Industries / Real estate and property management

Leases, invoices and reporting that run themselves

Property owners and managers handle high volumes of leases, supplier invoices and tenant charges across many entities.

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Typical workflows

Lease data extraction and invoice handling

Pull key dates, rents and clauses from lease documents into a structured summary with the source passage shown, and read supplier invoices, match them to the property and budget line, and propose coding for approval.

Service-charge and utility reconciliation

Match service-charge and utility costs to properties and tenant charges, and list the differences for a person to resolve.

Portfolio reporting across property companies

Assemble the figures and commentary for owner and portfolio reports from your systems, for a manager to review and send.

Lettings and tenant enquiries

Sort incoming enquiries, draft replies from your own information, and pass anything unusual to a person.

Recommended path

  1. Briefing

    A session for management on where AI can help a property portfolio and where it should stay out.

  2. Sprint

    We review enquiry handling, lease documents and invoice flows and rank the workflows worth piloting.

  3. Roadmap & Governance

    A sequenced plan with rules for review, tenant and owner data, and responsibilities.

  4. Pilot Build

    One workflow, such as lease abstraction, built and run in shadow mode before it goes live.

  5. Retainer

    Ongoing support as more properties and workflows are added, and as results are monitored.

Questions and answers

Can AI read our lease documents?

Often, yes, depending on scan quality and how consistent the documents are. The Sprint tests this on a sample before we recommend building on it.

Who sends the replies to tenants and owners?

Your staff. Drafts are reviewed by a person before anything is sent.

Is this relevant for a mid-sized manager?

Our focus is companies and firms with 200 to 2,000 staff across Europe.

Where do we start?

Usually with a Briefing, then a Sprint on one or two workflows.

Start with 30 minutes.

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