AI for property management founders, connected to the tools you actually use.
Pull this month's delinquency list from QuickBooks — show me every tenant with an outstanding balance, aged by 0-15, 16-30, and 31+ days, and draft a collections email for each bucket with escalating firmness — flag anyone past 30 days for a formal notice to cure.
Find every lease in DocuSign that expires in the next 90 days, match each to the tenant record in Salesforce, and draft a renewal offer letter for each tenant we want to retain — personalizing the rent increase amount based on our renewal rate policy in Notion.
Scan Gmail for all maintenance requests received in the last 48 hours, categorize each by urgency (emergency, routine, cosmetic), match to the property in Salesforce, and draft a dispatch email to the appropriate vendor from our preferred-vendor list in Notion.
Generate this month's owner reports — pull rent collected, open delinquencies, maintenance costs from QuickBooks and Brex, and current occupancy per property from Salesforce, then draft a personalized monthly statement for each owner in our standard format.
Pull all QuickBooks invoices from vendors in the last 30 days, compare each against the Brex payment to confirm it was paid, flag any invoice that's outstanding more than 21 days, and draft a payment status follow-up to the vendor for each unpaid bill.
Check Salesforce for every prospective tenant inquiry received this month, identify which properties have a unit available matching their criteria, and draft a showing invitation email with the property details and available time slots from Google Calendar.
Run a portfolio cash flow summary — pull Brex and QuickBooks data for all properties, break out gross rent collected, maintenance spend, management fees, and net cash by property, and give me a one-page summary I can review before my owner calls this week.
Search the web for any local landlord-tenant law changes or rent control updates in our markets, compare against our current lease templates in Notion, and flag any clause that may need updating — draft a summary I can share with our attorney.