Track every property dollar with confidence.
Unify bank sync, statement imports, and property manager PDFs into an immutable ledger with clean exports for your accountant.
Every transaction reconciled, every property clear.
CSV statement import with preview
Map columns, preview results, detect duplicates, and commit with confidence.
Bank sync with review gates
Connect major Australian banks and review AI categorised transactions before committing.
Property manager PDF ingestion
Upload PDFs and let AI extract line items into a structured ledger.
Rules engine + AI assist
Create recurring rules and optionally auto-apply AI suggestions.
Net worth & tax estimates
Track portfolio value and see AI-driven tax estimates as you reconcile.
EOFY XLSX export
Generate a single workbook with summary, P&L, and transaction splits.
From statement import to EOFY export in five clean moves.
Import
Bring in CSV statements or bank sync feeds with column mapping.
Categorise
Apply rules, review AI suggestions, and finalise each transaction.
Summaries
View portfolio totals, cash flow, and tax-ready estimates.
Property view
Inspect P&L per property with full ledger traceability.
EOFY export
Download the accountant-ready XLSX when you need it.
Designed for auditability, backed by best-practice controls.
2FA everywhere
Email verification and optional SMS/TOTP give you layered account protection.
Least-privilege teams
Granular roles keep owners, partners, and accountants scoped to what they need.
Immutable ledger
Every import is tracked with a full audit trail and revision history for peace of mind.
Built with property-ledgers and accountants in mind.
“EOFY exports that my accountant actually enjoys reviewing.”
“The PDF ingestion saves hours every month.”
“Clean splits and traceable categories are a game changer.”
EOFY insights and property finance updates.
Accounting
What accountants want from an EOFY export
Deliver the exact tabs and details that make EOFY painless.
Workflow
How to clean up bank feeds before tax time
Reduce reconciliation time with a rules-first approach.
EOFY
EOFY checklist for property investors
A quick checklist to ensure your property ledger is audit-ready.
See your EOFY export before the next statement lands.
Connect a bank feed, drop in a CSV, or upload property manager PDFs. Portfolia prepares the reconciled export your accountant expects.