Managing agent · 6,400 units
Service charge and arrears reporting cut from days to minutes
The problem. Service charge budgets, arrears and works orders sat in three systems and a stack of spreadsheets. Every client report was rebuilt by hand, and the numbers rarely matched between finance and property teams.
The decision. After the assessment the call was to fix the lease and unit record first and leave the finance system alone. Replacing it would have cost six figures and solved none of the reporting problem.
What we did. We mapped the property, lease and unit records into one structured model, moved reporting onto live data from the finance and property systems, and set up automated client packs by building and schedule.
The outcome
- 4 days → 20 mins
- Time to produce a client reporting pack
- -31%
- Arrears older than 90 days
- 100%
- Units reconciled against the lease record




