Solution: Manual owner reporting

How to streamline owner reporting

Manual owner reporting is a time sink and an error source. The system should produce statements from source records.

Overview

Manual owner reporting is a time sink and an error source. The system should produce statements from source records.

Common causes

  • Fees calculated by hand
  • Expenses re-entered
  • Distributions tracked in a separate sheet

Operational risks

Fees or distributions get missed. Owners lose trust.

Recommended process

Statements generate from the ledger. Distributions flow through trust. Delivery is automatic.

How Ayillo helps

AyiInsights generates statements per property.

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