For Property Managers

Stop spending your weeks
reconciling spreadsheets.

Apportia replaces the patchwork of spreadsheets, document stores, and generic property tools with a single, structured system of record built specifically for leasehold block management.

22

Automated validation checks

4

Markets supported

10 min

To onboard a new block

30 yr

Reserve fund lifecycle forecast

The problem

If this sounds familiar, you’re not alone

1

Year-end takes weeks of reconciliation across multiple spreadsheets

Automated reconciliation with continuous validation — year-end becomes a single-afternoon task

2

Leaseholders challenge demands because they can't see the workings

Full transparency packs generated automatically with every calculation shown

3

Apportionment errors go unnoticed until the FTT hearing

22 automated checks catch errors before demands go out — far fewer disputes reach owners

4

Client money handling relies on manual controls and trust

Separate ledger classes for trust, client, and office funds — designed around the RICS Code

Built for property managers

Everything you need in one structured platform

Precision apportionment

Versioned matrices with multiple bases, caps, and exclusions. Hard 100% invariant on every schedule.

Client money separation

Trust, client, and office funds in separate ledger classes. Ring-fenced by design, not by process.

RICS Code compliance

Built for the 4th Edition. Designated client accounts, contractor competence records, and audit trails.

22 validation checks

Matrices, lease coverage, insurance, asbestos register, compliance dates — checked continuously.

Transparency packs

Every leaseholder gets a complete breakdown: cost, calculation methodology, and the figures behind the figures.

Immutable audit trail

Append-only ledger. Corrections create contra entries. No edits, no deletions, no surprises.

Role-based access

Six roles with precise permissions. Property managers, accountants, directors, and leaseholders each see only what they should.

Export to Xero & Sage

Ledger, asset register, and apportionment matrices export as CSV or Excel, formatted for your accounts package.

“We used to spend two weeks reconciling year-end figures across three spreadsheets. Apportia reduced that to a single afternoon — and the numbers balanced first time.”

Property Manager

Licensed OA Management Company

Ready to replace the spreadsheets?

See Apportia with real data in a 30-minute personalised demo. No obligation.