OwnerReports turns your monthly numbers into polished financial and operations summaries for every owner client. Delivered on schedule, branded as yours, without you building a single spreadsheet.
Launching soon. Early access members lock founding pricing and keep their report history forever.
You review and approve. OwnerReports does everything else.
Import by CSV with a field mapper that learns your chart of accounts. AppFolio and QuickBooks sync follow after launch.
Add each owner client: their properties, email, and delivery date. Pick a template, add your logo. Done once, runs forever.
Each month the numbers flow in and OwnerReports builds every report automatically. You review, add an optional manager's note, and approve.
Polished reports go out on schedule: income, expenses, variance, occupancy, open maintenance, and your note. Full history stays in the product.
A report that makes your firm look like the operation it is.
Sample Property LLC, September 2026
| Rental income | $48,200 |
| Other income | $1,150 |
| Maintenance and repairs | ($6,480) |
| Management fee | ($3,856) |
| Net to owner | $39,014 |
Concept illustration. Figures are fictional. Product in development.
Owner reporting is a contractual expectation. The report is how owners judge your firm.
The numbers flow in, the reports build themselves. Your month-end review takes 20 minutes: check the drafts, add your notes, approve. The 4-hour Excel ritual is over.
Your logo, your sender address, your templates. Owners see your firm, never ours. Portfolio plans include multiple templates for different owner types.
Income and expenses plus variance vs prior month, occupancy, open maintenance items, and your manager's note. Owners finally see what is happening at the building, not just what it earned.
Full archive per owner: resend any month, compare months side by side, export the history. When an owner asks "what did we spend on plumbing last year," you answer in one click.
Set the delivery date per owner and it holds. Owners stop calling to ask where the report is, because it is already in their inbox.
Once owners receive this report monthly, it becomes part of how they judge your firm. That is the point: the product embeds in your client relationships and stays.
Annual plans are two months free. One skipped Excel marathon pays for the year.
Early access members lock founding pricing. The 14-day free trial begins at launch.
Cancel anytime from Settings, then Billing, or by emailing hello@getownerreports.com. Cancellation takes effect at the end of your billing period. Monthly plans are not prorated on cancellation. Annual plans are refundable within the first 30 days.
At launch, CSV import with a field mapper that learns your chart of accounts. You export from QuickBooks or your accounting tool once a month and upload; the mapper remembers your fields. AppFolio and QuickBooks direct sync are on the roadmap after launch.
The mapper handles the common cases: renamed accounts, grouped categories, consistent layouts. If your books change shape every month, no automation can help, and we will tell you that in the trial rather than after you pay.
AppFolio includes basic owner statements for its own users, with generic formatting and no operations summary or manager's note. OwnerReports serves the firms not on AppFolio (the majority of the 50 to 500 unit segment runs QuickBooks plus spreadsheets) and the PMs whose owners demand a better-looking report than the default.
No. OwnerReports presents your own numbers in a polished format and delivers them. It does not advise, interpret, or recommend anything about your finances, taxes, or compliance obligations.
Yes. Every owner gets a full archive of their reports, resendable and comparable month over month. You can export the complete history per owner at any time.
Launching soon. Join the waitlist for founding pricing. The first 10 firms get free concierge onboarding: send your CSV, we build your first month's reports.
One email at launch. No spam, unsubscribe anytime.