Institutional CRE

Shorten your reporting cycle in 10 days or less.

Credence helps investment managers and operators streamline financial reporting and get real-time, auditable insights, all in one seamless experience.

Book a demo Discover the solution

Reporting is a pain.

Let Credence handle the heavy lifting.

Don't spend your team's time coordinating data ingestion and fixing broken spreadsheets every month. Credence can manage your pipeline of
diverse input formats, complex mapping logic, and custom outputs so you can focus on adding value to your portfolio.

Ingest

GL exports and report packets from your partners — in whatever format they come (Yardi, MRI, QuickBooks, Excel, etc.).

Normalize

Credence maps operator charts of accounts to one normalized, industry standard COA. You amend the map as needed.

Report

Portfolio- and fund-level reports generated automatically. You focus on review, not rework.

Trace

Clear audit trail from any aggregated figure back to its source. Surface inconsistencies before investor materials go out.

Share

Report with confidence. Give your investors the answers they need, in the form they expect.

Two starting points.

One way forward.

Don't grind through another reporting season with manual processes.
As a Credence partner, you are investing in a process that scales with your portfolio.

Financial reporting

Bring ledgers and historical reports into one review pipeline with no manual tie-out.

  • Click-to-review transparency
  • Consistent classification and aggregation
  • Trade manual input for review only
Show me how

Integrated data layer

Turn leases and contracts into structured, searchable records tied to portfolio decisions with full history.

  • Expose sources of truth quickly and easily
  • Understand your exposure on the fly
  • Pull data and use it anywhere
See it in action

Value-add in 10 days or less.

New software that doesn't take months to implement.

Credence commits to delivery dates and manages the onboarding process, so you see value immediately.

Build the foundation

Day 0

Your team

Approve onboarding plan and outputs.
Provide source documents and data.

Credence

Load properties and entities.
Map charts of accounts.
Ingest historical financials.

Milestone
Able to hold Credence accountable for delivering your next reporting cycle.

Configure with guidance

Day 10

Your team

Approve final mapping and initial outputs.
Provide any custom reporting requirements.

Credence

Finalize chart of accounts mapping.
Configure data ingestion tracking.
Build custom templates and prompts.

Milestone
Able to view standard reports and drill down to ledger details.

Run with support

Day 30

Your team

Run new reporting process.
Ask for help along the way.

Credence

Train your team.
Provide dedicated support.
Adjust processes and outputs as needed.

Milestone
Able to view custom reports and upload new general ledgers.

We're here to help.

Your questions, answered.

Current partners are shortening their reporting cycles by 50%+ and responding to ad hoc requests 25%+ faster. Credence addresses your full reporting process and standardizes how data flows through to your final deliverables. Credence is designed so you spend less time fighting your tools and more time adding value to your portfolio.
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.

First we gather background on your reporting or data management process and its pain points, and then we walk through a targeted demo of our solutions based on your input.

Book a demo