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Smart Bot

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Investor WIP Reporting

Each month, for each investor/owner, this Bot will prepare and distribute the Property WIP Report.


Real Estate


Property Management


  1. Log in to Property Management Software.
  2. For each investor/owner and property, pull the initial purchase price.
  3. Pull WIP Expenses report.
  4. Pull Holding Expenses Report.
  5. Prepare WIP Report.
  6. Email to predefined distribution list.
  7. Update exceptions and results log.

Popular Applications

Our services are not limited to these applications. This bot is available for any cloud based application.



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