How can AI help record and reconcile activity that happens outside a client's own bank account, like property manager net proceeds?
Some property managers operate out of their own bank account, collecting rent and paying expenses like pest control and lawn maintenance, then netting proceeds over to the owner monthly. This activity happens entirely outside the client's own bank account, so it wouldn't normally show up in the books at all. The tool now allows recording all of that activity to produce a full registry/ledger regardless of whether it occurred in the client's bank account. AI has been connected to automate this: property management reports can be dropped in, the AI reviews them, creates the corresponding entries, and pushes them into the system — turning what used to be manual work into roughly a five-minute exercise.
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