Real Estate & Property Management
Transform your property management operations with intelligent automation. Extract data from Yardi and MRI, automate investor reporting, and streamline make-ready workflows—without expensive software add-ons.
Results That Matter
Real impact from automation solutions delivering measurable business value
Reduction in administrative and reporting time
Make-ready process acceleration through automation
Automated data extraction eliminates manual errors
Self-service portals for real-time portfolio visibility
Key Features & Benefits
Comprehensive automation solutions designed specifically for your industry
Yardi & MRI Automation
Extract data, generate reports, and automate workflows in Yardi Voyager and MRI Software without expensive add-ons
- Automated report generation
- Data extraction to BI tools
- Custom workflow automation
- Month-end close acceleration
Investor Reporting Automation
Generate and distribute investor reports automatically from your property management data
- Automated distribution schedules
- Multi-format report generation
- Custom investor dashboards
- Portfolio roll-up reporting
Make-Ready Automation
Coordinate unit turnovers with automated vendor scheduling, inspections, and status tracking
- Automated work order creation
- Vendor scheduling workflows
- Inspection tracking
- Move-in readiness alerts
Lease Administration
Automate lease abstraction, rent escalations, and renewal tracking across your portfolio
- AI-powered lease abstraction
- Automatic rent escalations
- Renewal date tracking
- Critical date alerts
Accounts Payable Automation
Process vendor invoices automatically with PO matching, approval routing, and ERP entry
- Invoice data extraction
- PO and budget matching
- Approval workflow automation
- Automatic ERP posting
Tenant Communication
Automated rent reminders, maintenance updates, and community announcements
- Automated rent reminders
- Maintenance status updates
- Emergency notifications
- Lease renewal outreach
How It Works
Our proven process gets you from discovery to deployment efficiently
Discovery & Assessment
We analyze your current systems (Yardi, MRI, AppFolio), identify data silos, and map automation opportunities
Solution Design
Custom automation blueprint for your portfolio, from data extraction to investor reporting
Implementation & Integration
Deploy automation with minimal disruption to ongoing operations and seamless system integration
Training & Optimization
Team training and continuous optimization to maximize ROI across your portfolio
Transform Your Challenges Into Opportunities
See how automation solves common industry pain points
Yardi reports take hours to generate and format for investors
Automated report extraction, formatting, and distribution on your schedule
Getting data out of Yardi for custom analytics requires expensive fees
Automated data extraction to Power BI, Excel, or data warehouses without add-on costs
Make-ready coordination involves endless emails and phone calls
Automated workflows coordinate vendors, track status, and alert when units are ready
Manual invoice entry creates AP backlogs and payment delays
AI-powered invoice processing with automatic coding and approval routing
Rent escalations and lease renewals slip through the cracks
Automated tracking with alerts 90/60/30 days before critical dates
Month-end close takes a week of manual reconciliation
Automated reconciliation workflows cut close time by 60%
Our Process
A streamlined workflow designed for maximum efficiency
Data Collection
Automated extraction from Yardi, MRI, or other property systems
Processing
Data validation, transformation, and enrichment
Analysis
Automated calculations, comparisons, and anomaly detection
Reporting
Custom report generation in investor-ready formats
Distribution
Scheduled delivery to stakeholders via email or portal
Archival
Automatic organization and retention compliance
← Swipe to see all steps →
The Transformation
See the difference automation makes
Before Automation
- Hours spent manually running and formatting Yardi reports
- Investor reporting delayed by data compilation
- Make-ready coordination via email and spreadsheets
- AP team manually enters every vendor invoice
- Lease escalations discovered after the fact
- Month-end close takes 5-7 business days
- No visibility into portfolio performance between reports
After Automation
- Reports generate and distribute automatically on schedule
- Investors receive timely, accurate reports every period
- Make-ready workflows automated with real-time status tracking
- Invoices processed automatically with exception handling
- Proactive alerts for all critical lease dates
- Month-end close completed in 2-3 days
- Real-time dashboards for continuous portfolio visibility
Why Choose Us
Built on expertise, trust, and proven results
Property Management Expertise
Deep understanding of Yardi, MRI, and property management workflows
Data Extraction Specialists
Proven methods to extract data from "closed" systems without expensive vendor fees
Portfolio Scale Experience
Solutions that work across portfolios from 100 to 100,000+ units
Frequently Asked Questions
Can you extract data from Yardi Voyager without using Yardi's paid APIs?
Yes. We use multiple approaches depending on your Yardi configuration: scheduled report automation, database queries (for on-premise or private cloud), and browser automation for web-based Yardi. We help you get your data without paying premium API fees for basic reporting needs.
How do you handle different report formats for different investors?
We build templated reporting systems that pull from a single data source but output in multiple formats. Each investor can have their own template with specific metrics, branding, and delivery schedule. Adding a new investor format takes hours, not weeks.
Can automation work with our existing property management software?
We integrate with all major property management systems including Yardi Voyager, MRI Software, RealPage, AppFolio, Buildium, and Rent Manager. We also work with legacy and custom systems. If humans can access the data, we can automate it.
What about commercial vs. residential properties?
We handle both. Commercial automation focuses on lease abstraction, CAM reconciliation, and tenant billing. Residential automation emphasizes make-ready workflows, rent collection, and high-volume transaction processing. Many clients have mixed portfolios—we build solutions that span both.
How do you handle the security of financial and tenant data?
All automation runs within your secure environment or SOC 2 compliant infrastructure. We use encrypted connections, role-based access controls, and full audit logging. We don't store your data—we move and transform it within systems you control.
Can you help with acquisition due diligence automation?
Yes. We automate rent roll analysis, lease abstraction, and financial data extraction for acquisitions. This accelerates due diligence timelines and improves accuracy compared to manual review of hundreds of lease documents.
Ready to Modernize Your Property Operations?
Let's discuss how automation can help you extract more value from your property management systems, accelerate reporting, and reduce administrative overhead.