Commission pipeline, receivables, invoicing and financial statements — driven by the deals already in your CRM.
Everything you need to excel, built into one seamless experience
Receivables, overdue balances, income against expenses and the commission pipeline in one view, updating as deals move. The question 'how are we doing this quarter' gets answered on screen rather than assembled overnight.
Generate the commission invoice directly from a closed deal, with the split already calculated from the deal's terms. No re-keying the sale price, no reconciling which agent gets what against a separate agreement document.
Record full or partial payments against an invoice and have the status update automatically. Partial payment is the norm in property, and treating it as an exception is why spreadsheets drift out of line with the bank.
For management fees, retainers and service contracts, set the invoice once and let it issue on schedule instead of appearing on someone's monthly checklist.
Track what comes in and what goes out against categories you define, so portal spend, marketing and staff costs can be read against the revenue they produced.
P&L summary, receivables aging and commission reports, exportable for your accountant. Enough to run the business and hand over clean figures, without pretending to be full accounting software.
Turn your biggest challenges into competitive advantages
Commissions tracked in a fragile spreadsheet
Commission is calculated from the deal record and invoiced in one click.
Invoices go unchased for weeks
Receivables and aging are on the dashboard, not in someone's memory.
Commission splits disputed after the fact
Splits come from the deal's recorded terms with an auditable trail.
Quarter-end takes a day to assemble
Statements generate from live data and export for the accountant.
Most agencies run their finances in a spreadsheet that one person maintains and nobody else fully trusts. It works until a commission split is disputed, an invoice goes unchased for two months, or someone asks what the agency actually earned last quarter and the answer takes a day to produce. Because the deals are already in the CRM, the finance layer does not need re-entry — a closed deal becomes a commission invoice in one click, payments record against it, and the dashboards reflect the pipeline as it stands rather than as it stood when the spreadsheet was last updated.
Finance adds the back-office intelligence on top of the invoicing, quotes and payments screens that every plan already includes. That means a finance dashboard covering receivables, overdue balances, income against expenses and the commission pipeline; one-click commission invoices generated from closed deals; payment recording with partial payments and automatic status updates; recurring invoices; an income and expense ledger; per-agent commission tracking; and simple statements — a P&L summary, receivables aging and a commission report — that export cleanly for your accountant.
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