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Financial Reporting Workflow

Monthly and annual financial reporting for property owners including income statements and cash flow analysis

Complexity: Moderate | Duration: 15-30m | Category: Industry/Real Estate

Tags: financial-reporting owner-statements accounting p&l cash-flow

Workflow Diagram​

Steps​

Step 1: Income collection​

Agent: accounting

specialist - compile rent receipts

Step 2: Expense compilation​

Agent: accounting

specialist - aggregate maintenance and operating costs

Step 3: Reconciliation​

Agent: accounting

specialist - match transactions to accounts

Step 4: Income statement preparation​

Agent: financial

analyst - create P&L statement

Step 5: Cash flow analysis​

Agent: financial

analyst - analyze cash movements

Step 6: Variance analysis​

Agent: financial

analyst - compare to budget and prior periods

Step 7: Report generation​

Agent: reporting

specialist - create owner report package

Step 8: Supporting documentation​

Agent: accounting

specialist - attach receipts and invoices

Step 9: Owner distribution​

Agent: property

management-specialist - deliver report to owner

Step 10: Owner consultation​

Agent: property

management-specialist - discuss performance

Usage​

To execute this workflow:

/workflow industry/real-estate/financial-reporting-workflow.workflow

See other workflows in this category for related automation patterns.