Contract monitoring for property management fees

Managed property statements should prove every fee and reimbursement. Expenses classified correctly.

AllCaps reconciles management fees, reimbursable expenses, non-reimbursable exclusions, vendor markups, rebates, and gross receipt calculations.

Green means fee base, expense class, markup, and rebate pass-through reconcile.

Property Management contractsLast checked today, 6:00 AM
4 monitored
2 in line
1 review
1 flagged
Retail Property Manager
Management fee matches gross receipts and contract percentage.
In lineMay statement
Vendor Markup Schedule
HVAC vendor markup exceeded contractual cap.
FlaggedMay statement
Rebate Pass-Through
Waste vendor rebate earned; credit pending next month.
ReviewQ2 accrual
Expense Classification
Payroll allocations match reimbursable categories.
In lineMay statement
Who it is for

Built for owners overseeing third-party property managers.

Property management agreements govern both fees and what the manager can pass through. The statement needs to be checked against both.

Asset managers

Verify management fee calculations and incentive terms.

Owner finance

Separate reimbursable from non-reimbursable expenses.

Portfolio operations

Track vendor markups and rebate pass-throughs.

Manager terms become rules

Gross receipts, fee percentages, reimbursable classifications, markups, and rebates are checked monthly.

A manager can classify an expense as reimbursable even when the agreement says it is included in the management fee.

AllCaps maps each statement line to the contract category and checks whether the fee base is right.

Vendor Markup ScheduleEncoded manager terms
Management fee3.0% gross receipts
Vendor markup cap5%
Rebate pass-through100%
Non-reimbursableCorporate overhead
Statement timingMonthly
Transactions checked
When an expense is misclassified

The finding shows the expense line, contract classification, and credit due.

Property statements create trust through routine. The contract still decides what can be reimbursed.

The exception documents the classification and the owner impact.

Finding - Vendor Markup - HVAC
Vendor markup billed above contractual cap
Flagged
Allowed markup
$1,450
Reported markup
$2,610
Credit due$1,160
Contract language

Vendor markups shall not exceed 5% of the underlying third-party invoice without prior written owner approval.

May 2026 statement - Retail property management agreementSend to manager->
Across managed assets

Management fee and reimbursement controls should run across the portfolio.

The roll-up shows clean properties, classification issues, and rebate pass-through gaps.

That gives ownership a consistent view of manager compliance.

In line
11
Review
3
Flagged
1
Retail propertyManagement feeIn line
HVAC vendorMarkup capFlagged
Waste vendorRebate pass-throughReview
Payroll allocationsExpense classIn line
How it works

Three steps. Then it runs continuously.

01

Encode the agreement

We turn the economic terms in the property management agreement into rules: rates, thresholds, caps, credits, formulas, and exceptions.

02

Connect the evidence

Invoices, statements, usage files, claim data, settlement reports, and performance records run against those rules as they arrive.

03

Collect what is owed

Green means in line. Anything else is surfaced with the clause, calculation, period, and counterparty-ready support.

Make one property management agreement living and see every fee checked.

We encode fee basis, reimbursable expenses, non-reimbursable exclusions, vendor markup caps, and rebate pass-throughs, then reconcile monthly statements.

The first pass
  • One property management agreement.
  • Monthly statements, vendor invoices, and gross receipt data.
  • Fee, reimbursement, markup, and rebate terms encoded.
  • Findings for overcharged fees or misclassified expenses.
Start with one contract->