Table of Contents

  • One request becomesa repeatable workflow.
  • Source systems
  • Friedman's context
  • Reports + dashboards
  • Friedman's process
  • Less repeated assembly. More operating leverage.
  • Keep the knowledge.Build from there.
  • Data + definitions+ approved work
  • Build your versionwith Leni.
← Customer stories
Friedman Real Estate

Reporting at scale.
Friedman's rules.

As reporting requests grew, Friedman turned recurring work into agents its own team could control.

Read the announcement ↗
“We wanted to build our own workflows, and Leni's infrastructure is what made that possible.”
Jared Friedman
Co-CEO, Friedman Real Estate
20M+commercial square feet managed
19,000+multifamily units managed
$25B+brokerage transactions completed

Company scale reported in the September 2026 announcement.

One request becomes
a repeatable workflow.

ERP and accounting data feed reports and dashboards in Friedman's format, with PDF export and review routing.

CONNECT

Source systems

ERP and accounting data

APPLY

Friedman's context

Metrics, definitions and formats

PREPARE

Reports + dashboards

Outputs traceable to source

REVIEW

Friedman's process

Approval by its own team

Less repeated assembly. More operating leverage.

Existing connectors, models and checks let Friedman focus on the rules only its team knows. New owner or lender requests become changes the firm can make itself.

Source: Friedman Real Estate and Leni announcement, September 22, 2026

The next workflow starts ahead

Keep the knowledge.
Build from there.

Connected systems, corrections and approved work stay in Friedman's context. The same foundation can support budgeting, variance analysis and investor packages.

Explore owning your AI →
Company-owned knowledge

Data + definitions
+ approved work

Reporting → Budgeting → Investor packages

Build your version
with Leni.

Start with the reporting work your team repeats.

Plan your first workflow ↗