Work smarter in Yardi
Over decades of using the platform and solving our partners’ challenges, we’ve discovered the chronic issues that deserve standardized solutions. We developed these integrations and automations that came from our own playbook of best practices and lightbulb moments.
These products are ready for your implementation to make your Yardi workflow smoother than ever!
Need custom Yardi reports or integrations? Book a meeting for an initial consultation.
Yardi Administration Toolkit
A set of fantastic time-saving features to enhance your experience with Yardi’s suite of products. Some of the features include vendor merge function, copy residential agents, residential copy results and reasons, copy residential make ready templates, copy unit addresses,
Yardi Procore Connector
Yardi Connector synchronizes construction management data between Procore® and Yardi. Reduce double-entry by providing an automated one-click sync for new vendors, projects, commitments, and more.
Custom Account Tree Builder
Standard account trees are based on the system chart of accounts, which are not editable. What if you could set up custom account trees and automatically add newly created accounts to all custom account trees? Now you can.
Standard account trees are based on the system chart of accounts, which are not editable. What if you could set up custom account trees and automatically add newly created accounts to all custom account trees? Now you can. We’ve designed Custom Account Tree builder, so you can set up custom account trees and let the system manage them according to your configuration.
Balance Sheet Reconciliation Workbook
The Balance Sheet Reconciliation Workbook creates a fully contained Excel workbook designed to tie out and document all balance sheet accounts with the push of a button.
Bank Reconciliation Helper
If your bank can provide a file with all of your daily transactions, this module can automatically clear the checks, deposits, miscellaneous adjustments and help reconcile your cash account.
Many banks offer a service that allows you to provide a file to them after every check run. This file tells the bank which checks you have written. If a check is presented for payment that is not on the list or the dollar amount is different, the bank knows that item might be fraudulent.
Wells Fargo Payment Manager
The Payment Manager Module creates a file that will be delivered to the bank so that they generate payments via check, EFT or credit card. The module supports check, EFT and credit card payment types for vendors, tenants and owners.
Bank of America Paymode
The Paymode Module creates a file that will be delivered to the bank so that the bank can print and deliver checks and pay payees via ACH. The module supports check and ACH payment types for vendors, tenants and owners.
Currency Exchange Rate Automator
Currency Exchange Rate Automator is a custom module that downloads exchange rates from the Online Trading and FX for Business website, OANDA.com and automatically maintains the currency exchange rates in Yardi.
Commercial Lease Commissions
Getting compensation right for your people and partners is important for maintaining a competitive edge.
This extension enables the creation of templates for frequently used leasing commission calculations, brokers and brokerage houses, and commission payables and schedules.
Residential Lease Commissions
This extension enables the automatic calculation of leasing agents’ commissions. Resulting calculations can be pushed into a payable batch or an extract in a format compatible with your payroll/HRIS system.