Module

Financial reporting

Statements and performance packs for owners, boards and accountants, produced from live data.

All Modules

£750 upfront, £20 per month

What it is

  • Owner and landlord statements generated from the transactions already in the system.
  • Performance packs covering income, arrears, expenditure and occupancy across whatever grouping you use.
  • Exports formatted for your accountant, so year end stops being a rebuild.
  • Scheduled reporting so recurring packs go out without anyone assembling them.

What it does for you

  • Reporting stops being a monthly project, because the data is already correct and the pack takes a click.
  • Owners and boards get consistent numbers, which cuts down on queries and disputes.
  • Your accountant receives something they can work with directly, reducing fees and back and forth.
  • Trends are visible across periods rather than trapped in individual spreadsheets.

What it does for your tenants

  • Where service charges apply, residents get transparent, evidenced statements.
  • Queries about what a charge covers can be answered from the record instead of from memory.
  • Accurate accounting means fewer corrective charges landing later.

Next step

Put financial reporting into a costed specification.

Build your spec in a few minutes. Choose your role, your portfolio size and the Modules you need, and see indicative setup and monthly figures as you go.