Monthly Flash
Every morning I get a full-year revenue projection that blends closed-month actuals with open-month forecasts.
I want one number I can trust: where the portfolio's full-year revenue is going to land. The pieces exist. Closed months are actuals in the accounting platform, open months are forecasts in the RMS. But nobody's job is to stitch them together every single day.
How it works
A Python job on the always-on Mac mini reads the closed-month P&L exports from Docyt and the open-month forecast snapshots from Atomize, grosses them to total revenue, and blends them into a full-year projection. It also builds a by-month view and a trailing-12-month block whose window ends at the last truly closed month, so that figure is all actuals with no forecast bleed. launchd runs it early each morning and it publishes itself to Cloudflare.
- The trailing-12 window ends at the last closed actual, never the just-ended preliminary month, so it never sneaks a forecast into a "trailing actuals" number.
- Coverage is flagged per property. Partial history is labeled, not silently averaged into the total.
It is live and gated behind zero-trust access. A companion daily Morning Flash covers last night. This is the month-and-year view, rebuilt every morning off the same pipeline.
A CFO usually gets this read once a month, late, from someone who spent days building it. I get it before coffee, every day, from a job that never forgets to run. That is what holding the CFO seat with agents underneath actually looks like.