Practical portfolio finance records

Connect income and expenditure to the right property and landlord

Maintain a searchable ledger with dates, categories, descriptions, references and VAT, then use property and portfolio summaries to support reporting and authorised export.

Unlimited workspace users. Month-end billing is based on billable properties, with progressive bands and customer-specific overrides.

Renew and Comply workspace

Property Finance

  • Company-isolated property data
  • Responsive desktop and mobile layouts
  • Module-level permissions and audit history
What it includes

Features connected to the same property and company records

  • Property income and expense ledger
  • Transaction dates, categories and descriptions
  • Property-linked transactions
  • Landlord-linked transactions
  • Reference numbers and VAT amounts
  • Income and expenditure reporting
  • Property financial summaries
  • Portfolio filtering and search
  • Authorised finance data export
  • Company-isolated finance records

Renew and Comply

How it fits together

A clear workflow from record to action and history

1

Record the transaction

Choose income or expenditure and add the date, category, description and reference.

2

Connect the record

Link the transaction to the relevant property and, where needed, the landlord.

3

Add tax detail

Record VAT and other values required by the company’s process.

4

Review and export

Use summaries, filters and authorised exports for further financial processing.

Questions

Frequently asked questions

Is Renew and Comply accounting software?

Renew and Comply provides a property-linked income and expenditure ledger and reporting. Customers should continue to use the accounting and statutory processes appropriate to their organisation.

Can transactions be linked to landlords?

Yes. Transactions can be linked to both the relevant property and landlord where required.

Can VAT be recorded?

Yes. VAT amounts and transaction references can be stored with ledger entries.

Can finance data be exported?

Yes. Authorised users can export company finance data for permitted business use.

Connect the property lifecycle

See how Renew and Comply fits your portfolio

Discuss your property count, companies, compliance requirements, permissions, billing model and operational needs.