Finance · Statements
Each unit’s statement is generated automatically as a PDF and residents download it from their app instead of emailing you for it. Approving a payment issues the receipt, carrying the community logo and the administrator’s signature.
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The problem
Today
With Koti
Today
“Can you send me my statement?” — the same email, from a different resident, every week.
With Koti
Their unit’s statement lives in their app and downloads without going through management.
Today
The receipt gets typed in Word, signed with an image, and sent over WhatsApp when someone demands it.
With Koti
The receipt is generated automatically when the payment is approved, with the community logo and the admin’s signature.
Today
When somebody disputes a balance there is no document to show — only a spreadsheet that may have changed.
With Koti
Payment history, receipts and statements live in the resident’s app and in the system, with the community’s RFC printed on them.
Resident
Payment history, receipts, account statement and monthly reports, all on one screen of their app.
Download
Admin
The community’s RFC, its bank details and each unit’s balance: that is what gets printed on every document.
01Identity
02Per unit
Identity
Per unit
In detail
A PDF is generated per unit automatically and the resident downloads it from their app: management assembles and sends nothing. The document carries the community’s RFC, so it works as backup rather than merely as a reminder.
As soon as a payment is approved the receipt is generated, with the community logo and the administrator’s signature. It is a professional PDF the resident downloads after validation, without asking.
Every previous payment on the unit, inside the resident’s app. Most balance questions get resolved there and never reach management.
It is entered once in the finance settings — 12 characters for legal entities, 13 for individuals — and from then on it appears on the statements and payment receipts you send to residents.
The community’s default account, with its bank and SPEI CLABE, is the reference residents see when they are about to transfer. One less thing to ask over WhatsApp, and one less thing to mistype.
Beyond their own statement, residents can download the community’s monthly financial report from the community tab, if you granted them that permission. Transparency stops being extra work for management.
Transparency is dosed. You define whether a resident sees nothing, sees only their unit, or also sees the whole community’s finances — and you can set it differently for owners and for tenants. An owner can additionally open up their unit’s finances to their tenant without asking you.
The per-unit view and the delinquency report export to PDF, CSV and Excel. And when you need every unit’s statement at once, they download in bulk — one PDF per unit inside a single file.
Built for Mexico
A statement, a proof of payment and a CFDI are three different things, and a Mexican condominium needs all three.
The PDF with the unit’s balance and charges, with the community’s RFC printed, downloadable by the resident.
An automatic receipt on approving the payment, with the community logo and the administrator’s signature.
The SAT-stamped fiscal invoice is an optional add-on, for the communities that require it.
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