Automated portfolio reporting · UK property

Never miss a certificate. Never stitch a spreadsheet again.

We connect your property management and accounting systems, then track compliance deadlines and deliver a clear portfolio report every Monday morning.

01 · What we automate

Two routine jobs, kept up to date without the manual chase.

Compliance / renewal tracking

A live view of every deadline.

Certificate and renewal dates are monitored across the portfolio. Your team sees what is current, what is due soon and what needs immediate action.

  • Gas Safety CertificatesCurrent
  • EICR & EPC renewalsDue soon
  • Deposit protection deadlinesFlagged
  • Fire safety checksTracked

Weekly portfolio reporting

One Monday report, from every system.

Property and accounting data is gathered into a consistent weekly view, so managers can review the portfolio without combining exports by hand.

  • Rent collectionReconciled
  • ArrearsHighlighted
  • Void propertiesVisible
  • Maintenance statusUpdated

02 · How it works

Set up once. Then let the pipeline do the checking.

Step 01

Connect your systems

We connect securely to the property management and Xero accounts you already use.

Step 02

We monitor continuously

The pipeline checks deadlines and brings the latest property and finance data together.

Step 03

Updates arrive automatically

Your team gets deadline alerts and a clear portfolio report every Monday morning.

03 · Example outputs

See the information your team would receive.

Weekly portfolio

Monday · 08:00

Rent collected96.8%On track
Arrears11 letsReview
Voids4 homesOpen
Maintenance23 jobsUpdated
Open weekly reporting demo

04 · Get in touch

Get a demo for your portfolio.

Tell us which property and accounting systems you use and roughly how many properties you manage. We’ll show you what the automated workflow could look like.

Get a demo for your portfolio