Finance & accounting teams
Categorised income and expenses, automatic reconciliation, and clean exports for MTD and your accountant.
Property finances get messy fast: rent across many tenancies, expenses on different cards, supplier invoices, and the looming requirements of Making Tax Digital. Social Home keeps it all in order. Rent and payments reconcile automatically, expenses and supplier invoices are captured and categorised, and everything is organised per property and per entity so you always know what each one earns and costs. When tax time comes, you export clean, categorised figures ready for Making Tax Digital and your accountant, no late nights rebuilding the year from receipts. For groups with multiple legal entities it keeps each one's books separate and correct, and it connects with the accounting tools you already use so your data flows instead of being re-keyed.
MTD-ready exportsAccess from your computer: full
Use on your mobile device: web
Your team can work seamlessly whether they're in the office or out in the field. Everything stays in sync automatically, so you always have the latest information at your fingertips.
Pain point
Rent in one place, expenses on different cards, supplier invoices in email, it is hard to know what any property truly earns or costs without hours of collation.
Pain point
MTD means your records must be digital and your submissions clean. Spreadsheets and shoeboxes of receipts do not meet that bar comfortably.
Pain point
If you operate through several companies, mixing their transactions is a serious problem. Keeping each entity's books separate by hand is fiddly and error-prone.
Key capabilities
Rent and payments match to the right tenancy and account automatically, and expenses and supplier invoices are captured and categorised, so your ledger stays accurate in real time.
Because records are digital and categorised as you go, producing MTD-ready figures is an export, not a project, and your accountant gets clean data to work from.
Social Home works with the accounting tools you already use, so data flows between systems instead of being entered twice, keeping both sides in step.
Time-saving benefits
Social Home captures, categorises, and reconciles your property finances continuously and syncs with your accounting software, so the books are always close to ready and tax season stops being a cliff edge.
Real-world scenarios
A repair is paid on a company card and a supplier invoice arrives by email. Both are captured, matched, and categorised against the right property and entity, so by month end there is nothing to chase, the expense is already in the right place.
Instead of rebuilding the year from receipts, you export clean, categorised figures per entity, ready for Making Tax Digital and your accountant. What used to take weeks now takes an afternoon.
See it in action
These screenshots show exactly what you'll see when you use this feature. Every detail is designed to make your work easier and more efficient.
Customer perspective
“We run several entities and tax season used to swallow weeks. Now the books are categorised and reconciled as we go, the multi-entity split is clean, and the MTD export is a single click. Our accountant actually thanked us.”
Grace Adeyemi — Group Finance Controller
FAQs
Yes. Records are kept digitally and categorised continuously, so producing MTD-ready figures is a simple export rather than a year-end rebuild. Your accountant receives clean, categorised data, which reduces both effort and the risk of errors at submission.
It can. Each entity's income, expenses, and reporting are kept separate and correct, with dedupe and mapping that prevent transactions from one entity bleeding into another. When you need the group picture, the data consolidates cleanly.
Social Home connects with leading accounting tools through a two-way sync, mapping income and expenses per property and per entity. That means data flows between systems instead of being re-keyed, keeping your property records and your accounts consistent.
Most teams are up and running within a week. We provide comprehensive onboarding support, including training sessions for your team, data migration assistance, and dedicated support to ensure a smooth transition. You can start using the platform immediately while we help you import your existing data.
We offer comprehensive training for all team members, including live training sessions, video tutorials, and detailed documentation. Our support team is available via email, phone, and in-app chat. Plus, you'll have access to our knowledge base with step-by-step guides for every feature.
See how accounting & making tax digital can transform your operations and help you serve your tenants better. Get started with the Social Home platform today.
See the workflow, discuss your setup, and choose the right plan for your team