Patrimoine 365Patrimoine 365
Real double-entry accounting, built in

Rent day, minus the drama.

Patrimoine 365 keeps your leases, invoices, owners and tenants in perfect order — with real double-entry accounting quietly doing the math underneath. You collect the rent. We keep the receipts.

Full Professional features for 30 days. No card required. Free forever after that if you want.

The Patrimoine 365 dashboard showing occupancy rate, rent collected this month, overdue invoices and the collections trendThe Patrimoine 365 dashboard showing occupancy rate, rent collected this month, overdue invoices and the collections trend

100%

double-entry, always balanced

365

days a year on duty

2 min

to set up your space

0

spreadsheets left in your life

Why Patrimoine 365

Everything a landlord juggles, caught in one place

Property management software usually stops at collecting rent. Ours keeps going — all the way down to the ledger.

Leases on autopilot

Draft, activate, extend, terminate — with proper settlements and security-deposit maths handled at every step. No loose ends, no 'we'll sort it later'.

Invoices that send themselves

Monthly rent invoices are generated and delivered on schedule, and polite reminders chase late payers so you don't have to make that phone call.

Money that always adds up

An immutable double-entry journal sits behind every amount on every screen. Nothing edited, nothing deleted, everything explained.

Owners, without the awkward math

Payouts, expense bills, co-owner splits and statements — computed fairly, first-in-first-out, and documented with vouchers owners can actually read.

Tenant funds done right

Advances, security deposits and rent reserves live in separate, auditable accounts. Every movement gets a voucher. Every balance is derived, never typed.

Reports your accountant will hug you for

Occupancy, arrears aging, funds held, payments — on screen or exported to PDF, Excel and CSV with your letterhead on top.

Nothing slips through the cracks

Overdue invoices, expiring leases, unpaid bills — the platform surfaces them itself and links each one straight to the fix.

Security that takes itself seriously

A verification code at every sign-in, role-based permissions, and an activity log that remembers who did what, from which device, forever.

How it works

From spreadsheet chaos to calm in an afternoon

No consultants, no data migration project, no 47-page manual.

1

Create your space

Sign up in two minutes. Your organisation gets its own secure space — and 30 days of everything Professional offers, on the house.

2

Add properties and leases

Buildings, units, owners, tenants, leases. Add them as you go — the platform connects the dots and starts the ledgers for you.

3

Let the robots take rent day

Invoices go out, reminders follow up, payments allocate themselves oldest-first, and the journal writes itself. You just watch the dashboard.

How it works underneath

Calm on the surface, rigorous underneath

Three mechanisms doing the quiet work behind every screen.

Payments

One payment, split the moment it lands

A tenant pays. The oldest invoice clears first, the owner is credited only for money actually collected, and your management fee is taken — in a single pass, with a document for every side of it.

  • Oldest invoice settled first, every time
  • Owners credited on collected rent, never on billed rent
  • Management fee calculated and posted automatically
Tenant pays2,400Oldest invoice clearedSettled in orderOwner entitlementCredited on collected rentManagement feeCalculated and postedReceived today

The ledger

Money that always adds up

Every event writes two matching entries: where the money came from and where it went. Nothing is ever edited or deleted — a correction is a new, linked entry. That is precisely why the books cannot drift.

  • Immutable, append-only double-entry ledger
  • A full chart of accounts, maintained for you
  • Corrections are reversals, never rewrites
Rent receivedDEBIT2,400CashCREDIT2,400Rent incomeBoth sides always match

Held funds

Everyone's money, clearly separated

Deposits, advances and reserves are other people's money. Each sits in its own account with its own balance and its own paper trail, so nothing is ever quietly borrowed from one to cover another.

  • A separate balance per fund, derived from the ledger
  • A voucher for every single movement
  • Owner payout and deposit accounts kept apart
Security depositReturned at exitRent advanceDrawn down monthlyRent reserveHeld for noticeHeld on behalf of other peopleEvery balance derived from the ledger, never typed in

Pricing

Start free. Stay free. Upgrade when you grow.

Every plan includes the same bulletproof accounting core. You only pay for scale and superpowers.

Every new account starts with 30 days of Professional — free, no card required.

Free

For getting your first properties out of the notebook.

$0forever

 

  • 1 user
  • 5 active leases
  • 25 parties (owners & tenants)
  • Full accounting core & journal
  • Live dashboard & notifications
  • 200 emails / month

Standard

For growing portfolios that want the paperwork to disappear.

$19.99/month

or $199/year — 2 months free

  • 3 users
  • 50 active leases
  • 250 parties
  • Full accounting core & journal
  • Live dashboard & notifications
  • 2,000 emails / month
  • Full reports suite
  • PDF, Excel & CSV exports
Most popular

Professional

For serious operators who want the whole machine.

$99.99/month

or $999/year — 2 months free

  • 20 users
  • 1,000 active leases
  • 5,000 parties
  • Full accounting core & journal
  • Live dashboard & notifications
  • 20,000 emails / month
  • Full reports suite
  • PDF, Excel & CSV exports
  • Automated reminders & notices
  • Tenant & owner portal
  • Third-party API access
  • Priority support & onboarding

Larger portfolio?

Managing more than 1,000 active leases? Let's talk — we'll set you up properly.

Talk to us

FAQ

Fair questions, straight answers

Is the Free plan really free forever?

Yes. One user, five active leases, twenty-five parties — and the exact same double-entry accounting engine as the paid plans. It's not a demo; it's the real thing, sized for a small portfolio.

What happens when my 30-day trial ends?

Nothing dramatic. You keep all your data and drop to the Free plan unless you upgrade. We don't ask for a card up front, so there's no surprise charge — ever.

What does 'active leases' mean exactly?

Leases currently running or in notice period. Drafts, history and archives are unlimited on every plan — we only count the portfolio you're actively managing.

Do I need to know accounting?

Not at all. You record everyday events — a payment came in, a deposit was made, a repair was billed — and the journal writes the double-entry behind the scenes. You get simplicity; your accountant gets rigor.

Can my accountant have access?

Yes — invite them as a user with a viewer role and they'll see live, always-balanced books instead of a shoebox of receipts. They will probably thank you.

Is my data safe?

Every sign-in requires a fresh verification code sent to your email. Access is role-based, every action lands in a permanent activity log, and your organisation's data is fully isolated from everyone else's.

Can I get my data out?

Always. Full registry export to Excel at any time, on any plan, plus PDF/CSV exports of reports. It's your data; we just keep it tidy.

Your properties deserve better than a spreadsheet.

Set up your organisation in two minutes and see your first rent invoice go out by itself.