Service Charge Agent
Reconciles the annual service charge account and communicates the outcome to every tenant — transparent, on time, no chasing.
A workflow template for a scoped build. Integrations, permissions and outcomes are confirmed with your team; this page is not a claim of an already deployed client system.
The work it handles
Reconciles the annual service charge account and communicates the outcome to every tenant — continuously, in your systems, in your tone.
In real estate, reconciles the annual service charge account and communicates the outcome to every tenant — transparent, on time, no chasing — but doing it manually does not scale. Service Charge is the kind of work that piles up when nobody has dedicated time for it. Context is scattered, SLAs slip, and your team ends up on repeat work instead of the decisions that matter.
How it works
Service Charge connects to Service Charges, Reconciliation, Funda and your ops & reporting stack. It reads your rules, brand voice and live data — then reconciles the annual service charge account and communicates the outcome to every tenant — transparent, on time, no chasing. Exceptions land with your team; everything else runs without another dashboard to check.
- Work arrives — Service Charges · trigger fired
- Service Charge processes — Reconciliation · rules applied
- Validate output — Quality · policy check
- Write back — Systems updated · team notified
- Exception — Human review when needed
What it can deliver
- Service Charges
- Reconciliation
- Automated actions
- Drafts & summaries
Potential integrations
Service Charges · Reconciliation · Funda · Salesforce · Exact Online · Shopify
Access and support are confirmed during scoping. Consequential actions follow the agreed approval rules.
Ownership and operation
Enterprise builds include the agreed code and documentation in your environment. Your team can operate the system, or scope ongoing 187N support.
Review security and data flows ↗Related workflows
Your next operating asset