PLPortfolio Lens

Monthly reporting for private commercial property groups

One view across every company and trust.

If you own buildings through several entities, each with its own Xero file, Xero will not combine them. The rent roll usually sits in Excel. Portfolio Lens builds and maintains a consolidated report for the whole group.

Book a 20-min call See the example dashboard

A fixed monthly fee, plus a one-off setup. You keep the files and the model if you leave. Portfolio Lens is a working name. Trademarks and domains have not been checked.

Example Property GroupEXAMPLE DATA
A$156,000Income, Oct 2026
A$115,215NOI before interest
88.9%Occupancy (24 of 27)
A$42,700Arrears
A$322,400Cash across entities
3Entities, 6 buildings

Open the interactive demo

How it works

From the first call to a monthly pack.

You stay in your own Xero and Microsoft accounts. We work as a guest, with read-only access to the books.

  1. Discovery call

    A 20-minute call to map your entities, buildings and what you need to see each month.

  2. Connect data

    Read-only access to each Xero file, plus your rent roll as an Excel file.

  3. Setup

    We build the consolidated model. First dashboard within 14 days of data access, or the setup fee is refunded.

  4. Monthly pack

    A live dashboard plus a short report. Refresh and email cadence follows your plan.

  5. Review call

    None on Essentials, quarterly on Standard, monthly on Plus, to walk through what needs action.

Plans

A fixed monthly fee, no project quotes.

Prices are in Australian dollars, exclusive of GST. Microsoft Power BI licences are bought by you in your own tenant and are not included.

  • Essentials

    A$350 a month

    • 1 entity plus the rent roll
    • Portfolio dashboard
    • Monthly refresh check
    • 1 hour of changes a month
    • No review call

  • For most groups

    Standard

    A$550 a month

    • Up to 4 entities
    • Portfolio, arrears and lease events
    • Weekly refresh and a Monday email
    • 3 hours of changes a month
    • Quarterly 30-minute review

  • Plus

    A$800 a month

    • Up to 10 entities plus one extra system
    • All of Standard, plus outgoings and budget versus actual
    • Daily refresh and a Monday email
    • 6 hours of changes a month
    • Monthly 30-minute review

Setup A$1,500, or A$750 for founding clients. You own the data, the files and the model. This is reporting work only, not financial product advice.

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