All features at a glance

CausaX covers the whole of property management – from properties and leases to accounting and service charges, owners’ associations, maintenance and portals.

Available: usable in the product today. Ready to connect: built into the product; activated on request via an external, licensed provider.

Properties & portfolio

Property management (Available)

All properties with master data, key figures and documents in one place.

Units (Available)

Apartments, commercial space and parking kept tidy per property.

Owner management (Available)

Manage owners with their properties and documents centrally.

Data import (Available)

Take over existing data from your files instead of re-typing everything.

Map view (Available)

All properties on one map for quick orientation in your portfolio.

Floor plans (Available)

Upload floor plans and mark defects directly on the plan.

Property photos (Available)

Store photos per property in order and use them for exposés.

Virtual tour (Available)

A walkthrough built from your own property photos for prospects.

Vacancy analysis (Available)

Vacancy and occupancy rate per property at a glance.

Portfolio analysis (Available)

Compare key figures across all properties.

Tenancies & contracts

Tenant management (Available)

Manage tenants with contracts, documents and payment history.

Prospects & applications (Available)

Record, review and decide applications transparently.

Viewings (Available)

Plan viewing appointments and keep track.

Lease contracts (Available)

Create and update contracts and keep every deadline in view.

Contract templates (Available)

Generate contracts from your own templates as PDF or Word.

Terminations (Available)

Record terminations, fix the end date and follow up.

Send contracts by email (Available)

Send finished contracts to tenants straight from CausaX.

Contract check (Available)

Hints on typical review points under German tenancy law and GDPR.

Rent deposit (Available)

Track deposits and check the permitted amount under § 551 BGB.

Graduated and indexed rent (Available)

Enter rent steps and index adjustments in the lease; they flow automatically into the rent debits.

Finance & accounting

Rent payments (Available)

Record incoming payments and assign them to each contract.

Rent receivables (Available)

Monthly rent claims per contract shown clearly as receivables.

Rent account (Available)

Debits and credits per tenant and property at a glance.

Bank connection: statement import (Available)

Import bank statements (CAMT.053 or CSV) and reconcile payments.

PSD2 live connection (Ready to connect)

Ready to connect to your customer’s bank through an authorised account information service; activated on request.

Dunning & open items (Available)

Spot arrears and send payment reminders in a structured way.

Sales invoices (Available)

Create, credit and cancel invoices with clean documentation.

Purchase invoices (Available)

Record and check supplier invoices including input VAT.

Receive e-invoices (Available)

Read XRechnung and ZUGFeRD files and prepare them as purchase invoices.

Several receipts per entry (Available)

Attach all related receipts directly to a payment or entry.

General ledger & manual entries (Available)

Traceable journal with an integrity chain against later changes.

Chart of accounts (Available)

Set up the chart of accounts to match your bookkeeping.

P&L, balance sheet & cash flow (Available)

Income statement, balance sheet and cash flow straight from the ledger.

Trial balance (Available)

Totals and balances of all accounts, exportable as CSV and PDF.

VAT report (Available)

Figures for your German VAT return prepared; submission via ELSTER or your tax adviser.

DATEV export (Available)

Posting batches in DATEV format for your tax adviser.

SEPA transfer files (Available)

Create a payment file (pain.001) for supplier invoices and upload it to online banking.

Foreign currency (Available)

ECB daily rates; amounts are converted to euros transparently.

Invoices in foreign currency (Available)

Issue invoices directly in a currency other than euro.

Finance dashboard (Available)

Income, expenses and trends in charts.

Standard reports (Available)

Export financial and property reports as PDF or Excel.

Saved reports (Available)

Define reports once and regenerate them at any time with one click – with a history of every run.

Accounting periods (Available)

Manage periods and prepare closings.

Service charges, heating & CO₂

Service charge statement (Available)

Statements under the German operating cost ordinance: record, review, finalise.

Allocation keys (Available)

Distribute costs by area, occupants, consumption or units.

Offset advance payments (Available)

Automatically offset advance payments against the result.

Corrections with versions (Available)

Corrections as a new version – the original statement is kept.

Delivery to tenants (Available)

Send statements by email and provide them in the tenant portal.

Heating and hot water costs (Available)

Consumption-based heating and hot water costs in the statement.

CO₂ cost split (Available)

Split CO₂ costs between landlord and tenant under the German CO2KostAufG.

Energy consumption & billing (Available)

Record consumption per property and bill on a usage basis.

ESG reporting (Available)

Evaluate and report sustainability figures of your portfolio.

Sensor data (Available)

View readings from connected sensors per property.

Owners’ associations

Owners’ association management (Available)

Manage homeowners’ associations centrally.

Owners’ meetings (Available)

Prepare, hold and minute owners’ meetings.

Budget plan (Available)

Draw up and update the budget plan per association.

Owner contributions (Available)

Track owner contribution payments with a full audit trail.

Resolutions & votes (Available)

Record resolutions, document and tally votes.

Maintenance, defects & tasks

Defect management (Available)

Record defects with photos, assign them and track them to completion.

Tasks (Available)

Create and assign tasks and see their status at any time.

Inspections (Available)

Run inspections with templates and record results with photos.

Handover reports (Available)

Document apartment handovers digitally with signatures.

Service providers (Available)

Manage contractors and service providers by trade.

Assign jobs to providers (Available)

Assign defects and jobs directly to the right provider.

Contractor portal (Available)

Providers see their jobs via a secure access link.

Appointment coordination (Available)

Coordinate appointment proposals with providers and spot conflicts.

Maintenance planning (Available)

Plan recurring maintenance and never miss a date.

Project phases (Available)

Manage refurbishments and projects in phases with a timeline.

Technician overview (Available)

Assignments, history and workload of your technicians in view.

Documents

Document archive (Available)

Search, filter and securely download all documents centrally.

Documents per property, tenant and owner (Available)

File documents exactly where they belong.

Virus scan on uploads (Available)

Every uploaded file is checked for malware before it is stored.

Portals

Tenant portal (Available)

Tenants sign in via access link and see notices from management.

Damage reports in the portal (Available)

Tenants report damage and maintenance requests online.

Statements & consumption in the portal (Available)

Access service charge statements and monthly consumption information.

Rent overview for tenants (Available)

Tenants see their rent payments and open amounts.

Documents in the portal (Available)

Documents explicitly released for tenants and owners.

Messages with management (Available)

Tenants and management message each other in the portal.

Owner portal (Available)

Owners see properties, documents, meetings and budget plan.

AI assistant in the portal (Available)

Tenants get answers to common questions around the clock.

Data protection & security

Privacy console (Available)

Handle access and erasure requests with deadlines in one place.

Access to own data (Available)

Download your own stored data at any time (Art. 15 GDPR).

Erasure & anonymisation (Available)

Delete or anonymise accounts on request (Art. 17 GDPR).

Full data export (Available)

Export all core data including documents as an archive – no lock-in.

Consents (Available)

Grant, evidence and withdraw consents at any time.

Secure sign-in (Available)

Two-factor code or passkey; view and end sessions.

Roles & permissions (Available)

Decide who may see and change what – invitation instead of open sign-up.

Change log (Available)

See who changed what and when.

Protection of confidential views (Available)

Watermark and copy protection inside the application.

Integrations

Calendar export (Available)

Take appointments into Outlook, Google or Apple as iCal files.

Email delivery (Available)

Reliably deliver notifications and documents by email.

Notification channels (Available)

Decide which events are reported through which channel.

Circulars (Available)

Send messages to selected tenants or owners.

Insurance management (Available)

Manage policies and claims per property.

Credit check (Available)

Credit checks for rental applications via a credit bureau, using your own bureau contract.

Lexware Office connection (Available)

Transfer booking data to Lexware Office.

Artificial intelligence

AI exposé drafting (Available)

Exposé drafts from your property data in minutes.

AI assistant (Available)

Ask questions about your portfolio and get answers with sources.

AI property analysis (Available)

Strengths and action points of a property summarised as a draft.

Rent estimate (Available)

Guidance on rent levels based on your data.

Mobile & usability

Installable as an app (Available)

Install CausaX like an app on phone, tablet or desktop.

Mobile-ready (Available)

All views adapt to phone and tablet.

Nine languages (Available)

German, English, Spanish, French, Italian, Portuguese, Dutch, Greek and Arabic.

Global search (Available)

Find properties, tenants and contracts from anywhere.

Calendar & reminders (Available)

Appointments, deadlines and follow-ups in one place.

Notifications (Available)

See important events right inside the application.

CausaX Guide (Available)

Step-by-step help right inside the application.

Accessible (Available)

Usable with keyboard and screen reader, continuously tested automatically.

Operations & resilience (Available)

Daily encrypted backups, uptime and error monitoring, plus system status and alerts for administrators.

See CausaX live

We show you the features that fit your portfolio.