Profit and loss sheet per rental

The problem

Rent, repairs, and fees sit in the property tool. A plain profit and loss sheet for each home still gets built by hand at month end.

What SI does

SI reads the export from the property software you already use. It drafts a profit and loss sheet for each property, with income and costs in the groups you set. It flags rows it cannot place. The manager reviews the sheet before anyone uses it. SI does not change the books, file a return, or give tax advice. SI prepares drafts for the licensed agent or owner. SI does not lease, collect rent, screen or rank applicants.

Examples

The same job looks different in different businesses. These are examples, not client results.

• Owner with four rentals

  SI drafts one sheet per home from the monthly export. The owner checks a repair that landed in the wrong group.

• Small property office

  A fee has no category. SI flags the row. The manager places it before the sheet is shared.

• Landlord with a duplex

  Both units are on one export. SI splits them by the unit names the owner set. The owner reviews both sheets.

What it takes to set up

GemmiSI sets this up on your own equipment and accounts; your data stays with you. Before connecting anything that holds applicant or tenant information, the business checks the tool's terms. It also checks data practices. It sets access controls. It limits SI to the minimum necessary. Start with sample or made-up information. Use a sample export and the sheet layout the manager already wants. Permission is to draft, not to change the books. We sit with you, plan the steps, and teach you to run it. Setup is often a few days.

Try it yourself

Paste this into your SI tool. Swap the [bracketed] parts for your own details. It asks SI to stop and show you before it does anything.

From this property export [file], draft a profit and loss sheet per property using these groups [paste]. Flag rows you cannot place. Do not change the books, file anything, or give tax advice. Do not lease, collect rent, screen or rank applicants. Pause and show me before sending, posting, signing or changing anything. Use only the sample or made-up information I provide; do not include real tenant or applicant names, IDs or financial details.