Owner Statements 2.0: Faster, Clearer and Built for Growing Portfolios

Monthly statements shouldn’t feel like tax season. Yet many property managers spend hours pulling numbers from different places, formatting them by hand, and double-checking everything before hitting send. Then the follow-up questions start.

We know the drill. And if you manage more than a few properties, you do too. So we rebuilt the entire workflow. Owner Statements 2.0 saves time, cuts manual work, and helps you deliver reports you’re confident sharing.

Why owner statements matter

Accurate, timely statements build trust with owners. They make it easier to have productive conversations about performance. They also help with taxes, audits and legal compliance. And for busy property managers, the time saved on manual work means more time to focus on guests, growth, and new opportunities.

Built for how you work

You set the rhythm. Generate statements weekly, monthly, quarterly, or annually. Add a quarterly summary on top of your monthly cycle. Log unexpected repairs as ad-hoc expenses right where they belong.

Behind the scenes, we refined the data model so you can rely on every number you share. Owners only see their own information through their Lodgify access, keeping everything organized and secure.

Less clicking, more doing

No more exporting files or juggling spreadsheets. You preview and download statements straight from your Lodgify dashboard. The new layouts are clean, branded, and ready to send as PDFs or Excel files.

Automate your schedule and reduce routine tasks without changing how you work.

How to download owner statements

Owner Statements 2.0 is available to all Ultimate plan users. Simply go to the Reporting menu on the left bar of your Lodgify account and click Owner statements in the Financial overview section. Choose your period, preview your report, and share it in one click!

Learn more about Owner Statements 2.0 here.

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