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What it does

  • Aggregates rent, expenses, and fees across properties and units.
  • Generates P&L, cash flow, and custom KPI dashboards.
  • Exports data to CSV, Excel, or BI tools and supports webhooks.

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Why it matters

  • Eliminate manual spreadsheet consolidation.
  • Give finance teams consistent, auditable numbers.
  • Provide leaders live visibility into NOI, occupancy, and delinquency.

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How it works

1

Ingest finance data

Import rent rolls, expenses, and fees from CSV/API. Map to chart of accounts and properties.
2

Calculate KPIs

AI standardizes categories, detects anomalies, and computes metrics (NOI, occupancy, delinquency, maintenance SLA cost).
3

Deliver outputs

View dashboards in CasaBoard or export to BI tools and spreadsheets on a schedule or via webhook.

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Configuration checklist

  • Chart of accounts mapping and KPI definitions.
  • Refresh cadence (hourly/daily) and data sources.
  • Export destinations: email, S3, Excel/Sheets, Power BI/Tableau via webhook.

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Example export setup

{
  "destination": "s3",
  "bucket": "casaai-finance-exports",
  "path": "reports/noi-weekly.csv",
  "kpis": ["noi", "occupancy", "delinquency_rate"],
  "schedule": "0 7 * * MON"
}

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Metrics covered

  • NOI, revenue, and expense rollups.
  • Occupancy and renewal rates.
  • Delinquency and recovery rates.
  • Maintenance SLA cost impact.

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Diagram