Every deadline, every ticket,
and every dollar
in one place.
Portfolio Desk runs commercial, residential and self-storage portfolios on one double-entry ledger: leases and critical dates, work orders and inspections, rent in over ACH and owner payouts back out, with AI that reads your leases and writes your reports. Switch on only the businesses you actually run.
No credit card required · Bring your opening balances in on day one · Export everything, any time
Built for compliance-minded real estate & facilities teams
Purpose-built for multi-location portfolios across
Bring your balances with you.
Not just your contact list.
Most evaluations die at the same question: what happens to everything we already owe and are owed? Load your open receivables, open payables, owner balances and trial balance from whatever you use today, and a single tie-out figure tells you when the conversion is complete. Coming from Buildium, the guided assistant maps leases, tenants, vendors and GL accounts across for you.
- Open receivables, item by item
- Open payables & vendor bills
- Owner trust balances
- Full trial balance & chart of accounts
Try it now — no signup
Watch the AI read a lease
Run the same AI abstraction the product uses on a sample lease. It extracts the terms and, most importantly, the deadline you can't afford to miss, in seconds.
OFFICE LEASE AGREEMENT
This Lease is made between Tyson Foods, Inc. ("Landlord") and
Northgate Logistics LLC ("Tenant") for the premises at
Suite 400, 120 Commerce Park Drive, Nashville, TN 37201
(approx. 12,450 rentable square feet).
1. TERM. The initial term is sixty (60) months, commencing
March 1, 2024 and expiring February 28, 2029.
2. BASE RENT. Tenant shall pay base rent of $28,375.00 per
month, subject to annual escalation of three percent (3%).
3. RENEWAL. Tenant may renew for one (1) additional five-year
term by delivering written notice no later than 270 days
prior to expiration (i.e., by June 4, 2028).
4. SECURITY DEPOSIT. $56,750.00 held for the term. - Tenant Northgate Logistics LLC
- Premises Suite 400, 120 Commerce Park Dr, Nashville, TN
- Rentable area 12,450 sq ft
- Term Mar 1, 2024 – Feb 28, 2029 (60 mo)
- Base rent $28,375.00 / mo
- Escalation 3% annually
- Renewal option 1 × 5-year term
- Renewal notice due Jun 4, 2028
- Security deposit $56,750.00
In the app, the extracted renewal-notice date becomes an automatic alert to the right person. Try it on your own leases →
…and here's exactly how that looks inside Portfolio Desk:
See it in action
Real screens, real workflows
Click through the features your team will use every day.
Built to move the numbers that matter to facilities teams
What is the status quo costing you?
Estimate your ROI in 10 seconds
Drag the sliders to your portfolio. We'll estimate the time you'd reclaim and what's at risk today.
Estimates assume Portfolio Desk automation removes ~60% of manual tracking time and that at least one critical lease date per 40 offices/year would otherwise be missed at an average $75,000 exposure. Directional only — your numbers will vary.
Features
Everything your facilities team needs
Built specifically for corporate real estate and facilities management, not a generic tool bent to fit.
AI that reads your leases
Use Gemini, OpenAI, or OpenRouter models to extract lease terms, draft clause-by-clause abstracts, answer grounded portfolio questions, and write operations briefings.
Money in, and money out
Take rent by ACH or card with autopay, and pay owners and vendors back out through Stripe or Dwolla. Returned payments open a case, suspend autopay on a dead account, and charge the fee once.
Start with your real balances
Load open receivables, open payables, owner balances and a trial balance from whatever you use today. A tie-out figure tells you when the conversion is complete instead of leaving you to hope.
Portfolio analytics & reporting
Track portfolio health, lease risk, SLA compliance, space utilization, maintenance backlog, and lease accounting metrics. Export to PDF, CSV, or Excel.
Plus everything else you'd expect
Run one business or three
Switch Commercial, Residential and Self Storage on independently. You see only the areas you run, and everything when you run them all.
Commercial Lease Management
Track terms, options, escalations, notice dates, CAM schedules, amendments, documents, and renewals.
Residential Operations
Manage units, residents, applications, listings, rent charges, deposits, announcements, and owner relationships.
Maintenance & Inspections
Submit, assign, prioritize, and resolve work orders with preventive schedules, vendor coordination, and inspections.
Built for the field
Work orders and inspections rebuild themselves as stacked cards on a phone, so a checklist can be completed standing in the unit rather than back at a desk.
HVAC & Equipment
Track heat pumps, preventive-maintenance tasks, service logs, contracts, issues, and backflow requirements.
Vendor & Compliance
Centralize vendors, contacts, contracts, insurance certificates, expiration status, and assigned work.
Audit-Grade Accounting
Use a double-entry ledger, financial statements, CAM, AP, AR, bank reconciliation, budgeting, tax, and lease accounting. Posted entries are append-only and closed periods are locked.
Four External Portals
Give residents, owners, vendors, and commercial clients focused self-service views without exposing internal tools.
Your data stays yours
Export every table your organization owns as a single archive, whenever you like. Leaving is a button, not a support ticket.
Transitions & Automation
Run office moves and lease-end projects, reusable ticket templates, recurring tickets, and rule-based notifications.
Security & Integrations
Protect access with roles and MFA, review audit history, and add Enterprise SSO, SCIM provisioning, API keys, and signed webhooks.
How it works
Up and running in under an hour
No six-month implementation. No consultant required. Import your data, configure your settings, and your team is operational today.
Import Your Portfolio
Upload your existing lease documents and office data, or use our new guided Buildium migration assistant to map and bring over your leases, tenants, vendors, and GL accounts automatically. Your entire portfolio is live in minutes, not months.
Configure Alerts & Workflows
Set notification rules for lease expirations, maintenance SLAs, inspection due dates, and vendor insurance renewals. Email alerts go to the right people automatically, well before deadlines instead of after.
Manage Everything in One Place
Your team works from a single dashboard. Submit tickets, track vendors, review lease terms, and run compliance reports, all without switching tools. Everything is logged, searchable, and auditable.
Tutorials
Learn it in minutes
Short, practical guides that take you from first login to board-ready reporting.
Viewer Guide: Portfolio Visibility & Reporting
Everything a read-only teammate can do out of the box: analytics dashboards, report exports, the lease expiration calendar, residential unit and vacancy overviews, and resident announcements.
Read guideEditor Guide: Leasing, Maintenance & Operations
Run the day-to-day: the lease register and lease detail pages, the maintenance ticket queue, HVAC contracts, office transitions, digital waivers, operating expenses, the administration hub, and insurance certificate tracking.
Read guideAccountant Guide: Books, Billing & Owner Accounting
Work the general ledger and journal entries, financial statements, accounts payable and receivable, budget vs. actuals, owner/trust accounting, and the rent collection dashboard.
Read guidePricing
Simple, transparent pricing
One platform price covers your whole team. Onboarding and migration services are shown below.
All plans include a 14-day free trial. No credit card required.
- First 3 monthly-active leases included
- Then $4 per lease, falling to $3 above 100 and $1.50 above 500
- Unlimited users
- Commercial, residential & self-storage operations
- Double-entry general ledger & financial statements
- CAM, AP, AR, budgeting & bank reconciliation
- Maintenance, HVAC, inspections & transitions
- Eviction notices with per-state notice periods
- AI abstracts, assistant & operations briefings
- Digital waivers & e-signatures
- Advanced analytics dashboard
- Resident, owner, vendor & client portals
- Guided Buildium migration & bulk portfolio import
- PDF, CSV & Excel exports
- Priority support
- Unlimited offices
- Unlimited active leases
- Unlimited users
- Everything in Base, plus:
- API access & webhooks
- Enterprise single sign-on (OIDC)
- Custom portfolio limits & retention
- 50M AI input + 10M output tokens / month
- Dedicated onboarding
- Migration assistance
- Contractual support response times
- Private or customer-managed deployment
- Custom contract & support package
Custom onboarding is available for an additional charge, scoped to your portfolio. Data migration starts at $2,500.
Not the right fit? Export your records before canceling, then cancel through the billing portal. There is no software lock-in, and the 14-day trial needs no credit card up front.