Step-by-step walkthroughs and full sample PDFs for every tool — bookmark this page to come back to anytime, even after a tool is unlocked.
Trial balance, income statement, balance sheet, and general ledger detail — from a general ledger you build, import, or enter directly.
Your letterhead details and reporting period apply across every statement you generate.
Starts pre-built with the accounts most commercial real estate entities need — edit, remove, or add your own, then enter each account's beginning balance.
Enter transactions directly, or import a full period's general ledger from an Excel template — receipts, payables, journal entries, and charges.
Every account's beginning balance plus activity, calculated and checked for you — debits and credits always tie out.
Built directly from your trial balance, with manual override available on any line — export as a professional, letterhead-branded PDF or Excel.
A month-at-a-glance close calendar — departments, deliverables, and due dates, color-coded automatically.
Pick the calendar month to display, and give it whatever title fits how your team refers to the period — the two don't have to match.
Every deliverable picks up its department's color automatically — add as many as you need to any date, including several on the same day.
A complete month grid with every deliverable color-coded by department, plus a legend — export as PDF or Excel.
Calculate tenant common area maintenance true-ups — pro-rata shares, base year stops, and annual caps handled automatically. Try it live, free, with your own numbers — full access unlocks every tenant, export, and save.
Enter your letterhead details once, plus the property's total square footage and occupancy — used throughout the rest of the reconciliation.
Group actual expenses by category, with optional gross-up, cap, capital expenditure exclusion, or management fee calculators applied automatically.
Assign each tenant to a pool — pro-rata share can calculate automatically from square footage, or be entered manually.
See a full line-item breakdown per tenant — every figure traceable back to a formula, not a black box.
Produce formatted, letterhead-branded PDF statements to share with tenants, plus internal expense detail pages for your own records — and a full Excel export.
Build next year's estimated CAM charges by tenant, broken into annual and monthly figures for rent statements.
Enter your letterhead details once, plus the property's total square footage and occupancy — used throughout the rest of the estimate.
Group next year's budgeted expenses by category, with optional gross-up, cap, or management fee calculators applied automatically.
Assign each tenant to a pool — pro-rata share can calculate automatically from square footage, or be entered manually.
See each tenant's estimated annual CAM charge broken into a monthly figure, ready to reflect on rent statements.
Produce formatted, letterhead-branded PDF statements to share with tenants, plus internal expense detail pages for your own records — and a full Excel export.
Turn your units and leases into a clean, calculated rent roll — with automatic rent step escalation schedules.
Enter your letterhead details once, plus the property's total square footage — used to check unit totals and calculate occupancy.
Add occupied, vacant, and future units. Enter each charge separately, with an optional annual rent step — the tool builds the full escalation schedule for you.
Term, rent per square foot, annual rent, and occupancy are all calculated automatically — with a full escalation schedule for any stepped leases.
Produce a formatted, letterhead-branded PDF rent roll and escalation schedule, plus a full Excel export.
A visual, floor-by-floor occupancy plan color-coded by lease expiration — loads directly from a saved Rent Roll.
Already built a Rent Roll for this property? Load that same file directly — units, floors, and tenants carry over automatically.
Whether loaded or entered by hand, every unit's floor and lease expiration drive the plan — add, edit, or remove any of them here.
Every floor rendered to scale, colored by lease expiration year, with a legend breaking down SF and % by year — exportable as PDF or Excel.
Year-by-year expiring square footage and declining occupancy exposure — loads current leases from a saved Rent Roll.
Already built a Rent Roll for this property? Load that file directly for each tenant's current lease dates and square footage.
Current lease data can be loaded automatically — the downtime and future lease term assumptions are yours to set per tenant.
Expiring SF by year, projected lease generations, and a declining occupancy line — all calculated automatically, exportable as PDF or Excel.
Classify expenses against your capitalization policy and standard GAAP principles, with clear reasoning for every determination.
Your dollar threshold and minimum useful life apply consistently to every expense you enter next — exactly how a written capitalization policy should work.
Assign each item to the asset it relates to (building, roof, HVAC, equipment, and more) — this is what "extends useful life" or "increases capacity" is measured against.
The tool walks the standard GAAP sequence in order — most items resolve in two or three quick questions.
A full schedule of every expense, its determination, and the exact factor behind it — ready to export or hand to your auditor.