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    Commercial Real Estate automation

    CAM Reconciliation Reminder

    A done-for-you commercial real estate automation built for the Property Accountant, connecting Google Sheets so the work below happens on its own.

    How it works

    What this automation does, step by step

    1. At year-end, this automation automatically compiles actual common area maintenance expenses against what tenants were billed throughout the year, flags variances for review, and generates the reconciliation statements to send to each tenant.

    2. A manual spreadsheet exercise that often runs months behind schedule becomes an always-current process that closes out on time.

    Tools it connects

    Using different software? We build around what you already have, so you never have to switch tools to automate.

    Before and after

    The manual way vs. the automated way

    Without automation

    Left unautomated, a property accountant spends hours on the parts of this job that don't require judgment: copying data, sending reminders, and tracking status by hand. Over a month, those small manual steps add up to a significant amount of lost time.

    With this automation

    • Invoices generated the moment a job or milestone completes
    • Polite, escalating payment reminders that run on schedule
    • Failed payment recovery for subscriptions and memberships
    • Expense, commission, and reconciliation work handled automatically