Investment Management
A real estate investment business tracking bookings, revenue, and taxes across multiple rental properties—all in spreadsheets. I built a system that automated the booking process and turned scattered financial data into a single source of truth.
Results
- Booking admin dropped from 2 minutes per guest to 30 seconds—nearly 7 hours saved per property, per year. Scale that across a portfolio, and the math gets interesting fast.
- Over 2,000 guests tracked through a single system—with revenue, fees, and tax data organized by property and quarter.
- Tax season stopped being a scramble. The numbers are already reconciled before the accountant asks for them.
Objective
Every booking meant manual work. Confirmation emails had to be copied into spreadsheets. Property managers needed separate notifications. And when tax season came around, someone had to piece together revenue, fees, and remittances from months of fragmented records. For a portfolio processing hundreds of bookings a year, the cracks were starting to show.
Strategy
I built an automated pipeline that starts the moment a booking confirmation hits the inbox. The system parses guest details, pushes them into a central platform, and triggers notifications to property management—no manual entry required. But the real value is what happens after: every booking flows into a financial tracking system that calculates revenue, host fees, taxes owed, and deposits received. When it's time to reconcile payouts or prep for taxes, the numbers are already there—organized by property, by quarter, by whatever view makes sense.
Want to view a live example?
Templates coming soon!
Other projects
See more of my work.
Take a look at how I've helped other businesses consolidate tools, automate manual work, and build operations that scale.
Get in touch
Lets work together
Ready to transform your brand's digital presence and unlock the full potential of social media marketing? Reach out today, and let's start crafting your success story together.
