Use Case · Real Estate
Property accounting has a structural complexity problem. Every property is its own profit center, every tenant has their own history, every maintenance vendor sends invoices in a different format. BeanStack links property, lease, tenant, invoice, and payment together in one ledger.
Twenty properties traditionally means twenty sets of books and twenty bank accounts to reconcile. Every property management tool assumes you want a dashboard; every dashboard hides what you're actually looking for behind three navigation levels. Every reporting question becomes a manual assembly.
Properties, leases, tenants, rent receipts, maintenance invoices, and payments are all linked together. Ask the AI "show me outstanding vendor invoices for 12 Main Street" and it follows those links. No custom reporting project required.
For financial reporting, that structure matters. Per-property P&L is a filter, not a rebuild. And when you add a property, you add a record — not a new ledger.
Custom fields (address, square footage, property type) are configurable. The record is the anchor for every related invoice, lease, and payment.
Upload a signed lease. Document AI extracts key terms and creates an agreement record linked to the tenant and the property.
Invoices arrive as uploads, get classified and extracted, and surface in the inbox. Approve them and they post to the right property automatically.
Connect bank feeds directly or upload statements. Per-account reconciliation runs match transactions against the ledger continuously.
Bank classification rules auto-code incoming rent, utility payments, and recurring vendor ACH by description, merchant, and amount.
Financial statements filter by reporting entity. No more assembling per-property P&L in spreadsheets.
| Manual grind | With BeanStack |
|---|---|
| Entering maintenance invoices one property at a time | Document AI extracts property, category, and amounts |
| Coding rent deposits to the right tenant and property | Bank rules match recurring patterns automatically |
| Reconciling per-property operating accounts | Per-account reconciliation against your bank transactions |
| Tracking which lease governs which tenant | Each lease links to its tenant and property |
| Producing per-property financial views | Statements filterable by reporting entity |
Add a property. Upload a lease. The AI threads the rest together.
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