Yardi reporting and workflow automation
Automate reporting workflows around Yardi Voyager, from approved data collection to owner-pack preparation, validation and delivery across adjacent tools.
Where Voyager stops and the screen work starts
Begin with the reports and exports available to your Voyager role and licensed modules. Define the properties, reporting period and owner format before collecting data. LaunchAI can help automate the surrounding preparation workflow; confirm the required reports and access during scoping.
What agents do in Voyager
The agent works Voyager in a staff member's browser session, under the role it runs in. Product →
Late fee batch
Enter dropbox checks first, remove residents who paid or hold a waiver, then hold the batch for review before posting.
Listings
Check that RentCafe pricing and availability match on each listing site.
PayScan invoices
Read each PDF and code payee, invoice number, expense type and post month.
Recovery setup
Check each commercial lease's recovery profile against the lease before year-end.
County tax bills
Pull bills from county sites and key them into the right recovery pool.
Bank reconciliation
After automatic matching, work each leftover item against the bank portal.
The apps around it
One agent run can move from Voyager to any of these and back.
- RentCafe
- CommercialCafe
- Bank portals
- County tax sites
- HUD TRACS
- Screening services
- Utility portals
- Listing sites
- Excel
Explore every workflow on the map
Explore candidate processes by area, role and systems touched. The catalog and estimated hours help scope a workflow; they are not a count of deployed automations. Confirm the steps and access needed for your environment in a demo.
- 595
- workflows on the map
- 17
- functional areas
- 1,253k
- estimated hours a year
Questions
How do we choose between native automation and an agent?
Start with the workflows, imports and integrations already configured in your ERP. Identify the remaining document, spreadsheet and portal steps, then confirm permissions, review rules and supported execution methods with your process owner.
What should I bring to a workflow demo?
Bring one recurring process, sample inputs, the expected output and a difficult exception. Include the person responsible for approving changes so the workflow can be scoped around your existing controls.
Yardi reporting automation: from source reports to owner packs
Begin with the reports and exports available to your Voyager role and licensed modules. Define the properties, reporting period and owner format before collecting data. LaunchAI can help automate the surrounding preparation workflow; confirm the required reports and access during scoping.
Collect the approved source reports, assemble the owner-specific workbook and supporting files, and compare period dates, property coverage and totals with the source. Send missing data or reconciliation differences to the property accountant rather than filling gaps with assumptions.
A reviewer approves the completed pack before it is delivered through the agreed email or portal. Retain the source files, reviewed output and unresolved exceptions together. Native Yardi reporting remains the starting point; additional automation handles the cross-tool assembly, checks and delivery steps.
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No prompts. No babysitting. No Integrations.