Finance dashboard with arrears and OCR bills

Finance directors

See your complete financial picture in real-time

Track rent income, benefits, bills, and arrears all in one place—updated automatically.

Stop juggling spreadsheets and multiple systems to understand your financial position. Social Home brings together rent income, support benefits, utility bills, and arrears into one live financial dashboard. See exactly how much money is coming in, where it's going, and which tenants need attention—all updated automatically. Bills are processed automatically so you don't need to type in data, arrears alerts appear when tenants fall behind, and you can export professional reports for board meetings or investors with one click. Give your finance team the tools they need to protect revenue, manage cash flow, and make informed decisions.

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Why teams invest

• Reduce arrears by 25%
• Close month-end 3x faster
• Process bills automatically

Available on all devices

Access from your computer: full

Use on your mobile device: partial

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

You find out about arrears too late to help

By the time finance discovers a tenant is behind on rent, the situation has often escalated. You're reacting to problems instead of preventing them, which means more work, more stress, and worse outcomes for tenants. Without early warning, you can't intervene proactively.

• See arrears in real-time so you know the moment someone falls behind
• Get intelligent alerts when tenants are at risk, not just when they're already in arrears
• Track payment plans automatically so you know if they're working
• Help tenants before problems become serious

Pain point

Manual bill entry wastes hours every week

Your team spends hours typing utility bills, invoices, and expenses into spreadsheets. This is tedious, error-prone, and takes time away from important work. Mistakes happen, data gets entered twice, and you're always behind on processing bills.

• Upload photos of bills and information is extracted automatically—no typing needed
• Bills are automatically classified so they go to the right place
• Carbon impact is calculated automatically to help with sustainability reporting
• Spend time on analysis instead of data entry

Pain point

You can't see the complete financial picture

Rent comes in through one system, benefits through another, and expenses through spreadsheets. You know you should be able to see profitability, but pulling everything together takes hours. This makes it impossible to make smart financial decisions or spot problems early.

• See all income and expenses in one unified dashboard
• Get property-level profit and loss statements automatically
• Reconcile benefits with rent income to see the true financial picture
• Make informed decisions with complete financial visibility

Key capabilities

What you'll love about this feature

Complete financial control center

See everything you need to manage finances effectively—arrears, payment plans, rent income, and expenses—all in one comprehensive dashboard. Drill down by company, property, or tenant to understand exactly what's happening. Export reports for board meetings or investors with one click.

• See aged debt broken down by time periods so you know what's urgent
• Drill down by company, property, or tenant to understand specific situations
• Export to Excel or CSV for further analysis or sharing
• Get the complete financial picture without switching systems

Track benefits and support payments automatically

Capture all types of support benefits, track frequency, and link payments to the right tenants automatically. See how benefits affect rent income and understand the complete financial picture for each tenant.

• Track all benefit types and payment frequencies automatically
• Link benefits to rent income to see the true financial picture
• Set goals and track progress toward financial stability
• Connect benefits to budget plans for complete visibility

Process bills automatically and allocate costs

Upload photos of utility bills, invoices, or receipts, and the system extracts all the information automatically. Bills are classified correctly, costs are allocated to the right properties, and carbon impact is calculated. No more manual data entry.

• Bills are automatically identified and classified correctly
• See confidence levels so you know how reliable extracted information is
• Override manually when needed, but most bills process automatically
• Costs are allocated to properties automatically for accurate profitability

Time-saving benefits

Save 12 hours per week on financial administration

Stop spending time on manual data entry, report generation, and financial reconciliation. Bills are processed automatically, arrears alerts appear when needed, and reports are generated on schedule. Focus on financial strategy instead of financial administration.

• Get weekly arrears summaries automatically so you stay informed
• Receive alerts when budgets vary from plans so you can adjust quickly
• All financial data stays connected so reports are always accurate
• Spend time on financial strategy instead of data management

Real-world scenarios

See how this works in practice

Scenario: A tenant falls behind on rent

Before Social Home, you might not notice until the tenant is weeks behind. Now, the moment a payment is missed, you get an alert. You can see the tenant's payment history, benefits status, and any existing payment plans instantly. You can reach out proactively, set up a new payment plan if needed, and track progress automatically. Prevent small problems from becoming big ones.

• Catch arrears early when they're easier to resolve
• Set up payment plans instantly with automatic tracking
• Reduce total arrears by addressing problems proactively

Scenario: You need to prepare a financial report for the board

In the past, this meant hours of work—pulling data from multiple systems, creating spreadsheets, and hoping everything adds up. With Social Home, you simply select the date range and export type, and the complete financial report is ready in seconds. All income, expenses, arrears, and profitability data is included, properly formatted, and ready to present.

• Create board reports in minutes instead of hours
• Ensure accuracy with automatically reconciled data
• Present professional reports that impress stakeholders

See it in action

Real screenshots from Social Home

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.

Admin dashboard overview with KPIs and alerts

Property portfolio view with occupancy insights

Customer perspective

“Month-end used to be a scramble. Now the finance dashboards and automatic bill processing keep everything reconciled in real-time. We can see exactly where we stand financially at any moment, and our team spends time on analysis instead of data entry.”

Emma Walker — Finance Director, Reside Together

FAQs

Everything teams ask before they sign

How quickly can we get started?

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.

What training and support do you provide?

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.

Can we customize it for our specific needs?

Absolutely. Social Home is designed to adapt to your workflows. You can customize fields, create custom reports, set up automated workflows that match your processes, and configure permissions to match your team structure. Our team works with you to ensure the platform fits your unique requirements.

What kind of support is included?

Every plan includes email and in-app chat support with response times based on your plan tier. We also provide regular check-ins during your first 90 days, access to our knowledge base, video tutorials, and community forums. Premium plans include priority phone support and dedicated account management.

How accurate is the automatic bill processing?

Our automatic bill processing is highly accurate for most common bill types. The system extracts information from photos and shows confidence levels so you know how reliable the data is. You can review and override when needed, but most teams find that 90%+ of bills process correctly without any manual work. The system learns from your corrections to get even more accurate over time.

Can we integrate with our existing accounting software?

Yes. Social Home can export financial data in formats that work with most accounting systems. Many teams export data regularly and import it into their accounting software, while others use Social Home as their primary financial system. We can help you decide the best approach for your situation.

What about data security for financial information?

Financial data security is our top priority. All data is encrypted, access is controlled through role-based permissions, and every financial transaction is logged. We meet the highest security standards and can help you configure the system to meet your specific security and compliance requirements.

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See your complete financial picture in real-time

Track rent income, benefits, bills, and arrears all in one place—updated automatically.

Save 12 hours per week on financial administration

• Get weekly arrears summaries automatically so you stay informed

• Receive alerts when budgets vary from plans so you can adjust quickly

• All financial data stays connected so reports are always accurate

• Spend time on financial strategy instead of data management