Generate P&L Statements, Tax Reports & Portfolio Analytics
One-click financial summaries and insights for small landlords. Comprehensive reporting with income analysis, delinquency tracking, and tax-ready documentation.
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Comprehensive Financial Analytics for Small Landlords
Join property owners who have improved their financial visibility and decision-making with detailed reporting.
Complete Financial Reporting & Analytics Suite
Everything you need for financial analysis, tax preparation, and portfolio performance tracking. Built specifically for small landlords managing 1-50 properties.
- Monthly income and expense tracking with visual charts
- Net profit calculations and trend analysis
- Property-specific financial performance
- Interactive charts for easy data visualization
- Complete tenant roster with lease details
- Rent amounts and lease expiration tracking
- Outstanding balance and security deposit reporting
- Property and unit assignment overview
- Overdue payment identification and tracking
- Days overdue calculations for each tenant
- Outstanding balance reporting
- Property-specific delinquency analysis
- Upcoming lease expiration alerts
- Renewal planning and timeline management
- Tenant retention analysis
- Vacancy risk assessment
- Expense category visualization with charts
- Detailed expense summary by property
- Cost allocation analysis
- Budget planning insights
- CSV and Excel export capabilities
- Tax-ready financial summaries
- Custom date range reporting
- Accounting software compatibility
- IRS-compliant Schedule E format
- Automatic income and expense categorization
- Property-by-property breakdown
- Ready for tax professional review
Seven Essential Financial Reports
Access the most important financial reports for property management, investment analysis, and US tax filing.
Income vs. Expenses
Profit and loss analysis with charts
Rent Roll
Tenant and lease information overview
Delinquency Report
Overdue payments and problem tenants
Lease Expiration
Upcoming renewals and expirations
Expense Summary
Category breakdown and analysis
Annual Summary
Comprehensive yearly financial overview and performance analysis
Schedule E (US)
IRS Form Schedule E for rental property tax filing
How Financial Reporting Works
Generate comprehensive financial reports in four simple steps. Start analyzing your portfolio performance today.
Select Report Type
Choose from income analysis, rent rolls, delinquency reports, or expense summaries.
Filter & Customize
Apply property filters, date ranges, and other criteria to focus your analysis.
Analyze Data
Review interactive charts, tables, and summaries with key financial insights.
Export & Share
Download reports in CSV or Excel format for accounting software or tax preparation.
Integrated with Your Property Management Data
Financial reports automatically pull data from all platform features for comprehensive and accurate analysis.
Why Small Landlords Choose Our Financial Reports
Simplify Tax Preparation
Tax-ready financial reports with all necessary documentation for rental property tax filings and deductions.
Track Portfolio Performance
Monitor income, expenses, and profitability across your entire portfolio to make informed investment decisions.
Visual Data Analysis
Interactive charts and graphs make it easy to understand financial trends and identify areas for improvement.
Export for Accounting
Export all reports in CSV or Excel format for seamless integration with accounting software and professional services.
Begin analyzing your portfolio today
- Financial report generation
- Income vs. expense analysis with charts
- Rent roll and tenant reporting
- Delinquency and lease expiration tracking
- Export capabilities for tax preparation
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What Property Owners Say About Our Financial Reports
See how landlords have improved their financial visibility and investment decision-making.
"The financial reports make tax season so much easier. I have everything organized and ready for my accountant in minutes."
"The delinquency reports help me stay on top of late payments. I can see exactly who owes what and for how long."
"The visual charts and expense breakdowns help me understand where my money is going and make better investment decisions."
Frequently Asked Questions
Common questions about financial reporting and analytics
What types of financial reports can I generate?
Generate seven essential reports: Annual summary, Income vs. Expenses analysis with charts, Rent Roll reports with tenant details, Delinquency reports for overdue payments, Lease Expiration tracking, Expense Summary with category breakdowns, and IRS Schedule E for US tax filing.
How does the Income vs. Expenses analysis work?
The system automatically calculates monthly income from rent payments and expenses from your expense tracking. Visual charts show trends over time, and you get net profit calculations with property-specific breakdowns.
Can I filter reports by specific properties or date ranges?
Yes! Filter reports by individual properties or view all properties together. Set custom date ranges for historical analysis and choose specific timeframes for lease expiration and delinquency reports.
Are these reports suitable for tax preparation?
Absolutely! All reports are designed to be tax-ready with proper income and expense categorization. Export capabilities provide formatted data that accountants and tax professionals can easily use.
How do I export reports for my accountant?
Export any report in CSV, Excel and PDF format with comprehensive data including dates, amounts, categories, and property assignments. Perfect for importing into accounting software like QuickBooks or providing to tax professionals.
What does the Rent Roll report include?
The Rent Roll shows all active tenants with their current rent amounts, lease start and end dates, security deposits, outstanding balances, and property/unit assignments for complete tenant financial overview.
How does delinquency tracking work?
The system automatically identifies overdue rent payments and calculates days overdue. The Delinquency report shows which tenants owe money, how much, and for how long, helping you stay on top of collections.
Can I see visual charts and graphs in the reports?
Yes! Reports include interactive charts showing income vs. expense trends over time, pie charts for expense category breakdowns, and visual indicators for better financial data comprehension.
What is the Schedule E report?
The Schedule E report generates IRS Form Schedule E for rental real estate income and expenses. It automatically categorizes your income and expenses according to IRS guidelines, providing property-by-property breakdowns perfect for US tax filing.
Is the Schedule E report available for all users?
The Schedule E report is specifically designed for US residents and US-based rental properties. It follows IRS tax guidelines and provides the exact format needed for filing rental property income and expenses on your US tax return.
Start Analyzing Your Portfolio Performance Today
Join thousands of small landlords who have improved their financial visibility and investment decisions with comprehensive reporting and analytics.
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