How Luxury Property Group Automated Owner Reporting
A high-end property manager eliminated 3 days of monthly reporting work by automating custom reports for 45 different owners.
The Challenge
Luxury Property Group managed high-end properties for 45 different owners, each with unique reporting requirements. Month-end reporting had become a three-day nightmare that paralyzed the entire operations team.
The Month-End Crunch
Every month, the same painful pattern repeated:
- •Days 1-2: Pull financial data from QuickBooks, occupancy from Yardi, maintenance from work order system
- •Day 2-3: Manually format 45 different Excel templates, each with custom metrics
- •Day 3: Review, spot errors, fix formulas, regenerate charts
- •Day 4: Email reports, field owner questions about data discrepancies
The Cost
- • 3 full days of staff time monthly
- • Reports often delivered late
- • Manual errors requiring corrections
- • No time for value-add analysis
The Risk
- • Owner dissatisfaction growing
- • Unable to take on new properties
- • Team burnout from monthly stress
- • Data inconsistencies damaging trust
The AutomatePM Solution
Intelligent Data Aggregation
Automatic data collection from all systems with validation and reconciliation.
- Direct integration with Yardi, QuickBooks, and work order systems
- Automatic data reconciliation across platforms
- Anomaly detection flagging unusual variances
- Historical trending and year-over-year comparisons
Custom Report Templates
Owner-specific templates that generate automatically with each owner's preferred metrics and format.
- 45 different templates configured once, run automatically forever
- Custom branding and logos for each owner
- Automated charts, graphs, and executive summaries
- Multi-format delivery (PDF, Excel, online dashboard)
Automated Delivery & Portals
Set-and-forget delivery on each owner's preferred schedule with 24/7 portal access.
- Automatic email delivery on 5th of every month
- Owner portals for on-demand report access
- Historical archive of all past reports
- Delivery confirmation and read receipts
The Results
Time Savings
- Reduced from 3 days to 2 hours
- 72 hours saved every month
- Team can focus on growth initiatives
Quality & Reliability
- 100% on-time delivery every month
- Zero data entry errors
- Consistent formatting across all reports
Business Impact
- Owner satisfaction scores improved
- Capacity to take on 15+ new owners
- Portal reduces "Where's my report?" calls by 95%
"Owner reporting went from our most dreaded monthly task to something that just happens automatically. Our owners get better, more accurate reports faster, and we reclaimed three full days every month. It's honestly hard to believe we used to do this manually."
Automate Your Owner Reporting
See how automated owner reports can save time and improve owner satisfaction.