# Owner Statement & Financial Reporting — Real Estate AI agent | Mihu AI

Real Estate · Investor

# Owner Statement & Financial Reporting

Deliver monthly owner statements reliably and answer basic questions about them.

Set up this outcome

## Apps this needs

Property Management Software AppFolio, Yardi, Buildium — leases, maintenance and rent ledger for the managed portfolio. Connect during setup

Inbound Email Let the agent read and answer email enquiries. Connect during setup

## How it works

Generates and sends the monthly owner statement on schedule, pulled from the property management accounting module.

Answers straightforward questions about line items grounded in the actual transaction record.

Escalates any dispute about a charge to the property manager/accounting team.

Confirms disbursement timing and method .

## Data sources

Property management accounting/transaction data

## What it targets

Statements delivered on schedule Target 100%

Basic statement questions resolved without escalation Target 80%