Features

See the product, not just the pitch

Real screenshots of the workflows your team uses every day, purpose-built for corporate real estate and facilities management.

app.portfoliodesk.ai/dashboard
Portfolio Desk dashboard showing active offices, leases, deadlines, maintenance risk and financial KPIs

The portfolio dashboard: KPIs, expiring leases, and open tickets at a glance.

AI Automation

Let AI read the lease for you

Choose Gemini, OpenAI, or OpenRouter models to extract tenant details, dates, rent, escalations, options, and notice windows, then draft abstracts and grounded portfolio briefings.

  • Provider-neutral model access
  • Lease extraction & abstracts
  • Grounded Q&A & briefings
app.portfoliodesk.ai/leases
Lease detail page with key dates, notice status and a structured clause-by-clause abstract

Maintenance Tickets

Work orders that never slip

Submit, assign, and resolve tickets in one thread. SLA timers count down in real time, vendors are assigned in a click, and every photo and note is captured for the record.

  • Live SLA timers & escalations
  • Vendor assignment & notifications
  • Full photo and note history
app.portfoliodesk.ai/maintenance-tickets
Maintenance tickets list with priority, status, category and office columns

Digital Waivers

e-Signatures with a real audit trail

Send pre-built or custom waivers to contacts, or let visitors self-serve at a kiosk. Every signature captures consent, attribution, and a tamper-evident audit record.

  • Reusable waiver templates
  • Self-serve visitor signing
  • Tamper-evident audit trail
app.portfoliodesk.ai/waivers
Digital Waivers page listing pre-built and custom waiver templates for e-signature

Audit-Grade Finance

Property operations meet real accounting

Post transactions to a double-entry ledger, produce financial statements, reconcile CAM, manage AP and AR, connect bank activity, and track budgets without leaving the portfolio record.

  • General ledger & statements
  • CAM, AP, AR & banking
  • Budgeting & lease accounting
app.portfoliodesk.ai/finance/general-ledger
General ledger chart of accounts with double-entry accounting navigation

Residential Management

Commercial and residential, one portfolio

Manage units, residents, applications, vacancy listings, recurring rent, deposits, announcements, owners, and trust activity alongside commercial offices and leases.

  • Units, residents & applications
  • Rent, deposits & listings
  • Resident & owner portals
app.portfoliodesk.ai/residential
Residential occupancy summary and rental units with rent and availability status

Analytics & Reporting

Board-ready insight in one click

Portfolio dashboards track SLA compliance, cost per square foot, and maintenance backlog. Export polished PDF and CSV reports for leadership whenever you need them.

  • Portfolio-level dashboards
  • SLA & cost trending
  • One-click PDF / CSV export
app.portfoliodesk.ai/dashboard/analytics
Analytics and executive dashboard with portfolio health score and space utilization

Features

Everything your facilities team needs

Built specifically for corporate real estate and facilities management, not a generic tool bent to fit.

Included in Base

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.

Included

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.

Switchers

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.

Included

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.

Ready to bring order
to your portfolio?

Join facilities teams who've replaced spreadsheet chaos with a platform built for the job. Start your free 14-day trial, no credit card and no commitment required.