Unified Reporting for your Rental Portfolio

"My PM shows rent and repairs, but the mortgage, escrow, insurance, and bank activity live somewhere else. To see my real result — cash in pocket plus principal paydown — I still have to gather statements from the PM, the lender, and my bank, then piece it all together by hand."

"Some units are self-managed, others run through property managers — and each uses a different system. That means I can't easily answer portfolio-wide questions, like: How much did I spend on management fees last year? On landscaping across all properties? On repairs by category? Without a clean roll-up, I can't benchmark, spot outliers, or make confident decisions at scale."

"My property manager calls their report 'NOI,' but it's really just rent minus the expenses they handle — repairs, maintenance, and fees. That isn't true NOI (which should include property taxes and insurance), and it still doesn't reflect owner cash after debt service and CapEx — or the return I'm getting on the equity locked in the building."

"The PM's year-end report, their 1099, my lender's 1098, and my bank data don't line up. I (or my CPA) burn weeks reconciling just to file Schedule E or K-1s — and I'm still not fully confident it's right."

"The bank shows me one big monthly payment, but inside it are moving parts I can't easily see: principal paydown, interest, escrow for taxes, and insurance. I get surprised when taxes or insurance jump, and I can't tell how much equity I actually gained through principal paydown without digging through amortization tables and statements."

"The data exists (PM statements, loan docs, tax bills, bank activity). Turning it into something usable costs me hours every month and weeks at year-end."