For finance directors
SortX brings rent, arrears, contractor invoices, deposits, landlord statements and approval blockers into the operating queue so finance can see what is stuck and why.
Rent
Matched
Unmatched receipts and arrears sit in exception queues.
Invoices
Checked
Contractor bills compared with work orders and evidence.
Approvals
Clear
Spend limits and landlord authorisations tracked by file.
The finance team often sees the cost of messy operations: unmatched rent, invoices without completion evidence, deposits missing the next step and landlord statements blocked by old repairs.
SortX links those exceptions back to the property, tenancy, contractor and branch queue so finance can resolve the cause behind the symptom.
Approval rules can hold payments, invoices or statements until the required evidence exists.
The finance director gets a cleaner view of risk across branches, portfolios and managed units.
The useful finance dashboard starts with exceptions: money in the wrong place, evidence missing, approval overdue.
SortX finance workflow
SortX keeps money-related work close to the file that caused it.
Unmatched receipts, partial payments and arrears are visible with tenant and property context.
Statement blockers are tied to repairs, invoices, float rules or missing approvals.
Quotes, work orders, completion notes and contractor invoices can be compared before approval.
Protection, prescribed information and release tasks sit in a tracked tenancy path.
Branch and landlord approval limits can decide what is held for review.
Finance can see which offices create the most late or incomplete work.
SortX is designed to make finance exceptions traceable, because a number alone rarely explains the operational issue.
linked rent, invoice and deposit evidence
based holds for spend and statements
Finance should not have to become the repair desk to understand why a landlord payment is blocked.
SortX finance controls
Finance director questions.
Yes. A contractor invoice can be held until the work order, quote and completion evidence are present.
Yes. Arrears and rent exceptions can be filtered by branch, portfolio, landlord and property manager.
SortX focuses on operating queues and approval evidence. Payment execution depends on your connected accounting and banking setup.
Track money exceptions beside the property, tenancy and repair work that created them.