Product area

Your figures. Your next step.

What is the liquidity position? Which payment belongs to which property? Connect accounts, transactions, assets and property with the documents and analysis you need for your decisions.

Simplified product view · fictional data

What you can do with it

Financial overview & liquidity

Functions and example

Structure transactions, understand payment flows and review liquidity, assets and property together.

Functions

Accounts & transactions: Import bank statements, categorise transactions and analyse accounts.
Summaries: Summarise payments and categories for the selected period.
Liquidity planning & cash flow: Plan future receipts and payments and compare payment flows.
Assets & property: Manage assets, property, rental units and service charges.
Finance assistant: Explore questions about accessible financial information in its professional context.

In everyday work

Transactions are imported and categorised. Summaries, liquidity planning and assets are reviewed for the selected case.

View product illustration with fictional data

Software platformFinancial overviewFictional data

Finance cockpitAccountsTransactionsLiquidity

Receipts and payments

January – March · example

Receipts€19,800

Payments€16,700

Difference€3,100

Monthly comparisonScale: €0 to €8,000

ReceiptsPayments

Cash flow is not profit. All figures are fictional.

Example view with fictional data

Finance & property correspondence

Functions and example

Connect finance-related correspondence with the associated documents and administrative tasks.

Functions

Finance cases: Assign letters to a finance case and find them again.
Property & rent: Handle correspondence about property and rental units in the right context.
Drafts & documents: Collect information, prepare letters and manage documents.
Traceable history: Keep processing and related documents together in the case.

In everyday work

Documents are assigned to a case or property. A letter is prepared and the processing history recorded.

View product illustration with fictional data

Software platformFinancial correspondenceFictional data

DRAFT FOR REVIEW

Question about the service-charge statement

Hello,

We would like to agree the outstanding points together. We have summarised the related information for you.

Edit and approve draft

Example view with fictional data

Discuss your task

Your next step

The right building blocks for your daily work.

The functions build on Smart AI Core. Together we clarify which you need, what needs adapting and which operating approach fits. This becomes the concrete scope of your offer.

Discuss your task ↗View offer & operation ↗