The problem
A single Property can generate plumbing invoices, utility statements, insurance notices, association charges, and payment confirmations. Reviewing each email separately makes it hard to see the related payment records together.
How Planobot helps
Planobot can structure payment details from imported Messages and associate Payment records with a Property, payee, payment method, dates, amounts, and source evidence.
How it works
Expense email → Payment information → Property link → review → Payments ledger and Property detail
Example
A utility statement and a contractor receipt both refer to 123 Example Street. After review, each can appear as a separate Payment record linked to that Property, with the original Messages available for context.
What you can do
Filter and review Payments, correct amounts or parties, distinguish outgoing from incoming or internal money flow, and open the Property to see its linked payment activity. Planobot organizes records; it is not an accounting ledger of bank transactions and does not move money.