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Commercial Real Estate · Discovery
How a 35-person CRE firm turned Sunday bank reconciliations into a 4-minute task
The accounting controller was spending her Sundays reconciling six entities in Excel. One live demo changed the conversation. We mapped the highest-value workflows in a half-day onsite session.
The problem
A Texas commercial real estate firm with 35 people and 100-plus properties had teams stuck in manual work. The accounting controller spent Sundays reconciling bank statements across six entities in Excel. Yardi reports were filled in cell by cell. SharePoint search was broken. The CEO wanted his team spending less time grinding through data and more time thinking about the business.
What we built
- Each team learned with their own real workflows, not made-up examples. Sessions were built around the firm's actual pain points: accounting, marketing, and property management each got a session tailored to what they do.
- The demo that closed the CEO: six entities reconciled in 4 minutes. The AI read the bank statements and Yardi exports and found every mismatch. The same work used to consume the controller's Sundays.
- The firm left with a concrete two-track plan. Track one: AI reads inbound email, drafts replies, and briefs leadership before meetings. Track two: bank reconciliation, GL anomaly detection, and automatic Yardi report generation.
- Tool choices were built to survive IT review, not to look impressive. The firm uses Yardi and SharePoint and has a conservative IT culture. Recommendations were grounded in what would actually get approved.