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Let any AI agent take governed actions in Yardi

Yardi is the property management and accounting platform for real estate portfolios. Upware lets your agents act in it safely — deterministic, policy-bounded, and fully audited, without changing the system.

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Governed by policy & RBAC Full audit trail Outbound-only on-prem bridge No rip-and-replace
The problem

Why agents stall at Yardi

Yardi is the system of record for property accounting, leases, and resident data across real estate portfolios — and AI agents can read it well enough. The problem is acting in it. Posting a charge, updating a lease term, or modifying a payment record is a binding financial event; do it wrong, or without attribution, and you have an audit problem, a fair-housing exposure, or a general ledger that doesn't reconcile. Every portfolio also configures Yardi differently, which means generic automation that works in one property breaks silently in another. Upware learns each portfolio's actual workflow, wraps every write in RBAC and policy checks, and keeps a full audit trail so that when the question comes — 'who changed that lease?' — there's a clean answer.

Money and leases
Charges, payments, and lease changes are binding financial events governed by approvals and controls.
Property-specific config
Each portfolio configures Yardi differently; generic automation misfiles or breaks on the next change.
Resident data
Tenant and applicant data carries privacy and fair-housing obligations that need policy enforcement.
What you unlock

Actions Upware makes safe in Yardi

Read lease, unit, and resident context
Post charges and payments within policy
Update lease and work-order records
Sync outcomes to accounting and CRM
Log actions for audit
The harness

AI to learn. Deterministic to execute.

Upware learns the process once and encodes it as a mostly-deterministic workflow: system interactions replay exactly, and any LLM steps are wrapped in policy, verification, and audit — so execution stays governed and drift-proof.

O
Observe & Learn
Records the real workflow once, across every system it touches.
G
Generate
Builds the API, data flow, and logic automatically — no integration project.
E
Encapsulate
Wraps it as a governed AI skill over secure MCP or API.
R
Run
Executes deterministically — RBAC, audit, and scale built in.
FAQ

Common questions

Can an AI agent actually post charges and payments in Yardi, or just read data?
It can do both, but the write path requires controlled execution. Upware records the exact workflow for posting charges or receiving payments — including approval gates and field-level validation — and replays it deterministically at runtime. The agent proposes the action; Upware executes only within the policy you define, with every transaction logged and attributed to the initiating agent and user.
We run multiple properties with different Yardi configurations. How does this work across portfolios?
This is one of the hardest parts of Yardi automation, and where generic tools fail. Upware learns each portfolio's configuration separately — it observes the actual UI and network behavior for that property's setup, not a generic template. Skills are scoped per portfolio, so a charge-posting workflow for one property doesn't bleed into another's chart of accounts or approval structure.
Resident data carries fair-housing obligations. How does Upware handle that?
Upware enforces access controls at the skill level: RBAC determines which agents and users can query or write resident and applicant records, and every access is logged with a full audit trail. It doesn't make policy decisions for you, but it gives you the enforcement layer and the attribution record you'd need to demonstrate compliance — whether the question comes from an internal audit or a regulatory inquiry.

Put your agents to work in Yardi

See how Upware turns a recorded workflow into a governed action in days.

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