01
Scope
Who needs the workflow, what is visible, and what stays out.
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Use case · Budget vs actual owner finance
Turn receipts, monthly cash flow, and prior-year comparison into owner-ready finance context.
Track monthly cash in, cash out, receipts, budget variance, prior-year comparison, owner statements, and cash-basis P&L context.
Use-case proof path
Every use case should show the route from trigger to reviewed outcome.
Budget vs actual owner finance is framed with personas, trigger, preset workflow, proof, related modules, and a screenshot destination when one is available.
Inspect proof Open demo02
Proof
Screenshot, proof card, or demo path that makes the claim inspectable.
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Boundary
What requires human review or source evidence.
Personas
Who opens this workflow.
owner teamproperty manageraccountantfamily office
Trigger
The operating moment.
Monthly review, missing receipt, budget overrun, owner meeting, or annual handover packet.
Preset
The concrete product starting point.
Owner finance preset with chart-of-accounts mapping, receipts, budget lines, prior-year comparison, cash-basis P&L preview, and reviewer boundary.
Workflow proof
Budget vs actual owner finance
budget variance, receipt readiness, cash-basis reporting boundary.
Open screenshot boardProblem
owner team need one reliable intake path.
Monthly review, missing receipt, budget overrun, owner meeting, or annual handover packet.
Solution
A preset workflow that can be launched without a heavy rollout.
Owner finance preset with chart-of-accounts mapping, receipts, budget lines, prior-year comparison, cash-basis P&L preview, and reviewer boundary.
Outcome
Accounting export dry-run mapper.
Track monthly cash in, cash out, receipts, budget variance, prior-year comparison, owner statements, and cash-basis P&L context.
Workflow
From trigger to reviewed outcome.
- 01
Choose property, owner, period, and budget baseline.
- 02
Map receipts, invoices, payments, deposits, transfers, and pass-through items to accounts.
- 03
Flag missing documents, unusual variance, and items requiring reviewer action.
- 04
Preview cash flow, budget versus actual, and cash-basis P&L without presenting tax advice.
- 05
Publish owner-safe finance packet after review.
Proof
What a buyer can inspect in demo or docs.
- Accounting export dry-run mapper.
- Owner statement KPI pack.
- Cash-basis reporting boundary and missing receipt queue.
Related product areas
Where the workflow lives.
Product proof
Use-case workflow proof
A buyer can see the operating moment become a reviewed, owner-safe next step.
Blocked outputslive dispatch · owner approval writeback · provider writeback · customer screenshot publication
- Embed supports desktop and 390px mobile layout without horizontal scrolling.
- Copy names fixture-backed proof and avoids promises of live automation.
- Every frame has an explicit reviewed or local-only posture.
property_manager viewStatic view
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Trigger
Service preset or owner request opens a synthetic workflow.
A buyer can see the operating moment become a reviewed, owner-safe next step.
Safe sample scenario · illustrative operational state only.
Boundary
Use cases explain workflows; they do not bypass governed operations.
Use-case pages describe controlled product workflows, presets, and reviewed proof paths. They do not dispatch vendors, send legal notices, approve payments, change reservations, monitor alarms, or create accounting records without the governed product surface and account entitlements.
Pilot access
Show the platform through one real operating story.
The best demo is not a feature checklist. It follows a request from owner intake to manager triage, vendor packet, field evidence, reviewed closeout, and owner-safe reporting.
Recommended demo path
- Owner submits a winter maintenance concern.
- Manager reviews urgency, access, and authority.
- Vendor receives only the package-local scope.
- Field evidence becomes a reviewed owner update.
We respond with the recommended demo route, who should attend, and what production access would require.