Owner-specific monthly and annual statement delivery

Purpose

1.1. Automate monthly and annual report generation and delivery specific to each condominium rental owner, ensuring compliance and transparency.
1.2. Automate the extraction, compilation, and formatting of income, expenses, maintenance, and other relevant owner data from property management systems.
1.3. Automate secure document delivery to each owner via preferred channels (email, cloud drive, SMS, or portal access).
1.4. Reduce manual intervention, ensuring deadlines for financial reporting are met automatically and errors minimized.
1.5. Support auditing and regulatory requirements by automating timestamped archival of delivered statements for compliance.

Trigger Conditions

2.1. Schedule-based triggers: automate on predefined dates (e.g., first of every month, end of fiscal year).
2.2. Data update triggers: automate upon reconciliation of accounts or when reports are finalized in system.
2.3. On-demand triggers: owner or admin requests via portal initiates automated statement compilation and delivery.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate sending SMS notifications on report availability; configure SendMessage API for mobile numbers.
3.2. SendGrid
• Feature/Setting: Automate PDF delivery via email; configure Mail Send API with dynamic templates and attachments.
3.3. Gmail API
• Feature/Setting: Automate direct email statement sending using users.messages.send with attachments to owners.
3.4. Google Drive API
• Feature/Setting: Automate file upload for owner-specific statements using files.create and share with owner account.
3.5. Dropbox API
• Feature/Setting: Automate statement storage/sharing via /files/upload and /sharing/create_shared_link_with_settings.
3.6. Slack API
• Feature/Setting: Automate report delivery via chat.postMessage with file links or inline attachment upload.
3.7. Microsoft Outlook API
• Feature/Setting: Automate statement emails using /v1.0/me/sendMail with PDF statements attached.
3.8. Zoho Mail API
• Feature/Setting: Automate periodic sending of statements; configure Send Mail API with templated owner content.
3.9. QuickBooks Online API
• Feature/Setting: Automate pulling finalized financial data using reports API for report content generation.
3.10. Xero API
• Feature/Setting: Automate fetching income/expense reports; use GET /reports/ProfitAndLoss for owner-specific data.
3.11. OneDrive API
• Feature/Setting: Automate statement storage in owner directories using /drive/items/{item-id}/children upload.
3.12. DocuSign API
• Feature/Setting: Automate delivering e-signed compliance disclosures with statements using Envelopes:create.
3.13. Monday.com API
• Feature/Setting: Automate internal tracking of sent statements using boards and create_item mutation.
3.14. Salesforce
• Feature/Setting: Automate owner contact list integration and email delivery via emailMessage object and Process Builder.
3.15. Dropbox Sign API
• Feature/Setting: Automate attaching e-signatures for compliance before statement delivery.
3.16. Zoho Books API
• Feature/Setting: Automate report data extraction for statements with /reports API endpoints.
3.17. Asana API
• Feature/Setting: Automate task creation for statement delivery progress tracking via tasks endpoint.
3.18. Smartsheet API
• Feature/Setting: Automate updating of statement delivery logs and schedule via rows and sheets endpoints.
3.19. Mailgun
• Feature/Setting: Automate large-batch emailing of owner reports; configure messages API with PDF attachments.
3.20. HubSpot API
• Feature/Setting: Automate adding statement delivery as timeline events on contact records using Engagements API.

Benefits

4.1. Automates error-free financial statement delivery, improving owner satisfaction and trust.
4.2. Automates compliance with legal and audit standards, reducing regulatory risk.
4.3. Automates time-saving through reduced manual reporting processes.
4.4. Automates secure, trackable statement distribution—historical access for audits is automatable.
4.5. Automates custom communication preferences, enabling choice of email, SMS, or cloud delivery automatedly.
4.6. Enables instant, automatable document re-generation for owners on demand.
4.7. Scales as owner count grows, fully automating recurring workflows without manual input.
4.8. Integrates with multiple platforms, offering automatable redundancy and flexibility in delivery method.