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Solution

Financial
Reporting

Know exactly where your money is going and coming from. Our detailed financial reporting gives you complete visibility into every dollar — delivered monthly, tax-ready, and accessible anytime from your owner dashboard.

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What's Included

Complete Financial Transparency

Income Statements

Monthly breakdown of all rental income, late fees, and other revenue streams with clear line items and totals.

Expense Tracking

Every dollar spent — maintenance, insurance, taxes, management fees — categorized and receipt-verified.

Profit & Loss Analysis

Net operating income calculations with year-over-year comparisons and key performance metrics.

Tax-Ready Documents

Annual summaries formatted for US and Canadian tax filings, including Schedule E support and T776 summaries.

Multi-Currency Reports

View your financials in your home currency with live exchange rate conversions for accurate cross-border reporting.

Downloadable Reports

Export to PDF, Excel, or CSV anytime. Share directly with your accountant or financial advisor with one click.

Sample Monthly Report
Rental Income$3,200.00
Late Fees Collected$50.00
Other Income$0.00
Total Income$3,250.00
Property Tax$380.00
Insurance$165.00
Maintenance & Repairs$245.00
Management Fee (8%)$260.00
Total Expenses$1,050.00
Net Operating Income$2,200.00
See Every Dollar

Crystal-Clear
Financial Visibility

Monthly Delivery

Reports delivered by the 5th of every month, covering all transactions from the previous period.

Receipt Attachments

Every expense backed by an uploaded receipt or invoice. No mystery charges, ever.

Trend Analysis

Track your property's financial performance over time with interactive charts and year-over-year comparisons.

Accountant Access

Grant read-only access to your CPA or financial advisor so they can pull reports directly.

Stop Guessing.
Start Knowing.

Get the financial clarity you need to make smart investment decisions — delivered every month, ready for tax season.

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