LORDLY
Money & Financials

End-of-financial-year, already done.

Monthly statements land on their own and your EOFY pack is assembled from real records, accountant-ready.

Monthly
Statements issued automatically
EOFY
Tax pack assembled from real data
Day 1
Capital improvements indexed on log
PDF
Accountant-ready, with disclaimer

LORDLY keeps a running income-and-expense picture all year, issues end-of-month statements automatically, and assembles a financial-year tax pack you can hand straight to your accountant. Capital improvements are indexed the day you log them, so nothing deductible slips through the cracks.

1

The statement writes itself

At the close of each month LORDLY produces a rental income statement from the payments, expenses and fees already recorded, no manual tallying. Over the year those statements roll up into a complete financial-year picture, so June holds no surprises.

2

Every deduction captured as it happens

Log a repair, an insurance renewal or a capital improvement and LORDLY files it against the right property and category the same day, indexing improvements so depreciation is not forgotten twelve months later. When tax time comes the deductions are already collected, not reconstructed from a shoebox.

3

Hand it straight to your accountant

The EOFY pack exports as a true PDF with income, expenses and a clear summary, plus an expense schedule and rent ledger as XLSX or CSV. It carries the appropriate disclaimer and is formatted the way accountants expect, so the handover is a single email.

4

Scan a receipt, skip the data entry

Feed LORDLY a photo of a rates notice, an insurance renewal or a hardware receipt and the AGENT reads the vendor, amount, date and category, then fills the expense form for you. A confidence score sits beside the result and every field is yours to confirm before anything saves. Each expense files into a per-property, per-category ledger across nineteen ATO-aligned headings, from mortgage interest and land tax to repairs and body corporate, so a multi-property portfolio never blurs together. The running total and category breakdown feed the financial-year pack directly, with nothing to re-key come June.

See it in the app

Exactly where it lives.

LORDLY app
More › Tax · every payment, dated
LORDLY app
Reports › Finance · the FY numbers

Real LORDLY app screens · demo portfolio shown · yours once signed in.

How it works

From start to done.

  1. 1
    Record as you go
    Rent, fees and expenses are captured automatically or in a tap throughout the year.
  2. 2
    Statements issue monthly
    A rental income statement is generated at each month’s close and saved to your documents.
  3. 3
    Improvements are indexed
    Capital works are logged against the property and flagged for depreciation the day you enter them.
  4. 4
    EOFY pack assembles
    At year end LORDLY compiles income, expenses and summary into an accountant-ready pack.
  5. 5
    Export and send
    Download the PDF tax pack plus supporting XLSX/CSV and forward it to your accountant.
On every device · perfectly in sync

In the app and on the desktop.

In the app
iPhone & iPad · Android arriving shortly
  • Log an expense or capital improvement in seconds
  • Monthly statements saved to your documents vault
  • See year-to-date income and deductions any time
  • Kick off the EOFY export from your phone
  • Scan a receipt: the AGENT autofills vendor, amount, date and category
  • Check a property’s indexed CGT cost-base under the 2026/27 reform
On the desktop portal
The big-screen command centre
  • Generate the FY statement as a true PDF
  • Expense schedule and rent ledger as XLSX / CSV
  • Bulk-download a full document bundle as a ZIP
  • Every export written to an audit trail
  • Per-property, per-category deduction breakdown you can review before export
  • Indexed cost-base line by line: acquisition versus capital improvements, each with its CPI ratio
Included from Standard
End-of-month statements and the EOFY tax pack are included from Standard; Pro adds richer multi-property roll-ups.
Fair questions

Short answers.

Is the tax pack accountant-ready?
Yes. It exports as a true PDF with income, expenses and a summary, alongside an expense schedule and rent ledger as XLSX/CSV. It carries an appropriate disclaimer; LORDLY organises your records, your accountant advises on your return.
How does the CGT cost-base calculator work under the 2026/27 reform?
It indexes your cost base to the CPI rather than applying the old 50 per cent discount, and splits the result into your indexed acquisition cost and your indexed capital improvements, showing the CPI ratio behind every line. Log an improvement and it lifts the cost base the day you enter it, so the figure is ready at sale time. The calculator carries its own disclaimer: LORDLY organises the numbers, your accountant confirms the treatment.
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