Rebuilt from scratch every period
Accounting, documents, approvals, and reporting live in different places. The close depends on institutional memory and people doing the same manual work again next month.
Products
Platform
Level up your accounting processes.
Credence gives a complete platform for CRE accounting, approvals, source documents, reporting, and AI-native work. It's the modern alternative to legacy ERP cost and complexity.
Best fit
Vertically integrated operators or property managers with property accounting, AP/AR, documents, approvals, and reporting handled by a lean team.
The problem
Other systems create manual processes and data silos that only external consultants can fix.
Every period, your team reassembles the same picture from the same disconnected sources. The documents are somewhere. The approvals are in email. The ledger is in another system. The close works, but it depends on the right people remembering how the pieces fit. That is not an accounting problem - it is a foundation problem.
Expensive, rigid, and still incomplete
Yardi and MRI can take months to implement, cost more than your team wants to maintain, and still leave reporting and document workflows outside the system.
One foundation that compounds
Source documents, ledger activity, approvals, reports, and AI share one record. The close gets faster every period because the foundation gets stronger.
How many hours did your last close take?
Teams that come to Credence are typically closing in five to ten days. Once settled on the platform, most are closing in two to three. The source of truth does not change - the work around it does.
Show us your close processOperating workflow
Documents, AP/AR, close, reporting, and AI on one shared model.
01
Documents
Leases, invoices, contracts, and support files stay attached to the records they create.
02
AP/AR
Approvals, payables, receivables, and recognition workflows run with context in place.
03
Close
Accounting teams close against real records instead of reconciling disconnected exports.
04
Reporting
Management and investor-ready reporting come from the same ledger foundation.
05
AI
AI prompts cite the source document, approval path, and journal line behind the claim.
Stop hunting at month-end
When every journal entry carries its source document, approval trail, and accounting guidelines, month-end stops being a search exercise. Surface exceptions before they become problems and route them with context attached.
Close with confidence: every line ties to its source, rule, and reviewer - ready for audit without a scramble.
Decisions happen in the platform, not email threads
AP/AR, approval chains, and scheduled operations run in-platform with documented state at every step. When an auditor asks who approved what and when, the answer is one click away - not buried in a forwarded thread. Your operational answers are equally accessible.
Fewer handoffs: finance, asset, and operations teams work on the same records - no more parallel spreadsheets of the same data.
Answer any question about any transaction in seconds
Leases, invoices, and contracts are structured inputs that stay linked to every downstream action - not files attached to a folder nearby. Ask a question, get a cited answer, and share the source link with whoever is asking.
Verify in seconds: every AI answer links back to the source document, rule, or approval behind it.
Investor reports with no last-minute reconciliation
Investor packages and management reporting are generated directly from the accounting records - not assembled from exports that may have drifted. When a number changes, every audience sees the same updated truth.
Report with confidence: no offline reconciliation sprint before materials go out.
Common questions.
From teams evaluating the Credence platform.
Legacy stacks are expensive to implement, slow to change, and often still leave documents,
approvals, and reporting workflows on the outside. Credence is built as one operating record:
source documents, ledger activity, approvals, and reporting share the same foundation, so the close
and investor materials do not depend on reconciling exports every period.
It can, but we recommend a phased approach. Credence can become the core platform for accounting, documents, approvals, and reporting,
but many teams start with the workflows that have the most friction and expand from there.
We help define the right sequencing during discovery so you are not forced into a rip-and-replace.
AI helps extract terms from leases, flag anomalies, draft responses, and route work - always
with source links and human review built into the workflow. The system is designed so AI handles
repetition and humans stay in control of judgment calls.
Your data remains yours. APIs and integrations let you connect to analytics warehouses, BI tools, and partner systems -
with no export-only restrictions or lock-in penalties.
Choose Financial Reporting when partner systems and JV reporting need governed structure
before a system-of-record change. Choose the full platform when your operating team wants
accounting, workflows, and source records managed in Credence directly.
Ready to get started?
See accounting built around your actual workflow.
We walk through your entity structure, close process, document flow, and reporting needs - then show where Credence replaces workarounds with one operating record. Most discovery calls run 15–20 minutes.
Book a platform demo
No setup fees · 30-day onboarding · Dedicated support