium, AI analysis reads the report on screen and writes the summary, the key findings and what to do next.
- One statement per owner, or all at once
- Distribute to owners from the same screen
- Owners can open their reports in the owner portal
summary, findings, next steps
Any period, any grouping
Profit and loss, balance sheet, cash flow and general ledger for the dates you pick, on a cash or accrual basis, grouped the way the question needs.
- Group by month, quarter, year, property or unit
- Compare against an earlier period
- Export to Excel, CSV or PDF
The owner asks a question, (crossed out: you rebuild a spreadsheet) you send the report.
Every report, every plan.
Nothing to build first.
- Cash or accrual. Switch the method on any financial report.
- Exports. Excel, CSV and PDF, with your filters kept.
- Favorites and saved views. Your monthly reports one click away.
- Owner portal reports. Owners open the reports you share, any time.
AI Assistant (Pro and Premium). On any report, AI analysis writes a short summary, the key findings and suggested actions, from the numbers on screen. Meet the assistant
Report questions, answered.
Which reports come with it?
Twenty groups of them: financial statements, rent and leasing, receivables, payables, banking and reconciliation, tenants, prospects, owners, renewals, tasks and maintenance, taxes, vendors and more. Every plan gets all of them.
Can I export or print a report?
Yes. Download any report as an Excel file, a CSV or a PDF, with the filters and grouping you had on screen.
Can my accountant read reports without changing anything?
Yes. Give them a role that can view reports and accounting but not edit, and limit it to the properties they work on.
Do owners see their numbers?
Owners sign in to the owner portal and open the reports you share with them, such as their statement and profit and loss. You can also email statements as PDFs.
Can I make my own version of a report?
Choose columns, filters and grouping, then save it as a view or mark it as a favorite so it is one click away next month.
Is AI analysis on every plan?
No. AI analysis comes with the AI Assistant on Pro and Premium. Starter has every report without the AI summary.
Send this month's owner report today.
14 days free, card up front, cancel in one click.