Institutional CRE Platform
Credence is the all-in-one accounting, workflow, and reporting AI-native platform built for vertically integrated CRE operators and developers. One system. No duplicate entry. No legacy ERP drag.
No setup fees · 30-day onboarding · Dedicated support
All your data in one place
Answer any question on the fly
Review aggregated financials
Automatically generate investor reports
Built for institutional CRE teams
The cost of fragmentation
Accounting, approvals, documents, and reporting scatter across ERP modules, spreadsheets, shared drives, and email threads. Your close depends on people remembering how the pieces fit - and something always falls through the cracks.
See a better wayManual stitching between accounting, documents, approvals, and reporting. The close depends on tribal knowledge. One bad file breaks the whole picture.
More system than a lean operator wants to implement, maintain, or fight for support. Expensive, slow to configure, and built for yesterday's workflows.
One CRE accounting and management foundation where source documents, ledger activity, approvals, reports, and AI share the same context - ready in 30 days.
See it in action
See how Credence handles the tasks your team does every day.
Credence connects to AI via a governed data layer, so you can ask complex financial and operational questions across your whole portfolio - and trust the answer because it's backed by source data.
Learn about AI-native workflowsUpload Yardi, MRI, QuickBooks, Sage, or Excel exports exactly as they come. Credence normalizes the data, maps it to your chart of accounts, and makes it immediately queryable - no manual reformatting. Generate investor-ready reports automatically.
Learn about financial reportingEvery lease, invoice, contract, and report in Credence is AI-searchable. Ask questions in plain English and get answers backed by source citations - no more hunting through PDFs.
Learn about the platformContract data in Credence isn't just extracted - it's directly cited. Every figure links to the exact clause in the original document, so your team can verify and audit without digging through files.
Learn about running your operations in CredenceWhat you get
Credence exposes a governed data layer so you can query your entire portfolio in plain English - through Claude, GPT, or any AI you choose. Because your data is structured and traceable, the answers you get are easily verified.
Built for institutional CRE developers tired of running project budgets in Excel while invoices, contracts, and accounting live somewhere else. Connect every draw, approval, and journal entry to the source document, end-to-end.
Consolidate data across all your operating entities. Normalize Yardi, MRI, QuickBooks, and Excel exports into a single reporting layer - then generate polished investor reports automatically, with every figure traceable to its source.
We'll walk you through Credence in the context of your workflows. Most discovery calls run 15–20 minutes.
Who it's for
What teams say
We used to spend two weeks on every quarterly report. Now it's a day. The traceability alone was worth the switch.
Investment Manager
Vertically Integrated CRE Operator
The developer module replaced our entire Excel-based draw process. Lenders love the detail. My team loves not managing five trackers.
Commercial Developer
Data Center Development Group
Being able to ask a question in plain English and get a sourced answer from the portfolio data changed how we operate.
Portfolio Manager
Institutional Development Firm
Getting started
We manage onboarding end-to-end so your team sees immediate value while building the full foundation. No lengthy implementation, no IT project.
We start with a 15-20 minute discovery call to understand your workflows, data sources, and goals. No slides. We focus on your setup.
Credence stands up your portfolio entities, ingests baseline financial records, and configures your chart of accounts. Your team approves each milestone.
Your team runs core workflows in Credence with dedicated support from day one. We train by role, iterate with you, and expand as you grow.
Common questions
Have a question that isn't answered here? Book a call and we'll walk you through it.
Book a demoReady to get started?
See how Credence becomes the operating foundation for your accounting, workflows, documents, and reporting, tailored to your portfolio in 30 days.
No setup fees · 30-day onboarding · Dedicated support