A better property management experience starts inside your operation

Make service your strongest advantage.

PropertyAssistAI gives your team one connected place to respond, coordinate work and keep owners informed. Fewer handoffs mean clearer answers, faster action and a service experience clients remember.

Condominiums · Townhouses · Condo-Townhouse · Mixed-Use · Rentals · Commercial · Pre-Construction · New Builds

13

purpose-built platform roles

plus property-level access scoping

$0

per-token provider fees for local AI

runs on infrastructure you operate

Human

confirmation before AI-assisted action

review replies and proposed record changes

24/7

visibility into important deadlines

inspections, studies, AGMs and filings

When your team has clarity, clients feel the difference.

Give managers the context to answer with confidence, vendors the information to act quickly and boards the visibility they expect.

Create capacity without compromising service

Draft replies, build packages and organize routine work faster so managers can focus on clients, buildings and decisions that need their judgment.

Respond with the confidence clients notice

Bring urgent messages to the surface, assign the next step and keep clear updates moving before a small issue becomes a board level concern.

Give every team one reliable view of the truth

Work, invoices, incidents, documents and approvals stay connected to the building, ready for daily management, owner questions and board review.

Put your best operating habits in every building

Guided checklists, compliance packs and ready to use templates help new and experienced managers deliver the same professional standard.

Service people can feel

Every request gets a clear next step.

The message, the reviewed response and the follow-up tasks stay connected. When a resident submits a maintenance request, a manager can convert it into a tracked work order.

  1. 9:02 am

    A resident reports a leak

    The Outlook message appears in the connected inbox with its sender, subject and original content intact.

  2. 9:03 am

    The manager starts AI triage

    The platform prepares a classification, urgency, risk flags, a summary, an editable reply and suggested follow-up tasks.

  3. 9:05 am

    The manager reviews and sends

    The manager edits and approves the draft, then sends it through the connected Outlook mailbox.

  4. 9:06 am

    The follow-up becomes trackable

    Suggested tasks can be created together, and a portal maintenance request can be converted into a work order when field work is required.

Protected actions use role and property permissions. The manager reviews outbound replies and suggested record changes before confirming them.

On site · iPad

Operations that keep up with the building

Work orders, preventive schedules, inspections and vendor assignments, carried through the building on a tablet and saved to the shared record.

Tasks & checklistsWork ordersResident requestsPreventive maintenanceInspectionsVendor quotes & invoicesIncidentsCapital projects

At the desk · desktop

Finance that explains itself

Budget vs. actual with an AI-written variance story, arrears aging, approval chains and QuickBooks sync, every number board-ready.

Ledger & arrearsInvoices & approvalsBudgets & varianceAnalyticsManagement reportsQuickBooks Online

Everywhere · the copilot

An AI that knows your buildings

Grounded in your own data, routed to the providers you choose, or private local models, with budget caps and a human approving every action.

Multi-provider routingPrivate & self-hosted AIBudget & guardrailsDocument intelligenceAI analytics

In every pocket · mobile

Portals residents actually use

Residents, boards and vendors use scoped portals from any device. Field staff can install the web app and reopen My Day or an inspection checklist they have already viewed when offline.

Resident portalBoard portalVendor portalInstallable app (PWA)Announcements & noticesAI draftingService levels

Total control over your data

Private AI, public AI, or both. You decide.

PropertyAssistAI supports self-hosted AI endpoints and public providers under your own keys. Platform admins configure the available providers and models per company. A workflow routed to a self-hosted endpoint is processed on the infrastructure you control.

Private local models

Route a workflow to Ollama or another self-hosted, OpenAI-compatible endpoint. Those prompts are processed on the infrastructure you configure instead of being sent to a public AI provider.

No per-token provider fee

Self-hosted models do not add a provider charge per request. Available throughput depends on the server, memory and GPU capacity you operate.

Public models when you choose

Connect OpenAI, Google Gemini, Anthropic Claude or another supported provider with your own keys, then set provider and model policy per company.

Usage you can inspect

AI analytics record provider, model, latency and estimated cost, with comparison reporting for self-hosted calls.

Representative AI analytics with illustrative usage and comparison data.

Fits your stack

Connects to the tools you already run

Connect delegated Microsoft 365 mail and calendar, push approved invoices to QuickBooks Online, accept Stripe payments, configure transactional email and choose the AI providers available to each company.

Email & calendar

  • Microsoft 365 · Outlook mail
  • Microsoft 365 · Calendar
  • Google Workspace · platform email

Accounting & payments

  • QuickBooks Online · approved invoices
  • Stripe payments
  • Financial CSV and XLSX imports

Messaging

  • Twilio SMS
  • Outlook email
  • Resident portal

AI providers

  • Ollama and self-hosted endpoints
  • OpenAI
  • Google Gemini
  • Anthropic Claude

All 51 capabilities, at a glance

Gradient chips are new in the latest releases, governance, community, portals, public API and more.

Daily drivers

The views a manager lives in from morning coffee to lock-up.

Dashboard & My DayAI email inboxAI copilotGlobal searchCalendar & syncNotifications

Operations

Tasks to closed work orders without a spreadsheet in between.

Tasks & checklistsWork ordersResident requestsPreventive maintenanceInspectionsVendor quotes & invoicesIncidentsCapital projects

Community & front desk

The lobby, the party room, and the neighbour disputes.

Front desk logAmenity bookingViolationsAlteration requests

Governance & compliance

Board-ready, audit-ready, Condominium Act-aware.

Board packagesAGM & e-votingBoard resolutionsStatus certificatesCompliance calendarInsurance & claimsMinute book

Finance & insights

From fee ledger to board-night variance story.

Ledger & arrearsInvoices & approvalsBudgets & varianceAnalyticsManagement reportsQuickBooks Online

Communications

One announcement, every channel, with a clear delivery trail.

Announcements & noticesAI draftingService levels

Resident, board & vendor portals

Self-serve for everyone who isn't staff.

Resident portalBoard portalVendor portalInstallable app (PWA)

The AI layer

Your keys, your budget, your rules, humans approve everything.

Multi-provider routingPrivate & self-hosted AIBudget & guardrailsDocument intelligenceAI analytics

Platform & administration

Multi-tenant, secure, and yours to run.

Onboarding wizard13 roles, two-layer RBACMFA & securityAudit logPublic API & webhooksMicrosoft 365Org export & archiveIn-app help center

Better service for everyone connected to a building.

Clients see progress, teams see context and leadership sees the service standards being delivered across the portfolio.

Owners and operators

See portfolio health, service risks and accountable progress across every building, with the control to grow without losing sight of the details.

Regional managers

Compare performance, spot a building that needs support early and bring a consistent operating standard to every team.

Property managers

Manage communication, work, documents and compliance from one focused queue, with help on the routine work that can consume a day.

Finance and administration

Keep budgets, arrears, invoices, variances and approvals organized so every number is ready when leadership or the board needs it.

A professional service experience is also a secure one.

Role based access, approvals and complete records help your team protect the information clients trust you to manage.

Access limited to the right people

Each company is isolated and every person sees only the buildings, residents and financial information assigned to their role.

Compliance work stays visible

Track the inspections, reserve studies, AGMs and filings each building owes, with clear deadlines and supporting records in one place.

A complete record of important decisions

Approvals, communications, document updates, access changes and package generation are logged for the questions boards and auditors will ask.

Security designed for a serious operation

Use multi factor authentication, encrypted secrets, role and property access controls, plus API tokens managed inside the platform.

Control over retention and access

Configure log retention, export company records when needed and keep access decisions visible for review.

AI that works within your rules

AI can prepare, summarize and propose. Your people confirm outbound communication and suggested record changes.

Two-layer RBAC and property scopingAES-256-GCM encrypted secretsTOTP MFA and backup codesFull audit log and CSV exportConfigurable retention and data exportSOC 2 readiness checklist

In plain terms

PropertyAssistAI is an operating platform for property management companies. It brings resident and vendor communication, work orders, budgets, compliance, documents, board packages, AGMs, status certificates and role based portals into one connected system.

The difference is practical. AI helps your team triage, draft, summarize and prepare, while a person approves every important action. You choose private local models, public models under your own keys or the combination that matches your client and data policies.

It supports condominium, townhouse, mixed use, rental, commercial, pre construction and new build portfolios, with jurisdiction aware compliance packs for Ontario condominiums.

Questions boards and owners will ask

What is PropertyAssistAI?+

An AI-powered operations platform for property management companies: email triage, tasks and work orders, financials, compliance, documents, board packages and resident/vendor/board portals in one secure, multi-company system.

Does the AI send emails or create records on its own?+

No. AI prepares drafts and suggested actions. A permitted user reviews and confirms an outbound reply or a proposed task or work order before it is created.

Do we control where our data goes when AI is used?+

Yes. Platform admins can configure self-hosted and public providers, then set provider and model policy per company. A workflow routed to a self-hosted endpoint is processed on the infrastructure you configure.

Which property types does it support?+

Condominium, townhouse, condo-townhouse, mixed-use, rental, commercial, pre-construction and new-build portfolios, with jurisdiction-aware compliance packs (e.g. Ontario condominium requirements).

How long does onboarding take?+

Most companies are live within weeks: properties and units first, then contacts and financial imports (CSV/XLSX), then mailbox connections. Bulk import tools and a guided setup checklist are built in.

How is our data protected?+

Strict tenant isolation per company, role- and property-scoped access, first-party MFA, AES-256-GCM encrypted secrets, configurable retention, full data export and exportable audit records for important financial approvals, AI activity and document changes.

Turn better service into your clearest competitive advantage.

See the platform your team can use to create faster answers, clearer updates and clients who feel looked after.