Generate income statements, expense reports, owner statements, tax-ready reports, and cash flow analysis across your entire portfolio.
Run reports across properties, date ranges, and categories.
Navigate to Financials → Reports from the main menu.
Choose: Income Statement, Expense Report, Cash Flow, Owner Statement, Rent Roll, Tax Report (1099), or Custom Report.
Filter by date range, property, unit, category, or owner. Common: This Month, This Quarter, YTD, Last Year.
View on screen with charts and tables. Export as PDF, Excel, or CSV. Schedule auto-send for recurring reports.
At-a-glance financials with drill-down detail.
Comprehensive reporting for every aspect of your finances.
Total revenue by category with monthly/quarterly/annual views and year-over-year comparison.
All expenses categorized with vendor details, receipts, and budget vs. actual tracking.
Net cash in vs. out by month. Tracks operating, investing, and financing cash flows.
Per-owner income and expense summary with management fee breakdown. Auto-send monthly.
Current occupancy, rent amounts, payment status, and lease expiration dates across properties.
Year-end tax reporting for owners and vendors. Generate 1099-MISC forms for payments over $600.
About financial reports.
Income, expenses, cash flow, and tax reports — all in one place.