Product overview
A single ledger for every property transaction.
Import CSVs, sync bank accounts, ingest PDFs, and apply AI-led rules in a workflow designed for Australian property investors.
Everything Portfolia does for your property workflow.
Statement imports (CSV)
Upload CSVs, map columns, preview data, and stop duplicates before commit.
Bank sync via Basiq
Connect your bank feeds and review AI categorisation before posting.
Property manager PDFs
Optional PDF ingestion converts statements into structured entries.
Rules + AI categorisation
Create recurring rules and allow AI to suggest new ones.
EOFY export
Generate a single workbook ready for your accountant.
What you get in the accountant-ready XLSX.
| Tab | What it includes |
|---|---|
| Summary | High-level portfolio summary and tax estimate snapshot. |
Deliver clean ledgers with every split and rule preserved.
Portfolia retains the original transaction references, audit trail, and categorisation logic so every EOFY export can be traced back to source data. Your accountant sees the same ledger view you do.
Build the property ledger your accountant expects.
Switch from spreadsheets to automated categorisation, and export a complete EOFY pack whenever you need it.