Three workflows on the books you already keep, then one live dashboard that pulls it all onto a single page. The version of portfolio operations you'd have built yourself, if you had the time.
Ask for a 90-day cashflow forecast per property and consolidated, pulling income timing, mortgage and service charge schedules, and any vacancy gaps.
Ask for a reconciled per-property P&L, with repairs separated from capital improvements and anything uncategorised flagged.
Ask for net yield ranked by ROI across the portfolio, stress-tested against a rent change and a cost-inflation scenario.
Use a dashboard-building skill to stitch the three workflows into one page: top-line tiles, a cashflow chart, a P&L table, and a yield ranking.
Build me a portfolio dashboard from the cashflow snapshot, the month-end close, and the yield analysis I've already run. Top tiles: total value, last-30-day income, next-30-day cash position, blended net yield. Then three sections: cashflow chart, per-property P&L table, yield ranking table.
Viewings, tenant vetting, and the late-night handover are still a human job. This replaces the financial half of portfolio management.
The close drafts a P&L and flags anomalies. An accountant still signs off the final submission.
Uncategorised accounting transactions or missing CRM data show up as gaps in the dashboard, not silent fixes.
Budget twenty minutes for the first render. Subsequent refreshes take seconds.