The AI CFO built for property management

Your PM CFO
Never Sleeps.

18 AI agents running your property management finances. You run the properties.

Tenant AR followed up. NOI optimized. CAM reconciled. Investor packages assembled. Owen handles the financial operations your team is currently doing manually — so they don't have to.

O

Owen — built by property management CFOs, for property management CFOs

Built for Property Management
Tenant & Investor Ready
SOC 2 Aligned
NOI Optimized, Not Just Reported
18Specialized Agents
100+Portfolio KPIs Tracked
61%Avg Delinquency Reduction
96.2%Cash Forecast Accuracy
Scroll
What Owen Covers

Every corner of your portfolio finances.
Covered.

Every agent is purpose-built for a specific corner of property management finance — and they all talk to each other through the Portfolio Intelligence layer.

Live
🏠
Analytics

Rent Roll Analyzer

Every unit. Every lease. Every dollar accounted for.

UnlimitedUnits Tracked
< 4 hoursData Latency
Learn more
Live
📥
Collections

Tenant AR Collections

Delinquency eliminated before it becomes eviction.

61%Avg Delinquency Reduction
93%Recovery Rate
Learn more
Live
⚙️
Payments

Vendor AP Orchestrator

Every vendor invoice. Zero manual touchpoints.

< 5 minProcessing Time
88%Touchpoints Eliminated
Learn more
Live
🔧
Analytics

Maintenance Cost Manager

Work orders tracked. Costs allocated. Nothing slips.

87.2%Classification Accuracy
UnlimitedProperties Tracked
Learn more
Live
📈
Analytics

NOI Optimizer

Every expense questioned. Every dollar of income captured.

40+NOI Metrics
Market-matchedBenchmark Data
Learn more
Live
📊
Analytics

Cap Rate Tracker

Asset-level performance. Portfolio-wide visibility.

UnlimitedAssets Tracked
Acquisition to exitPerformance Horizon
Learn more
A Day in the Life

What Owen actually does
while you're running the portfolio.

Not reports. Not dashboards. Decisions already made, issues already flagged, follow-ups already sent.

7:55 AM

Tenant AR follow-up sent

Owen identified 4 tenants at Unit 12B, 3A, 7C, and 9D past 10 days overdue and sent graduated notice sequences. No one on your team touched it.

9:20 AM

NOI variance alert

Oakview Commons is running 11% below pro forma NOI. Owen flagged three expense overruns — landscaping, HVAC callouts, and water — and modeled corrective actions.

11:00 AM

CAM reconciliation ready

Annual CAM rec for Riverfront Commerce Park completed. Tenant pro-rata shares calculated, reconciliation statements generated, and audit package assembled — awaiting your review.

2:30 PM

Vendor invoice anomaly

Plumbing invoice from Summit Services is 38% above their 90-day average for comparable work. Owen held it for approval and flagged the line item for comparison.

4:15 PM

Cash position updated

Owen updated your 13-week cash forecast based on today's rent collections and scheduled vendor payments. $218K expected net positive by Friday across all 6 properties.

End of day

Owner statement prep

Owen reconciled all income and expense activity across 12 owner accounts. Statements drafted, distribution amounts calculated. Month-end close is 2 days away and you're already 91% done.

Every one of these happened without a single person on your team initiating it.

The Proven Model

Data Clean-Up → AI Trial →
Agent Platform.

Most property managers can't use AI because their data is a mess. We fix that first. Then we prove it works on your numbers. Then we hand you the platform.

01
Free

Free Portfolio Diagnostic

We connect to your property management platform and deliver an honest report: data quality score, rent roll integrity, reconciliation gaps, and vendor duplication. You see exactly what's broken — before spending a dollar.

  • Data quality score (0–100)
  • Rent roll & AR integrity check
  • Vendor/tenant duplication scan
  • AI Readiness Score report
02
From $4k

Data Clean-Up

We normalize your property data, close the GL gaps, clean the duplicates, and patch reconciliation issues across all your properties. You get a portfolio you trust — AI-ready. Starting at $4k. We invoice on delivery — not kickoff.

  • PM platform normalization (AppFolio, Yardi, MRI)
  • Rent roll & GL reconciliation
  • Database you own — use with any AI
  • AI-ready certification
03
Included

1-Week Agent Trial on Your Data

Once the data is clean, we run a 7-day guided trial on your real portfolio numbers — tenant AR, cash forecasting, NOI monitoring, and owner distribution prep. You see what AI actually does before committing.

  • Tenant collections on your live rent roll
  • Cash forecasting on your actual properties
  • NOI monitoring on your GL
  • AI-narrated daily summary
04
Subscription

Full 18-Agent Platform

After the trial you choose your tier. Every level runs on your clean data with full trust governance, SOC 2–aligned controls, and live PM platform sync. No spreadsheets. No surprises.

  • Monitoring, Operational, or CFO Intelligence tier
  • All 18 agents coordinated by Portfolio Intelligence
  • Trust layer + full audit trail
  • $3k–$12k/mo based on portfolio size

Key rule: We don't invoice Data Clean-Up until your quality gates pass and your data is documented AI-ready. No clean data, no invoice.

Getting Started

Up and running in days.
Not months.

We've seen too many “implementations” become 6-month IT projects. Owen is different. Here's how it actually goes.

1
Day 1

We connect to your systems

We map to your existing property management platform, accounting software, or bank feeds. QuickBooks, Sage, Procore, Vista — we've done it. You don't move data. We come to it.

2
Days 2–3

Agents are configured to your business

We set your collections thresholds, margin targets, approval rules, and state compliance requirements. Owen learns your business before he starts acting on it.

3
Day 4+

Owen starts working

Collections follow-ups go out. Alerts start firing. Your team stops doing the manual work. You start seeing what was always happening — you just couldn't see it.

Most clients see their first Owen-generated action on day 4. Average time to first recovered dollar: 11 days.

Is Owen Right for You?

This isn't for everyone.
Here's who it is — and isn't — for.

Good fit

  • You manage $20M–$500M+ in property assets with a real accounting function
  • You use a property management platform (AppFolio, Yardi, Buildium, RealPage, etc.)
  • Your team spends real hours on manual reconciliation, tenant collections, or close
  • You want AI to take action, not just show you charts
  • You're tired of being surprised by delinquency spikes, NOI slippage, or late owner distributions

Not a fit

  • You manage a single property with no accounting system
  • You want a reporting dashboard or BI tool, not automation
  • You prioritize upfront cost over measurable ROI
  • You don't have a finance person who can act on what Owen surfaces
  • You want to experiment with AI concepts rather than run it in production

If you recognized yourself in the left column, we should talk.

Schedule a 30-Minute Demo
Real Results

Property managers don't give testimonials
unless the numbers are real.

Anonymized clients. Real metrics. Every quote below came from a property management finance leader using Owen on their live portfolio.

Verified Client

We cut our month-end close from 9 days to 2.5. Owen's Close agent does in hours what took my team a week of spreadsheet hell. Our owners started getting statements a week earlier — they noticed.

MT
Mark T.
CFO · Lakeside Property Group
4,200 units / Multifamily
Verified Client

Tenant AR Collections recovered $1.8M in overdue rent in 60 days without a single awkward phone call. The delinquency scoring is eerily accurate. We triaged 280 tenant accounts in our first week.

DS
Dana S.
Controller · Summit Realty Management
1,800 units / Mixed
Verified Client

CAM reconciliation used to take my team 6 weeks every year. Owen turned it into a 2-hour review. Every tenant's pro-rata share calculated, every cap applied correctly, audit package ready to go.

CR
Chris R.
VP of Finance · Meridian Commercial Partners
2.1M sq ft / Commercial
Verified Client

We went from guessing cash position in a spreadsheet to a live 13-week forecast updated every morning. I haven't touched our line-of-credit model since March — Owen runs it automatically.

AP
Angela P.
Director of Finance · Pacific Coast Residential
3,400 units / Multifamily
Verified Client

The Vendor Anomaly Detection flagged a $96K duplicate maintenance invoice three hours after it posted. Our old process wouldn't have caught it until month-end. Owen paid for itself that day.

JL
James L.
CFO · Keystone Asset Management
PE-Backed / $800M AUM
Verified Client

Data Clean-Up normalized 18 months of AppFolio and QuickBooks data in 3 weeks. Orphan records, duplicate tenants, GL mismatches — all gone. We finally trust the numbers enough to let AI touch them.

RK
Rachel K.
Controller · Harborview Property Services
650 units / Single-Family
Featured Case Study
Verified
Multi-State Multifamily Operator·3,800 Units

$1.8M Recovered in 60 Days

60-day engagement · 5 agents deployed on live portfolio data

$1.8MRecovered
< 38 daysPayback
35:1ROI Ratio
Before & After — 60-day engagement
MetricBeforeAfter
Tenant Delinquency Rate8.4%3.1%
Month-End Close9 days2.5 days
AR Collection Rate71%93%
NOI vs. Pro Forma-14%+2.3%
Cash Forecast Accuracy+/- 21%+/- 4.8%
Owner Statement Cycle12 days post-close2 days post-close

We thought we would see results in 90 days. Owen flagged $96K in duplicate vendor payments the first week and recovered $1.8M in delinquent rent by day 60. My investors asked me why we did not do this two years ago.

CFO
CFO — 3,800-Unit Multifamily Operator
Agents deployed:Tenant AR CollectionsNOI OptimizerCash Flow ForecastingOwner DistributionsVacancy Optimizer

Want to see what Owen finds in your portfolio? The diagnostic is free.

Free Portfolio DiagnosticSee live demo
Ready to meet Owen?

Stop managing your
finances manually.

Start with the free diagnostic. One call, one data export — we'll show you exactly what's broken and what AI can do about it. No commitment. No credit card. No consultant-speak.

Free diagnostic · No credit card · No 6-month onboarding