Yardi
Financial Reporting for Yardi and Real Estate Professionals
2 Days
Saved Every Week
"The CFO and I can pull up the data and see where our cash is at any time. It’s really been a life saver, especially…
Based on980+reviews
"We’ve been able to create reports we never had before. Other departments needed reports in different formats, yet there was nothing that I couldn’t create…
Based on980+reviews
"Overcoming a very cumbersome report writer embedded within the ERP system has allowed us to write meaningful reports."
Products
Financial Reporting for the Real Estate Industry
Reporting Intelligence
Intelligence that lives inside your financial reports and ERP data. Works with Excel and Excel Online with autonomous AI that monitors your KPIs around the clock.
Web-based budgeting, planning & forecasting
Budgeting & Planning: Bizview is an integrated and scalable web-based budgeting, planning, and forecasting solution.
Tax management, CbCR & BEPS Pillar 2
Longview Tax enables more frequent reporting, better tax forecasting, and faster responses to ad-hoc queries improving visibility and governance.
Monitor transfer pricing execution
Longview Transfer Pricing connects your enterprise strategy and tax policy with transfer pricing execution, enabling modernization with lower risk.
Seamless Integration with Your Yardi ERP
Refreshable Financial Reporting Made Easy
Yardi ERP is a powerful tool for real estate professionals, but manual data extraction can be tedious and prone to errors. With Spreadsheet Server, you can effortlessly pull live financial data into Excel, streamlining report preparation and allowing teams to focus on strategic analysis instead.
Empowering Non-Technical Users
Yardi ERP data structures can be complex, often requiring IT support for reporting. Spreadsheet Server empowers non-technical users to create and customize their own reports without specialized skills, enabling faster decision-making and reducing reliance on IT.
Enhanced Insights Through Live Data Integration
Disconnected reporting can lead to outdated insights. The integration of Spreadsheet Server with Yardi ERP allows drill down into live data, providing timely and accurate information that enhances decision-making and drives better business outcomes.
Use Cases
Optimize Your Real Estate Reporting & Forecasting
Dynamic Rental Income Reporting in Excel
Leverage Yardi ERP with Spreadsheet Server to generate live rental income reports directly in Microsoft Excel. Get instant access to key metrics like occupancy rates, lease expirations, and cash flow, allowing property managers to track financial performance effortlessly. Customize reports or utilize pre-built templates to extract important insights, facilitating timely and informed decision-making. This approach enhances overall productivity, enabling real estate teams to react quickly to market changes and optimize revenue streams.
75%
Increase in Reporting Speed
90%
Reduction in Report Generation Time
300+ Hours
Saved over Previous Processes
Streamlined Expense Management and Reconciliation
Effortlessly manage and reconcile property expenses with Yardi ERP plus Spreadsheet Server. Users can drill down into expense accounts to view detailed transactions and identify discrepancies quickly. This integrated solution simplifies navigation through invoices, payments, and budget comparisons, helping teams resolve issues faster. By automating these processes, organizations save valuable time and reduce errors, allowing financial staff to focus on strategic planning and improving overall operational efficiency in property management.
75%
Increase in Reporting Speed
90%
Reduction in Report Generation Time
300+ Hours
Saved over Previous Processes
Enhanced Budgeting and Forecasting for Real Estate
Transform your financial processes using Yardi ERP and Spreadsheet Server. Spreadsheet Server's intuitive Excel interface fosters collaboration among teams, ensuring alignment of financial goals with business objectives. This comprehensive approach not only improves the accuracy of financial projections but also enhances agility, allowing real estate organizations to respond quickly to market trends and make proactive financial decisions.
75%
Increase in Reporting Speed
90%
Reduction in Report Generation Time
300+ Hours
Saved over Previous Processes
Easy Financial Reporting for Yardi
Near real-time access to Yardi data in Excel for up-to-date financial reports.
Effortless drill-down from summaries to detailed transactions for clear insights.
Create customized reports using pre-built templates tailored to your needs.
Seamless collaboration for enhanced team alignment on financial strategies.
Featured Blogs
Read and watch the latest resources for finance and operations professionals looking to get inspiration on how to improve the processes.
Blog
Rent Roll Reporting: A Simple Guide
Unlock the value of rent rolls in real estate. Find out why these reports are essential for rental operations and…
Read More