Institutional CRE

Open data and automated workflows engineered for your portfolio strategy.

Credence gives vertically integrated operators and commercial developers one system for accounting, workflows, documents, reporting, and AI-native work. No duplicate entry, no tracker drift, no legacy ERP drag.

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The work gets done.

The system around it is what breaks.

Operating teams graduate from QuickBooks into spreadsheets, approvals, shared drives, and reporting workarounds. Development teams run budgets in Excel while invoices, contracts, draws, and accounting live somewhere else. Credence turns those fragmented workflows into one traceable accounting and management system.

QuickBooks and spreadsheets

Too much manual stitching

Accounting, documents, approvals, and reporting live in separate places. The close depends on people remembering how the pieces fit.

Legacy ERP

Too much operational drag

Yardi and MRI can be more system than a lean operator wants to implement, maintain, pay for, or fight for support.

Credence Platform

Rigor without the sprawl

One CRE accounting and management foundation where source documents, ledger activity, approvals, reports, and AI share the same context.

Three portfolio raisers.

One AI-native accounting foundation.

Most impact

Platform

Accounting and management software for vertically integrated CRE operators that are tired of legacy ERP drag or have outgrown QuickBooks.

  • Accounting, documents, workflows, and reporting together
  • AI-ready access to governed CRE financial context
  • Modern alternative to QuickBooks sprawl or Yardi/MRI complexity
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High value

Commercial development

Project management and accounting in one system for developers that are tired of Excel trackers plus separate accounting software.

  • Budgets, contracts, invoices, approvals, draws, and books connected
  • No duplicate entry between project tracking, Excel, and accounting
  • Budget-to-actuals and draw packages stay tied to source data
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Quick ROI

Financial reporting

A reporting engine for investment managers and operators consolidating data across many JVs, partners, and ERP platforms.

  • Meet partner data where it is
  • Normalize Yardi, MRI, QuickBooks, Sage, and Excel exports
  • Prove value before a broader ERP migration
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Get value quickly. Build the full foundation.

Adopt Credence with a clear path to full-platform operations.

Credence manages onboarding with clear milestones so your team sees immediate outcomes while moving toward one unified system of record.

Build the foundation

Day 0

Your team

Align on target workflows and platform priorities.
Provide source financial files and documents.

Credence

Stand up portfolio entities and governance structure.
Configure base chart-of-accounts alignment.
Ingest baseline financial and document records.

Milestone
One governed foundation for financial records, source documents, and workflows.

Operationalize

Day 10

Your team

Approve normalized structures and operating outputs.
Confirm approval and reporting requirements.

Credence

Finalize COA, entity, and period mapping.
Configure ingestion and workflow checkpoints.
Set up role-ready views, templates, and AI prompts.

Milestone
Normalized records and workflows ready for daily operations.

Run with support

Day 30

Your team

Run core accounting and reporting workflows in Credence.
Validate outputs and iterate with the Credence team.

Credence

Train users by role and workflow.
Provide dedicated onboarding support.
Expand into additional platform capabilities as needed.

Milestone
Repeatable, traceable operations across accounting, documents, and reporting.

We're here to help.

Your questions, answered.

Credence gives you one traceable system of record for CRE accounting workflows, source documents, and reporting. Teams can close with fewer handoffs, answer questions with evidence, and use AI against governed records instead of disconnected files.
Yes, we support all commercial real estate (CRE) asset classes and geographies for financial reporting and data aggregation.
No. Credence can ingest from any platform that can export a general ledger or report packet.

See what Credence has to offer.

We start with your accounting workflows, reporting requirements, and document flow, then walk through how Credence becomes the operating foundation across your portfolio.

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