Benefits

Less Admin Drag

Templates, automations, and smart imports reduce manual work so your team can focus on collections and client service.

Smart importsAutomated remindersBulk actionsReusable templates

Import

Assign

Notify

Export

Cards highlight a typical admin flow with motion.

Cut the busywork without losing control

Admin drift is expensive. We help your team reduce manual steps—imports that map fields automatically, reminders that send themselves, templates you can reuse on every project. The details stay clean, and the handovers to finance happen on time.

Bulk imports from CRM or XLSX

Automated reminder schedules

Reusable document templates

One-click exports for finance

Fewer clicks, better outcomes

Map buyer and unit data once—reuse it across dashboards and reports.
Send consistent, branded messages without rewriting the same email.
Export exactly what finance and auditors ask for, every time.