Built for Australian property investors

Run the admin.Read the numbers.Grow the portfolio.

PropBoss turns property emails, bank feeds, bills, documents, loans and portfolio records into one owner-side operating system for Australian property investors.

Forward property emails instead of manually filing statements and invoices.
Track bills, files, transactions and loans against the properties they belong to.
Use connected records to plan buffers, refinances and the next purchase.
PropBoss
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Entities
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Properties

Manage your property portfolio

Search address, suburb...
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15 properties15 investment$5.8M total

12/48 Harbour Road

Newport, VIC 3015

Tenanted
UnitTrust 1
$635K$402K

8 Ledger Street

Reservoir, VIC 3073

Tenanted
UnitTrust 2
$410K$238K

4/18 Collins Street

Mentone, VIC 3194

Tenanted
UnitTrust 1
$278K$221K

503/2A Market Lane

Malvern East, VIC 3145

Tenanted
ApartmentTrust 3
$330K$522K
120+

Australian banks supported so transaction work stops living in spreadsheets

1

review queue for emails, bills, statements, documents and transactions

Growth

portfolio records, cash buffers and forecasts connected for the next decision

Inbox automation

Stop losing bills, statements and notices in email.

Property admin arrives as emails, bills, statements, levy notices, insurance PDFs and receipts. PropBoss turns that mess into records you can review and approve.

AI classification

Identifies ownership statements, invoices, receipts, policies and notices with confidence scoring.

Attachment handling

Downloads financial documents, separates banner images from useful records and files them against the right property.

Review before posting

Creates income, expenses and bill records for review instead of guessing when a match is uncertain.

Before: Important documents sit across PM portals, email threads and downloads folders.
With PropBoss: Useful attachments become review items linked to the right property.
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Review Queue

Review and approve AI-processed items before they enter your records.

20 pending
By Property

12/48 Harbour Road, Newport

4

Urban Property Co Statement

4 items · 1 income · 3 expense

+$1,268.57

8 Ledger Street, Reservoir

2

Council rates notice

1 item · 1 expense

-$482.00

4/18 Collins Street, Mentone

1

Insurance renewal

Policy TS3840918LPP

-$341.05

Unmatched (11)

Bank transaction

Property unclear

-$500.00

Insurance Certificate - SecureLand Cover - 12/48 Harbour Road.pdf PDF

1 / 2120%
Australian landlord insurance specialistsecureland

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

ProviderSecureLand Cover
Property12/48 Harbour Road
EntityTrust 1
Classificationinsurance certificate
File categoryInsurance

Approval actions

Record insurance premium payment×
Create expense transaction×
Create/update insurance policy×
Send bill to Property Manager×
File document to insurance category×
+ No additional actions

First win

Start by organising the admin you already have.

Add one property, forward the emails, connect the money movement and let PropBoss prepare the review queue. You stay in control before anything becomes a record.

Money movement

Keep bills, transactions and loans tied to the right property.

Portfolio finances get messy when bills, bank transactions, loan repayments and supporting files are separated from the property records they explain. PropBoss keeps the money trail connected.

CDR bank feeds

Connect through Fiskil Open Banking with support for 120+ Australian banks.

Transaction review

Categorise, bulk approve, exclude, match to properties and keep supporting documents attached.

Bills and due dates

Track upcoming bills, mark paid, reconcile against bank activity and keep invoices linked.

Before: You reconcile from memory, bank exports and a folder of invoices.
With PropBoss: Transactions, bills, loans and documents stay matched by property and entity.
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12/48 Harbour Road

Unit
Tenanted

Newport, VIC 3015 · Trust 1

OverviewEmailsFinanceProperty
TransactionsBillsReportsLoansCost BaseDepreciationForecastsBuffers

Total Balance

$258,844

Avg Interest Rate

6.29%

Monthly Repayments

$1,536

National Australia Bank Limited

CDR feed: connected · repayments account ****1876

Balance: $259KLimit: $261K

Interest Rate

6.29%

Repayment

$1,536/mo

Next Payment

19 days

Planning

Stay ready for the next purchase, refinance or hold decision.

Growth depends on clean records, visible cash buffers and knowing how one property affects the rest. PropBoss helps you assess the next move with the portfolio context already in place.

Feasibility studies

Model acquisition costs, rent, expenses, debt, CGT, depreciation and 30-year projections.

Cash buffer calculations

Measure buffer health at property level and entity level so risk is visible before stress arrives.

Broker-ready packs

Create broker packs with property records, loan details, income evidence and supporting documents for refinance or new loan applications.

Before: The numbers sit in separate calculators, spreadsheets and bank portals.
With PropBoss: Feasibility, buffer and AI scenarios use the records you already manage.
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← Back to Studies

Unit 503 Market Lane Feasibility

Unit 503 Market Lane, Malvern East VIC 3145

Purchase Price

$330,000

Gross Yield

7.11%

Year 1 Cash Flow

$846

Cash Required

$78,395

SummaryProjectionsP&LEntity ComparisonCGT Analysis

Property Details

Type:Apartment
Bedrooms:3
Bathrooms:2
Parking:1

Financial Summary

Purchase Price:$330,000
Purchase Costs:$12,395
Loan Amount:$264,000
Interest Rate:6.5%
Total Cash Required:$78,395

Income Analysis

Weekly Rent:$451/wk
Annual Rent:$23,452
Gross Yield:7.11%
Net Yield:5.46%
Year 1 Cash Flow:$846

Key Insights

Cash Flow +
Property is cash flow positive from day one
Yield Good
Above average gross rental yield

Tax and records

Keep records useful all year, not just at EOFY.

Files, bills, receipts, reports and depreciation records should support daily decisions as well as accountant handover. PropBoss keeps the evidence connected to the property and entity it belongs to.

Depreciation schedules

Store schedules, track Division 40 and Division 43 amounts, upload schedules and order new reports.

FY locking

Lock tax records when the year is finalised so later admin does not quietly rewrite accountant numbers.

Accountant packages

Build share packs with reports, tax summaries, documents and selected records for a clean handover.

Before: Files are saved somewhere, numbers are somewhere else, and context gets lost.
With PropBoss: Income, expenses, documents, depreciation and share packs stay connected.
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Reports

Generate tax, portfolio and accountant-ready reports.

Tax Summary

FY2026 · Trust 1 · 4 properties

Unlocked

Income

$86,420

Expenses

$42,180

Depreciation

$11,940

Net position

$32,300

PropertyIncomeDeductionsDepreciation
12/48 Harbour Road$24,960$12,480$3,420
8 Ledger Street$21,840$9,860$2,950
4/18 Collins Street$18,720$8,410$2,180

FY Lock Manager

Lock final records once the accountant has received the package.

Share Pack

1Select the year
2Lock final records
3Add documents
4Share securely

Depreciation schedules

Division 40 and 43 stored by property

Cost base records

Purchase, sale and capital cost evidence

Accountant exports

Reports, documents and selected records

Complete feature map

Everything that usually gets split across tools, folders and portals.

The feature set is broad because the portfolio problem is broad: properties, entities, property emails, files, bills, bank feeds, loans, records and growth decisions all depend on each other.

Portfolio structure

Properties
Entities, trusts and companies
Loans and offsets
Ownership records
Property setup tasks
Property sale workflow

Property operations

Tenancies
Insurance
Strata
Maintenance
Property manager contacts
Notes and attachments

Financial control

CDR bank feeds
Transactions
Bills
Loan allocations
Trust shortfalls
Property and entity cash buffer

Documents and email

AI inbox
Attachment extraction
Document library
Review queue
Routing rules
Email templates and replies

Tax and reporting

Income and expenditure reports
Tax summaries
Depreciation
CGT calculator
Cost base records
Financial year locking

Growth planning

Feasibility studies
30-year projections
Entity comparison
AI scenarios
Repayment forecasts
Portfolio assistant

Property detail

Stop treating each property like a loose folder.

When a bill is due, a file is needed, a loan is reviewed, a refinance is considered or a property is prepared for sale, the details need to be attached to the property, not scattered across old emails and downloads.

Insurance

Policy numbers, renewals, premiums and documents.

Strata

Owners corporation details, levy notices and certificates.

Tenancy

Lease dates, rent, tenant records and occupancy history.

Maintenance

Requests, approvals, quotes, costs and repair history.

Notes

Property notes with attachments and searchable history.

Documents

Receipts, statements, reports, contracts and photos.

Portfolio assistant

Ask questions without rebuilding the context every time.

Generic chat can answer from a blank page. PropBoss can reason over the properties, debts, cash flow, entity structure, forecasts and upcoming records already inside your workspace.

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Ask about buffer, debt, tax or the next purchase...
Which property is creating the most cash-flow pressure after insurance and strata renewals?
Used portfolio, bills, loans and insurance records

The Newport unit has the tightest next 90 days because strata, insurance and the fixed-rate rollover all land in the same quarter.

Upcoming bills$3,420
Buffer cover2.1 months
Suggested actionHold $1,250 extra in Trust 1

Next step

See what PropBoss can organise from your first property.

Add the property, connect the finance and admin around it, then let the review queue turn emails, files, bills, transactions, loans and reports into a working owner-side system.