Four specialized AI agents working together to monitor your transactions, enforce compliance, and prevent costly mistakes — before they happen.
This isn't just another reporting tool. This is active financial governance built directly into your property management workflow.
The Bookkeeper
Processing transaction: $2,450 cleaning fee for Unit 204... Categorized as Operating Expense → Cleaning.
The Compliance Officer
⚠️ Lease Alert: Unit 204's lease caps cleaning at $200/mo. This charge of $2,450 exceeds the monthly limit. Recommend splitting across turnover dates.
The Financial Controller
✓ Entry structure validated. Debit: Cleaning Expense (5210). Credit: Operating Account (1020). GAAP compliant. Awaiting compliance resolution.
The Fractional CFO
💡 Tax Insight: Consider capitalizing deep cleaning as leasehold improvement if over $500 threshold. May provide depreciation benefits.
THE FINANCIAL BOARDROOM™
Each agent has a specialized role, working together to ensure accuracy, compliance, and strategic optimization of your property finances.
Speed & Automation
Automatically categorizes every transaction, reduces manual data entry, and maintains clean, organized financial records. Works at the speed of your business.
Legal Protection
Cross-references every charge against your actual lease terms. Flags violations before they happen, protecting you from disputes and legal issues.
Standards & Accuracy
Ensures every entry is GAAP-compliant with proper double-entry accounting. Maintains balanced books and audit-ready records at all times.
Strategy & Optimization
Identifies tax-saving opportunities, capitalization recommendations, and long-term financial strategies. Like having a CFO on retainer, built into your software.
Every transaction flows through your AI financial team automatically. No extra steps. No configuration required.
A charge, payment, or expense is created in your system — manually or automatically.
All four agents analyze the transaction in parallel, each from their specialized perspective.
Any violations, concerns, or optimization opportunities are immediately surfaced.
Approve, correct, or escalate. You stay in control with AI-powered insights.
Most property management software shows you what happened. Stay Orbis helps you make better decisions before problems occur.
Traditional Property Management
AI-Powered Financial Governance
See how The Financial Boardroom protects your business in everyday situations.
A property manager tries to charge a $500 pet fee for a unit where the lease explicitly prohibits pets. The Compliance Officer catches it instantly.
"⚠️ Lease violation: No pets allowed per Section 4.2. Pet fee not applicable."
An expense accidentally targets the Trust Account instead of the Operating Account. The Controller blocks the transaction.
"❌ Trust account violation: Cannot use tenant funds for operating expenses."
A $3,000 appliance replacement is entered as an expense. The CFO suggests capitalizing it for depreciation benefits.
"💡 This exceeds the $2,500 capitalization threshold. Consider fixed asset treatment."
Monthly administrative fees are capped at $50 in the lease. A $75 charge is automatically flagged before it reaches the ledger.
"✓ Fee exceeds lease cap of $50/mo. Adjusted to maximum allowed amount."
A refund would bring an account below zero. The Controller catches the mathematical impossibility before it corrupts your books.
"⚠️ Refund of $500 would result in -$200 balance. Verify payment history."
A shared expense is posted to a single property instead of being split across multiple units. The Bookkeeper suggests proper allocation.
"📊 This vendor invoice covers 3 units. Consider proportional allocation."
The Financial Boardroom is designed with property management regulations, GAAP standards, and trust accounting requirements in mind.
Prevents commingling of tenant funds with operating money
Every journal entry follows generally accepted accounting principles
Every decision, every review, every approval — logged permanently
AI provides insights; you make the final decisions
The Financial Boardroom provides AI-assisted insights to help improve accuracy and reduce common errors. It is designed as a decision-support tool.
This software does not replace:
Always consult with qualified professionals for complex financial, tax, or legal matters.
Join property managers who have reduced financial errors, saved time on compliance, and gained peace of mind with The Financial Boardroom.
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