What we do
Comprehensive services for multiple residences
Our suite of services is designed for the reality of managing more than one home.
From bill tracking to collaborative planning, everything is built for clarity,
accuracy, and stress reduction.
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621
Properties managed
In detail
Our services explained
Every service is purpose-built for multi-residence life. Our experience has shown that generic tools don’t account for property-specific requirements or the challenges of managing separate locations, different rules, and multiple payment cycles. We offer detailed reporting, timely reminders, secure collaboration, and bilingual support, all tailored to your real-world needs.
Centralized expense tracking
See everything
We centralize expense records for each property, making it easy to track, sort, and retrieve data by address, category, or date. This organization saves time and reduces missed items compared to traditional tracking methods.
- See all property expenses at a glance.
- Organize by address or bill type.
- Spot missed payments easily.
Automated reminders and alerts
Never miss a bill
Every plan includes automated reminders for recurring payments, contract renewals, and maintenance dates. Our system ensures you never miss a critical deadline, reducing the risk of penalties or interruptions.
- Customizable alerts by property and bill.
- Reduce missed payments and late fees.
Detailed reporting and exports
Clarity and sharing
With annual, quarterly, and ad hoc reporting options, you can generate summaries for each property or for your entire portfolio. Reports are formatted for easy sharing with family members or trusted advisors.
- Annual and quarterly summaries.
- Reports formatted for clarity.
- Easily share with collaborators.
Secure collaborative tools
Share access
Invite trusted family members, co-owners, or professionals to securely view and contribute to your budgeting. Our collaboration tools offer granular control and multilingual support, making team management smooth and secure.
- Grant access only to those you trust.
- Work together on budgeting tasks.
- Bilingual English/French support.
How our process works
Every step is transparent, methodical, and designed for people juggling more than one residence. No rushed assumptions or generic templates—just proven methods.
Discovery
Initial review and data gathering
We start by gathering key details for each property and reviewing your current expense process. Our team identifies immediate opportunities for better clarity and control.
Property-by-property analysis
Your dedicated advisor maps out each property’s recurring bills, fees, and unique requirements—no assumptions, just facts.
Design
Drafting your plan
We draft a custom budget plan with suggested alerts and reporting intervals. You receive a preview to ensure it fits your actual workflow, not the other way around.
Iterative plan refinement
After your feedback, we adjust the plan until it’s clear, actionable, and simple to use. Collaboration is key at this stage.
Support
Continuous assistance
Our team provides ongoing support—troubleshooting, updates, and new recommendations as your needs change or new properties are added.
How we compare
Service comparison for multi-residence needs
Multi-residence budgeting is more complex than tracking one household. Here’s how our
services stack up against traditional tools or managing expenses yourself.
| Features |
Multi-residence
$ 99.00
Per year
For managing multiple homes with full features
|
Single-residence
$ 49.00
Per year
For single-residence owners needing robust reporting |
DIY
$ 19.00
Per year
For individuals tracking expenses manually |
|---|---|---|---|
| Unified dashboard access | Included | Not included | Not included |
| Automated bill reminders | Included | Not included | Not included |
| Expense breakdown by property | Included | Included | Not included |
| Collaborative access for families | Included | Not included | Not included |
| Bilingual support (EN/FR) | Included | Not included | Not included |
| Secure data storage | Included | Included | Included |
| Custom reporting options | Annual & quarterly | Annual only | Manual export |