Finance & revenue intelligence03

Consolidated P&L per property, per portfolio, per owner.

Reconciled across booking channels, payment processors and operational costs. Owner statements, tax-ready exports and anomaly detection — all generated automatically.

+11.2%NET REVENUE · Q1
Inside finance

Everything you need from finance, out of the box.

Consolidated P&L

Per property, per portfolio, per owner — reconciled across channels, processors and op costs in real time.

Owner statements

Generated, distributed and stored in a per-owner portal every month. No more spreadsheet weeks.

Reimbursements & expenses

Receipt capture, AI extraction, approval routing and payout — inline with the operations that caused them.

Tax-ready exports

UK MTD, EU VAT, US state sales and occupancy taxes — jurisdiction-aware rules, one click to your accountant.

Anomaly detection

Flags odd refunds, unexpected cost spikes, reservation-to-payout gaps and missing deposits.

Cash-flow forecasting

Projected occupancy, revenue and operating cost with scenarios per property or portfolio.

Owners

Owners see the truth in real time.

Every owner gets a branded portal showing exactly what happened on their properties — bookings, expenses, payouts, issues. Monthly statements generate and send themselves.

  • Per-owner portal with live numbers
  • Automated monthly statements, downloadable in the owner's format
  • Dispute-friendly line items with evidence links
useholm.com / dashboard — Owner · Portfolio A
April net payout
£42,318
+11.4% vs March
Revenue£58,120
Operating costs£9,210
Platform fees£4,482
Taxes (MTD)£2,110
Tax

Tax season is a button.

HOLM carries the rules for the jurisdictions you operate in. Exports hand your accountant clean, categorised data for UK Making Tax Digital, EU VAT, US state sales and occupancy.

  • Jurisdiction-aware tagging on every transaction
  • One-click exports per owner entity
  • Audit trail back to the source operation
useholm.com / dashboard — Owner · Portfolio A
April net payout
£42,318
+11.4% vs March
Revenue£58,120
Operating costs£9,210
Platform fees£4,482
Taxes (MTD)£2,110

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