Owner statement generation and delivery

Purpose

1.1. Automate creation, compilation, and secure distribution of owner statements summarizing property performance, financial operations, income, and expenses for apartment complexes.
1.2. Eliminate manual reporting effort, ensure timely compliance, and standardize communication.
1.3. Facilitate scheduled and event-driven statement dissemination, archiving, and notification to owners, accounting, and corporate stakeholders.
1.4. Support integration of data from PMS, accounting, and document storage systems into branded, accurate statements.

Trigger Conditions

2.1. End of month or quarter; scheduled financial cycles.
2.2. Upon completion of bank reconciliation, rent roll, or payment processing.
2.3. On owner request via portal or email.
2.4. Detection of data changes in property management system or accounting database.

Platform Variants

1. Google Sheets

• Function: Sheets API — Read/write statement data, template merging, record audit.
• Sample config: Schedule hourly read, event-driven trigger on row update.

2. Microsoft Excel Online

• Function: Office Scripts/Graph API — Merge owner data, run report automation scripts.
• Sample config: Trigger on new row created, save to OneDrive.

3. QuickBooks Online

• Function: Reports API — Pull owner financials, automate export as PDF.
• Sample config: Monthly report run, webhook on report complete.

4. Xero

• Function: Reports endpoint — Retrieve account statement for property GL accounts.
• Sample config: Scheduled report retrieval, auto-attach to outgoing emails.

5. AppFolio

• Function: Owner Statement API — Download owner statements, trigger dispatch.
• Sample config: Scripted API pull with monthly recurrence.

6. Yardi

• Function: Voyager API — Query and fetch statement dataset by owner/entity.
• Sample config: Orchestrate call post-financial-close.

7. Buildium

• Function: Accounting API — Extract statement data, generate owner-specific docs.
• Sample config: Daily/weekly owner batch export.

8. DocuSign

• Function: Send Envelope API — Dispatch statement with signature option.
• Sample config: Trigger send with replaceable recipient tokens.

9. Adobe Acrobat Sign

• Function: API — Distribute statements as e-signed PDFs.
• Sample config: Hook to statement output, push PDF automatically.

10. SendGrid

• Function: Mail Send API — Deliver email to owners with statements attached.
• Sample config: Dynamic to-address, auto-template for subject/body.

11. Mailgun

• Function: Messages API — Send emails, log delivery, track opens.
• Sample config: Daily bulk send with personalized variables.

12. Twilio SMS

• Function: Messaging API — Notify owners of new statements via SMS.
• Sample config: Trigger on statement dispatch, template with owner name, URL.

13. Zoho Books

• Function: Statement API — Get/Send statement, customer PDF export.
• Sample config: Triggered after reconciliation, send via email.

14. Slack

• Function: Incoming Webhook — Alert team/statements channel when reports are sent.
• Sample config: Message on each dispatch, with summary data attached.

15. Dropbox

• Function: Save/Share File API — Backup statements, share folder per owner.
• Sample config: Auto-upload on generation, create shareable links.

16. Google Drive

• Function: Drive API — Store statements, set per-owner sharing permissions.
• Sample config: Create folder, set share, auto-upload PDF.

17. Microsoft SharePoint

• Function: Upload/Notify API — Archive and protect statements; alert stakeholders.
• Sample config: Upload and permissioned sharing after each monthly run.

18. Salesforce

• Function: REST API — Record dispatch activity in owner contact timeline.
• Sample config: On statement send, create event/note in owner record.

19. HubSpot

• Function: Contacts/Emails API — Log communication in CRM, auto-send copies.
• Sample config: Tag owner, attach PDF, track engagement.

20. OneDrive

• Function: Upload & Share — Central storage, secure distribution links.
• Sample config: Auto-save per owner, email OneDrive link after upload.

21. Airtable

• Function: API — Log statement creation, trigger on new records for distribution.
• Sample config: Create record, flag as “delivered”, timestamp.

Benefits

4.1. Guarantees timely, accurate, repeatable owner statement generation.
4.2. Minimizes manual workload and human error.
4.3. Improves owner experience through prompt and consistent reporting.
4.4. Enhances compliance and internal auditability with full automation records.
4.5. Provides scalable, repeatable workflows for enterprise-scale apartment portfolios.