Run your property portfolio with the clarity of a business.
PropBoss brings your properties, emails, bills, bank activity, loans, entities, documents, tax records and AI analysis into one investor-side control centre.
Dashboard
Welcome back! Here's an overview of your portfolio.
Portfolio Value
$5.8M
Based on latest valuations
Total Debt
$3.77M
Total loan balances
Total Equity
$2.03M
Value minus loans
Portfolio LVR
65.0%
Loan to value ratio
Monthly Cash Flow
$1,240
Net positive
Properties
15
15 investment, 0 owner-occupied
Upcoming Repayments
$734 due next week, followed by a fixed-rate rollover in 30 days
Cash Buffer
1 property currently under target
Items to Review
Prepared records waiting for owner approval
Tree Scheme - BNAV
Rent - 14/10/2026 to 14/04/2026
Inner Owners Corporation
Special Levy Admin Fund Deficit
To Do
10Categorise transaction
COUNCIL RATES 12/48 Harbour Road
Prepare broker pack
Trust 1, Newport and Reservoir loans
Review cash buffer
2 properties under target
Portfolio alerts
3 items need owner review
Broker pack
Trust 1 documents ready
Forecast
$21K buffer gap flagged
Owner documents are stored in private Supabase storage and served through authenticated access routes.
Bank feeds connect through Fiskil Open Banking, with consent-based access you can revoke.
Row-level access rules, encryption, audit logging and Australian privacy controls protect portfolio records.
How PropBoss works
From inbox to portfolio decisions, the back office stays connected.
Forward statements, connect CDR-powered bank feeds across 120+ Australian banks, approve review items and ask portfolio questions from one operating layer.
Urban Property Co ownership statement
Please find attached the March ownership statement and owners corporation notices.
Matched to 12/48 Harbour Road, Newport
Processing pipeline
Auto processedClassified as Ownership statement - 100% confidence
Matched to property
3 documents downloaded
1 income transaction created
7 expenses processed - 3 matched, 4 unmatched
Trust 1 account synced
12 new transactions imported from CDR bank feeds
Transactions created
Rent received
12/48 Harbour Road
+$1,980
Loan repayment
Trust 1 loan account
-$1,536
Council rates
Matched to property
-$482
Cash buffer shortfall
Needs attentionTrust 1 operating
$14K
available
Required buffer
$34K
next 30 days
Shortfall
-$21K
needs cover
Matching and buffer pipeline
12 transactions imported via CDR
10 matched to property records
Loan repayment linked to debt
Entity buffer recalculated
You already have strong equity. The next step is modelling debt capacity, cash buffer pressure and acquisition timing together.
AI turns portfolio data into a plan
Ask strategy questions using property, loan, rent, debt and cash-flow data already inside PropBoss.
Automated review
Approve the work instead of rebuilding it by hand.
PropBoss prepares documents, transactions, bills, policies and email attachments for review, so records move forward with context instead of manual re-entry.
Review Queue
Review and approve AI-processed items before they enter your records.
12/48 Harbour Road, Newport
Urban Property Co Statement
4 items - 1 income - 3 expense
+$1,268.57
8 Ledger Street, Reservoir
Council rates notice
1 item - 1 expense
-$482.00
4/18 Collins Street, Mentone
Insurance renewal
Policy TS3840918LPP
-$341.05
Unmatched (11)
Bank transaction
Property unclear
-$500.00
Insurance Certificate - SecureLand Cover - 12/48 Harbour Road.pdf PDF
Certificate of Insurance
Landlord Preferred Policy
Alex Morgan
12 Harbour Road
NEWPORT VIC 3015
PAID
2 June 2026
POLICY NUMBER: TS3840918LPP
AMOUNT DUE: $0.00
Insured address: 12/48 Harbour Road, Newport VIC 3015
Premium type: New business
Annual premium: $341.05
Approval actions
Portfolio intelligence
Ask better questions with real portfolio context.
Ask strategy questions against the properties, loans, equity and cash-flow data already inside PropBoss, then turn the answer into the next action.
Properties
Manage your property portfolio
3/22 Hillview Street
TenantedTrust 1
12/48 Harbour Road
TenantedTrust 2
14/8 Ledger Street
TenantedTrust 3
7/44 Garden Road
TenantedTrust 4
You have a strong equity base. The key question is how much debt you can safely recycle into the next purchases without breaking cash flow.
Why switch
Replace scattered tools with one connected operating layer.
Spreadsheets, PM portals and tax-only tools each solve one slice. PropBoss connects the work across inboxes, documents, CDR bank feeds, entities and portfolio decisions.
Scattered today
Spreadsheet
Numbers updated after the fact
PM portal
Agency view, not owner control
Bank export
CSV files and uncategorised transactions
Tax folder
Records assembled at EOFY
Inbox
Statements and invoices buried in email
Connected in PropBoss
Portfolio operating layer
Matched, filed, reviewed and ready
15
properties
120+
banks
1
review
Emails become records
Statements, invoices and notices are classified, matched and filed.
CDR bank feeds
Connect through Fiskil Open Banking with support for 120+ Australian banks.
Review replaces re-entry
Approve prepared actions before they enter your books.
Decisions use context
Forecasts and AI use portfolio data already inside the platform.
Start now
Start with one property. Scale into the whole portfolio.
Bring the first property into PropBoss, connect the records around it, then keep adding the emails, bills, bank feeds, forecasts and decisions that run the portfolio.