Features
The whole property office, in one tab
Patrimoine 365 covers the full arc of property management — from the first lease draft to the owner's year-end statement — with accounting rigor most platforms don't even attempt.
Inside the app
The screens you will live in
Three of them, exactly as they look with a working portfolio behind them.
Dashboard
The morning-coffee view
One glance tells you what came in, what is overdue, which leases are ending and what needs a decision today. Occupancy, collections and the six-month trend sit above the two lists you act on most.
- Occupancy across every building and unit
- Rent collected this month, against the trend
- Overdue and upcoming invoices, one click from action
Financial journal
An accountant in the engine room
Every payment, deposit, expense and payout posts a balanced entry the moment it happens, numbered and dated. It cannot be edited and it cannot be deleted, which is exactly why an auditor will trust it.
- Every entry numbered, dated and attributed
- Filter by kind, transaction type, account or date
- Export the whole journal to PDF, Excel or CSV
Owner accounts
Every owner's position, on one line
Each owner carries a payout account and a deposit account, with every movement documented. Open one and you get the full ledger: rent credited, expenses charged, transfers, and the vouchers behind them.
- Payout and deposit balances, always derived
- Co-ownership splits applied to every expense
- PDF vouchers for payouts, bills and transfers
Portfolio
Buildings, units and people
The registry that everything else builds on.
Buildings & units
Residential and commercial units, occupancy at a glance, and a portfolio that scales from one building to hundreds.
Owners & co-owners
Ownership shares per building, automatic expense splits by percentage, and clean per-owner accounting from day one.
Tenants & parties
One clean directory for every person and company you deal with — tenants, owners, managers — with roles that keep it organised.
Leases with a lifecycle
Draft → active → notice → terminated, with extensions, scheduled rent increments and settlement math built into each transition.
Billing
Rent that collects itself
The part of the month you used to dread.
Scheduled invoicing
Rent invoices generate themselves on schedule, numbered in clean sequences, and land in tenants' inboxes as branded PDFs.
Automated reminders & notices
Friendly nudges before due dates and firmer notices after — sent automatically and logged permanently, so nothing depends on your memory.
Payments & smart allocation
Record cash, bank or mobile money. Payments allocate to the oldest invoices first, and part-payments are tracked to the unit.
Expense billing
Bill tenants or owners for repairs and charges with multi-line invoices, payable and cancellable payment by payment.
Accounting
A real ledger, not a list of numbers
This is the part competitors hope you won't ask about.
Immutable financial journal
Every financial event posts a balanced, append-only journal entry. Reversals are new entries — history is never rewritten.
Tenant fund accounts
Rent advances, security deposits and reserves in separate double-entry accounts, with vouchers for every deposit, withdrawal and transfer.
Owner accounting
Payout and deposit accounts per owner, FIFO entitlements from collected rent only, and expense bills that respect co-ownership splits.
Balances that are always derived
No balance is ever stored or typed — every figure is computed from the ledger, so the books physically cannot drift.
Insight
Reports and the daily pulse
Know your portfolio better than your portfolio knows itself.
Dashboard
Collections, arrears, occupancy, expiring leases and pending rent increases — the day's agenda in one screen.
Report suite
Occupancy, arrears aging, funds held, payments and more, each filterable and exportable with your organisation's letterhead.
PDF, Excel & CSV exports
Every report exports cleanly. Send the PDF to an owner, the spreadsheet to your accountant, the CSV to anything else.
Notifications that mean something
Overdue invoices, unpaid bills, expiring leases — surfaced in the app's bell, each one linking straight to the fix.
Trust
Security & audit
Boring by design. That's the point.
MFA on every sign-in
A fresh 6-digit code by email, every single login. Stolen passwords alone open nothing.
Roles & permissions
Administrator, manager and viewer roles with capability-level control over who can see money and who can move it.
Permanent activity log
Who did what, when, from which browser and device — recorded forever and exportable for audits.
Your own secure space
Each organisation's data is fully isolated. Your books are yours alone — verified at every single query.
Your properties deserve better than a spreadsheet.
Set up your organisation in two minutes and see your first rent invoice go out by itself.