Your implementation will go live. That was never the hard part.
Yardi Professional Services delivers the platform. What decides whether the platform delivers your business is everything around it: the state of your data, the bandwidth of your team, and whether anyone scoped the reporting you actually run on.
CREx works alongside Yardi Professional Services on the data, the integrations and the reporting. After cutover, Agentic Asset Management runs the monthly work inside CREx OS: AI agents handle the mechanics, and our CPAs and asset managers own the judgment.
owners & operators
Three problems the base build does not solve.
The data isn't ready
Rent rolls, balances and lease data sit in systems nobody owns. Conversion is when that surfaces. In UAT if you are lucky, in the first close if you are not.
Your team is doing two jobs
The people who know the business are the people closing the month. Implementation peaks land on a team with no slack, so decisions queue.
Reporting gets scoped last
Configuration finishes, then someone asks for the investor package, the lender package, the board deck. None of it falls out of the base build.
Four places we show up. Across the lifecycle.
CREx is a Yardi consulting and data engineering firm. We work alongside Yardi Professional Services, not instead of them. Senior practitioners on the client side of the table, accountable to you.
Before the build
Implementation readiness, business process review and redesign, module selection, and a pre-migration data audit. Governance and a defensible scope before the clock starts.
Alongside PSG
Program and project management, requirements validation and traceability, design review, data conversion quality, UAT script review and cutover support. Your requirements stay in the room.
The technical work we own
Enterprise data warehouse, third-party and API integrations, Yardi Data Connect and Power BI, custom reporting, KPI dashboards and investor reporting automation. On the Yardi data model, not beside it.
After go-live
Stabilization, Yardi and security administration, workflow maintenance, role-based training and documentation, managed technical services and staff augmentation. Adoption is a program, not a launch week.
Then the monthly work runs on CREx OS ↓Go-live is month zero. The close comes back every month after.
Implementation ends at cutover. The close, the investor package and the forecast do not. Agentic Asset Management is how CREx OS is delivered: four parts running together inside your portfolio, so your asset managers get their time back and take on more without adding people.
Yardi and every other property manager, one trusted record
Feeds from Yardi, MRI, RealPage, Entrata and others refresh daily with no file uploads or portal logins. The data is checked before anyone relies on it.
The foundation the rest stands onAgents that run the monthly mechanics
Agents assemble the close package, work exception queues, review rent rolls, route approvals, draft variance commentary and refresh forecasts. The CREx MCP connector lets your AI assistant answer from that same governed data, citing the actual numbers.
Runs in the backgroundCPAs and asset managers
A named CREx operator maps your chart of accounts, chases the missing feed at the source, decides what a variance means, and signs the monthly and quarterly package.
Accountability stays humanA calendar, not a scramble
A documented close checklist, approval workflow, governance rules and reporting cadence. This is what makes the other three repeatable in month two, and what survives when someone leaves.
The part most teams skipAI enablement starts with the data underneath.
Most AI pilots in real estate stall on the same thing implementations do: data nobody trusts. We build the warehouse, the Data Connect pipelines and the account mappings first. Then we put agents to work on that data and train your team to run them.
CRE10x
The 2-week AI install for CRE asset managers. An AI-ready file setup and working asset management workflows on your own portfolio.
See the install → 02 / AgentsAgent harnesses
AI agents organized around the property, investment and fund work your team already does. Every agent works on CREx OS data.
See the harnesses → 03 / TrainingAI training
Five tracks: AI fundamentals, reusable workflows, asset management, fund management, and acquisitions and underwriting. No AI background required.
See the tracks → 04 / Try it todayThe five-minute version
Pick one of five workflows, attach the sample portfolio file to Claude, ChatGPT or Copilot, and paste the prompt. Free.
Start the five-minute version →Left unscoped, or scoped with CREx.
Three parties. One set of accountabilities.
Implementation disputes start with a task everyone assumed someone else owned. This is how we draw the line, and it goes in the RACI before kickoff.
Yardi PSG
- Product configuration and module deployment
- Yardi-side delivery plan and phase sign-offs
- Platform functionality and product expertise
- Standard conversion tooling and templates
- Yardi support and escalation path
- Product training on delivered functionality
CREx
- Readiness assessment and program governance
- Requirements capture, validation and traceability
- Data audit, cleansing and migration QA
- Integrations, warehouse and enterprise reporting
- UAT script review, role-based training and documentation
- Post-go-live administration and managed services
Your team
- Business decisions and design sign-off
- Subject matter input from operations and accounting
- Source system access and data ownership
- User acceptance testing
- Executive sponsorship and change leadership
- The go-live call
What clients said to Yardi.
From letters of recommendation our clients wrote to Yardi Systems.
“Their consultants know Yardi inside and out—Voyager, modules, data—you name it.”
“Deep expertise not only in Commercial Real Estate overall but in Yardi Voyager.”
“Solutions for complex challenges such as implementation, data migration, customized reporting.”
Where we already work. Day one, not ramp-up.
Come tell us where the project is stuck.
Bring the thing you have been working around: the conversion that will not tie, the report nobody can produce, the module you paid for and never turned on. We will tell you straight whether it is a CREx problem, a PSG one, or neither.
Already live on Yardi? Bring your close calendar instead, and we will walk through what Agentic Asset Management would run each month.