Docs
Need to understand how something works?
When you want to understand how EstateIQ works, start here. This hub starts with Dana and will collect product guides, financial system notes, security information, and release history.
Documentation index
AI Documents
Start with Dana, the portfolio assistant.
This is the first user-facing documentation set for EstateIQ's AI layer. It explains Dana in plain product language so users understand what to ask, what data matters, and where the guardrails are.
Dana explains what EstateIQ can verify from your records.
The goal is not to make AI feel magical. The goal is to make your rental records easier to understand, review, and act on. Complete records give Dana better evidence for clearer answers.
What Dana is
Dana is EstateIQ's read-only portfolio assistant. She explains your rental business from records already organized inside EstateIQ.
What Dana can help with
Ask about portfolio health, revenue, tenant balances, expenses, leases, buildings, documents, reports, and Schedule E readiness.
How Dana uses your data
Dana becomes more useful when your buildings, units, leases, charges, payments, expenses, and documents are complete and connected.
What Dana cannot do
Dana cannot create, edit, approve, delete, post, allocate, file returns, give tax advice, or invent missing financial facts.
How to ask better questions
Name the workflow, time period, property, tenant, or record type you care about so Dana can ground the answer in the right context.
Example questions
Start with practical prompts like 'What should I review first?', 'Who owes rent?', or 'What is missing before Schedule E prep?'
Documentation sections
Find the right explanation without digging through the product.
This page is the starting point for future guides. It keeps product help, financial concepts, AI architecture, security, and release history in predictable places.
AI Documents
LiveUser-facing guidance for Dana: what she is, what she can answer, how she uses your records, where her limits are, and how to ask better portfolio questions.
Getting Started
Coming soonFuture onboarding guides for setting up an EstateIQ workspace, properties, units, leases, records, and initial workflows.
Product Guides
Coming soonFuture guides for product areas such as ledger, documents, reports, AI Copilot, and portfolio organization.
Financial System
Coming soonFuture documentation for charges, payments, allocations, expenses, balances, reports, and traceable financial records.
AI Academy
Foundation liveConceptual learning paths for grounded AI, analyst tools, the Gap Tool, and financial truth before AI.
Security
Coming soonFuture trust documentation covering access, organization boundaries, data handling, and auditability.
Architecture
Coming soonFuture technical notes about EstateIQ's financial operating model, reporting architecture, and AI grounding approach.
Release Notes
Index liveA documentation path into changelog entries and release history as the product evolves.