PropZy — Property Portfolio Management

PropZy vs Spreadsheets vs Manual Tracking

Not sure which approach is right for managing your investment properties? Here's an honest, side-by-side comparison to help you decide.

Feature-by-Feature Comparison

FeaturePropZySpreadsheets (Excel / Google Sheets)Manual Tracking (Paper / Notes)
Portfolio TrackingDedicated dashboard with per-property values, equity, mortgage balances, rental yields, and health scores — updated in real timePossible with custom formulas, but requires manual data entry and formula maintenance for each propertyPaper records or notebooks; no calculations, easy to lose or misplace
Expense ManagementLog expenses by category with receipt uploads, recurring expense support, auto-end-dating, and smart email inbox that auto-extracts expenses from forwarded billsManual entry into rows; no receipt attachment, no recurring expense automation, error-prone over timeShoeboxes of receipts and handwritten logs; difficult to categorise or search at tax time
Cash Flow ReportingAutomated income vs expense reports per property per Australian financial year, with gearing position indicators and portfolio-wide summariesRequires building and maintaining custom pivot tables or formulas; breaks when structure changesNot feasible — no way to generate reports from paper records without re-entering everything
AI InsightsAI-powered portfolio health analysis, property valuations, strategy recommendations, tax summaries, and weekly Riyun portfolio reviews — included on all plansNo AI capabilities; all analysis is manualNo analysis capabilities at all
Loan Review & RefinancingAI loan review compares your current mortgage against live CDR bank products, recommends top refinancing options with savings estimates, and emails results to your brokerManual comparison across bank websites; no automated product matching or savings calculationsRely entirely on your broker with no independent comparison data
Tax PreparationATO Schedule E rental property tax schedules generated automatically, with depreciation tracking (Div 40 + Div 43), AI review, and secure share links for your accountantManual compilation of expenses into tax categories; no depreciation automation, no accountant sharingGather paper receipts and hand them to your accountant; high risk of missed deductions
Document ManagementSmart email inbox auto-extracts data from forwarded bills, ownership statements, and rate notices. Documents stored per property with AI-powered extractionNo document storage; files saved separately in folders with no link to expense recordsFiling cabinets; documents easily lost, no search capability
AutomationRecurring expenses tracked automatically, rate changes handled, email-to-expense pipeline, daily CDR loan product sync, weekly AI portfolio reviews, and daily blog contentNo automation — every update is manual; formulas can break silently when rows are added or deletedNo automation at all; everything is manual effort
CollaborationAgency partnership support with consent-based portfolio sharing, co-branded experience, and secure tax schedule share links for accountantsShare via Google Sheets or email; version conflicts common, no permission controls per propertyNot shareable — physical records stay with one person
Mobile AccessFully responsive web app accessible on any device; dedicated Android app with biometric lock and push notificationsGoogle Sheets has a mobile app but complex spreadsheets are hard to use on small screensCarry a notebook; no digital access
Pricing ApproachFree plan for 1 property; Plus (3 properties) and Ultra (20 properties) — AI features included on all plans. See pricing for current ratesFree (Google Sheets) or licensed (Excel); but your time building and maintaining formulas has a real costFree in direct cost, but highest time investment and highest risk of errors or lost records

Why Australian Investors Choose PropZy

Built for Australian Property Investors

Financial year reporting (July–June), Australian expense categories, ATO tax schedules, CDR loan product data from major banks, and local market context — all built in.

AI on Every Plan

AI-powered portfolio reviews, property valuations, strategy recommendations, loan comparisons, and tax summaries — included on Free, Plus, and Ultra. No AI paywall.

Smart Email Inbox

Forward bills, rate notices, and ownership statements to your PropZy inbox. AI extracts the data, matches it to your properties, and logs expenses automatically.

Ready to Move Beyond Spreadsheets?

Start tracking your property portfolio for free. No credit card required.