Finance
Financial clarity for every building
Per-building transaction ledgers, automated standing orders, AI-powered bank reconciliation, and a full reports centre. Every pound accounted for.
Trusted by property managers across the UK
Ledger
Every transaction, every building
Per-building double-entry ledger with configurable charge types. Credits, debits, categorisation, and reconciliation tracking. Filter by date, resident, charge type, or status.
- Per-building transaction history
- Configurable charge types (service charge, ground rent, insurance)
- Reconciliation status tracking
Recurring
Set it once, charge automatically
Create recurring charges (quarterly service charges, annual ground rent) that auto-generate transactions on schedule. Activate, pause, or archive standing orders. Scope to buildings or individual residents.
- Configurable frequency (weekly, monthly, quarterly, annual)
- Activate, pause, and archive lifecycle
- Building-wide or per-resident scope
AI-powered
Reconciliation in seconds, not hours
Upload bank statements (PDF or CSV), and Claude extracts transactions, matches them to your ledger, and flags discrepancies. What used to take a full afternoon now happens before your coffee gets cold.
- PDF and CSV upload with AI extraction
- Auto-match transactions to building ledger
- Anomaly detection and flagging
Reports
The numbers you need, when you need them
12 report types covering occupancy, arrears, compliance status, financial summaries, and more. Filter by date range, building, or status. Export to CSV or PDF with one click.
- 12 built-in report types
- Date range, building, and status filters
- One-click CSV and PDF export
Financial control from day one
Configure charges
Set up your charge types, create standing orders, and define billing schedules for each building.
Import statements
Upload bank statements and let AI match transactions to your ledger automatically.
Generate reports
Pull compliance reports, financial summaries, and arrears analysis — ready for board meetings or audits.
One platform. Every workload. Zero compromise.
Reduce complexity, risk and cost by converging every workload into one unified environment — built for scale and backed by enterprise-grade security.
Less complexity
One tool replaces dozens of disconnected spreadsheets and systems.
Less risk
Always audit-ready with full compliance trails and digital sign-off.
Less cost
Scale your portfolio without scaling your headcount.
"Bank reconciliation used to take our finance team an entire day. With WiseBlock's AI, it's done in under 10 minutes. The accuracy is remarkable — it caught two duplicate payments we'd have missed."
The shift is already happening
Property managers who embrace AI today will outpace those who don't. Which side will you be on?
Will be overwhelmed.
- Drowning in spreadsheets and manual processes
- Missed compliance deadlines and audit failures
- Rising costs with no way to scale operations
Will dominate.
- AI handling operations 24/7, zero overhead
- 100% compliance, always audit-ready
- Scale your portfolio without scaling your team
WiseBlock doesn't just enable this shift — we define the future of property management.