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Overview

Comprehensive financial management for your building, fully compliant with RICS standards and Making Tax Digital.

Features

Service Charges

  • Set up service charge structures
  • Track payments and arrears
  • Send automated reminders
  • Generate demand notices

Budgets & Planning

  • Create annual budgets
  • Track actual vs budgeted spend
  • Forecast future expenses
  • Reserve fund planning

Reports & Analysis

  • Income and expenditure reports
  • Arrears reports
  • Budget variance analysis
  • Year-end accounts

Payment Collection

Offer residents multiple payment options:
MethodFee
Monthly Direct Debit3%
Quarterly Direct Debit2.5%
Bi-annual2%
Annual1.5%

Compliance

RICS Service Charge Code compliant
Making Tax Digital ready
Automatic Section 20 tracking
Audit trail for all transactions