Moving from spreadsheets?
Bring your data, keep your books.
A spreadsheet is the easiest place to start from, because it is already rows and columns. Match your columns to our templates, import, and your portfolio is live.
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- CSV import
- Keep your general ledger
- Assisted onboarding if you want it
No system yet? Start here.
If your portfolio lives in sheets, there is nothing to export first. Copy your columns into our templates, let the importer check them, and you have a workspace with portals the same week. Keep your bookkeeping wherever it is today.
What you bring, and what stays put.
Five CSV templates
- Owners
- Properties
- Units
- Tenants
- Leases
Each template downloads from the workspace. Rows are checked before anything is applied, and nothing is imported until you confirm it.
Your general ledger
- Your general ledger and chart of accounts
- Trust accounting and bank reconciliation
- Month-end close and year-end reporting
- Whatever your accountant opens on the first
We do not ask you to move any of this. If you ever want to, that is a separate decision.
A first week you can follow.
Import
Upload your CSVs, fix anything the importer flags and confirm.
Portals
Invite residents and owners to their portals under your company name.
Vendors
Add your vendors and route the first work orders through the queue.
First owner statement
Generate your first owner statement from the records you now keep here.
Self-serve setup is free. If you would rather a person did it, we move your data, configure your workflows, and stay until you are live.
- Data migration handled for you
- Workflow configuration
- Team training
- Waived when you prepay annually
Answered plainly.
Bring your data,
keep your books.
We reply within one business day · No card