Designed for operators and portfolio teams who own the gap between operating partners and fund reporting: teams that need both property-level depth and portfolio-level clarity from the same data.
Solutions
For operators
Property-level detail. Portfolio-level clarity. One connected data layer.
You sit between the operating data and the investment thesis. Every reporting cycle, you're rebuilding the picture manually: financials from the operator, lease terms from a PDF, rent rolls from a spreadsheet, budgets from an Excel file. None of them match.
Credence aggregates all your data, connecting financial data, lease obligations, rent rolls, and operating metrics into one normalized layer, so you can answer questions about any asset from one place, not four.
The problem
The data exists. It just doesn't connect.
You're the bridge and it costs you every period.
Financials arrive in whatever format, on whatever schedule, out of whatever system partners use. Lease terms are buried in executed PDFs nobody has abstracted. Rent rolls come as separate files that don't tie to the GL. Your budget models live in Excel and never quite match what the operator reported.
You spend the first days of every reporting cycle rebuilding context that should already exist, reconciling what you know from the documents against what the numbers say. The result is a picture that's probably right, assembled from pieces that were never designed to connect.
Credence is the layer that connects it all.
Built for how operators work
More data types. More visibility. Less manual work.
Financial reporting across every operating partner
Load GL exports and report packets from every property manager, regardless of whether they use Yardi, MRI, QuickBooks, or Excel. Track version history so month-end is repeatable, not improvised.
Meet operators where they are: Operating partners run their books in their own way. Credence handles the translation layer so you're not dependent on partners adopting the same system or changing their behavior.
Upload GL exports & report packets on your cadence
Partner COAs are auto-mapped to a normalized COA
Yardi, MRI, QuickBooks, Excel — all supported
Aggregated reports are generated automatically
Lease and document intelligence
Leases, amendments, closing packages, and vendor contracts are automatically parsed and abstracted into structured records. Extracted terms like rent steps, options, expiration dates, and obligations tie back directly to the source document.
From source document to obligation: When an LP asks about the terms of a contract, you query Credence for the answer. You get a direct view into the source document with contextual links already embedded in the data structure. No more digging through PDFs one by one.
Automated abstracts of leases, amendments, and contracts
Humans are elevated to review material decisions
Obligations tie directly to properties, tenants, and the ledger
Full-text search across your data, including your document library
Property-level visibility and variance
Drill from portfolio-level rollups into any property to see financials, lease obligations, and rent roll data side by side. Surface variances across periods, partners, and budget before they compound into LP-level surprises.
Understand every number: Any aggregated figure can be traced back to its source: the partner file, the line item, the document that supports it. Credence enables a clear audit trail so you're never guessing where a number came from or why it differs from expectation.
Portfolio and fund rollups at every level of hierarchy
Drill to source file from any consolidated figure
Variance flags surface before the close
Consistency across partners, period-over-period
Results
Realize the value every operator wants.
Answer any property question from the system without opening files one by one.
Close reporting cycles fast without manually reconciling documents against the GL.
Know when action is required before someone asks: lease terms, rent steps, options, obligations, and more.
Surface operating variances before they become fund- or LP-level surprises.
Follow a traceable path from any reported metric to the document or file that supports it.
Keep obligations and financial events in sync across the full ownership stack.
Credence grows with you
Start with the data you have. Grow into the stack you want.
Credence works with what your operating partners already send: GL exports, report packets, lease files. You don't need every partner on a new system to start capturing value. Ingestion and normalization stand on their own from day one.
As operating partners adopt Credence for their own accounting and lease administration, the exports go away entirely. Rent rolls, GL activity, lease abstractions, and capital events flow directly into your reporting layer without manual steps or reconciliation between systems. The platform that solves today's import problem becomes the operating system that eliminates it.
| Adoption | Data freshness | Data access |
|---|---|---|
| Financial ingestion External data centralized on Credence | Cycle-by-cycle for each partner | Financial data in one place |
| Data layer Credence aggregates financial and operational data | At your own cadence | Open data access in Credence, extended via APIs, MCPs |
| Full stack Native feeds live in Credence | Real-time | All portfolio data in one ecosystem |
We're here to help.
Your questions, answered.
No. You ingest what partners already send: GL exports, report packets,
spreadsheets, lease PDFs. Credence meets your data where it is. When an
operating partner adopts Credence for their own operations, the export step
disappears and data flows automatically.
Leases, amendments, closing documents, vendor contracts, and supporting schedules
in the formats teams actually exchange: PDFs and common Office formats. Extracted
terms are linked to properties, funds, and counterparties in your Credence
structure. Reach out with your specific document mix and we'll confirm fit.
Budget data can be loaded into Credence alongside your operator actuals so
variance is visible at the property and portfolio level within the same
normalized framework. Period-over-period and budget-to-actual comparisons
use the same COA alignment as your financial rollups. No separate reconciliation
required.
Yes. Many teams start with financial reporting (which delivers immediate value
in the reporting pipeline) and layer in document intelligence when they're
ready. Each capability stands on its own and compounds as you add more of the stack.
See this solution in context.
We walk through your data sources, document mix, and reporting requirements, then show you exactly where Credence connects the pieces.
Book a demo