A property owner with multiple LLCs and bank accounts spends 2-3 hours twice monthly manually calculating and transferring funds between accounts for tax reserves, maintenance funds, and savings, with past errors in amounts and destinations.

Workarounds Described

• logging into different bank portals manually
• calculating transfer amounts manually
• manually moving funds between operating and savings accounts

Implied Software Gaps

• Automated multi-bank account aggregation and dashboard
• Rule-based automated transfer scheduling between accounts
• Error-checking system for transfer amounts and destinations

PortfolioFlow

PortfolioFlow is an automated multi-entity cash management platform that connects all your business bank accounts across different institutions and automates monthly transfers based on customizable rules. It eliminates manual calculations, reduces errors, and saves hours of administrative work each month by handling tax reserves, maintenance funds, and savings sweeps automatically.