The end of the year is quickly approaching, which means it’s time to check off all of your annual tasks like preparing owner reports and filing 1099s. This webinar will show you how to streamline your processes, save time, and mitigate risk this year. Plus, we also share how you can uncover performance insights with customizable budgeting features and reports.

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The latest
end-of-year
accounting &
reporting features
in AppFolio
Date: July 28, 2022
We’ll get started
soon

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Lauren Suggett, Manager, Product Marketing
Matthew Raphaelian, Associate Manager, Solution Engineering
The latest
end-of-year
accounting &
reporting features
in AppFolio

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Panelists
Lauren Suggett and Matt
Raphaelian are joining us
today.
Q & A
Send us your questions via
the Q&A box found in your
Zoom controls.
Survey
Let us know what you
think!
This is an interactive session

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Do you own the properties
you manage or do you
manage on behalf of
others?

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Associate Manager,
Solution Engineering
Matt
Raphaelian
Presenter
Manager, Product Marketing
Lauren
Suggett
Presenter

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Today’s Agenda:
01
Meet AppFolio
02
Industry Trends
03
Top Year-end
Accounting Tools
04
Product Demo
05
Q&A

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Leader in the
real estate vertical

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Deliver a great
experience
Keep books &
report results
Operate & optimize
your properties
Market & lease
successfully
Increase team
productivity
Manage & grow
your business
Remarkable
service
Exceptional
ease-of-use
Groundbreaking
innovation
Insights you
can rely on
Unified system architecture
Real-time, accurate data
Better decision-making
Built for
scale
Performance Insights
End-to-end digital workflows
Enhanced control & access
Intelligent
automation
Modern
flexibility
Unparalleled
mobility
Anywhere, anytime,
on many devices
Accounting & reporting
Communication
Maintenance
Custom system configurations
User-based preferences
Seamless integrations
One powerful
platform

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Industry trends
Staffing, Training & Retention
● Continues to be a top
challenge among operators
● PM workforce classifies 40%
of the work they do as
“busywork”
● Desire for tech-enabled
efficiencies through
automation
Owner Expectations
● Hot real estate market might
have meant churn for your
business
● Benefit of retaining the property
(and your services) must
outweigh benefit of cash
● Owners want more visibility into
property performance and
expenditures
Additional Revenue Streams
● “Additional fees” for residents
● Resident benefits packages
● Accommodating more
property types in your
portfolio

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Are you ready for end-of-year?
Have I finalized
end-of-year budget?
Have all year end invoices been
processed?
Have homeowner annual financial
statements been sent out?
Have assessments been
updated for 2023?
Is my team in sync on all
upcoming events and deadlines?

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Must-have accounting tools
Auto Bank Recs
Link your bank accounts to
AppFolio via Plaid so the
system can automatically
match transactions for you.
Report Builder
Combine and customize
reports to meet your
organization’s specific
reporting requirements.
Bank Feed coming soon!
Import bank transactions
and simplify reconciliations
with a little help from
AppFolio AI.
Management Fee
Automation
Automate the calculation
and posting of your
management fee bills.
1099s
Use the distribution records
and contact information
already in your system to
process 1099’s and other
required forms electronically.
Owner Packets
Build custom Owner Packets
for individual stakeholders, or
standardize across multiple
owners with bulk settings.
Automatic Soft
Close
Automate book closing
entries to save time and
have full visibility of business
performance.

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Let’s take a look!
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Would you like a customized demo
of AppFolio Property Manager?
14
Quick Poll

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Ask us anything.
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Questions?

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Thank you ✌