Property tax ticketing
How to automate property tax ticketing
Property tax statements often arrive via email or file upload, usually as unstructured PDFs. Manually parsing these documents, extracting line items, validating amounts, and comparing to escrow schedules or forecasts takes time and leaves room for costly errors. Without automation, AP and tax teams are stuck triaging exceptions manually and creating payment files by hand — slowing down the entire process.
Parabola automates the full property tax ticketing lifecycle. Use AI-powered PDF, Excel, and email parsing to extract fields like parcel ID, due date, assessed value, and tax amount. Compare parsed data against your forecast or escrow schedule to catch variances, then flag exceptions and route them for manual review. Validated statements are formatted for payment and synced directly into systems like NetSuite, Coupa, or Tipalti — or exported as ready-to-upload files.
Video overview
Why Parabola
In a world where efficiency is a key contributor to effectiveness, Parabola provides an unlock for businesses of all sizes in synthesizing large volumes of information into key insights."
Property tax ticketing is the process of receiving, validating, and paying property tax statements — typically sent as PDF attachments via email. Businesses with large real estate footprints or physical operations must compare these tickets to internal forecasts or escrow schedules, flag discrepancies, and ensure payments are made on time to avoid penalties.
- Use the Pull from Email Attachment or Pull from PDF file step to ingest tax statements.
- Configure the PDF parsing step to extract key values like parcel ID, tax year, due date, and total amount.
- Use Standardize with AI or Edit columns to clean and map your parsed data.
- Pull in your internal forecast or escrow schedule using a Pull from Google Sheet or similar step.
- Use the Combine tables step to combine parsed tax data with forecast values.
- For more complex logic and calculations, use a Custom transform step, where you can simply type in what you'd like to accomplish.
- Create a tolerance threshold using Add if/else column to flag out-of-range discrepancies.
- Route exceptions for review with a Email a file attachment or Send to Parabola Table step; send clean records to AP using Send to NetSuite, Send to Google Sheets, or by using a Generate CSV file step.
- Use Standardize with AI to normalize variations in parcel ID or jurisdiction naming for easier matching.
- Establish clear variance thresholds in your logic to avoid false positives in exception handling.
- Include conditional logic to route flagged vs. validated statements differently — this keeps your AP handoff clean.
- Save time by grouping statements by jurisdiction or due date using Sum by group before outputting payment files or summaries.
- To start building your own property tax ticketing Flow, check out Parabola University.