AI Operations Agent
Financial Reporting
Books that close themselves — accurately.
Rent deposits, vendor invoices, and repair receipts live in different places. Month-end becomes a weekend of spreadsheets, and tax season becomes a scramble for missing documents.
What it handles
Rent reconciliation
Payments are matched to tenants and units, with partial payments, late fees, and outstanding balances flagged automatically.
Expense tracking
Every vendor invoice is tied to its work order and property, categorized for your chart of accounts, and checked against the approved quote.
Monthly statements
A clean profit-and-loss per property: income, operating expenses, repairs, capital improvements, and net operating income.
Tax-ready records
Year-end summaries by property and category, with receipts attached, ready for your accountant and Schedule E.
How it works
- 01Bank deposits, invoices, and receipts flow in throughout the month.
- 02The agent matches each transaction to a property, unit, and category.
- 03Anything that doesn't match is flagged for review.
- 04On the first of the month, statements are generated per property.
- 05Statements are shared with you and passed to Owner Reporting.
What you get
- Month-end closed in days, not weeks
- Every dollar tied to a property and a reason
- Delinquencies spotted early
- Tax prep without the shoebox of receipts
Where people step in
The agent prepares and organizes the numbers; your accountant or bookkeeper reviews and files. Unusual transactions are always surfaced, never silently categorized.