Skip to main content
Book a demo

BUSINESS INTELLIGENCE

Property management business intelligence that spots the risk first.

Know what’s happening in collections, occupancy, leasing, expenses and maintenance right now. Ask EEva for the reason behind a number. See early-warning signals that show your team who needs attention first.

Go from a portfolio number to the household or journal entry behind it.

Choose your portfolio type to see the most relevant examples.

See the whole portfolio without waiting on yesterday’s export.

Dashboards read the same records your teams post to, so collections, balances and open work are current without waiting for an export. Staff reach delinquency aging from the home screen in a median 36 seconds.

Click from any number to the record behind it, then open financial reports, aging and custom views while there’s still time to act.

Live portfolio dashboards, group-level reporting and role-based views built on the charges, work orders and applications your site teams enter every day
Live portfolio dashboards, group-level reporting and role-based views built on the charges, work orders and applications your site teams enter every day

Sample portfolio

Example — sample data

StaffWhat is the occupancy rate across the sample portfolio?

EEvaThe sample portfolio is 94.2% occupied across the units in this demo.

Enter your name, work email, company and unit count once to open every EEva sample demo on the site.

Try EEva now

Dashboards and reports are included in Core at $3 per unit per month. EEva Portfolio Intelligence adds $2 per unit per month.

A/R aging, from the total to the resident record
ExactEstate home dashboard shown on a desktop monitor, tablet and phone

Spot the accounts, renewals and work orders worth another look.

A list of who already paid late only explains yesterday. EEva Portfolio Intelligence forecasts who needs an earlier check-in next, and your team decides the follow-up.

Every signal passes a quality review on your portfolio before it appears.

A/R aging drill-down: the total, the rows behind it and the resident record

Predictions help prioritize. People stay in control.

Each signal shows the predicted probability, when it was generated and the evidence behind it.

It tells your team where to look first. People, not a score, decide what happens next.

Ask why a number moved and see the records behind it.

Ask EEva what drove a change in a KPI. Trace the explanation back to the records instead of building another spreadsheet to answer the question.

The ranked list shows who needs attention; EEva explains why, without anyone building a report.

Asking EEva what changed on a dashboard, with predictions ranked and backed by evidence for the team to review.
Asking EEva what changed on a dashboard, with predictions ranked and backed by evidence for the team to review.
Owner report drill-down: the quarter's totals, the T-12 rows behind them and the journal entry

ALSO IN EXACTESTATE

Accounting · AI

Explain the numbers without another spreadsheet.

Ask what moved in NOI or expenses this month. EEva pulls the relevant ledger variances into view and links you to the entries so your controller can check the explanation.

Financial analysis for accounting

Accounting · AI

Review invoice coding without retyping every detail.

EEva reads each invoice, proposes the property, vendor and GL coding, and queues it for approval, so nobody retypes it.

Invoice coding

Competitor benchmark: “94% accuracy in predicting property, vendor, and GL account details” Entrata

Accounting

Match the bank feed. Review the exceptions.

Supported bank feeds match most transactions, so accounting starts from the short list that didn’t match, not a blank spreadsheet.

Bank matching

Competitor benchmark: “designed to cut month-end close reconciliation time by roughly half” MRI Software

AI · Residents

Reach out before a resident's renewal decision.

See which renewals need a conversation before the resident gives notice. EEva Portfolio Intelligence ranks move-out and renewal likelihood, so your team makes the offer that matters.

EEva Portfolio Intelligence: Move-out and renewal-likelihood forecasts

Competitor benchmark: “Predict lease renewals 90 days in advance” Entrata

AI

See lease-break and autopay signals before follow-up.

Not every resident needs the same follow-up. Lease-break risk and autopay-likelihood signals show staff which conversations to have first.

EEva Portfolio Intelligence: Lease-break and autopay forecasts

AI · Compliance

Find compliance issues before the auditor does.

Spend review time where a finding is most likely. Risk signals show your specialists which household files to open first.

EEva Portfolio Intelligence: Compliance-violation risk forecast

Source: “Owner failed to provide annual certifications or provided incomplete or inaccurate certifications” IRS Form 8823, line 11d

AI

See upcoming move-out work earlier.

Make the unit turn less of a last-minute scramble. Damage-cost estimates let your team plan inspections, deposit review and make-ready crews earlier.

EEva Portfolio Intelligence: Move-out damage-cost forecast

Accounting

Build a report around the questions you need answered.

Stop asking someone to rebuild your favorite report every Monday. Combine resident, lease, unit, ledger and work-order fields, filter and chart the results, then save, schedule or export the view for your team.

Custom Report Builder

Marketing · Leasing

Connect each leasing source to results and spend.

See which marketing spend actually turns into leases. Follow each source from lead to tour to application to signed lease, with costs beside the results.

Lead source to lease, with cost per lead

Accounting

Turn property numbers into an owner update.

Build the quarterly owner update from the numbers already in your books. Add the context, then publish NOI and budget variances as a PDF in the owner portal.

Owner quarterly investor reports

A custom report built and saved

Know what a signal tells you before you act.

In an internal October backtest, 224 of the 233 residents the model ranked highest-risk did fall behind. Ask us to show how it was tested, then see how it performs on your own portfolio.

Of the residents it ranked highest-risk, 24 in 25 were behind.

An owner quarterly report written from the books, down to the journal entry

PORTFOLIO INTELLIGENCE FORECASTS

From early warning to a smarter next step.

EEva Portfolio Intelligence forecasts six risks before they show up in a report, and points each one to a related workflow your team controls.

Delinquency risk

Who will still owe rent on the month’s first late-fee day.

In an October backtest on outcomes it had never seen, 224 of the 233 residents it ranked highest-risk did fall behind.

Put another way: 24 in 25 were still behind when late fees kicked in (backtest across two customer portfolios).

Late payment

Who will pay late this month.

90 times out of 100, it ranks a late payer above an on-time payer.

Its warning reaches Rent Rescue before the due date, while a reminder still changes the outcome.

Move-out risk

Who will move out within 90 days.

Ranks a resident who will move out within 90 days above one who stays 83 times out of 100.

Lease renewal

Who will renew the lease.

Ranks a resident who renews above one who doesn’t 81 times out of 100.

Payment return risk

Which payments will be returned within 30 days.

Ranks a payment that will be returned above one that clears 63 times out of 100.

Work-order prediction

Which units will need a work order in the next 30 days.

Ranks a unit that will need a work order above one that won’t 77 times out of 100 on real July–August work orders.

Flags units about twice as likely as average to need a work order next month.

EEVA PORTFOLIO INTELLIGENCE

Turn repeatable follow-up into work your team can review.

Get the reporting answers your team needs.

What is property management business intelligence?

Reporting and analysis on the data your operation already produces. In ExactEstate, dashboards and reports run on the same live records your site teams use, so portfolio numbers match what they see. For the trends behind the numbers, read our property management industry news.

Which reports are included?

More than 70 reports, all included in Core. Accounting: balance sheet, income statement, trial balance, general ledger, journal entries, AP and AR aging, bank reconciliation, bank deposit summary and detail, budget versus actual, trailing 12-month statement, owner ledger, final account statement and 1099-NEC/MISC. Operations: rent roll (summary, detailed and by month), occupancy overview and history, balance and delinquency overview, delinquent and prepaid, lost rent, late fees, charge history, deposit audit, income summary, renewals, move-ins and move-outs, scheduled billing, rent generation, returned payments and payment activity, plus payment transaction and payout reports. Compliance: income certification, state income, household demographics and special-population compliance. Need a view that is not on the list? Build it in the custom report builder and schedule it. Every accounting report runs on the same ledger your team posts to.

What can I ask EEva?

Ask plain-English questions about your live data. Each answer opens to the records behind it, EEva knows which page you’re on, and she uses only data you’re allowed to see. EEva Portfolio Intelligence is +$2/unit/month.

Are predictive signals available for my portfolio?

A signal appears once its model passes quality review on your portfolio’s data. Nothing acts on its own: the system ranks and your team decides.

Before you switch

Switching · Support · Contract · Your data · Accounting

  • Switching

    Move your data with a plan.

    Bring the exports and reports leadership relies on. We plan the import with you, so the new dashboards run on current resident and financial records instead of a static spreadsheet.

    See how migration works
  • Support

    Learn the platform from property management specialists.

    Start with live training, then get how-to answers from EEva inside the app at any hour. Open a support ticket from inside ExactEstate and our team picks it up Monday–Friday, 9 AM–5 PM ET.

    See support options
  • Contract

    Understand the terms before you commit.

    Pick a 12-, 24- or 36-month term. It renews for the same length unless either side gives 30 days’ written notice, and your order form states it.

    See pricing
  • Your data

    Stay in control of your data.

    Your reports and records stay yours. Check the exports and end-of-contract process before you sign, so leadership never loses a report it relies on.

    See data and security details
  • Accounting

    Connect daily property work to accounting.

    ExactEstate sends charges and payments to QuickBooks Online as journal entries. It produces a MIP Fund Accounting journal-voucher import file from the resident ledger.

    Explore accounting

CUSTOMER RESULTS

Real operations. Results customers reported.

Reports and forecasts should make action easier, not produce another dashboard to manage. These customers describe what happened when more daily property information lived in one place.

NuRock Companies

About 70%less compliance time

Across a 500-unit portfolio segment, NuRock reports about 70% less compliance work and five-minute move-ins that used to take 15, with the same staff.

“Even though the workload is the same... I feel like I have more time just by using ExactEstate.”Juan Carlos Belen, IT Director, NuRock

Read the NuRock case study

Heritage McDonough

75% lowermerchant fees, plus 30–40% less admin time after a 72-hour launch

Heritage McDonough reports a 75% drop in merchant fees and 30–40% less admin time, starting from a 72-hour launch.

“With ExactEstate, everything is fast, simple, and clear. My residents get help immediately.”Dayana Belen, Asset Manager, Heritage McDonough

Read the Heritage McDonough story

Hocking View Apartments

$10,000+saved per year

After switching to ExactEstate, Hocking View Apartments reports saving more than $10,000 a year. Its owner singles out how quickly our team responds.

“The customer service is outstanding… ExactEstate is a customizable platform with immediate responses. They’ve truly delivered for us.”Joe Gieringer, Owner, Hocking View Apartments

See customer results

PLAN YOUR MOVE

Start with Core. Add intelligence where it helps.

The dashboards and reports in Core don’t require an additional BI purchase. Add EEva Portfolio Intelligence for forecasts and plain-English answers on those numbers, and see the full monthly price before you decide.

$3 / unit

ExactEstate Core per unit per month, with dashboards and 70+ reports included and a $300 monthly minimum.

Keep your reports at launch

Before go-live we check that the reports leadership relies on carry over, with balances matched and staff trained.

Get help moving your data

Bring the reports you run today. Our migration tools map the columns and send any uncertain match to your staff to check. See how migration works

Which problem would you rather see before it grows?

Name the problem that costs you most, whether it is late rent, turnover or a certification about to lapse.

See pricing

ExactEstate reporting screens: collections overview, custom report builder, unit occupancy and EEva explaining A/R aging