--- name: al-351-audit-your-property-manager-s-monthly-statements-against description: "Many rental owners never check the monthly statements their property manager sends. On Oct 22, 2026 a rental owner posted on X that he finally asked his Grok Bot to audit his property statements: within minutes it flagged that a 32% fee looked high, he had it compare against the 2019 contract he remembered as 25%, it confirmed the rate had changed without notice, calculated the overcharge and, with his permission, emailed the property manager. He says $17,429.36 was wired back. The prompt below runs the same check on your own statements and agreement, and only drafts the email for you to send. Use when the user wants help with rental owner statement audit (finance) for a small business." --- # Audit your property manager's monthly statements against your management agreement: have an AI agent recompute every fee, flag rates that quietly changed and draft a refund request you approve Many rental owners never check the monthly statements their property manager sends. On Oct 22, 2026 a rental owner posted on X that he finally asked his Grok Bot to audit his property statements: within minutes it flagged that a 32% fee looked high, he had it compare against the 2019 contract he remembered as 25%, it confirmed the rate had changed without notice, calculated the overcharge and, with his permission, emailed the property manager. He says $17,429.36 was wired back. The prompt below runs the same check on your own statements and agreement, and only drafts the email for you to send. ## Inputs to collect first Ask the user for anything below that they haven't already given you. Don't guess missing facts. - The fee section, or the whole agreement, including any signed… - Or upload 6-12 months of monthly statements - Ress, monthly rent for each ## Instructions Do the task below with the user's inputs in place of each [bracket]. Act as a careful bookkeeper and check whether my property manager has charged me correctly. My management agreement: [paste the fee section, or the whole agreement, including any signed amendments]. My owner statements: [paste or upload 6-12 months of monthly statements]. Properties and rent: [address, monthly rent for each]. 1) List every fee the agreement allows (management %, leasing fee, renewal fee, maintenance markup, late-fee split, any flat fees) with the exact wording and the date it took effect. 2) For each month and property, recompute what each fee should have been and compare it to what the statement charged. Show a table: month, fee type, allowed, charged, difference. 3) Flag anything that changed without a signed amendment, charges the agreement doesn't mention, repair invoices with no receipt, and rent collected but not passed on. 4) Total the overcharges and undercharges, and list what you're not sure about and what document would settle it. 5) Draft a polite, factual email to the property manager asking them to explain or refund each item, with the table attached. Don't send anything; I'll review and send it myself. 6) Give me a 5-minute monthly checklist so I catch this next time. ## Safety checks (share these with the user) - Check every figure, price and total against your own records before anything is sent, posted or booked. A person approves refunds, discounts, payments and price changes. - Anything legal, tax or compliance-related is a first draft for a qualified person to check. It is not professional advice, and clause references and deadlines must be checked against the source. - Read and edit the draft before it reaches a customer or goes public. If you later automate this prompt, start with "draft and notify me", not "send automatically". - Check names, dates, numbers and any claim against your own source material before you use the answer. AI can misread or invent details. - Say clearly which parts need a person to review or approve before anything is sent, paid, posted or filed. ## About this skill - Works with: Grok Bot, ChatGPT, Claude, Google Sheets or Excel - Based on this real-world example: https://x.com/ryandebenham/status/2113287504564482080 - Free prompt from AgentPlaybook Real Estate: https://agentic-library.netlify.app/prompt/al-351-audit-your-property-manager-s-monthly-statements-against-you/ - To install in an agent that supports Agent Skills, save this file as SKILL.md in a folder with the same name as `name` above (for example in your skills directory). Install steps for Claude.ai, Claude Code, Cursor and Codex: https://agentic-library.netlify.app/skills/