How it works

A four-stage path through the close.

Review supported bank and platform records, resolve host decisions, reconcile bank accounts, and examine results for included properties.

From scattered activity to books you can trust.

Run your month-end close in sequence. Review supported source intake, confirm host decisions, reconcile bank accounts, and record the completed close.

Review a month in Help

See the whole month come together in one review.

Plaid connects supported checking and card accounts. Supported official Airbnb and Vrbo statement imports separate available source components into gross bookings, cleaning fees, and platform commissions.

Explore data sources

Focus on the decisions that need you.

The Review Queue flags transactions requiring host discretion: splitting multi-property Home Depot runs, allocating mortgage payments into principal and interest, and matching unlinked receipts.

See Monthly Close

Roxby receipt evidence drawer showing expense allocation across rental properties

Split expense allocations across rental properties with underlying receipt verification.

Finish the close with a visible path to done.

Reconcile account balances against official bank statements. Closed periods reject ordinary posting changes; authorized reopening produces a revised close version.

Plan your migration

Roxby locked monthly books record showing completed readiness checks and freeze status — Freeze completed periods into immutable read-only records to prevent report drift.

Read current results with the books behind them.

Inspect cash P&L and direct cash flow for included properties. Open supported report figures to inspect posted lines and linked source records.

View Property Results

Roxby properties overview cards showing net cash flow per door

Review door-by-door cash flow and operational activity across your portfolio.