Faster, Smarter, Compliant Financial Workflows with AI
Bring automation, data analysis, and reporting together in a secure platform built to handle the complexity of modern finance
Loan Management
Gain full visibility into your loan portfolio with real-time covenant tracking and automated compliance testing. Instantly monitor DSCR, LTV, Debt Yield, leasing metrics, and extension requirements—all in one place.
Generate loan summaries, SREO statements, and lender reports on demand, without manual work. Our AI automatically extracts 70+ key fields from loan documents, giving you accurate data and proactive alerts so you can stay ahead of lender requirements and protect asset performance.
Custom Owner Portals
Give every owner a world-class experience. Your branded portal becomes their single source of truth—financials, performance dashboards, and reports, all updated in real time. No more back-and-forth emails or manual reporting. Owners get clarity and confidence, while your team saves hours each week. Built for property management companies that want to scale smarter, communicate transparently, and deliver an owner experience that truly sets them apart.
COA Mapping
Unify disparate financial data from all your Property Management Systems into one standardized Chart of Accounts for reliable portfolio-wide comparison and analysis. Easily standardize portfolio data to unlock accurate trend analysis and cross-property comparisons.