Retire the spreadsheet that runs your firm.
Every real estate company has one: the 40-tab workbook, the Access database from 2009, the server under someone's desk. We move the workflow into modern, AI-ready systems. Carefully, in stages, without ever stopping the rent.
Modernization that respects what already works.
The workflow survives the migration
Your team keeps closing deals and collecting rent throughout. We run old and new in parallel, reconcile daily, and cut over only when the numbers match, because we've been on the receiving end of a botched migration.
The data comes out clean
Twenty years of property data holds twenty years of inconsistency. We extract, normalize, and reconcile it, often with the same AI document tooling we use in our extraction products.
AI-ready by design
Modernizing without an AI layer is repainting a building you're about to renovate. The systems we build expose your data to agents, reporting, and automation from day one.
What a modernization includes.
- System and workflow audit: what it does vs. what people think it does
- Data extraction and cleanup from spreadsheets, Access, and legacy databases
- A modern replacement: web app, database, and permissions
- Parallel-run period with daily reconciliation
- Integrations with your accounting and property-management stack
- Automated reporting to replace the monthly copy-paste ritual
- An AI layer over the cleaned data: search, extraction, summaries
- Training and a written runbook for the team
How we take a system down without taking you down.
Audit
We map what the system actually does, including the informal rules that live in one person's head. The audit alone usually pays for itself.
Extract
Data comes out, gets cleaned, and gets reconciled against source documents. You see the discrepancy report before anything is built on top.
Rebuild
The new system ships one workflow at a time, mirroring the old one until trust is earned. No big-bang cutover, ever.
Retire
Parallel-run, reconcile, cut over, archive. The old system is preserved read-only, and the person who ran it gets promoted from operator to owner.
What principals ask before touching the old system.
Our whole firm runs on this spreadsheet. Isn't this risky?
The risk is already on your books: single point of failure, one person who understands it, no audit trail. Staged migration with parallel running is how you take that risk off, not add to it.
How long does it take?
A single-workflow system modernizes in six to twelve weeks. A firm-wide back office is a phased program over several months, but each phase ships value on its own.
What happens to the person who owns the old system?
They become the most important person on the project. Their institutional knowledge drives the spec, and they end up running a system instead of babysitting one.
Can you work with Yardi, AppFolio, or Buildium?
Yes. We integrate with the major property-management and accounting platforms rather than replacing them. Modernization usually means connecting them to everything else.
Tell us about the system nobody's allowed to touch.
Thirty minutes, no judgment. Every firm has one. We'll tell you what a staged modernization looks like and where the quick wins are.
Kevin Krone, founder. Fifteen years operating institutional real estate before building AI for it.
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