SuitesFinance

Finance Suite

One ledger.
Every asset.

Financial statements, invoicing, CAM reconciliation, budgets, investor reporting, valuations, and debt management — all BOMA, ASC 842, and NCREIF aligned. The financial backbone of your portfolio, finally centralized.

Portfolio NOI — Q1 2026+8.3% YoY
Gross Rental Revenue
$42.8M+5.1%
Operating Expenses
($12.4M)-2.3%
CAM Collections
$4.2M+3.8%
Vacancy Loss
($1.9M)-11.2%
Net Operating Income
$32.7M+8.3%

Capabilities

Every financial function.

Financial Statements

GAAP-compliant income statements, balance sheets, and cash flow by asset, portfolio, or fund. Monthly, quarterly, and annual reporting with NCREIF-aligned line items.

P&L by building, sub-market, fund
Balance sheet with ROU assets
Cash flow statement (direct & indirect)
Multi-entity consolidation

Invoicing & Collections

Generate, send, and track rent invoices, CAM charges, and miscellaneous billings. Automated late notices, ACH/wire reconciliation, and aging reports.

Automated monthly invoicing
ACH & wire reconciliation
Aging report with collection status
Automated late fee calculation

CAM Reconciliation

The most painful task in CRE finance — fully automated. BOMA-aligned CAM pools, controllable/non-controllable expense separation, and tenant-specific lease caps.

BOMA expense pool classification
Controllable expense caps & floors
Tenant-specific exclusions
Reconciliation letter generation

Budgets & Forecasts

Build annual budgets with line-item granularity. Rolling forecasts updated with actuals. Variance reporting with drill-down to source transactions.

Line-item budget builder
Rolling forecast engine
Budget vs. actual variance
Scenario modeling

Investor Reporting

Generate institutional-quality investor reports. NCREIF-aligned performance attribution, waterfall calculations, and capital account statements.

NCREIF NPI return attribution
Waterfall & promote calculations
Capital account statements
LP portal access

Valuations

Track appraised values, DCF models, and cap rate analysis by asset. Feed valuations into investor reports and portfolio benchmarking automatically.

Appraisal history tracking
DCF model integration
Cap rate & yield analysis
Portfolio mark-to-market

Debt Management

Track every loan, construction facility, and line of credit across the portfolio. Maturity alerts, covenant tracking, and debt service coverage ratios.

Loan register with maturity tracking
Covenant monitoring & alerts
DSCR calculation by asset
Refinancing scenario modeling

Compliance

Your auditors will recognize every line.

The Finance Suite implements the standards that CRE accountants, appraisers, and investors already use — so there's no translation layer between your data and your counterparties.

BOMA Chart of Accounts

Standard expense categorization for controllable and non-controllable CAM reconciliation.

ASC 842 / IFRS 16

Right-of-use asset and lease liability calculations baked into the financial model.

NCREIF Definitions

NOI, cap rate, and total return definitions aligned to NCREIF NPI and ODCE standards.

GAAP / IFRS Compliant

Financial statements follow US GAAP or IFRS depending on entity type and investor requirements.

Outcomes

Close faster. Report with confidence.

100%
CAM Audit Trail
every expense, allocation, and calculation documented
30%
Faster Close Cycle
median reduction in month-end close time
Real-time
NOI by Asset
no waiting for month-end consolidation
60%
Reduction in Audit Prep
with structured data and full documentation

One source of financial truth.

Bring your portfolio's financials onto the Digital Grid.