Monthly Owner Statement Auto-Generation
A done-for-you property management automation built for the Portfolio Accountant, connecting QuickBooks and Mailchimp so the work below happens on its own.
What this automation does, step by step
Monthly financial statements for each property owner are automatically compiled from rent collected and expenses paid, then delivered on a consistent schedule, instead of the portfolio accountant building each report by hand from raw transaction data every single month.
Owners with questions can see a clear, standardized statement rather than waiting on a manager's availability to explain a spreadsheet, and closing the books each month, which used to take days across a large portfolio, now happens automatically as transactions are recorded throughout the month.
- Property management platform (e.g., AppFolio or Buildium)
- Zapier or Make.com
- QuickBooks Online
- Mailchimp or email
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Done manually, a portfolio accountant has to remember to follow up on every case individually, often relying on memory, phone calls, and whatever notes didn't get lost. It rarely feels urgent in the moment, but it adds up fast.
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
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