Findings
6
across 8 properties
Good morning, Charlie.
◆
Home is your morning command center. Everything needing attention today — money, guests, turnovers, tasks — pulled from every platform into one screen. Tiles up top are the headline numbers, the briefing is what to act on, the right rail is who's arriving, leaving, and turning over.
Missed Payouts
3
$8,540 across 3 stays · review & fire
Untagged Txns
11
of 412 this month · need a property
Same-Day Turns
4
Today & tomorrow · all assigned
MTD Gross Rentals
$164,200
Month-to-date · 8 properties
Mgmt Net Revenue
$32,840
MTD · after owner splits
Daily Briefing
Wednesday, June 17
2check-ins
3check-outs
11staying
6follow-ups
4unread
2same-day turns
1
Reply to Jordan P. (Airbnb, Swimming In The Sunset) — group of 22 asking max overnight occupancy for Jul 4–6.
Airbnb · msg2
Fire the 3 missed payouts on Finance — $8,540 across Little Arches, Fire & Water, Bell Cottage.
Money3
Clear 11 untagged Stripe + AMEX transactions so August closes clean in QuickBooks — 4 are Adelaide Pointe slip fees again.
Books4
Approve late checkout for Alex R. at Swimming In Luxury — cleaner Rosa confirmed no same-day turn.
Turnover5
Order pool towels for Swimming In The Woods — cleaner Tanya flagged low stock, owner-billable.
Supply6
Log the Little Arches deck-umbrella suggestion from Dana M.'s 5-star review as a property improvement.
ImprovementCheck-ins
Jesse HoltSwimming In The Sunset · Jun 17 – Jun 21 · Airbnb
Priya NairBell Cottage · Jun 17 – Jun 20 · VRBO
Check-outs
Margaret ShawFire & Water · Jun 16 – Jun 17 · VRBO
Amanda WrenLittle Arches · Jun 14 – Jun 17 · Airbnb
Chris ValeSwimming In The Woods · Jun 13 – Jun 17 · Direct
Readiness — two independent signals (cleaning job done + door code used since checkout)
Fire & WaterRosa · job done + code 10:42a · Ready
Swimming In The WoodsMaria · job done + code 11:15a · Ready
Little ArchesTanya · code used 10:58a, not marked done · On site
Swimming In Amenitiesno signal past deadline · reminder text sent
Late checkout — cleaner already confirmed
Alex R. · Swimming In Luxury
Requested 1pm · Rosa confirmed no same-day turn
Jordan P.AirbnbSwimming In The Sunset
"What's the max amount of people that can stay overnight? We have a group of 22." (Jul 4–6)
Darrah V.VRBOAdelaide Pointe Marina
Asking whether the boat slip is included and about an earlier check-in on the 12th.
Marcus L.DirectLittle Arches
"Do you allow dogs? We have one small, well-behaved pup."
Lodgify payout summary
May payout statement ready — 3 stays show a fee mismatch vs. the bank. Flagged on Finance.
Owner — Adelaide Pointe
"Can you send the May statement again? Want to check the cleaning line."
Michigan STR permit renewal
Norton Shores registration renews Jul 1 — no action yet.
Tanyacleaner
"Swimming In The Woods is low on pool towels and dish soap, added to the list."
Rosacleaner
"No turn at Swimming In Luxury today, late checkout is fine for the guest."
Bethcleaner
"Coffee maker at Adelaide Pointe won't turn on — might need a new one."
Guest Inbox
✉
Every guest conversation from Airbnb, VRBO, and direct bookings — in one thread, with the full back-and-forth. Pick a guest on the left to read the whole conversation; the system writes a suggested reply from that thread and the stay details. You edit and send — nothing goes out on its own.
Guests4 need you
Jordan P.AirbnbNeeds host
Jordan · Mon 4:12 PMHi! We're looking at Jul 4–6 for a big family reunion. What's the max amount of people that can stay overnight? We have a group of 22.
Auto-reply · Mon 4:12 PMHi Jordan — thanks so much for reaching out! Let me confirm the exact overnight capacity for those dates and get right back to you.
Jordan · Mon 4:31 PMPerfect, thank you! Also is the pool heated? A few of us are bringing little ones.
Jordan · Tue 8:03 AMFollowing up on this — still deciding between a couple places for the holiday weekend.
✦ Suggested reply — written from this conversation + the stay details
Darrah V.VRBONeeds host
Darrah · Sun 9:40 AMHi there! Is the boat slip included with the rental, or is that a separate charge?
You · Sun 10:15 AMHi Darrah! Yes — a private slip at Adelaide Pointe is included with your stay at no extra charge. It's right off the dock, steps from the door.
Darrah · Sun 10:22 AMAmazing, that makes the trip. Great — and can we check in a bit earlier on the 12th? We're driving in from Chicago and should arrive around 2.
✦ Suggested reply — checked against the turnover schedule
Marcus L.DirectNeeds host
Marcus · Sun 6:55 PMHey — looking at Little Arches for Labor Day weekend. Do you allow dogs? We have one small, well-behaved pup who travels with us everywhere.
✦ Suggested reply — pulled from the property's pet policy
CoCo D.AirbnbAnswered
CoCo · Fri 2:18 PMMy daughters are coming too, apparently I missed that. lol! Total is 6 now instead of 4.
You · Fri 2:26 PMNo problem at all, CoCo! I've updated your Bell Cottage reservation to 6 guests — you're all set, and there's no change to your rate.
CoCo · Fri 2:30 PMYou're the best, thank you!
✦ No reply needed — guest spoke last with a thank-you
Listing Audit
✦
An automatic health check of every listing, plus a cross-check between your systems. Listing Quality finds missing photos, weak titles, and settings that hurt ranking. Data Conflicts catches where two platforms disagree about the same property — the silent errors that cause wrong quotes and bad guest expectations.
One-click fixes
4
safe to auto-apply
Needs review
1
your call
Avg listing score
88%
portfolio
| Property | Finding | Severity | Action |
|---|---|---|---|
| Swimming In Amenities | Only 22 photos — top comps average 40+ | Deep dive | |
| Little Arches | Title missing "Lake Michigan" — high-search term | Quick edit | |
| Bell Cottage | Hot tub not listed in amenities (it has one) | Auto-apply | |
| Fire & Water | Instant Book off — comps mostly on | Quick edit | |
| Swimming In The Woods | Description missing pool + game-room callout | Auto-apply | |
| Swimming In The Sunset | Cancellation policy stricter than comps | FYI | Noted |
Conflicts
3
systems disagree
Affects quotes
2
guests see wrong price
Affects capacity
1
wrong guest count
Last cross-check
Today 05:40
runs every morning
| Property | Field | System A | System B | Action |
|---|---|---|---|---|
| Swimming In Luxury | Cleaning fee | Lodgify $350 | Airbnb $275 | |
| Little Arches | Max guests | Lodgify 12 | Airbnb 10 | |
| Bell Cottage | Pet fee | Lodgify $150 | VRBO not set |
Why this matters: a fee that's right in one system and wrong in another quietly under-charges every booking from that channel. This check runs every morning so a mismatch never lives more than a day.
Books
▦
The financial piece, automated — the bottleneck you called most critical. Every Stripe charge and bank line gets tagged to a property and owner, then posted to QuickBooks Online under the right class. The queue below is only what the system couldn’t decide on its own; today that cleanup happens by hand, line by line.
Transactions (Aug)
412
Stripe + AMEX + PNC
Auto-tagged
401
97% · property + owner + class
Needs review
11
ambiguous — queued below
Manual cleanup
~6 hrs/wk
eliminated
| Date | Source | Description | Amount | Best guess | Action |
|---|---|---|---|---|---|
| Aug 19 | AMEX | MENARDS #3312 HOLLAND MI | $284.19 | Swimming In Amenities · Maintenance | |
| Aug 19 | AMEX | ADELAIDE POINTE MARINA SLIP | $450.00 | Adelaide Pointe · Owner expense | |
| Aug 18 | Stripe | PAYOUT — 8 charges, 4 properties | $12,480.00 | Split required · allocate by charge | |
| Aug 18 | PNC | XFER TO AMEX OPERATING | $5,000.00 | Internal transfer · not an expense | |
| Aug 17 | AMEX | BREEZEWAY SUBSCRIPTION | $349.00 | Overhead · not property-billable | |
| Aug 16 | Stripe | REFUND — guest, no reservation ref | −$620.00 | Unmatched · needs a human |
The rule the system learns: accept a tag once and the same merchant, description pattern, or charge shape is auto-tagged next month. The queue shrinks as it learns your books — it doesn’t stay at 11 forever.
Posted to QBO
401
this month
Awaiting review
11
held back deliberately
Sync errors
0
last run 05:40
Close status
Aug open
clears when the queue hits 0
Stripe payout → bank deposit → QuickBooks entry
| Payout | Amount | Landed in | QBO entry | Match |
|---|---|---|---|---|
| Aug 18 · Stripe | $12,480.00 | PNC holding · Aug 20 | Split · 4 properties | Matched |
| Aug 11 · Stripe | $9,840.00 | PNC holding · Aug 13 | Split · 5 properties | Matched |
| Aug 4 · Stripe | $15,220.00 | PNC holding · Aug 6 | Split · 6 properties | Matched |
| Aug 20 · Owner draws | $28,400.00 | AMEX operating | 8 owner payments | 1 unmatched |
Two-sided check. A payout is only marked matched when the Stripe record, the bank deposit, and the QuickBooks entry all agree. Anything that doesn’t reconcile stays visible here rather than quietly closing the month.
Today — one account for everything
All eight properties collect into a single Stripe account. Guest money, owner money, and operating funds arrive commingled, so every question — who is owed what, which fee belongs to whom, what to post in QuickBooks — has to be reconstructed after the fact from individual charges. That reconstruction is the manual cleanup.
Proposed — attribution at the source
| Layer | What it holds | Why it helps |
|---|---|---|
| Platform account | Fisher 3 · processing + fees | One relationship with Stripe, one set of credentials |
| Per-property sub-accounts | One per property · 8 total | Charges land already attributed — no tagging after the fact |
| Payout routing | Sub-account → owner bank | Owner payouts stop being a manual calculation |
| QuickBooks class | Mapped 1:1 to sub-account | Per-property P&L falls out automatically |
Timing matters. This is far easier to stand up alongside a platform migration than to retrofit afterwards — the mapping gets built once, while the accounts are being reconnected anyway. Worth deciding the structure before the switch rather than after.
Finance
◈
One Stripe account, attributed down to the property. Because every property collects into the same account, "who is owed what" is a tagging problem rather than a balance you can read off. The system attributes each charge to a property and owner, then flags stays that earned money but were never paid out. Fire a payout with one click — money never moves on its own.
Missed payouts — stays that earned money but never paid out
| Property | Guest / Stay | Channel | Owed | Why flagged | Action |
|---|---|---|---|---|---|
| Little Arches | Chris Vale · Jun 13–17 unpaid | Direct | $3,240.00 | Charge settled, no payout in 6 days | |
| Fire & Water | Fran Okafor · Jun 9–14 unpaid | VRBO | $2,700.00 | Collected, never allocated to owner | |
| Bell Cottage | Amanda Wren · Jun 14–17 unpaid | Airbnb | $2,600.00 | Payout skipped by the daily run |
| Property | Guest / Stay | Amount | Status |
|---|---|---|---|
| Swimming In The Woods | Owen Cole · Jun 16–18 | $1,400.00 | Settling · clears Thu |
| Adelaide Pointe Marina | Chase Bell · Jun 15–19 | $2,620.00 | Settling · clears Fri |
Money is on its way but not yet cleared — nothing to do. These move to Active only if they stall.
| Property | Guest / Stay | Amount | Reason dismissed | Action |
|---|---|---|---|---|
| Swimming In Luxury | Rebecca Lane · May 28–31 | $1,980.00 | Owner collected by check directly |
| Property | Guest / Stay | Amount | State |
|---|---|---|---|
| Little Arches | Chris Vale · Jun 13–17 | $3,240.00 | Active |
| Fire & Water | Fran Okafor · Jun 9–14 | $2,700.00 | Active |
| Bell Cottage | Amanda Wren · Jun 14–17 | $2,600.00 | Active |
| Adelaide Pointe Marina | Chase Bell · Jun 15–19 | $2,620.00 | Settling |
| Swimming In The Woods | Owen Cole · Jun 16–18 | $1,400.00 | Settling |
| Swimming In Luxury | Rebecca Lane · May 28–31 | $1,980.00 | Dismissed |
| Swimming In The Sunset | Dana Mercer · Jun 1–5 | $4,850.00 | Paid Jun 6 |
Stripe balance — one account, attributed by property
Account balance
$78,400
single Stripe account
Owed to owners
$54,100
earned, not yet paid out
Guest deposits held
$24,300
future stays
Untagged this month
11 txns
$3,900 awaiting a property
| Property | Collected (Aug) | Paid out | Owed | Attribution |
|---|---|---|---|---|
| Swimming In The Sunset | $38,400 | $27,200 | $11,200 | Auto |
| Swimming In Amenities | $29,400 | $19,750 | $9,650 | 3 need review |
| Adelaide Pointe Marina | $24,600 | $16,200 | $8,400 | 4 need review |
| Swimming In Luxury | $21,500 | $14,200 | $7,300 | Auto |
| Swimming In The Woods | $18,900 | $12,750 | $6,150 | Auto |
| Little Arches | $15,200 | $9,800 | $5,400 | 4 need review |
| Bell Cottage | $9,400 | $6,000 | $3,400 | Auto |
| Fire & Water | $6,800 | $4,200 | $2,600 | Auto |
| Portfolio | $164,200 | $110,100 | $54,100 | 11 to review |
Why this is the hard part: with every property collecting into one account, the balance alone can’t tell you who is owed what — it has to be rebuilt from each charge. Per-property sub-accounts would move that work to the source; see Books → Stripe Structure.
Period
Basis
Gross rentals
$164,200
month to date
Mgmt net revenue
$32,840
20% of gross
Owner payouts
$124,900
after fees & mgmt
Platform + processing fees
$6,460
actual, not estimated
| Property | Gross | Fees | Mgmt fee (20%) | Owner net |
|---|---|---|---|---|
| Swimming In The Sunset | $38,400 | $1,510 | $7,680 | $29,210 |
| Swimming In Amenities | $29,400 | $1,156 | $5,880 | $22,364 |
| Adelaide Pointe Marina | $24,600 | $968 | $4,920 | $18,712 |
| Swimming In Luxury | $21,500 | $846 | $4,300 | $16,354 |
| Swimming In The Woods | $18,900 | $743 | $3,780 | $14,377 |
| Little Arches | $15,200 | $598 | $3,040 | $11,562 |
| Bell Cottage | $9,400 | $370 | $1,880 | $7,150 |
| Fire & Water | $6,800 | $269 | $1,360 | $5,171 |
| Portfolio | $164,200 | $6,460 | $32,840 | $124,900 |
Reports
▤
Generate any owner statement or payout/fee report on demand. The system rebuilds the numbers from your bookings and — critically — pulls the real platform fees back in (the ones missing from Lodgify's report), so gross → fees → net matches the bank to the penny. Preview on screen, then email the PDF.
Generate a statement
~10 seconds
Recent runs
| Report | Scope | Status |
|---|---|---|
| Owner statements | All · May 2026 | Sent · Jun 1 |
| Payout & fee report | All · May 2026 | Sent · Jun 1 |
| Owner statement | Swimming In The Sunset · Apr | Sent · May 3 |
| Owner statement | Little Arches · Q1 range | Sent · Apr 12 |
Fee recovery: the emailed statement uses the actual processing fee on every charge — not the platform's estimate — so owner net is exact even when a charge settles overnight.
Supply & Maintenance
◧
Supply and maintenance needs your cleaners flag from the field, auto-sorted and routed. The system reads a cleaner's note or text, decides whether it's a supply order or a repair, and routes it — owner-billable items get logged to that owner's books and the owner notified; internal repairs become tasks. One-click approve marks it ordered and texts the cleaner an ETA.
Open requests
4
2 need approval
Owner-billable
2
auto-logged
Maintenance
1
needs a vendor
Ordered this week
7
all cleaners notified
Needs your call
Swimming In The Woods — pool towels + dish soap
Tanya, from the field · owner-billable · est. $124
Adelaide Pointe Marina — coffee maker broken
Beth, from the field · maintenance · needs replacement
Recently handled
| Property | Item | Routed to | Status |
|---|---|---|---|
| Swimming In Amenities | Paper products restock | Owner-billable · $86 | Ordered · cleaner notified |
| Little Arches | Replace grill propane | Owner-billable · $28 | Ordered |
| Bell Cottage | Leaky faucet | Maintenance task | Vendor scheduled |
Reviews
★
Two jobs in one place. Response queue drafts a reply to each new review for you to approve — approving publishes it. Improvement suggestions mines recurring feedback ("guests keep mentioning slow WiFi") into a trackable list you move New → Planned → Done, plus each owner's monthly highlight roundup.
Awaiting approval
3
drafts ready
Avg rating (30d)
4.89
portfolio
Published this month
14
responses sent
Response rate
100%
every review answered
Dana M. · Little Arches5★Airbnb
"Beautiful home, spotless, and the beach walk is unreal. Only wish there were an umbrella for the deck table — it gets full sun by noon."
Suggested response
Thank you so much, Dana! We're thrilled the beach walk lived up to it. Great call on the deck umbrella — we've already added one to the list for this season. Hope to host you again!
Ben T. · Swimming In Amenities4★VRBO
"Incredible house for a big group. WiFi in the lower level was spotty which made working tough on Friday."
Suggested response
Thanks for the kind words and the honest note, Ben. The lower-level WiFi is a real gap — we have a mesh extender going in this month so the next group can work without a hitch. We'd love to host you again.
Priya N. · Adelaide Pointe Marina5★Airbnb
"Right on the water, spotless, and the keyless entry made a late arrival painless."
Suggested response
Thank you, Priya! Late arrivals should be easy, so we're glad the keyless entry did its job. The slip is there whenever you're back on the water — come see us again soon!
Mined from guest reviews
| Property | Suggestion | Severity | Status |
|---|---|---|---|
| Little Arches | Add a deck umbrella / shade (mentioned 3×) | Medium | New |
| Swimming In Amenities | WiFi drops in the lower level (mentioned 4×) | High | Planned |
| Fire & Water | Kitchen needs sharper knives | Low | Done |
| Bell Cottage | More parking guidance in the guidebook | Low | New |
This month's owner highlights
Swimming In The Sunset — 5 new 5★
"Unreal setup for our group of 22 — pool, theater room, all of it." Owner roundup emailed automatically.
Adelaide Pointe Marina — 3 new 5★
"Spotless, easy keyless entry, right on the water."
Review requests
9 recent checkouts staged for a personalized review text.
Classifier
⌗
The AI's inbox-sorting work, queued for your approval. Cleaner Comms takes texts your cleaners already send and files each one as a to-do, maintenance issue, or supply order — you approve or correct the call. Master To-Do is a weekly cleanup pass that flags unlabeled, duplicate, and stale tasks so the list never rots.
To review
3
AI pre-sorted
Auto-filed today
9
high confidence
Ignored
5
"ok / thanks"
Accuracy (30d)
96%
after your corrections
| From | Message | AI category | Action |
|---|---|---|---|
| Tanya Swimming In The Woods |
"Pool towels are getting thin and we're almost out of dish soap here." | Supply order | |
| Beth Adelaide Pointe Marina |
"Coffee maker won't turn on, tried a different outlet. Might need a new one." | Maintenance | |
| Rosa Swimming In Luxury |
"Left the patio umbrella down, one arm is bent — flagging so a guest doesn't force it." | To-do / note |
Label suggestions
3
missing property/category
Duplicate clusters
2
same task twice
Stale rows
2
untouched 30+ days
Last audit
Sun 07:00
runs weekly
| Task | Issue | Suggestion | Action |
|---|---|---|---|
| "Fix the gate latch" | No property | Little Arches (from context) | |
| "Order more towels" | No category | Supply | |
| "Call about the hot tub" | No property | Swimming In The Woods | |
| "Replace deck umbrella" ×2 | Duplicate | Merge into one row | |
| "WiFi extender lower level" ×2 | Duplicate | Merge into one row | |
| "Ask owner about new grill" | Stale 41d | Snooze or close | |
| "Check dock permit" | Stale 36d | Snooze or close |
Suggest-only. Nothing in your task list changes until you click — the weekly audit proposes, you decide.