Workflows

Leases and financials, automated

Lease abstraction, billing, CAM reconciliation, and financial reporting — automated instead of tracked by hand.

Accounting & Lease Administration operations workflow
01Lease Abstraction
02Automated Billing
03CAM Reconciliation
04Financial Reporting

Build surface

A workflow shaped like the business

Each page combines the core records, automations, and reporting loops this team needs to operate without patchwork tools.

Anchor capability

Lease Abstraction

Capture key lease terms, escalations, and options in a structured, searchable record.

Operating layer
Fewer manual billing errors
Faster CAM reconciliation
Searchable lease terms and options

Automated Billing

Generate rent, CAM, and pass-through billing automatically on schedule.

CAM Reconciliation

Reconcile estimated vs. actual common-area charges without a spreadsheet.

Financial Reporting

Produce GL-ready financials and statements by property or portfolio.

Outcomes

The messy parts become a map

Path turns the everyday exceptions, handoffs, and follow-ups into visible operating rules your team can trust.

01

Fewer manual billing errors

02

Faster CAM reconciliation

03

Searchable lease terms and options

04

Audit-ready financial statements

05

Automatic escalations and renewals

06

Consistent reporting across properties

Implementation rhythm

Start focused, then extend without rebuilding

Launch the first useful workflow quickly, learn from real operators, and keep adding modules as the team standardizes on Path.

1

Model the records

Define the objects, roles, and statuses that make accounting & lease administration work.

2

Ship the workflow

Put a focused app in front of users and tune the handoffs around real behavior.

3

Automate the exceptions

Add reporting, alerts, approvals, and integrations once the path is clear.

Run your accounting & lease administration on Path

Start free, or book a demo.