Extract structured data from leases, contracts, and operating documents automatically, keeping every record aligned with your financial data.
Access your data wherever and whenever your team works. Open APIs and MCP integration give everyone access to the same governed source. No need for a fresh export every time someone needs an answer.
Automatically parse unstructured documents. Humans only handle review for exceptions.
Open APIs and MCP integration expose the same governed record to every tool, team, and system.
Be notified of expiring leases, unpaid rent, upcoming expenses, and investor reporting deadlines.
Capabilities
Pull structured fields from leases, vendor contracts, insurance certificates, and rent rolls. Models tuned for CRE abstract tabular data and contextually valuable insights. Extracted data maintains a link directly to its place in the source document.
AI abstracts, humans review: Your team reviews exceptions and approves decisions, instead of reading every page. Intervene only where confidence is low. Everything else flows through without manual automatically.
Connect to leading AI tools via Credence's MCP connector. Query your data from anywhere, with the power of the latest AI models on your side.
Natural language, fast results: Credence presents data to your AI model of choice in the language it understands, so you can ask questions in plain language and get clear answers back.
Query contracts, obligations, and line items directly. No digging through email threads or spreadsheets. Ask in natural language and get concise answers grounded in your own records.
From the source, to your fingertips: Every response points back to structured fields and the documents they came from, so you can verify an answer in seconds instead of hunting through files.
Find any document, tenant, vendor, or journal entry from one search bar. Results are organized by record type and tied to underlying objects, so context is never more than a click away.
Deep search across your portfolio: Obligations, financial lines, and source documents are all indexed together. Answer questions from the system rather than opening files one by one.
Raise key action items and decisions that merit your attention. Notifications are pushed to the team on your schedule. Catch expiring leases, amendments, unpaid rent, upcoming expenses, and investor reporting deadlines.
Never miss an important action: Rent reviews, major cash events, development timelines, and more. With your data in one place, portfolio-wide review becomes a focused effort that is on-time and efficient.
Versioned APIs for reads and controlled writes, scoped by entity and fund. Subscribe to close-relevant signals so downstream systems react in near real time. Push curated facts to your warehouse with lineage back to Credence objects.
Your BI and your accounting, in sync: FP&A and data teams pull from the same governed source as accounting, without reconciling separate exports or maintaining a shadow database. Just streamlined access to your data.
We walk through your document mix, data sources, and integration requirements, then show you exactly how the records come together.
Book a demo