Generate monthly owner distribution statements automatically

Pulls each property's income and expenses at month end and emails owners a finished distribution statement.

How the work actually flows

A straight line. Runs once per each owner property.

Pattern: Sequence (1) ยท Multiple Instances with a priori Run-Time Knowledge (14)

flowchart TD trig(["month end close"]):::trigtime s0[["pull income and expenses per property"]]:::mi s1["calculate management fee and holdback"]:::task s2[["generate owner statement"]]:::mi s3["email statement and payout confirmation"]:::task trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"monthly owner statements delivered automatically"/]:::out pay{{"faster, error free month end payouts"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepRuns once per itemResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
Reporting & AnalyticsFinance & AccountingReal Estate & Property
Connects
QuickBooksGoogle SheetsGmailOpenAI

The problem it solves

Every month you manually pull rent collected, expenses paid, and management fees for each property owner into a statement. One typo in a formula throws off every owner's payout. Owners call asking why their statement is late or doesn't match their expectations.

Who it fits

Property management firms that pay rental income to individual property owners each month.

How it works

  1. Month end triggers a pull of rent collected and expenses paid per property
  2. Management fee and any reserve holdback are calculated automatically
  3. A statement is generated per owner showing income, expenses, and net payout
  4. Statements and payout confirmations are emailed to each owner
What you get

Owner statements that arrive without questions

You get a finished monthly statement for each owner showing income, expenses, and their net payout, delivered straight to their inbox.

What you get

A monthly owner statement and payout confirmation delivered without manual spreadsheet work.

What you need

An accounting system holding rent and expense records for each property.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

Related automations

Generate estoppel certificates from lease and tenant ledger data

Pulls lease terms and payment history to draft an estoppel certificate ready for review and signature.

Standard

Reconcile rent payments against bank deposits automatically

Matches incoming bank deposits to expected rent invoices and flags mismatches so nothing slips through unnoticed.

Standard

Split shared utility bills across tenants automatically

Reads a shared utility bill and splits the cost across tenants by occupancy, then sends each their invoice.

Standard

Calculate and distribute broker commission splits automatically

Applies each agent's split agreement to a closed sale and sends a commission statement to accounting.

Standard
Back to the AI Playbook