Finance
Reports & Exports
Investor-ready exports, tax reports and portfolio summaries — grouped by purpose.
Finance
Profit, cashflow, yield and tax — the numbers your accountant or a lender will ask for.
Per-property P&L
Income, expenses and yield per property — by year, quarter, YTD or trailing-twelve-months.
Open report →Cash-on-cash & ROI
Money in (deposit + fees + refurb) vs annual cash return — the figure serious investors compare.
Open report →Quarterly cashflow forecast
4-quarter forward projection with tunable vacancy and rate-rise assumptions. Flags any quarter going negative.
Open forecast →Mortgage stress test
Per-property cashflow at current rate vs +1 / +2 / +3 / +5 percentage-point uplifts. Catches the rate environment your portfolio can't survive.
Open stress test →Rent vs market
Compare each property's rent to a manually-entered market figure. Highlights under-rented properties and quantifies the annual gap.
Open report →Mileage claim
Yearly mileage from your Visits log totalled at HMRC simplified rates (45p / 25p). Auto-flows into the SA105 tax pack.
Open report →Tax Export CSV
Structured CSV for accounting and tax workflows — rental income, expenses and mortgage interest.
Download CSV ↓Compliance
Certificates, energy standards, and the audit pack a refi or sale due-diligence asks for.
EPC & MEES at-risk
Energy band per property with MEES compliance status (legal today, at-risk by 2028, illegal). Set bands inline.
Open report →Compliance audit pack
Single PDF per property with every certificate, status, expiry and URL — ready for mortgage refi or sale due-diligence.
Open report →Operational
Day-to-day operations — who's in arrears, what's costing money, what to fix this quarter.
Void & arrears
Days unlet and lost rent per property, plus a tenant-by-tenant arrears ageing breakdown (0–30, 30–60, 60+).
Open report →Maintenance spend
Cost by category/trade and by property with year-on-year comparison. Surfaces properties consuming disproportionate spend.
Open report →External shares
Reports designed to leave your account — tokenised links, investor-ready PDFs.
Investor pack (shareable URL)
Anonymised read-only portfolio snapshot at a tokenised URL. Share with lenders or co-investors; valid 30 days by default.
Generate link →Portfolio Summary PDF
Investor-ready PDF summary of your entire portfolio — values, yields, cashflow and key metrics.
Download PDF ↓