Monthly close and variance reporting
Pulls actuals, builds variance tables, and prepares the report in your template. Your team explains the variances.
Reporting systems for property operators
Your reporting, ready for review.
We build and install a reporting system that prepares data, tables, and supporting schedules in your own templates. Your team handles the analysis, commentary, and sign-off.
Client work
What we automate
Start with one report or reporting cycle.
Budget season and quarterly reforecasts
Updates property budgets and portfolio roll-ups from your team’s assumptions, then reruns them for each reforecast.
Acquisition diligence
Gathers submarket research and comps, runs the pro formas, and documents each input.
Capital partner reporting
Prepares the LP and co-investor package in your format, with tables and supporting schedules ready for review.
We can scope other recurring packages, including lender reports and loan draws.
The calculations stay in your models
Your systems
AUTOMATED ASSEMBLY
feeds in
01
Capture
every figure tagged to its source
02
Build
Set steps
same every run
AI
reads & writes, within the steps
03
Draft
a draft package, ready for review
Your model
HUMAN JUDGMENT
Review
experience · interpretation · decisions
Finished package
in your format, ready to send
every figure traces back
How we build it
- Define We review a report your team produces today and agree what to automate first. You receive a written plan with scope and prices. No cost to start.
- Build We connect the source records, models, and templates needed to prepare that report.
- Refine Your team compares the output with previous reports. We adjust it until it meets the agreed standard.
- Handover We train your team and hand over the system, its documentation, and the checks used to review it. Everything built is yours.
The figures, tables, and supporting records are ready for your team’s analysis, commentary, and sign-off.
FAQ
What stops the AI from making numbers up?
Figures are taken from your model or source documents and checked against the corresponding cell or record. The calculations stay in your models, with supporting sources available to your reviewer.
Will this work with our existing systems?
We build around your current accounting system, models, and reporting templates. The written plan identifies the connections and access required, so your team can review the fit before work begins.
What happens to our data?
Your records and models stay under your control. We agree access, data handling, and any residency requirements before the build. The Security and data page explains which steps send data to an AI provider.
How much of our team’s time does the installation require?
Your team helps define the report, reviews the output at agreed stages, and learns to run the system. We set out that time commitment in the written plan.
Bring the report you rebuild each month
In a free, 30-minute call, we’ll review your report and the records behind it, then explain what an installation would involve. If the fit is there, a written plan with scope and prices follows within days of the call.