For Property Managers
Financial Reports
Board-ready financials, on demand.
Balance sheets, income statements, A/R aging, and more — generated instantly with cash or accrual basis. Filter by property, date range, or custom period. Export to PDF or CSV for board packets and audits.
Financial Reports
Board-ready in one click
Balance sheets, income statements, and A/R aging — instantly generated with your choice of accounting basis.
Report Configuration
Cash or accrual — your call
Toggle accounting basis, filter by property, set date ranges. Run the exact report your board needs.
Accounting Basis
Property
As of Date
Export & Share
PDF it, email it, done
Save as PDF for board packets or export CSV for your accountant. Add custom messages to any report.
Recent Reports
Balance Sheet
Feb 2026 · 24 KB
Income Statement
Feb 2026 · 18 KB
A/R Aging
Feb 2026 · 31 KB
<10s
Report generation time
6
Report types available
2
Accounting basis options
∞
Historical data access
Multi-Property Reporting
One report. Every community.
Roll up financials across your entire portfolio or drill into a single property. Board packets for individual communities generate in seconds. Management company overviews show the big picture. Same data, different lens.
- Property-level and portfolio-level reporting
- Community-specific board packets
- Management company roll-ups
- Comparative analysis across properties
A/R Aging Reports
Know who owes what — and for how long.
See outstanding receivables bucketed by age: current, 30 days, 60 days, 90+ days. Identify collection issues before they become write-offs. Drill into any bucket to see the individual invoices and residents.
Balance Sheet
Assets, liabilities, and equity by property. Cash or accrual basis with instant switching.
Income Statement
Revenue and expense tracking across all categories. See where money comes from and where it goes.
A/R Aging
Outstanding receivables by age — 30, 60, 90+ days. Identify collection issues before they become problems.
Multi-Property
Run reports for individual properties or roll up to the management company level.
PDF & CSV Export
Professional PDF reports for board meetings. CSV exports for accountants and auditors.
Custom Messages
Add context or notes to any report before sharing with your board or management team.
Reports your board will actually read.
Professional financial reports in seconds. Free for property managers.