Connect, Automate, & Eliminate Manual Work
SAP Concur Partner l UiPath Certified l 100+ Integrations Delivered
Assetsoft delivers PropTech integration and process automation for REITs, property managers, and construction firms. 100+ integration projects across Yardi, MRI, Procore, SAP Concur, Sage, CMiC, and Viewpoint Vista, plus RPA and browser automation using UiPath, Microsoft Power Automate, Playwright, and Puppeteer.
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At a Glance
What Integration & Automation Services Does Assetsoft Provide?
Assetsoft delivers end-to-end systems integration and process automation services for real estate investment trusts (REITs), property managers, and construction firms across the United States, Canada, and Australia. Our work spans accounting integrations (Yardi, MRI, Sage, SAP Concur), construction management integrations (Procore, CMiC, Viewpoint Vista, Sage 300 CRE, Sage Intacct), expense management integrations (Concur, Nexus, AvidXchange, Fyle), custom API development, and middleware for on-premise systems.
For process automation, Assetsoft builds solutions using UiPath (enterprise robotic process automation), Microsoft Power Automate (low-code workflow automation), and Playwright and Puppeteer (browser automation for systems without usable APIs). We have delivered over 100 integration projects across North America, Australia, Europe, and Asia.
Integration Categories
The Four Integration Patterns Real Estate Operators Need
Most real estate and construction integration work falls into four recurring patterns. We have built each of these dozens of times, which means faster delivery, proven architecture, and fewer surprises.
Accounting Integrations
Seamless flow of financial data across property management platforms, general ledgers, and expense systems to ensure accurate accounting and financial reporting without manual re-entry.
Yardi – SAP Concur, MRI – SAP Concur, Procore – MRI, Procore – Sage, Yardi – Wells Fargo, MRI – Zoho Books
Purpose: Keep invoices, payments, expenses, and vendor records current and consistent across all financial systems. Eliminate duplicate data entry and reconciliation cycles.
Construction Management Integrations
Connecting project management and job cost platforms to accounting and ERP systems so that construction costs, RFIs, change orders, and project progress flow directly to financials in real time.
Procore – Sage 300 CRE, Procore – Viewpoint Vista, CMiC – accounting systems, Sage Intacct – construction platforms, Procore – Yardi, Procore – MRI
Purpose: Link project-level costs to financial accounting in real time. Automate draw management, AIA billing, and job cost tracking. Eliminate the gap between field operations and finance.
Expense Management Integrations
Automate employee expense reporting, corporate card feeds, approval workflows, invoice capture, and vendor payments with bidirectional data synchronization between expense platforms and property accounting systems.
Yardi – SAP Concur, MRI – SAP Concur, Fyle – Yardi, SAP Concur – Nexus, SAP Concur – AvidXchange, custom AP automation
Purpose: Accelerate AP cycles, eliminate manual re-entry of expenses into property accounting, and deliver audit-ready expense documentation. Reduce duplicate claims and improve vendor payment reliability.
Custom API Integrations
Custom-built API solutions that bridge proprietary or legacy business applications to modern PropTech platforms where no off-the-shelf connector exists. Includes middleware, connector frameworks, and bespoke development.
Yardi API – custom vendor compliance platforms, Viewpoint Vista – accounting systems, Sage 300 CRE – cloud ERP, proprietary portal – MRI, custom middleware builds
Purpose: Connect legacy, on-premise, or custom-built systems to the rest of the technology stack. Provide a clean integration layer without forcing system replacement.
Automation Tools We Use
Four Automation Tools, Matched to the Problem
Not every automation problem has the same shape. RPA, low-code workflows, and browser automation each solve different categories of work. We use all four so we can match the right tool to the right job.
UiPath
CertifiedEnterprise Robotic Process Automation
UiPath is the leading enterprise RPA platform for automating repetitive, rule-based work across desktop applications, legacy systems, and web interfaces. Bots can be attended or unattended, with centralized management through UiPath Orchestrator.
Real estate use casesInvoice processing and OCR extraction, bank reconciliation, utility bill capture, vendor onboarding data entry, regulatory and compliance reporting, cross-system data movement where APIs are unavailable, tenant data updates across multiple systems, month-end close task automation.
Microsoft Power Automate
ImplementedLow-Code Workflow Automation by Microsoft
Microsoft Power Automate is a low-code workflow automation platform that connects Outlook, Teams, SharePoint, Excel, Dataverse, OneDrive, and 1,000+ third-party connectors to automate approvals, document routing, and light data integration.
Real estate use casesApproval workflows, document routing through SharePoint, email-triggered automations, Teams notifications, Excel-based reporting automation, light ERP integration, tenant communication workflows, onboarding and offboarding processes.
Playwright
Open SourceOpen-Source Browser Automation by Microsoft
Playwright is an open-source browser automation framework maintained by Microsoft. It supports Chromium, Firefox, and WebKit through a single API, with auto-waiting, parallel browser contexts, and network interception built in.
Real estate use casesAutomated interaction with vendor compliance portals, utility provider websites, government regulatory portals, legacy property management web applications without APIs, end-to-end testing of custom PropTech applications, and reliable headless automation.
Puppeteer
Open SourceOpen-Source Browser Automation by Google
Puppeteer is an open-source Node.js browser automation library maintained by the Chrome DevTools team at Google. It provides a thin, high-performance interface to Chromium through the Chrome DevTools Protocol.
Real estate use casesPDF report generation from web dashboards, automated screenshots for audit and compliance documentation, Chromium-specific scraping of protected portals, quick scripts for single-browser automation, integration with Node.js application stacks.
Integration Features
What Every Integration Should Include
These are the capabilities that separate a reliable enterprise integration from a brittle script that breaks the first time data changes.
Real-Time Data Sync
Continuous synchronization between platforms to eliminate discrepancies in financial and operational data. Supports both real-time event-driven and scheduled batch patterns.
Custom Data Mapping
Flexible mapping layers that transform and match data fields across systems — for example, mapping Yardi vendor IDs to external system identifiers without destructive transformations.
Error Handling & Logs
Robust error-handling mechanisms with detailed logs to identify, track, and resolve sync issues efficiently. Automated retry logic with exponential backoff for transient failures.
Automated Data Transfers
Pre-scheduled data flows that automate processes such as invoice generation, payment tracking, expense approvals, and vendor payment execution without manual triggers.
Webhook Integration
Real-time event-driven triggers to instantly push or pull data as events occur in source systems — eliminating polling and reducing latency between systems.
Custom API Development
Tailored APIs built to support unique business rules and enhance cross-platform interoperability where standard connectors cannot express required logic.
Custom App Development for ERP
Specialized applications for Yardi, MRI, and Procore that extend ERP functionality and support custom business workflows without waiting for vendor roadmap updates.
User Extensions – CMiC
Custom extensions and user enhancements built specifically for the CMiC construction management platform to extend its native capabilities.
Sage 300 CRE Connectors
Dedicated middleware connectors that sync data between on-premise Sage 300 CRE and cloud platforms, reducing manual input and ensuring data consistency across systems.
Integration Workflow
How an IntegrationGets Built
Every integration we deliver follows the same four-phase workflow. Proven, repeatable, and designed to handle the specific quirks of real estate and construction data.
Data Extraction
Data is extracted from the source system using APIs, webhooks, or file-based connectors.
Data Transformation
Custom logic transforms the data into a format that the target system can process.
Data Validation
Validation checks ensure data integrity and quality before transfer.
Data Sync & Push
Validated data is pushed to the destination platform in real-time or on a schedule.
Technology Stack
The Platforms, APIs, and ToolsWe Work With
A fast reference for what we integrate, automate, and build on. If your system is not listed, we have almost certainly integrated with something similar.
| Layer | What We Use |
|---|---|
| PropTech Platforms | Yardi Voyager, Yardi Breeze, MRI Software, Procore, Sage 300 CRE, Sage Intacct, CMiC, Viewpoint Vista, Zoho, SAP Concur |
| Native APIs | Yardi API, MRI API, Procore API, SAP Concur API, Zoho API, CMiC API, Sage Intacct API, Nexus API, AvidXchange API, Fyle API |
| Middleware | Custom connectors for on-premise systems, enterprise service bus patterns, iPaaS implementations |
| Data Synchronization | Real-time event-driven sync, scheduled batch sync, webhook-based triggers, Azure-hosted sync orchestration |
| Automation (RPA) | UiPath Studio, UiPath Orchestrator, UiPath Document Understanding, UiPath AI Center |
| Automation (Workflow) | Microsoft Power Automate, Microsoft Power Apps, Dataverse |
| Automation (Browser) | Playwright, Puppeteer, Chrome DevTools Protocol |
| Security & Auth | OAuth 2.0, API keys, secure tokens, end-to-end encryption, role-based access control, audit logging |
| Cloud & Hosting | Microsoft Azure, AWS, secure Canadian data residency options where required |
| Compliance Standards | GDPR, SOC 2, HIPAA, PIPEDA, Australian Privacy Principles |
Industries We Serve
Built for Real Estate and Construction
We focus on three industries because they share the same integration patterns complex multi-system environments, high transaction volume, and low tolerance for data errors.
REITs
Real Estate Investment TrustsREITs run complex multi-system environments — property accounting, investment accounting, portfolio analytics, compliance — that need clean data flow across all of them.
- Property accounting integration to investment accounting integration
- Vendor insurance compliance automation
- Portfolio-level reporting data consolidation
- Investor reporting and fund accounting data flows
- Audit trail and SOX-aligned integration architecture
Property Managers
Residential, Commercial, AffordableProperty management companies run dozens of systems — accounting, leasing, maintenance, utilities, compliance — and need them to stay in sync without manual effort.
- Yardi and MRI integrations with expense and AP platforms
- Utility bill capture and tenant rebilling automation
- Affordable housing compliance data flows
- Maintenance and work order system integration
- Multi-platform tenant data synchronization
Construction & Development
Builders, Developers, GCsConstruction firms bridge job cost, project management, and accounting — often across Procore, CMiC, Viewpoint Vista, and Sage.
- Procore integration with Sage 300 CRE and Viewpoint Vista
- CMiC connectors and custom user extensions
- Draw management and AIA billing automation
- Construction-to-property accounting handoff
- Subcontractor compliance and insurance tracking
Regional Coverage
Integration & Automation Services Across Three Continents
Local engagement managers in North America and APAC, global delivery from Markham, Pune, Chennai, and Sri Lanka.
United States
Integration & Automation • USAIntegration projects for US REITs, multifamily operators, commercial real estate firms, affordable housing providers, and national construction firms. Coverage spans all fifty states.
Specialized practice in Yardi-Concur, MRI-Concur, Procore-Sage, Procore-Viewpoint Vista, HUD and LIHTC compliance automation, and UiPath bot deployment for US property management operations.
Canada
Integration & Automation • CanadaHome market. Integration practice for Canadian REITs, property managers, homebuilders, and construction firms, including CMHC compliance automation and bilingual workflow configurations.
Headquartered in Markham, Ontario. Deep practice experience with Yardi and MRI deployments across Canadian commercial, residential, and affordable housing portfolios, plus Procore-Sage integrations for Canadian GCs.
Australia & New Zealand
Integration & Automation • APACIntegration services for Australian and New Zealand REITs, commercial real estate operators, multifamily/BTR owners, and construction firms. Coverage includes AU/NZ GST, tax reporting, and regional compliance requirements.
Regional support via our APAC delivery model, with integration patterns configured for Australian market specifics — multi-currency, regional banking, and local expense platform variants.
Yardi Expertise
The ProblemsWe've Solved Repeatedly
Every integration project faces a familiar set of problems. Here is how we handle them.
VoyaComplex Data Structures
Challenge: Disparate data formats between different systems. Solution: Custom data mapping layers that transform data cleanly across platforms while preserving source-of-truth semantics.
Large Volume Data Sync
Challenge: Syncing large datasets across systems without latency issues. Solution: Incremental syncing, optimized API calls, and throttle-aware batch processing to handle enterprise data volumes.
On-Premise Integration
Challenge: On-premise systems like Sage 300 CRE pose difficulties for real-time sync with cloud platforms. Solution: Custom middleware connectors that establish secure two-way communication between on-premise and cloud.
Authentication & Security
Challenge: Secure data transfer across platforms, especially with on-premise systems. Solution: OAuth 2.0, API keys, and secure tokens to ensure secure connections and compliance with data privacy regulations.
API Rate Limits
Challenge: Vendor APIs enforce rate limits that can break naive integrations. Solution: Adaptive throttling, request queuing, exponential backoff, and batch consolidation to work within vendor API contracts.
No API Available
Challenge: Some systems expose only a web interface with no usable API. Solution: Playwright or Puppeteer browser automation to reliably interact with web interfaces as a last-resort integration path.
Integration & Automation Questions, Answered
Frequently Asked Integration Questions
The questions IT leaders, CFOs, and operations executives ask when evaluating an integration and automation partner.
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