For real estate
Every property, every entity, one portfolio view.
Each property in its own LLC, each with its own books. Dear CFO consolidates them, keeps NOI and cash current, and brings in rent rolls and occupancy from the tools you already use.
Works with
Portfolio NOI
$1.92M
+4% vs budget
Occupancy
94%
+1.5 pts
Illustrative figures
The problem
A portfolio of spreadsheets
Every property has its own entity and its own books. Seeing the portfolio means exporting each one, reconciling them by hand, and hoping nobody changed a file.
- A set of books per property entity
- Rent rolls and leases in property software
- Occupancy tracked in spreadsheets
Rent rolls, leases and occupancy from your property-management software come in through Google Sheets or BigQuery.
QuickBooks Online
Xero
Google Sheets
BigQuery
Dear CFOOne live set of numbersHow it works
Everything flows into one live set of numbers.
Each system syncs on its own schedule into one managed warehouse. Statements, metrics and answers all read from it, so they always agree.
Live statements
P&L and balance sheet, current
Your metrics
Defined once, kept current
Answers
Ask in plain English
Numbers you can track
The numbers real estate run on.
Illustrative figures
NOI by property
Net operating income per property or entity, from the books.
5 properties
Consolidated portfolio
Every property entity’s books combined into one view.
12
entities consolidated
Occupancy
Brought in from your property system through Google Sheets.
94% occupied
Cash flow
Cash flow statements from QuickBooks, by entity and combined.
$262K this month
What you get
Built on the whole system.
Live financial statements
Your P&L, balance sheet and cash flow built live from QuickBooks or Xero, next to plan and forecast, for one company or several consolidated.
Learn moreForecasting and budgeting
A financial model with your actuals already in it: compare scenarios, freeze a budget, and score every period against it automatically.
Learn moreAI financial analyst
Ask questions about your revenue, cash, customers and margins in plain English. Dear CFO answers from your own books and shows the work behind every answer.
Learn moreQuestions
Dear CFO for real estate
Each property is its own LLC. Can you combine them?
Yes. Connect each entity’s books and view them separately or consolidated into one portfolio.
Do you connect to our property-management software?
Not directly. Rent rolls, leases and occupancy come in through Google Sheets or BigQuery, next to the books.
Which statements are available?
P&L and balance sheet from QuickBooks or Xero, and cash flow from QuickBooks.
See it against your own numbers.
Create a login and connect your systems in minutes, or book a call and we will walk through it with your business in mind.