Owner statements shouldn't take the first week of every month.
Pulling numbers from the property software, matching them to the bank, explaining the variances to owners, then doing it all again for the next property. We build the systems that assemble it, check it, and hand it to you ready to review.
What we'd automate in a property management business. Long-term rentals and seasonal cottages alike.
Owner statements, assembled
Income, expenses, and management fees pulled from your property software and books, reconciled, and drafted as owner statements with a plain-language summary of anything unusual. You review before they go out.
Arrears follow-up
Friendly, well-timed reminders tied to each tenant ledger, sent on schedule and stopped the moment payment lands. Anything beyond a reminder — including formal notices — stays with you.
Maintenance request triage
Tenant and guest messages read, sorted by urgency, and routed to the right vendor with the unit's history attached. Emergencies surface immediately instead of waiting in an inbox.
Booking & payout reconciliation
For cottage and short-term rentals: platform payouts, fees, cleaning charges, and owner splits matched against each booking, so the numbers you send owners tie out.
Turnover coordination
A checkout triggers the cleaner's schedule, the inspection checklist, and any restocking — and flags it when a turnover is at risk before the next guest arrives.
Renewals & key dates
Lease renewals, notice windows, inspections, and insurance dates tracked in one place, with drafts prepared ahead of time for your review.
Month-end owner statements, start to finish.
Month closes
The system pulls rent, fees, repairs, and bookings for every property from your software and bank feeds.
Everything is matched
Deposits are tied to rent and bookings, expenses to invoices, and management fees calculated from each owner's agreement.
Gaps are flagged
A missing receipt, an unexplained charge, or a rent payment that didn't arrive is flagged for you — not buried in the statement.
Statements are ready to send
Each owner gets a clean statement with a short summary of the month. You approve the batch and it goes out.
Your judgment stays in the loop.
Anything that touches a client or your money waits for a person to approve it. The system handles the execution. You keep the call.
The core of this — matching money to records, catching what doesn't tie out, and getting a clean report in front of the owner — is the same work we're doing now: AR reconciliation for an Ontario relocation management company, and collections and financial reporting automation running daily in a multi-location service business.
Behind it: twenty-five years operating real businesses — retail, construction, solar, investment funds, engineering. We've chased the receivables and signed the paycheques ourselves.
How an engagement works →What property managers usually ask first.
Tell us where your week actually goes.
No pitch on the first call. We start by listening — what's eating your time, what you've already tried, what you actually want back. If we can help, we'll tell you how. If we can't, we'll tell you that too.
Orangeville, Ontario — serving Canada & the US
Response within 1 business day