The multi-entity platform for real estate financial control
Connect every Xero or QuickBooks entity, map to a standard chart of accounts, plan scenarios, and publish investor-ready reporting in hours--not weeks.
Five connected product pillars
Portfolio control, standardised mappings, FP&A, scenario planning, and AI-assisted reporting work together so you never rebuild the model.
One portfolio view across all your Xero or QuickBooks SPVs
Unified dashboards for every entity, with portfolio roll-ups, drill-downs, and automated consolidations.
Standardised chart of accounts for clean roll-ups
Harmonised mappings keep every Xero or QuickBooks SPV in sync so consolidations are clean and repeatable.
FP&A built for portfolio + SPV decisions
Budgeting, forecasting, and cash planning tuned to real estate nuances like occupancy and NOI.
Real estate scenario planning that matches how you operate
Model rate changes, occupancy shifts, refurb programs, and see impact on returns in seconds.
AI CFO commentary + investor reporting
Auto-generated commentary, insights, and board-ready packs so reporting weeks happen in hours.
One portfolio view across all your Xero or QuickBooks SPVs
A single pane of glass for every entity with dynamic drill-downs, live balances, and variance views.
- バConsolidated dashboard that rolls up every SPV and fund structure.
- バLive sync with Xero or QuickBooks keeps cash, AP/AR, and balance sheets aligned.
- バQuickly pivot by asset, geography, vehicle, or manager.
Standardised chart of accounts for clean roll-ups
Reusable mapping templates that align every entity to the same taxonomy--no more spreadsheet wrangling.
- バPre-built templates for common real estate revenue and expense lines.
- バAutomated variance detection when a ledger drifts off-standard.
- バClean multi-entity consolidations with audit-ready trails.
FP&A built for portfolio + SPV-level decisions
Budgeting, forecasting, and cash planning that respects how real estate teams operate--fast and flexible.
- バRolling forecasts with driver-based assumptions for occupancy, rent, and capex.
- バScenario sliders for interest rates, rent uplift, and refurbishment cadence.
- バEntity-level and portfolio-level reporting side-by-side.
Real estate scenario planning that matches how you operate
Answer every 'what if?' with a few clicks--see cash flow and return impacts instantly.
- バModel interest rates, occupancy changes, and asset disposals in minutes.
- バStress-test refurb programs with staged capex and leasing assumptions.
- バShare scenarios with investors and lenders with clear commentary.
AI CFO commentary and investor reporting
Narratives, highlights, and board-ready packs drafted automatically--review, edit, and send.
- バAutomated commentary that surfaces what changed and why.
- バBoard and investor packs that stay on-brand with your metrics.
- バExport to PDF, slides, or share secure links with audit logs.
From Xero or QuickBooks connection to investor-ready
Structured onboarding with templates, validation, and guidance from real estate finance experts.
Connect Xero or QuickBooks entities
Securely connect every Xero or QuickBooks SPV and portfolio entity to Clarity Ledger with one-click OAuth.
Map your chart of accounts
Apply standardised mapping templates or tailor your own; keep every entity aligned automatically.
Review dashboards
See consolidated KPIs, cash positions, and SPV drill-downs side by side, refreshed continuously.
Plan scenarios
Model occupancy, rates, disposals, and capex programs; compare outcomes instantly.
Deliver reporting
Generate AI-assisted commentary, investor packs, and board updates without the scramble.
Data protection built-in
We take a conservative approach to data handling and share a clear security roadmap during onboarding.
Data minimisation and hashed IP storage for leads
Server-side processing for data sources and email
SOC 2-aligned controls and formal audits (roadmap)
Granular access controls and audit logs (roadmap)
Product FAQs
Details on integrations, security, and how Clarity Ledger fits into your finance stack.
Frequently asked questions
Built-in clarity on setup, security, integrations, and reporting.
Ready to see it in action?
Connect your Xero or QuickBooks entities, align your chart of accounts, and put investor-ready reporting on repeat.
