The end of the year is approaching quickly, which means now is the time to start preparing annual reports, budgeting for the next fiscal year, and scheduling your annual board meetings. In this webinar, you will see how having a single system of record and automated tools can streamline and optimize your end-of-year duties and set your business up for success in 2023.

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EOY accounting &
budgeting features
in AppFolio
Date: July 28, 2022
We’ll get started
soon
Live Demo

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Beth Gilbert, Senior Director, Community Association Market
Breigh Baker, Sr. Solution Engineer
EOY accounting &
budgeting features
in AppFolio
Live Demo

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Panelists
Beth Gilbert and Breigh
Baker are joining us today.
Q & A
Send us your questions via
the Q&A box found in your
Zoom controls.
Survey
Let us know what you
think!
This is an interactive session

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Where are you joining us
from today?

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Senior Director, Community
Association Market
Beth Gilbert
Presenter
Sr. Solution Engineer
Breigh Baker
Presenter

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2021 © AppFolio, Inc. Confidential
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Today’s Agenda:
01
Listening to
customers is in
our DNA
02
Planning for
budget season
03
End of year
supporting
documents
04
Communication
tools
05
Q&A

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Our values
Simpler is better.
Great, innovative products are key to a great business.
Great people make a great company.
Listening to customers is in our DNA.
Small, focused teams keep us agile.
We do the right thing; it’s good for business.

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“AppFolio is very open to listening to
our feedback — and they don't just
hear it, they implement it. We really
have a relationship.”
Alyssa Barbosa
Community Manager
ConsensYs Property Management
Anaheim, CA
Listening to
customers is
in our DNA

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Customer-driven development
USER RESEARCH
CONTINUOUS
FEEDBACK &
ITERATION
Detailed
Discovery
MARKET
VALIDATION
Brainstorm
Ideas
Build &
Release
Customer
Feedback
Customer
Feedback
Identify & Prioritize
Opportunities
Validate
Opportunities
10
USER RESEARCH
CONTINUOUS
FEEDBACK &
ITERATION
MARKET
VALIDATION

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2021 © AppFolio, Inc. Confidential
Deliver mobile
experiences
Automated
workflows
Real-time
insights
AppFolio innovates
so you can thrive.
Instant
communication
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Are you ready for end-of-year?
Have I finalized
end-of-year budget?
Have all year end invoices been
processed?
Have homeowner annual financial
statements been sent out?
Have assessments been
updated for 2023?
Is my team in sync on all
upcoming events and deadlines?

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2021 © AppFolio, Inc. Confidential
Let’s take a look!
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Ask us anything.
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Questions?

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Would you like a customized demo
of AppFolio Property Manager?
15
Quick Poll

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