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About This Automation
Calculating and distributing investor returns across multiple property projects requires gathering financial data from multiple systems, manually computing each investor's pro-rata share, and preparing individual statements.
Automation reads project financials and investor equity data directly from source systems, calculates all returns and allocations automatically, and generates formatted distribution statements for each investor in minutes. The process becomes faster, more accurate, and fully auditable.
Key features:
Extract project financial data automatically from accounting and project management systems
Calculate distributable profit and investor allocations using defined formulas without manual entry
Generate formatted PDF distribution statements for each investor with project-level breakdowns
Cross-reference investor equity records and project financials in real time
Record all distributions in the accounting system with full audit trail and investor linkage
Send statements to investors with payment details and summary information
Everything you need to know before mapping this process.
The automation reads the current equity data from your investor database each time it runs, so any updates made before the distribution cycle are automatically reflected in the calculations and statements.
Xero
Google Sheets
Gmail
Slack