AI features & workflows

Your AI agent for everyday property management

Send a document, forward an email or message your agent on WhatsApp. Bellsoph’s AI reads the details, connects them to the right property and helps move the next job forward.

Start free. No payment at signup.

BBellsophWORKFLOW EXAMPLE

YOUR PROPERTY RECORD

Flat 2, Willow Court

Alex Taylor · monthly rent £950

AgreementDetails reviewed
Rent£350 outstanding
CertificateFollow-up recorded
RepairTap task completed

Your AI agent works with the records behind each answer.

One property, connected recordsIllustrative workflow · fictional sample data

01 · AI document extraction

From uploaded file to checked records

Upload a tenancy agreement, certificate or receipt. Bellsoph uses AI vision to read names, dates, amounts and the details your records need. You check them against the original, correct anything missing or wrong, and approve what’s saved. The source file stays connected to the relevant records.

An agreement for Flat 2 names Alex Taylor and sets the rent at £950 a month. AI vision reads those details and brings them together for your review, ready to create the linked records.

Explore ai document extraction
BBellsophWORKFLOW EXAMPLE

SOURCE DOCUMENT

Tenancy agreement

Flat 2, Willow Court

Monthly rent: £950

AI vision

Details read from the agreement

Rent
£950
Tenant
Alex Taylor

Matches the agreement

READY FOR YOUR REVIEW

AI vision reads the details. You check the result.Illustrative workflow · fictional sample data

02 · AI compliance tracking

Keep the certificate and its follow-up together

AI reads the dates and findings in a certificate, links the evidence to the right property or unit, and prepares follow-up work. Review the findings with the original to hand.

A certificate is due for renewal. You create a follow-up task and arrange the inspection. When the replacement arrives, check its details and reported issues before updating the record. The previous certificate stays in the history.

These records help you organise the evidence. They don’t certify compliance or replace inspections.

Explore ai compliance tracking
BBellsophWORKFLOW EXAMPLE

CERTIFICATE HISTORY

Keep the evidence together

Flat 2, Willow Court

  1. 1
    AI reads the certificate

    Key dates and reported findings brought together for review.

  2. 2
    Agent prepares follow-up

    A task keeps the next action visible.

  3. 3
    Replacement awaiting review

    Check the new document; the earlier certificate remains in the history.

A certificate and the work around itIllustrative workflow · fictional sample data

03 · AI rent tracking

Record part payments and see what’s outstanding

Ask your agent what is still outstanding. It works from rent schedules, invoices and recorded payments, and can prepare a reminder for you to review before sending.

£950 is due and you’ve received £600. Record that payment against the tenancy, leaving £350 outstanding. When the rest arrives, record the remaining £350 too.

Creating an invoice doesn’t collect rent or reconcile your bank account. The payment record depends on the information you enter.

Explore ai rent tracking
BBellsophWORKFLOW EXAMPLE

RENT RECORD

Alex Taylor

Flat 2, Willow Court

Part paid
Rent due£950
Received£600
Outstanding£350
£600 payment recorded

Added by you against this tenancy

Still to record when received£350

Your agent can prepare a reminder using this balance.

A part payment, clearly recordedIllustrative workflow · fictional sample data

04 · AI maintenance management

Keep unfinished jobs visible

Your agent brings repair reports, photos, conversations and suggested next steps together. Review the urgency, approve spending and confirm bookings, with the job linked to the right property.

A tenant tells you the kitchen tap is dripping. You add a repair task and a follow-up date. Arrange the repair, record progress and mark the task complete once the work is finished.

Explore ai maintenance management
BBellsophWORKFLOW EXAMPLE

MAINTENANCE TASK

Dripping kitchen tap

Flat 2, Willow Court

  1. 1
    Agent organises the report

    Dripping kitchen tap linked to Flat 2.

  2. 2
    Next action prepared

    Repair details and quote ready for your decision.

  3. 3
    Work completed

    Completion recorded against the property.

A repair followed throughIllustrative workflow · fictional sample data

Your agent on WhatsApp

Work with your property agent on WhatsApp

Send a certificate or property update, ask about your portfolio, or get the next step ready while the job is on your mind. Your agent uses the connected records to answer and progress the work.

For example, ask what Alex Taylor still owes for Flat 2, Willow Court. With £950 due and £600 recorded as paid, the agent explains the £350 balance and can prepare a reminder for your approval.

See the agent workflow
BBellsophWORKFLOW EXAMPLE
Bellsoph agentWhatsApp conversation

Here’s the new certificate for Flat 2, Willow Court.

certificate.pdf

I’ve read the certificate and matched it to Flat 2. The dates and findings are ready for you to check.

Certificate reviewFlat 2 · source file attached

What rent is still outstanding?

£350, based on £950 due and the £600 payment recorded. I can prepare a reminder for you to review.

Work with your Bellsoph agent on WhatsAppIllustrative workflow · fictional sample data

Your agent’s own email address

Forward the email and let your agent pick it up

Your Bellsoph agent has its own email address. Forward invoices, receipts, certificates, reminders or other property emails, and it reads the message and attachments, identifies the relevant property, tenant or tenancy, and takes the next step.

A repair receipt can be filed with its property and supply expense details for review. A certificate belongs with its unit; a reminder can become follow-up work. Unclear matches come back to you for confirmation, and consequential external actions still need your approval.

Follow a forwarded email
BBellsophWORKFLOW EXAMPLE

FORWARDED TO YOUR BELLSOPH AGENT

Your agent email address

Receipt: kitchen tap repair

Flat 2, Willow Court

repair-receipt.pdf
AI reads the email and attachmentIdentifies the property and the type of document
Flat 2, Willow CourtReceipt filed · expense details ready for review

AN UNCLEAR MATCH COMES BACK TO YOU FOR CONFIRMATION

Forward an email. Let your agent organise the next step.Illustrative workflow · fictional sample data

Expenses & reports

Check receipts and review monthly figures

Review the details extracted from a receipt before approving the expense. Organise your expenses, see monthly profit information and download the monthly-profit CSV. Check for missing or incorrect entries before relying on the figures.

Property research

The wider picture, when you need it

Free public property data and calculators help you research an area or work through a rental’s numbers. Data includes UK HPI, HM Land Registry and ONS sources, with the relevant periods shown.

Explore UK property data

Practical reading

Guides for the work behind your records

The Property Hub brings together landlord guides, checklists and templates. Use it when you want to understand a topic before organising the next step in your workspace.

Visit the Property Hub

AI workflows

AI help with the jobs that fill your week

Find an answer, prepare a reply or move a repair along. Bellsoph uses the details in your portfolio to help you get the next step ready.

Portfolio AI assistant

Finding an answer means opening several records.

Ask about overdue rent, upcoming certificates or property expenses. Get an answer with links to the records behind it.

Answers use the records you have permission to see. Missing information is shown clearly, and asking a question does not change your records.

Rent reminders and help with arrears

Keeping track of late rent and the last conversation takes time.

Prepare a reminder using the rent schedule, recorded payments and previous conversations.

You check each reminder before it is sent. Pause contact when needed and keep the conversation history together.

AI maintenance triage and contractor coordination

Repair details, photos and quotes arrive in separate conversations.

Bring a reported issue, suggested next action, contractor quote and completion evidence into one job linked to the right property.

You review the urgency, approve spending and confirm bookings. Urgent issues stay visible so a person can step in.

WhatsApp AI agent

A quick question or update should not mean opening every property record.

Message your agent on WhatsApp for portfolio answers, compliance entries and maintenance updates. Send a certificate or repair details, prepare tenant and contractor messages, and move the next action forward from the conversation.

You confirm record changes, outgoing messages, bookings and spending. Conversations stay linked to the right property, and you can take over whenever needed.

Bank feeds and rent matching

Matching incoming rent to the correct tenancy takes time.

Suggest matches between connected bank transactions and rent records, including partial and combined payments.

Bank connections need your consent. Uncertain matches come to you for review, and repeat transactions are checked before a payment is recorded.

Compliance renewal coordination

A reminder alone does not get a renewal completed.

Prepare a renewal task, collect the replacement document and carry forward the review and service evidence.

You approve contractor contact and bookings, then check the replacement document. An open renewal task stays separate from completed compliance.

See the work in context

See your property records working together

Follow a sample property from an uploaded agreement to rent records, certificate follow-up and a completed repair.

Follow the walkthrough
Example Bellsoph Tasks workspace showing property tasks, due dates and completion status
Example Bellsoph task workspace using sample records. The separate workflow illustrations above explain the steps rather than reproduce every screen.

Plans & pricing

Choose a plan for your property count

Bellsoph Free covers 1 property with no time limit and the same core tools as Pro. Pro costs £19.99 a month for up to 8 properties, then £2.50 a month for each extra property.

There’s a 30-day Pro trial and no payment at signup. We’ll confirm your subscription and billing details before the first payment.

Compare the plans and calculate your price

Before you start

A few practical answers

Ask us a question
Can I keep separate records for flats in a building?

Yes. Bellsoph supports property and unit records, so tenancy details and documents can stay connected to the flat they relate to.

Do I need to upload all my paperwork before I start?

Start with one property and an agreement you know well. Check the suggested details, approve the records and add more as you go.

Is the Free plan just a trial?

No. Free covers one property with no time limit and includes the same core tools as Pro. The 30-day trial is for Pro.

Where can I compare Bellsoph with other software?

Follow Compare software above to look at alternatives alongside Bellsoph and consider the features that matter for the jobs you need to do.

Put your AI agent to work

Start with a property you know

Add one property and follow a familiar document through to the records it supports. You can see how the workflow fits the way you manage your rentals.

Bellsoph AI Features & Workflows for UK Landlords