Automated Commissions & Financial Reports

JustStay, is a property management company, that oversees properties on behalf of their owners. JustStay struggled with an unnecessary labour-intensive process. As, every fiscal quarter they had to manually take data from both Airtable and Moneybird, aligning it with specific propery owners. Followed by, manually writing detailed reports, and calculating the associated comissions. This process took unecessary time and effort, and distracted from more critical tasks. JustStay, seeking efficiency and streamlining, was looking for a solution to help resolve their problem.

_the outcome

Codeless Factory created a scenario that fully took over the manual labour of JustStay. 

First, all data was automatically extracted Moneybird, and the database within Airtable was filled with the transactions and people involved. 

Subsequently, all of this data was transformed into a detailed report. Aditionally to this report, commisions were automatically calculated and invoices were created.

The invoices and the reports were then immediately send to specific receivers when needed.