The whole portfolio, on one set of sheets.
Ten sheets, one source of truth. Every module reads and writes the same properties, leases and ledger, every AI draft is blue until a person approves it, and every number links to its evidence.
Every building on one site plan.
The entities that own your properties, the properties, suites, tenants, vendors and documents, all linked. A Today page shows what needs a person, and Cmd+K finds anything.
Includes
- Entities: LLCs, trusts and individuals
- Properties, suites and square footage
- Contacts: tenants, vendors, owners, guarantors
- Documents with preview and full text
- Search and a command palette
- Activity log, approvals and notifications
Useful on the first afternoon.
A guided import reads what you already keep. You preview every record before it's saved, duplicates are caught, and you can undo a whole batch.
Includes
- QuickBooks Desktop and Online exports, including IIF
- Chart of accounts, trial balance, GL detail
- AppFolio and Yardi exports: rent roll, ledgers, GL
- Any spreadsheet, with AI column mapping
- Lease PDFs and scans, sent to abstraction
- Invoice PDFs and photos, sent to payables
- Bank files: OFX, QFX and CSV
- Preview, dedupe, confirm and undo
- Halvorsen Coastal.IIFQuickBooks DesktopChart of accounts, vendors, 12 months of books
- Rent roll 2026.xlsxSpreadsheetProperties, suites, tenants, rent steps
- Lease, Seacliff Dentistry.pdfLease PDFA draft abstract with page citationsDraft
- Operating 4471.qfxBank fileTransactions, matched to the ledger
- IMG_2214.jpgPhoto of an invoiceA draft bill, waiting for approvalDraft
- Preview
- Dedupe
- Confirm
Abstracts with receipts.
Upload a lease, or a photo of one. Two AI readers from different companies abstract about sixty terms; every answer cites a page and quotes the lease, the quote is checked against the PDF, and a person settles any disagreement and approves.
Includes
- Parties, premises, term dates and rent schedule
- Escalations: fixed, percentage and CPI
- Recoveries: share, base year, caps, exclusions, gross-up
- Options with notice windows: renewal, termination, ROFR
- Critical dates calendar, expirations and WALT
- Rent roll today or as of any date
- Insurance certificate tracking with expiry alerts
- Estoppel requests and Excel or PDF export
Basic Lease Information
7.Premises. Suite C206, approximately 1,800 rentable square feet, as shown on Exhibit A.
8.Base Rent. $4,350.00 per month for months 1 to 12, increasing 3% on each anniversary of the Commencement Date.
9.Tenant's Share. The denominator is the rentable area of the Center leased and occupied, but never less than 90% of the rentable area of the Center.
10.Security Deposit. $8,700.00, payable on execution of this Lease.
11.Cap. Tenant's Share of Controllable Common Area Costs shall not increase by more than 5% per year, on a non-cumulative basis, from the 2024 base year.
12.Administrative Fee. 10% of Tenant's Share of Common Area Costs, excluding taxes and insurance.
Harbor Coffee Roasters
Wrenfield Commons · C206
- Tenant
- Harbor Coffee Roasters p. 1Both readers agree
- Premises
- Suite C206 · 1,800 SF p. 3Both readers agree
- Base rent
- $4,350.00 / mo, +3% a year p. 3Both readers agree
- Share basis
- Occupied area, 90% floor p. 3Both readers agree
- Cap
- 5% non-cumulative, controllable p. 3Both readers agree
- Admin fee
- 10%, not on taxes or insurance p. 3Both readers agree
- Deposit
- $8,700.00Reader B: $13,050.00 (Amendment 1, p. 2) p. 3Readers disagree
- Renewal
- 2 × 5 years, notice 9 months p. 21Both readers agree
- Drawn
- AI · 2 readers
- Checked
- Waiting
- Date
- 10.20.26
- Status
- Draft
- Seacliff Family DentistryHDO · ends December 2026
- Orchardside Urgent Care Medical GroupHUC · ends June 2027
- Northbeam Sign Co.HFX · ends September 2028
- Sorrel Nail LoungeHSC · ends January 2029
- Ironleaf CabinetryHFX · ends May 2029
- Brightpath TutoringHSC · ends January 2030
- Mission Oak CleanersHSC · ends June 2030
- Quillon RoboticsHFX · ends July 2030
- Golden Basil Thai KitchenHSC · ends March 2031
- Tidepool Coffee Co.HCD · ends November 2031
- Juniper Pilates StudioHSC · ends May 2032
- Steadfast Tire & AutoHAS · ends May 2033
Reconciliations you can defend line by line.
Pools per property, recovery terms per tenant from the abstract, monthly estimates, and a year-end engine that handles the rules real leases contain. Every expense line is traced to its invoice and its clause before a statement goes out.
Includes
- Pro rata by area, fixed share, or occupied with a floor
- Base years and expense stops
- Caps: cumulative, non-cumulative, compounding
- Exclusions, gross-up and admin fees per lease
- Anchors, excluded tenants and partial years
- Flags: capital items, duplicates, prior-year costs
- Statements and backup packages as PDF
- Tenant-side audit mode for a landlord's statement
- 01Share of center costs$12,127.04
3.11% of $389,412.60
- 02Removed by checks-$992.49
3 lines, with evidence
- 035% cap-$184.20
Controllable costs only
- 04Admin fee 10%+$1,095.04
Not on taxes or insurance
- 05Estimates paid-$11,376.00
12 × $948.00
- 06Balance due$669.39
Statement after approval
- Center ledger, common area costs
- $389,412.60
- Removed by checks3 lines, each with its evidence
- -$31,870.00
- Recoverable pool
- $357,542.60
- Harbor Coffee Roasters share1,800 SF of 57,800 SF leased and occupied, never less than 57,330 SF
- 3.11%
- CapControllable costs only, over the 2024 base year, non-cumulative
- 5% a year
- Share of center costs, step 01
- $12,127.04
Roof replacement, Building B
A capital replacement. Section 6.2(a) of the lease form excludes roof replacement.
$24,800.00Removed- Invoice 20417, Summit Ridge Roofing
- Ledger line GL-25-0412
- Lease §6.2(a), p. 15
Decided by Dana Whitfield
Landscape maintenance, June
Billed twice: same vendor, same amount, same service month.
$4,260.00Removed- Ledger lines GL-25-0233 and GL-25-0241
- Invoice 6610, Verdant Row Landscape Co.
Decided by Dana Whitfield
Pest control, December 2024
Prior-year service posted in January. Section 6.2(h) excludes costs from a prior year.
$2,810.00Removed- Invoice 3188, Tri-Point Pest Control
- Ledger line GL-25-0001
- Lease §6.2(h), p. 15
Decided by Dana Whitfield
Admin fee base
Applied to Common Area Costs only, as item 12 requires. Taxes and insurance carry no fee.
$1,095.04Checked- Basic Lease Information, item 12, p. 3
Decided by Dana Whitfield
Real books, not a spreadsheet.
Double-entry accounting per entity and per property, with a commercial chart of accounts. Charges come from the leases, bills from PDFs and photos, and closed months stay closed.
Includes
- Chart of accounts, editable
- Journal entries: manual, recurring, reversing
- Tenant ledgers, receipts, late fees and deposits
- Bills from PDFs or photos, approvals, 1099s
- Bank imports, matching and reconciliation
- P&L, balance sheet, cash flow, trial balance
- Owner statements with distributions
- Period close and lock; export to Excel, PDF, CSV
October rent and recoveries, Harbor Coffee Roasters
Wrenfield Commons · posted from the rent schedule
| Account | Debit | Credit |
|---|---|---|
| 1200Accounts receivable | $6,181.00 | |
| 4010Base rent | $4,350.00 | |
| 4110CAM recoveries | $948.00 | |
| 4120Tax recoveries | $637.00 | |
| 4130Insurance recoveries | $246.00 | |
| Balanced | $6,181.00 | $6,181.00 |
- Trial balance
- Profit and loss
- Balance sheet
- Cash flow
- General ledger detail
- Rent roll
- Aging, receivable and payable
- Owner statements
- 1099 summary
A forecast that shows its range.
Annual budgets by property, account and month, built from last year's actuals and the leases themselves. Five and ten year cash flow, scenarios, and loans watched for maturity and coverage.
Includes
- Budgets from actuals, growth rules and lease data
- Rent steps, renewals with probability, downtime
- Recoveries forecast through the CAM engine
- Base, downside and upside scenarios
- Loans: debt service, DSCR, maturity warnings
- Budget versus actual with explanations
- Upside 2031
- $502.0K
- Base 2031
- $473.0K
- Downside 2031
- $423.0K
Drivers
- Juniper Pilates Studio opens in suite 103 (signed)
- Two renewals at 85% probability, 6 months downtime if not
- Rent steps and escalations from each lease
- Recoveries from the CAM engine, 3% expense growth
Sorrel Valley Plaza mortgage
Cypress Shoals Bank · balance $1,826,400
- Matures in
- 14 mo
- DSCR
- 1.31x
- Refi gap
- $186.0K
1.00xCovenant 1.25x1.60x
At 6.50% today, the new loan would fall $186,000 short of the balance. Time to talk to lenders.
- Rate
- 5.40% fixed, balloon at maturity
- Payment
- $11,858.13 a month
- Covenant test
- Trailing 12 months, December 31
The day-to-day, handled.
Work orders from staff or the tenant portal, preventive maintenance, inspections with photos, vendor compliance, and every key date in one calendar.
Includes
- Work orders with vendors, photos and status
- A job's cost becomes a draft bill
- Preventive maintenance schedules
- Inspections with checklists and photos
- Vendor W-9 and insurance tracking
- Tasks, calendar and an iCal feed
- Leasing: vacancies, prospects, LOIs, renewals
- Email digest of what needs you
New2
Back door closer is sticking
Wrenfield Commons · C206
Tenant portalParking lot light out, row F
Wrenfield Commons
Staff
Scheduled1
Rooftop unit 3 not cooling
Wrenfield Commons · B103
Tempwise Mechanical
Done1
Replace irrigation valve
Wrenfield Commons
Verdant Row Landscape Co.Bill $486.00
A finished job's invoice becomes a draft bill for approval
- Verdant Row Landscape Co.COI to May 18Current
- Brightstar Porter ServicesCOI expires Nov 8Needs a person
- Handyline MaintenanceW-9 missingNeeds a person
- Summit Ridge RoofingCOI to Mar 11Current
Every key date in one calendar, with an iCal feed
Their own records, and nothing else.
Tenants check balances and statements, open work orders and upload insurance certificates. A firm's owner clients see statements, reports and documents for their own properties.
Includes
- Tenant balance, charges and statements
- CAM statements with the backup
- Work order requests with photos
- Insurance certificate uploads
- Owner statements and distributions
- Budgets to approve and shared documents
Harbor Coffee Roasters · Suite C206
Balance
$0.00
- 2025 CAM statement$669.39 due · backup included
- Back door closer is stickingWork order · Handyline MaintenanceThu
- Insurance certificateExpires in 21 days · upload the new one
Wrenfield Partners · Wrenfield Commons
September, net to owner
$48,210
- September owner statementIncome, expenses, distributions · PDF
- 2027 operating budgetReady for your approvalApprove
- DocumentsTax bill, insurance renewal, rent roll
Ask in plain words, get the record.
An assistant inside Cornerhold answers questions about your data with links to the records, explains numbers and drafts letters it never sends. The same tools connect to ChatGPT and Claude, signed in with your account.
Includes
- Answers cite the records they came from
- Explains a number step by step
- Drafts letters and emails for you to send
- Connector for Claude and ChatGPT (MCP, OAuth)
- Reads portfolio, rent roll, leases, dates, CAM, budgets
- Anything written waits for approval in the app
When does Seacliff Family Dentistry have to tell us if they are renewing?
Seacliff Family Dentistry must give written notice by November 9, 2026, 20 days from today, to renew for 5 years at 95% of fair market rent, but not less than the rent in the last lease year. Their current term ends December 31, 2026.
- Seacliff Dental Building
- Seacliff Family Dentistry lease
- Renewal option
Draft a reminder to Dr. Lindqvist.
The letter is waiting in your approvals. Nothing has been sent; you review it and send it from Cornerhold.
Today is Oct 20, 2026 · reads your data · drafts wait for approval
The same set, in your pocket.
A native iPhone app with Today, your portfolio, leases with the PDF and its citations, camera scanning, approvals with the stamp, CAM status, budgets and the assistant. On any other phone, the web app installs to your home screen.
Includes
- Today: what needs you and what's coming
- Scan a lease or invoice with the camera
- Approve with the stamp, anywhere
- Leases with the PDF and citations
- Notifications for key dates
- Installable web app for any phone
Halvorsen Family Properties
Good evening, Ingrid.
Needs a person · 3
- Approve bill$1,240.00
Brightair Mechanical · HVAC service
- Check abstractDraft
Juniper Pilates Studio lease
- Rent is late$6,125.00
Sorrel Valley Plaza, suite 101
Coming up
- Renewal notice dueSeacliff Dental BuildingNov 9
- Insurance certificate expiresSteadfast Tire & AutoNov 23
Help us draw the first set.
We are opening the product to a small group of owners and firms first. You get a guided import with our team and a direct line to the people building it. Pricing isn't set yet; we'll talk it through with you before you pay anything.