Product Overview
Operate with clarity. Grow with confidence.
Cash flow, properties, tenants, and reports—organized into one calm workspace with AI that finds savings and improves NOI.
Unified Cash Flow
Import CSVs. Auto‑categorize by property or business, set budgets, and see the whole picture instantly.
- Property & entity tags
- Rules & budgets with alerts
- Reconciliation made simple
Properties
Centralize unit mix, debt, escrows, insurance, and document links—so nothing slips through the cracks.
- Assets & loans in one place
- Lease links, notes
- CapEx and maintenance tracking
Rentals & Tenants
Clear ledgers, balances, notices, and message history—organized per tenant and unit.
- Lease & ledger clarity
- Message history
- Renewal workflows
Reports That Persuade
Generate lender‑ready T12s, P&Ls, and visual summaries that persuade.
- PDF & CSV exports
- Custom date ranges
- Visual summaries
AI Insights
Detect anomalies, optimize rents, and get savings tips tailored to your portfolio.
- Personalized recommendations
- Pricing guidance
- Outlier alerts
Smart Reminders
Automated notifications for budget thresholds.
- Per‑property budgets
- Notifications for overspending
- Custom alert settings
Integrations
CSV imports.
- CSV Bulk Uploads
- Quick transaction reviews
- Easy data management