HOW IT WORKS

From source reports to a clearer next step.

A practical workflow for the manager who needs to know what the balances mean—and communicate it.

Connect or import

Install the local application and open the workspace in your browser. Mac pilots are available; Windows and Linux are supervised previews pending native platform validation. You can retrieve supported AppFolio reports on demand with authorized Reports API access, or import compatible CSV exports. Report coverage and permissions can limit what's available.

Check scope and financial sources

Review reporting dates, included properties, tenant versus subsidy amounts and discrepancies before drawing conclusions. Unknown values remain unknown.

Investigate the accounts that matter

Find accounts by balance, owner, property or review category. Examine supported source context and record manager notes without changing the underlying financial amounts.

Prepare a report for the right audience

Choose the owner, properties and eligible accounts; shape the report and edit its management narrative. Source-derived figures remain protected.

Review, export and share deliberately

Check the report preview and review status, then export or hand it off to an email application. Optional direct email is separately configured and reviewed; scheduled reminders require explicitly enabled rules, verified settings and the computer and launcher to remain running.

SYSTEM OF RECORD

Designed to complement—not replace—your accounting platform.

PropertyDaylight focuses on the financial review workflow around supported AppFolio reports. Accounting changes and corrected source records remain in the underlying platform.

Ask about the pilot