Automation & MCP
How can you use AI to automate reading property management reports and posting bookkeeping entries, without exposing all activity outside a bank account?
19:00From the June 25 call · Cash's AI-Built Real Estate Accounting Platform Demo
A tool was demonstrated that lets you record activity occurring outside the bank account (so it isn't invisible to the books) by dropping property management reports in; the AI reviews them, creates the corresponding entries, and pushes them into the system. What used to be a manual process becomes roughly a five-minute exercise. This was noted as potentially valuable for bookkeeping firms that specialize in serving property managers, who currently receive owner statements manually each month and distribute them.
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