Owner Financial Reports

Know exactly where your money stands

Cash flow, owner statements, rent roll, and more reports built to show you what your portfolio is really doing.

Hemlane | Trust Accounting Software

4.8 ★

Capterra and Software Advice from 227 reviews

2026

Capterra Shortlist and Software Advice front runner

A-

BBB rating Accredited Business

$1.8B

Payments processed
through Hemlane

50

available states, serviceable nationwide

Reporting Across Every Property and Entity

No spreadsheets or manual exports

Every report is generated from the ledger you already keep in Hemlane.

Owner-ready to send or share

Statements and summaries are formatted to go straight to an owner.

Works across every property and entity

Run one property, one owner, one entity, or the whole portfolio.

Hemlane Owner Financial Reports

Four reports you will open every month

The rest are one click away in the same place.

01

Cash Flow

Shows income vs. expenses to reveal profit and cash position. Read a month, a quarter or the year to date, and see which properties are carrying the portfolio and which are draining it.

Use it when

Monthly Performance Tracking

Property Acquisition

Budgeting and Forecasting

Cash Flow Report

02

Income Statement

Summarizes income and expenses to measure financial performance. Categories roll up the way an accountant expects, and every line drills down to the transactions behind it.

Use it when

Profitability Analysis

Expense Tracking and Management

Financial Reporting and Tax Preparation

Income Statement

03

Owner Statement

Statement of funds held, collected, spent, and paid out for an owner. Send it as it is: the owner sees what came in, what was spent, what is being held in reserve and what was disbursed.

Use it when

Reviewing monthly rental income

Understanding property expenses

Tax Preparation

Reserved payouts

04

Rent Roll

Snapshot of units, tenants, rent, and occupancy. One screen showing who is in place, what they pay, what is vacant and which leases are coming up for renewal.

Use it when

Track tenants who owe rent

Identify vacant units

Prepare for lease renewals

Rent Roll

Every report

All reports, in your dashboard

Grouped by what you are trying to find out. Every one is included, not an add-on.

Financial & Tax

Cash Flow

Shows income vs. expenses to reveal profit and cash position.

Income Statement

Summarizes income and expenses to measure financial performance.

Owner Statement

Statement of funds held, collected, spent, and paid out for an owner.

Schedule E

Tax-ready view of income and expenses aligned with IRS Schedule E.

Tenants & Receivables

Tenant Ledger

Detailed record of tenant charges, payments, and balances.

Delinquency

Quick view of unpaid rent and overdue balances.

Tenant Accounts Receivable Aging

Unpaid tenant balances grouped by how long they have been outstanding.

Leasing & Occupancy

Rent Roll

Snapshot of units, tenants, rent, and occupancy.

Gross Potential Rent

Comparison of potential rent against actual rent and vacancy loss.

Vacancy

A real-time snapshot tracking days on market, inquiries, and applicant activity.

Property Turn

Provides a list of tenant move outs and turn requests.

Take Control of Your Rental Finances

Keep track of your properties’ financial performance with reports designed for rental owners.

Long-term rentals, under control.

Whether you’re an owner, property manager, real estate agent, or brokerage, Hemlane provides a professional, stress-free way to manage your rentals with AI and real human support.

“Their team is consistently responsive—whether it’s handling tenant maintenance requests or assisting us directly, they move fast and communicate clearly. What really sets Hemlane apart is the tech.”

Zach S., Owner

Braddock Investment Group

“Hemlane has consistently demonstrated exceptional customer service, prompt responsiveness, and efficient issue resolution, making them a standout choice for property management.”

Carla A., Owner

Capterra Shortlist 2026

★★★★★

Capterra Best Value 2026

★★★★★

Software Advice Front Runners 2026

★★★★★

Answers to your questions

Get Started with Hemlane

Get access to owner financial reporting across your rental properties.

Access financial reports across all your rental properties all within one platform.