Rent Collection & Financial AutomationPurpose
1.2. Summarize rent payments, outstanding balances, late fees, and payment trends for property managers and accountants.
1.3. Flag overdue payments, project cash flow, and provide documentation for compliance and management insights.
Trigger Conditions
2.2. Real-time database update when rent status changes to “paid” or “overdue.”
2.3. Manual trigger from portal dashboard for on-demand generation.
2.4. API webhook received from property management software.
Platform Variants
• Feature: Scheduled Reports.
• Setting: Automated monthly report job with custom objects and filters; Reports → Schedule Future Runs.
3.2. FreshBooks
• Feature: Automated Recurring Reports.
• Setting: Reports → Recurring; Filter by rental properties and arrears only.
3.3. QuickBooks Online
• Feature: Scheduled Custom Reports.
• Setting: Reports → Custom Reports → Set Schedule (monthly recurrence).
3.4. Xero
• Feature: Report Templates + Scheduled Export.
• Setting: Accounting → Reports → Schedule Email; select properties, income statements, and overdue invoices.
3.5. Zoho Books
• Feature: Automation → Custom Schedule Workflow.
• Setting: Reports → Create Automation → Specify monthly schedule and attach Income/Arrears statements.
3.6. Google Sheets
• Feature: AppScript Scheduled Triggers.
• Setting: Time-driven trigger to run function exporting filtered rent data and sending email.
3.7. Microsoft Excel Online
• Feature: Microsoft Power Automate Flows.
• Setting: Automated cloud flow; Recurrence trigger to refresh arrears data, generate report, and email summary.
3.8. Airtable
• Feature: Scheduled Automation.
• Setting: Automations → Schedule monthly; trigger report view filter → email CSV.
3.9. Notion
• Feature: Notion Database + API.
• Setting: External script via Notion API to extract transaction data monthly and generate PDF reports.
3.10. SAP Business One
• Feature: Crystal Reports Integration.
• Setting: Schedule income statement and arrear summary via Report Scheduling Module.
3.11. Oracle NetSuite
• Feature: Saved Searches + Scheduled Report Delivery.
• Setting: Create Saved Search for arrears → Schedule Email → Attach as PDF/CSV monthly.
3.12. Yardi Voyager
• Feature: Report Scheduler.
• Setting: Property Management Reports → Income/Arrears → Automate monthly exports.
3.13. Buildium
• Feature: Custom Reports + Scheduled Delivery.
• Setting: Reporting → New Report → Set Schedule (Monthly); select rent fields.
3.14. AppFolio
• Feature: Automated Reporting.
• Setting: Reports → Schedule; configure income/arrear report frequency and recipients.
3.15. Rentec Direct
• Feature: Financial Reporting.
• Setting: Reports → Set auto-email schedule for property income and overdue rent.
3.16. Mailchimp
• Feature: Campaign Automation via API.
• Setting: API-triggered monthly campaign with attached report PDFs to recipients.
3.17. Slack
• Feature: Workflow Builder + Scheduled Message API.
• Setting: Scheduled message delivery with file upload for report summaries.
3.18. Dropbox
• Feature: File Request + Email Integration.
• Setting: API: Upload monthly report, generate share link, auto-email to stakeholders.
3.19. SendGrid
• Feature: Email API.
• Setting: Automated email delivery with attached CSV or PDF report using scheduled script.
3.20. Twilio
• Feature: Notify API + PDF SMS Attachment.
• Setting: Automated SMS to landlord with download link to arrears report on 1st of month.
3.21. Monday.com
• Feature: Automations + Integrations.
• Setting: Schedule monthly item generation summarizing rent data; auto-notify team via integration.
3.22. HubSpot
• Feature: Workflow Automation.
• Setting: Trigger workflow from rent property deal-stage; monthly arrears report sent to contacts.
Benefits
4.2. Ensures timely distribution of critical financial insights for managers and accountants.
4.3. Proactive arrear notifications foster better rent collection discipline.
4.4. Automated audit trails enhance compliance and readiness for financial review.
4.5. Scalable; accommodates portfolio growth without increasing manual workload.