Using AI to analyze your portfolio, and track important metrics

[Justin R.]

I’ve been experimenting with using AI alongside QuickBooks Online to improve my annual property reviews.

My current process is:

• Run a property-level P&L by class in QBO
• Separate true NOI from interest, principal, depreciation, and CapEx
• Calculate economic occupancy, cap rate, LTV, DSCR, and actual cash flow
• Compare property performance over multiple years
• Identify unusual expenses, accounting errors, and cash-basis timing issues
• Create a standardized one-page annual report for every property

I started a few years ago with Chap GPT, then moved to Claude, and currently back with Chat GPT. 

AI has been especially useful for turning basic accounting reports into something much more powerful from an owner/investor perspective. More powerful and faster, but not more simple.

I’m curious how others are using AI:

• What reports do you run monthly or annually?
• Do you use ChatGPT, Claude, Gemini, Copilot, or another system?
• Are you uploading QBO reports, rent rolls, loan statements, or property-management reports?
• What metrics or problems has AI helped you identify?
• Have you built any repeatable templates, dashboards, or automated workflows?

I’d love to hear what is actually working for other owners