Features
Built for owners who want more than bookkeeping.
EstateIQ connects your portfolio, financial records, supporting documents, reports, and AI into one operating system. Upload supported documents like mortgage statements, invoices, insurance policies, receipts, and leases. Organize them alongside buildings, units, leases, expenses, and reports, then ask questions in plain English with answers grounded in the information you manage inside EstateIQ.
Enterprise-grade financial intelligence
Connected portfolio system
Portfolio structure becomes the foundation for financial intelligence.
EstateIQ is a connected operating system for owners who want their records, documents, reports, and AI to work together.
One place for the rental business to make sense.
Each part of the product helps explain the next: the portfolio, the money records, the documents, the reports, and the AI explanation.
1
Portfolio basics
Manage the operating structure of a small rental business.
2
Buildings
Properties create the reporting and decision spine.
3
Units
Rentable spaces connect occupancy and lease context.
4
Leases
Lease records define occupancy and rent obligations.
5
Ledger
Know where every dollar came from through ledger-first records.
6
Expenses
Owner-side spend becomes structured financial context.
7
Documents
Supported documents become connected evidence and context.
8
Reports
Reports are trusted because they come from records.
9
AI Copilot
Ask plain-English questions grounded in the information you manage.
Financial truth flow
Know where every dollar came from.
Confirmed records and ledger data remain the source of financial truth. EstateIQ keeps charges, payments, allocations, and calculated balances upstream of documents, reports, and AI explanations.
Know what is owed, what was paid, and what still remains.
Every step keeps the money story traceable. The ledger owns the math, reports read the results, and AI explains the answer.
1
Charges
What is owed under a lease.
2
Payments
Money received and recorded.
3
Allocations
How payments apply to charges.
4
Calculated balance
Calculated from the ledger records.
5
Reports
Summaries built from recorded activity.
6
AI explanation
AI explains the answer without becoming the source.
Document intelligence flow
Turn documents into knowledge.
Your documents should not just be stored. They should be understood. Supported documents become connected evidence and supported context after review and confirmation.
Your documents should work for you.
A receipt, lease, invoice, or statement is more useful when you know what record it explains.
1
Supported document
Mortgage statement, lease, receipt, or invoice.
2
Upload
The file enters the document workflow.
3
Review
Details are checked before financial use.
4
Confirm
Reviewed fields can become connected context.
5
Connected record
Connected evidence supports expenses, leases, or property context.
6
Reports and AI
Reports and AI can explain supported documents and confirmed records.
Reports and AI context
Ask questions in plain English and keep the answer grounded.
Trust reports because they come from records. AI explains recorded activity, report outputs, and supported documents; it does not invent financial truth.
Portfolio records become reports, explanations, and better decisions.
Portfolio, financial records, connected documents, financial truth, reports, and AI explanations work together to support better decisions.
1
Portfolio
Buildings, units, leases, and portfolio context.
2
Financial records
Ledger entries, expenses, payments, and allocations.
3
Connected documents
Supported evidence such as leases, receipts, invoices, and policies.
4
Financial truth
Confirmed records and ledger math establish the facts.
5
Reports
Traceable views summarize performance and attention areas.
6
Grounded AI
AI explains structured records and supported documents.
Capability expansion
Unsupported questions become reviewed product work.
EstateIQ becomes more capable through reviewed product work informed by user questions. Technically, those improvements become deterministic capabilities after implementation, testing, and review.
The product improves through reviewed capabilities.
The product team can use repeated gaps to decide what to build next, while unsupported questions remain unsupported until coverage is implemented and reviewed.
1
Unsupported question
The router cannot match the request to a supported analyst capability.
2
Gap event
Safe metadata captures the missing capability signal.
3
Review
The team evaluates whether the gap belongs in the product.
4
New capability
A deterministic tool, selector, report, or workflow is built.
5
Tested
Coverage is implemented, tested, and reviewed before release.
6
Released
AI can now explain the new structured capability.
EstateIQ Features
Enterprise-grade financial intelligence without enterprise software weight.
EstateIQ brings portfolio structure, ledger-first financial records, connected source documents, traceable reports, and grounded AI explanations into one operating system.