Communication & ReportingPurpose
1.2. Ensure property owners receive regular, timely financial updates, including rent collected, expenses, fees, and net payouts.
1.3. Reduce manual processing by synchronizing data from property management, accounting, banking, and communication platforms.
1.4. Enhance transparency, compliance, and owner satisfaction by centralizing and automating all relevant financial communications.
Trigger Conditions
2.2. Manual on-demand request by staff via dashboard or CRM.
2.3. Database update — completion of rent cycle, payout processed, or transaction confirmed.
2.4. External event from property management platform (e.g., ‘rent collected’ notification).
Platform Variants
3.1. Twilio SendGrid Email
• Feature/Setting: API v3 ‘Mail Send’; configure template for statements, input dynamic fields with owner and transaction data.
• Sample: Use scheduled HTTP POST with data payload.
3.2. Google Calendar
• Feature/Setting: Scheduled Events API; create event for each statement cycle, use notifications as automation triggers.
• Sample: Webhook on event start.
3.3. Xero
• Feature/Setting: Accounting API; pull ledger data, generate payout and expense summaries.
• Sample: GET /Reports/ProfitAndLoss.
3.4. QuickBooks Online
• Feature/Setting: Reports API; generate owner statement, extract transaction list.
• Sample: GET /reports/AccountList.
3.5. DocuSign
• Feature/Setting: API eSignature; merge data into statement template, send to owner for download.
• Sample: POST /envelopes.
3.6. Microsoft Outlook 365
• Feature/Setting: Graph API ‘SendMail’; trigger batch email with attachments.
• Sample: POST /me/sendMail.
3.7. Slack
• Feature/Setting: Scheduled messaging via ‘chat.scheduleMessage’; send owners notifications or links to download statements.
• Sample: API scheduled post.
3.8. Dropbox
• Feature/Setting: API ‘/files/upload’; save generated statements, share links with owners.
• Sample: Auto-upload PDF summary.
3.9. Google Drive
• Feature/Setting: Drive API ‘Files: create’; store and share owner documents.
• Sample: Generate shareable statement link.
3.10. AWS SES
• Feature/Setting: Email Send API; send statements as PDFs with custom message body.
• Sample: Attach generated report and send.
3.11. Zoho Books
• Feature/Setting: API ‘Statements’ endpoint; generate and retrieve recurring account statements.
• Sample: GET /customerstatements.
3.12. HubSpot
• Feature/Setting: Workflows API; trigger contact emails with statement download links.
• Sample: Workflow triggers on defined date.
3.13. Salesforce
• Feature/Setting: Process Builder or Flow; auto-send statement to contacts on schedule.
• Sample: Scheduled flow with email action.
3.14. Mailgun
• Feature/Setting: API ‘Messages’; automate sending personalized statement emails.
• Sample: Dynamic template with payment data.
3.15. Stripe
• Feature/Setting: API ‘Balance Transactions’; retrieve payouts, generate summaries per owner.
• Sample: Use /v1/balance_transactions.
3.16. Monday.com
• Feature/Setting: Automations + API; update item when statement sent, track completion.
• Sample: Automated item status change.
3.17. Airtable
• Feature/Setting: API ‘List records’ + ‘Attachment fields’; update records with new statements, trigger next steps.
• Sample: PATCH /airtable/v0/appId/TableName.
3.18. Intercom
• Feature/Setting: API ‘Messages’; send chat or email with payment summary attached.
• Sample: POST /messages.
3.19. Notion
• Feature/Setting: Database API; log sent statements, owner acknowledgments.
• Sample: POST /pages for status update.
3.20. FreshBooks
• Feature/Setting: API endpoint ‘Get Statements’; download and forward to owners.
• Sample: GET /statements.
Benefits
4.2. Reduces manual errors and administrative effort.
4.3. Centralizes and documents the statement process.
4.4. Enables compliance and auditable communication history.
4.5. Scalable for any number of properties or owners.