The property management platform where AI does the work and the firm checks it

Accounting, instalments, reminders, tax filings and owners’ meetings take up a firm’s whole day. Traditional software records the data, but all the work is still done by people.

• Web app for the firm, owner portal and API
• Accounting by financial year, instalments and cost allocation, bank reconciliation, e-invoice intake
• Arrears handled all the way to the legal file, maintenance and deadlines
• Italian tax filings (F24, CU, 770)
• Meetings in person, on video and by phone, with voting and minutes signed via SMS code
• Guided migration from the previous software

Every day the agents propose actions with a confidence score: above the threshold they execute them, below it they go to a review queue. When data is missing, they ask whoever has it and follow up. An AI operator built on Claude models works in chat, in the portal and on the phone, with tools limited to the role’s permissions; in meetings it computes quorum and majorities and drafts the minutes as the meeting goes on.

Every query is scoped to the firm, three distinct roles, permissions checked on every AI call, a log of actions, receipted messages and calls. Meeting access via personal link, SMS and PIN. Database in the European Union.