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.
Reports pull from the charges, payments and owner records kept elsewhere in the platform.
The feature overview behind these reports.
Where the charges in these reports are created.
What owners see of their own numbers.
Model cash flow on a property before you buy it.
Compare investment opportunities side by side.
Income, expenses, cash flow, and tax reports — all in one place.