Budget-to-actuals per manager
Every manager gets their controllable spend, flagged and drillable — without logging into anything.
What this pack does
- Cuts each property's P&L to the manager's controllable categories
- Flags variances over the line — not over everything
- Answers “where did I spend it” one click down
- Delivers on schedule, to every manager, without a login
How to use it
- 1Connect read-only
Banks, billing, and your current ledger. Live in 48 hours; nothing changes in your systems.
- 2Set the mode
Manual, Assist, or Auto. Every pack starts in Assist — TAMi drafts, you approve.
- 3Watch the first run
Every action logged with its reason. Exceptions held, never forced.
- 4Raise the ceiling
Move it to Auto when the track record has earned it. Pull it back any time.
Workflow
Two dozen properties close on the same ledger. The report run starts itself.
Repairs, utilities, travel, auctions — the categories they control, budget against actual.
Over 10% or $500 gets flagged with its driver. Everything else stays quiet.
“Where did I spend it” is a click, not a request to finance.
The recurring pack runs alone once proven. A new format waits for finance's sign-off.
where this pack comes from“They can get the high-level numbers, but their next question is always: okay, where did I spend it? Pulling that detail is extra work, so half the time they don't bother.”Frank · VP finance, self-storage investment firm
part of our eval suite · difficulty: moderate · builds that fail it don't ship