Read the books.
Bring in the approved rent roll, ledger or manager workbook. Match the property, suite and reporting period.
Bring property financials, rent rolls and lease documents together. Use them in Claude, ChatGPT or your own apps, with your definitions and permissions.
Bring in the approved rent roll, ledger or manager workbook. Match the property, suite and reporting period.
Read the rent and effective date in the signed amendment. Keep the clause alongside the extracted terms.
See both sources before deciding whether billing needs a correction. Your team approves the next step.
Start with one portfolio question. Keep the systems that already run your business.
We map approved property and finance data to one real estate model. Compare assets across managers using your definitions.
Keep your data platform. Add property-level access, company definitions and links to source documents so your AI can work with it.
Use authorized Yardi exports or an approved Entrata connection. Agree on the properties, fields, history and refresh schedule.
Yardi guide → Entrata guide →Extract the terms that drive a decision. Keep the source reference so reviewers can go back to the evidence.
Document extraction →Use MCP to connect a compatible assistant under the user’s permissions, or use the API for your own application.
MCP documentation ↗Friedman built reporting workflows on Leni using its own company data, definitions and review steps. The team decides what each report needs to show and who checks it.