> ## Documentation Index
> Fetch the complete documentation index at: https://docs.casaai.dev/llms.txt
> Use this file to discover all available pages before exploring further.

# Financial Reporting

> Auto-generate P&L, cash flow, and KPI dashboards with exports.

## 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.

## Why it matters

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

## How it works

<Steps>
  <Step title="Ingest finance data">
    Import rent rolls, expenses, and fees from CSV/API. Map to chart of accounts and properties.
  </Step>

  <Step title="Calculate KPIs">
    AI standardizes categories, detects anomalies, and computes metrics (NOI, occupancy, delinquency, maintenance SLA cost).
  </Step>

  <Step title="Deliver outputs">
    View dashboards in CasaBoard or export to BI tools and spreadsheets on a schedule or via webhook.
  </Step>
</Steps>

## 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.

## Example export setup

<RequestExample>
  ```json KPI export theme={null}
  {
    "destination": "s3",
    "bucket": "casaai-finance-exports",
    "path": "reports/noi-weekly.csv",
    "kpis": ["noi", "occupancy", "delinquency_rate"],
    "schedule": "0 7 * * MON"
  }
  ```
</RequestExample>

## Metrics covered

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

## Diagram

```mermaid theme={null}
flowchart TD
  financeData[Rent & expense data] --> normalize[Normalize + map COA]
  normalize --> metrics[Compute KPIs]
  metrics --> dashboard[CasaBoard finance dashboards]
  metrics --> exports[Exports (CSV/Excel/BI/webhook)]
```