Reporting
Report Studio
Automated monthly owner reports — a guided workflow in place of manual assembly.
Multifamily · LiveCommercial · LiveHOA · In Flight
3-Year Vendor Cost
$1M–$2.9M
to commission this portfolio externally
Our 3-Year Cost
<$25K
plus the team’s time
AI Tooling
~$8K
per year, entire team
Shipped Products
5
live and in daily use
Who We Are
|In BriefAGM’s internal build team. We make custom software for problems where off-the-shelf tools don’t fit or cost too much — reporting, dashboards, data pipelines, and workflow tools built around how AGM actually operates.
How We Build
|Ship Small · Learn Fast01
Build
The smallest useful version
02
Ship
Put it in front of the people who need it
03
Learn
Let real usage decide what’s next
The Short Version
Version 1 does one thing well; real usage decides version 2 — so we don’t spend months building features nobody asked for.
Five products, built in-house and live in daily use. Each replaces manual work, a vendor tool, or both. Links and access are for live visibility during the walkthrough.
Analytics
KPI Dashboard
Manager-level metrics on the office TV, refreshed daily from AppFolio.
Daily RefreshOffice TV6 of 8 KPIs Live
Knowledge
Corporate Library
Document platform with a cited AI research assistant, plus a Reputation Portal for review responses.
Cited AI SearchDoc ManagementReputation Portal
Proposals
Digital Proposal System
On-brand, editable proposal micro-sites — Multifamily, Commercial, HOA, and client-specific.
MultifamilyCommercialHOA
Web
Property Marketing Sites & Tools
Availabilities page, business map, contact forms, and property-specific sites.
AvailabilitiesBusiness MapContact Forms
Replace each Launch link with the live URL before the presentation. Login credentials are shared separately — not stored in this repository.
In development now, with owner and status for each. Dates marked [ estimate ] are being finalized.
Active Projects
|In Progress| Project | Owner | Status | Est. Completion |
|---|---|---|---|
| Report Studio — HOA | Carter | In progress — Multifamily & Commercial live | [ estimate ] |
| KPI Dashboard | Carter | In progress — 6 of 8 KPIs live | [ estimate ] |
| Security Deposit Checkout Process | Helen, Cody | In progress — design doc complete | [ estimate ] |
| Corporate Library (Expansion) | Leary | Live — building AI document drafting and bulk review import | [ estimate ] |
| Commercial Website Templates (Astro Migration) | Leary, Helen | In progress — on target | Jul 31 |
| Lease Population Tool | Carter | In progress — awaiting lease component files | [ estimate ] |
| AppFolio ↔ BuildOps Sync (Matcher) | Carter | First build session scoped | [ estimate ] |
| Office Sign-In Kiosk | Carter | In development | [ estimate ] |
| Dialzara (After-Hours Call Handling) | Carter | Demo scheduled — evaluating | [ decision date ] |
What’s queued next — high-priority builds already scoped, plus the backlog.
High Priority
|Scoped, Not Yet StartedWork Orders
Weekly Digest for Work Orders
A recurring summary of work-order activity. Scoped; doc drafted.
Proposals
AGM Proposal Editor
One editor on top of the proposal template system — a single place to compose every proposal.
Leasing
Leasing Strategy Reports
Reporting to support leasing strategy. [ one-liner in progress ]
Market Data
AGM Market Pulse / Comps
In-house market and comparables tooling. [ one-liner in progress ]
Medium / Low Priority
|Backlog- Brokerage / Corporate CRM — deal tracking for the brokerage side
- Tenant Feedback & Review Outreach — automated review collection
- Deliverable Ticketing & Calendar — deliverables workflow
- Websites Template Migration — internal template consolidation
- Operations Intake & Solutions — internal ticketing for ops requests
- AI Email Assistant — concept stage
- Report Studio — Single Family — final division rollout
- Accounting Financials Assist — Report Studio support for the monthly financial package
The platforms behind everything we build — each doing one job well, connected into a single workflow.
Core Stack
|What Runs EverythingCloudflareHosting & Security
Deployment, web-app security, and domain publishing — serverless, with nothing to buy or patch.
DeploymentEdge SecurityDomains & DNS
GitHubVersioning
Every code change tracked, reviewable, and reversible — full history, independent of any one machine.
Version HistoryCode ReviewRollback
Claude CodeDevelopment
AI-assisted development — how we design, build, and ship, following documented standards in every repo.
AI-Assisted DevDocumented Standards
Monday.comProject Management
Roadmap, project tracking, and product requirement docs (PRDs) — where work is planned before it’s built.
RoadmapPRD DevelopmentTracking
SlackCommunication
Internal team communication and day-to-day coordination.
Team CommsCoordination
Behind the Scenes
|Supporting ToolsAdditional tools that power specific features under the hood.
Claude SkillsRender.comAnthropic APIAppFolio DataGoogle Workspace SSOPostHog Analytics
AI Tooling
~$650
per month, whole team
Library AI Cost
~$1
per month to run the cited assistant
Hosting
~$0
serverless — nothing to patch
Team
6
including one intern
Operating Principles
|Stack · Philosophy · GovernanceThe Stack
Modern Cloud
Serverless hosting, AI-assisted development, and code in GitHub — a small team shipping at a large team’s pace.
The Philosophy
Build, Don’t Bloat
Purpose-built tools over bloated vendor software, shipped in small increments. Real usage decides what’s next.
Governance
Secure by Default
Zero Trust SSO, centrally managed secrets, full audit trail. Our AI plan doesn’t train on company data.
Vendor Risk
Portable by Design
Most tools run without AI at runtime. AI pieces use a re-pointable API; all data is ours to export.
Where Things Are Documented
|Three LayersGitHub
Update History
Every change, when it happened, and why — a permanent, reviewable record.
In the Code
README Files
Standards and how each repo works, kept alongside the code itself.
Monday.com
Live Reporting (Planned)
Interactive, continuously-updated status — surfaced to a live website.
Why Development Takes Time
|The Work Behind a FeatureA finished feature is the small, visible tip of the work. Most of the time goes into the steps before the code ships.
- Product design decisions — what to build, and what to leave out
- Thinking through features — the edge cases and real-world workflows
- Connecting tools & data — integrations across AppFolio, GitHub, Cloudflare, and more
- Deployment & security setup — Cloudflare settings, access control, and domains
- Testing end to end — before anyone relies on it
The Team
|RolesCody
Lead
Leary
Technical Product Management
Kenzie
Development
Alec
Development
Carter
Development
Helen (Intern)
Development
What our AI tooling actually costs — team seats plus metered Anthropic API usage across the tools we’ve built.
Total AI Spend
~$650
per month, all-in
Annualized
~$8K
per year, entire team
Corporate Library API
~$1
per month of metered usage
Claude Seats
9
covering the full team
Anthropic Cost Breakdown
|Seats & Metered Usage| Line Item | Basis | Qty | Monthly | Annual |
|---|---|---|---|---|
| Claude seats — team | Subscription (per seat) | 9 | [ $X ] | [ $X ] |
| — of which Premium seats | Subscription (per seat) | 2 | ~$125 ea | [ $X ] |
| Anthropic API — Corporate Library | Metered usage (internal chat) | — | ~$1 | ~$12 |
| Anthropic API — other tools | Metered usage | — | [ $X ] | [ $X ] |
| Total — seats + all metered usage | — | ~$650 | ~$8K |
Per-line figures marked [ $X ] are pulled from the Anthropic Console (Usage & Billing) — drop in the current amounts before circulating. Totals reflect approximate current spend.
Take the KPI Dashboard. Every number on that screen runs through the six-step pipeline below — and because reports are scoped per manager, the first two steps repeat three to four times per KPI. One number is a dozen-plus setup steps and a permanent maintenance obligation.
Today vs. the Database API
|Per KPIToday
CSV Pipeline — Per KPI
- Build a saved report in AppFolio — one per manager
- Set a scheduled email send on each report
- Route the emails to a dedicated inbox
- Update our parsing script to read it
- Test end to end (wait for the next send)
- Maintain it forever — changes silently break it
With the Database API
One Query
- Write one query
- Data is live, always current
What It Costs
|Read-Write API Add-OnMonthly
Read-Write API Add-On
$2,992/ month
$1.00 per unit per month — an add-on to our existing Plus tier, no upgrade required
One-Time
Onboarding Fee
$500
One-time setup
In Context
Increase vs. Current Spend
+37%
On $8,168/mo current AppFolio spend — one dollar per unit, on a portfolio already at $3.27/unit/mo
Break-Even
Manual Entry Eliminated
[ X hrs/mo ]
Read-write means less manual AppFolio entry — the add-on pays for itself on labor alone
What It Buys
|Portfolio-WideThe same pipeline gets rebuilt for every AppFolio-fed project — Report Studio, Lease Population, Corporate Library, Leasing Strategy Reports, the Work Order Digest. The API removes that constraint for all of them at once, makes data real-time, and (being read-write) lets us push updates back.
Ask
Approval for the Read-Write API add-on — $2,992/mo plus a one-time $500 onboarding fee.
A smaller constraint. Three people do Premium-seat-level AI work — full-time AI-assisted development, the Corporate Library platform, and the AppFolio/BuildOps pipeline — but we hold two Premium seats. Rotating them between people costs coordination time and interrupts work.
Current State
Two Seats, Three People
Seats rotate between people and projects. Every move interrupts active work.
Requested
One Permanent Seat Each
A third seat means each active developer holds their own — no rotation, no interruptions.
Additional Premium Seat · Monthly
One More Seat
A single additional Claude Premium seat, so each of the three developers holds a permanent seat.
~$125 / mo
at current billing
Ask
One additional Premium seat (~$125/month at current billing), so each active developer holds a permanent seat.
How the build-versus-buy comparison is calculated, product by product.
Build estimates use 2026 US agency market data: internal tools $20K–$50K, mid-complexity apps $50K–$200K, complex platforms $200K–$500K. Ongoing maintenance is the standard 15–20% of build cost per year. Where a licensed product exists, its list price is shown as the alternative.
Vendor Cost Basis
|Build vs. Buy| Product | One-Time Build | Licensed Alternative |
|---|---|---|
| Report Studio (dual pipelines, approval workflow, review annotations, SSO, test mode) | $150K–$350K | No direct equivalent; custom development territory |
| Corporate Library (doc platform + AI search + reputation portal) | $150K–$400K | Enterprise AI search ~$50K–$60K/yr minimum + doc management + reputation tool $299–$449/mo |
| Property Website Fleet (~100 sites) | $115K–$340K | Agency hosting/maintenance $30–$100 per site per month ($36K–$120K/yr) |
| Commercial Brokerage CRM | $75K–$200K | Buildout: $125/user/mo + $275/mo platform fee |
| Lease Population Tool | $40K–$120K | AI lease abstraction services: ~$20/document + platform fees |
| KPI Dashboard | $30K–$80K | BI platforms: ~$30K–$60K/yr minimum contracts |
| Operations Intake & Solutions | $30K–$80K | Ticketing SaaS, per-seat |
| Digital Proposal System | $25K–$75K | Proposal SaaS: $19–$49/user/mo + template design services |
| Security Deposits Tool + Misc. Marketing Tools | $15K–$60K | Web agency one-offs |
| Total | ~$630K–$1.7M | + $110K–$390K per year ongoing |
Sources: 2026 published market surveys of US agency project pricing (Clutch, GoodFirms), and current list pricing from Glean, Birdeye, Buildout, Proposify, PandaDoc, Domo, and Prophia. Detailed citations available on request.