- Real Estate
- Custom App Development
- Discovery Workshop
- AI Business Automation
Owner statements that assemble themselves
A managing agent whose portfolio has outgrown its systems keeps leasing, accounting and maintenance in three places, and reconciles them by hand every month. One connected system removes the re-keying, and with it the errors that come from it.
Representative engagement. This describes a pattern we build rather than one named client: the situation that produces it, how we approach it, and the range of outcomes that kind of work lands in. Figures are stated as ranges or targets, never as a measured result for a specific customer. Our named client work is on the work index.
- Industry
- Real Estate
- per tenancy instead of three systems disagreeing
- One record
- owner statements generated rather than assembled
- Scheduled
The problem
The same tenancy is entered into the leasing system, then the accounts package, then whatever tracks maintenance. Three entries, three chances to differ, and no way to tell which one is right when they do. Owner statements are the visible symptom. Assembling them means pulling from all three, and a statement that arrives late or wrong is the thing an owner remembers about a whole year of otherwise good management. Growth makes it worse in a straight line. Every additional property adds the same administrative load, so the portfolio can only grow as fast as the back office is willing to be hired into.
What we built
A discovery phase first, because the failure mode here is building around the process as described rather than as performed, and the two are never identical. Then one system of record for the tenancy, with leasing, accounting and maintenance reading from it rather than each keeping a copy. Where an existing package genuinely does its job, it is integrated rather than replaced, since replacing a working accounts system is spending money to arrive where you started. Owner statements generate from the underlying data on a schedule. The maintenance workflow runs from request through contractor to sign off and invoice in one place, so a job's cost is attached to the job instead of appearing separately in a ledger.
What changed
Duplicate entry stops, and the class of error that only exists because of duplicate entry stops with it. Statements go out on a date rather than when somebody has time to build them. The structural result is that portfolio growth stops requiring proportional administrative growth, which is the constraint that was actually limiting the business.
Built with
- Next.js
- TypeScript
- PostgreSQL
- Xero API
- Stripe