AGPM

Overview

AGPM is a Glasgow-based property management company that’s been providing friendly, reliable services for over 15 years. As their client base grew, so did the complexity of their invoicing. Managing hundreds of properties, each with unique fee structures and shared costs, had become time-consuming and prone to error.

Their manual system — spreadsheets, email templates, and lots of double-checking — was consuming weeks of staff time every quarter. They needed a smarter, more reliable way to handle invoicing and payments that would free up time for what mattered most — their clients.

The challenge

• Manual invoicing processes were taking two team members a full week each quarter.
• Complex cost splitting for maintenance and repairs required careful calculation by tenant ratio.
• No client visibility — tenants and property owners couldn’t easily view balances or track payments.
• Errors and delays were adding unnecessary stress to the team and reducing efficiency.

AGPM needed a system that could automate invoicing, improve accuracy, and give both staff and clients a clearer picture of what was happening financially.

Our approach

We began by mapping AGPM’s existing invoicing process from start to finish, understanding every dependency and calculation. By working closely with their team, we identified opportunities to simplify the workflow while keeping the flexibility they needed for different property types and client agreements.

Our goal was simple, to reduce repetitive admin and create a system that works with their business, not against it.

Our solution

We designed and built a custom invoicing platform that:

• Automates the generation and emailing of invoices — both recurring and one-off.
• Handles complex tenant ratios, ensuring maintenance and repair costs are split accurately every time.
• Centralises property and tenant management within one secure platform.
• Includes a client portal, giving customers self-service access to their balances, invoices, and payment history, and a way to submit support requests directly.

We continue to provide ongoing support and maintenance, keeping the system secure, up to date, and aligned with AGPM’s evolving needs.

The results

AGPM’s quarterly invoicing process now takes hours instead of days.

• Admin time dramatically reduced.
• Fewer errors and manual calculations.
• Clients benefit from a smoother, more transparent experience.

With their new platform in place, the AGPM team can focus less on paperwork and more on providing the personal service their clients value most.