Description

Managing properties often means dealing with a steady stream of emails, receipts, and policy documents. With the Property Assistant, a user can forward emailed receipts, invoices, or insurance PDFs as they arrive, or upload files directly. The assistant reads each item, extracts key details like property address, vendor, dates, amounts, and coverage, and organizes everything consistently. When something is unclear, it asks a quick follow-up before filing the record. Over time, the user can ask simple questions about spending, maintenance, or insurance across properties without digging through inboxes. Because everything is structured, the assistant can generate Excel exports, PDF reports, and lender-ready insurance summaries on demand. It can also draft emails to accountants or lenders and run scheduled tasks—sending regular reports, renewal reminders, and alerts when spending exceeds thresholds—turning ongoing admin work into a system that runs quietly and proactively in the background.

Key features