Company Overview
Quixar is an automated accounting platform built specifically for real estate agencies and concierge services that hold the Carte G licence and manage vacation rentals. The platform handles the full financial lifecycle of short-term rental management, synchronizing reservation and payment data from platforms like Airbnb and Booking.com, reconciling bank transactions automatically, calculating owner payouts, and generating the financial documents that agencies are required to provide to the property owners they represent.
The company targets a technically demanding niche within property management known as mandated accounting, where agencies act as financial intermediaries between guests and property owners. This involves tracking rental income, management fees, guarantee funds, and expenses across an entire property portfolio, then reporting accurately to each individual owner. Quixar replaces what has traditionally been a manual, error-prone process with a fully automated system built around open banking connectivity and intelligent transaction matching.
The Challenge: Generating Professional Financial Documents at Scale
A central obligation of mandated rental agencies in France is the production of Management Reports (Comptes Rendus de Gestion), which are financial documents that summarize each property owner’s rental income, fees, and net payout for a given period. These are legal requirements, not an optional service, and they need to be accurate, consistently formatted, and delivered to owners on a regular basis. As Quixar’s platform grew to serve agencies managing larger portfolios, producing these reports automatically was necessary.
Each Management Report requires pulling together financial data specific to an individual property and owner, presenting it in a structured, professional layout, and producing a PDF ready for distribution. For an agency managing dozens or hundreds of properties, this adds up to a significant administrative workload, and any inconsistency or error in the output reflects poorly on the agency’s relationship with its owners.
Beyond Management Reports, the platform also needed to produce a range of other financial documents: Account Statements, Guarantee Fund Reports, General Ledger Balances, Bank Reconciliation Statements, and Invoices. Each of these carries the same requirement of templated, data-driven document generation that produces consistent and professional output without manual formatting.
The Solution: Document Generation using DocuGenerate’s API
Quixar integrated DocuGenerate directly into their platform via the API, generating documents automatically from the data already held in the system. This gave the team a way to produce formatted PDFs from structured financial data without stepping outside their existing development environment.
The foundation of the integration is a Word document template built to Quixar’s specifications for each document type. For Management Reports, the template captures the owner’s details, property information, a breakdown of rental income and deductions, management fees, guarantee fund contributions, and the net amount due. Quixar’s application passes the relevant financial data to DocuGenerate, which populates the template and returns a complete PDF ready for distribution to the property owner.
The same approach applies to the platform’s other document types. Account Statements, Guarantee Fund Reports, General Ledger Balances, Bank Reconciliation Statements, and Invoices each have their own dedicated templates, all managed within DocuGenerate and triggered through the same workflow infrastructure. This means the team maintains document templates in one place and routes all financial document output through a single, consistent process.
The Results: Automated Financial Documents as Part of the Owner Payment Workflow
With DocuGenerate handling document generation, Quixar’s platform produces complete Management Reports and other financial documents automatically as part of the owner payment workflow. Agencies no longer prepare these documents manually, since the data is already in the system, and the output is generated and ready to send in seconds.
The consistency of the generated documents has been a clear benefit for the agencies using the platform. Each report follows the same structure and formatting regardless of the size of the portfolio, and property owners receive professional documentation that presents their financial position clearly. This supports the trust relationship that is at the core of the mandated agency model, where owners rely on their agency to account for every transaction accurately.
For the Quixar development team, the API integration kept the implementation clean. Document generation fits naturally into the existing workflows that already handle payment processing and reconciliation, with no additional infrastructure required.
Conclusion
By integrating DocuGenerate into their platform, Quixar has built a complete solution for vacation rental agencies that handles not just the financial mechanics of mandated accounting, but the documentation obligations that go with it. Management Reports, Account Statements, Invoices, and other financial documents are all generated automatically, with no manual formatting step.
For a platform built around making mandated accounting simpler and faster for rental agencies, having reliable, professional document generation at scale is a critical part of delivering on that promise. As the platform continues to grow and serve larger agency portfolios, the document generation infrastructure scales with it without any additional overhead.
DocuGenerate gave us a simple, reliable way to generate professional financial documents directly from our application. Management Reports are a core deliverable for our clients, and having them produced automatically has been essential to how Quixar works.