LiveonValixin4 days,not4months.
Migrate from Yardi, AppFolio, or Buildium without the implementation tax. Institutional-grade accounting, multi-entity reporting, and CRE depth — live in 96 hours.
Three operating models.
One platform.
Valix serves independent PM firms, syndicators managing multiple SPVs, and CRE asset managers handling complex rent structures. Each brings different accounting demands. Valix meets them all.
Independent PM firms
Escape Yardi Voyager's constraints with Yardi-grade accounting and zero implementation overhead.
Syndicators & funds
Consolidated multi-entity financials, waterfall distributions, and investor-ready K-1s without the spreadsheet sprawl.
CRE asset managers
Native CAM reconciliation, percentage rent, tax escalations, and sub-metering—not bolt-ons.
Four days to live.
Not four months.
White-glove onboarding handles your Yardi, AppFolio, or Buildium export. We map your chart of accounts, validate lease data, and go live while your team sleeps.
Parity
Feature-for-feature with Yardi and AppFolio
Valix matches or exceeds every accounting, CAM, and investor reporting capability you rely on today. No compromises on depth or audit trail.
Intelligence
AI that logs every move
Lease scanner reads terms with confidence badges. Every GL posting is atomic and auditable. No black boxes, no guessing.
Reporting
Multi-entity clarity for syndicators and funds
Consolidated financials across SPVs, waterfall calculations, K-1 generation, and LP dashboards—all real-time, all auditable.
LP waterfalls
Automatic waterfall calculations with distribution tracking and tax-lot management for each investor tier.
Consolidated financials
Roll up P&L and balance sheet across SPVs with auto-eliminations and intercompany reconciliation.
K-1 generation
Investor-ready K-1s pulled directly from the ledger—no year-end spreadsheet gymnastics, no re-keying.
Investor portal
White-label dashboards for LPs: capital accounts, distribution history, tax packages, and notices.
Depth
Built for commercial real estate
CAM reconciliation, percentage rent, tax escalations, and sub-metering are native. Not bolt-ons. Not spreadsheets.
CAM reconciliation
Tenant charges flow from utility meters and expense actuals. Variance reports flag overage disputes before they escalate.
Percentage rent
Sales-based rent calculations with breakpoint logic and quarterly true-ups. Tenants submit sales; Valix does the math.
Tax escalations
Prorated real-estate tax pass-throughs with base-year rollovers and automatic tenant billing at year-end.
Sub-metering
Utility cost recapture with unit-level sub-meters, automatic invoice generation, and tenant-visible usage history.
Trusted by independent operators and institutional funds
Logos are illustrative. Contact us for a current reference list.
How long does migration take?
Four business days from export to live. We handle the mapping of your chart of accounts, lease data validation, and GL reconciliation while your team continues operations. Your Yardi, AppFolio, or Buildium data arrives Friday; you're live the following Wednesday.
Is my data safe during the move?
Yes. We maintain SOC 2 Type II compliance and encrypt all data in transit and at rest. Your export file never touches a public server. We work in an isolated environment, validate every transaction, and keep an audit log of every action taken during migration.
What if we have custom GL structures?
We map them. Our onboarding team reviews your chart of accounts line by line and rebuilds it in Valix. If you use cost centers, profit centers, or multi-level hierarchies, we preserve them. No flattening, no loss of detail.
Can we run both systems in parallel?
Absolutely. Many operators run a two-week parallel period to validate that Valix produces the same trial balance and financial statements as their legacy system. We provide reconciliation reports daily.
Do you support our specific integrations?
Valix connects to most major platforms—accounting software, tenant screening, utility providers, and banking partners. If your integration isn't native, our API and webhook architecture let you build it. Enterprise customers get dedicated integration support.