Precision. Transparency. Clarity.

Financial accounting

Expert financial management tailored for commercial real estate investors.

Maximize Your Financial Insights

Clear, accurate financials that empower better decision-making.

Full visibility into income, expenses, and cash flow

Compliance with accounting standards to protect your investment

Portfolio performance insights to maximize profitability

Total Transparency

Real-time financial access for complete control over your investment.

Owner Portals – Instantly track every transaction and financial detail

100+ Financial & Performance Reports – Data-driven insights at your fingertips

Shared Bank Accounts – Direct access to real-time account balances

Complete Financial Security

Stronger controls. Reduced risk. Greater confidence.

Vendor Compliance – Ensures all vendors meet legal and insurance requirements before payment

AI-Powered Invoice Processing – Eliminates duplicate payments and minimizes human error

Multi-Layer Approval Workflow – Protects against unauthorized payments and financial mismanagement

Positive Pay Bank Reporting – Prevents fraud by flagging discrepancies before payments clear

Complete Financial Security

Stronger controls. Reduced risk. Greater confidence.

Vendor Compliance – Ensures all vendors meet legal and insurance requirements before payment

AI-Powered Invoice Processing – Eliminates duplicate payments and minimizes human error

Multi-Layer Approval Workflow – Protects against unauthorized payments and financial mismanagement

Positive Pay Bank Reporting – Prevents fraud by flagging discrepancies before payments clear

plans

Financial Accounting Plans

Choose the right level of financial oversight.

Core – Essential Accounting & Reporting

Stay organized and in control with clear, accurate financials.

Monthly income and expense tracking

Rent roll management

Basic financial statements (P&L, balance sheet)

Monthly bank reconciliations

Owner portal acces

Sales & Use Tax Payments

Ideal for: Single-property owners and small investors

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Plus – Advanced Financial Management

Stronger financial oversight for optimized performance and cost control.

Everything in Core, plus:

Budgeting and forecasting to plan ahead

NNN reconciliations and CAM expense tracking to avoid unexpected costs

Custom financial reporting for deeper insights

Vendor and expense oversight to eliminate unnecessary spending

Sales & Use Tax Payments

Ideal for: Mid-sized portfolios and professional investors

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Premium – Full-Service Financial Oversight

Strategic financial management designed to maximize investment returns.

Everything in Plus, plus:

Capital expenditure planning to increase property value

Advanced financial modeling and ROI analysis to guide investment decisions

Investment performance tracking for continuous optimization

Quarterly financial performance reviews to ensure long-term success

Ideal for: Institutional investors and commercial real estate funds

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Gain Financial Clarity Today

We’re hands-on, proactive, and focused on driving real results. Whether it’s leasing, management, or strategy—we’re here to help. Let’s build something great together.