Month-end, without the spreadsheet marathon

Turn Yardi Breeze® exports into owner-ready statements and review-ready bank-rec workpapers.

Upload the GL Detail, Transaction Register, and bank files you already export. Review mappings and exceptions, then download white-label owner statements or a bank-to-book worksheet—without sharing logins or changing your system of record.

UnitClose prepares a bank-to-book comparison for professional review. It does not certify compliance or replace any jurisdiction-specific three-way trust reconciliation your firm may be required to perform.

Built for the workflow you already know

A familiar month-end workspace, without copying your property-management system.

Use a dense report-first dashboard, clear run history, and guided Upload → Review → Download steps. UnitClose keeps the vocabulary familiar while remaining a distinct product.

See the complete workflow
UnitClose dashboard for Harborview Property Management with Sarah Bennett, month-end summary cards, recent statement runs, and bank reconciliation results
Illustrative workspace using synthetic data.

Four calm steps

From exported rows to review-ready files.

01 · Export

Use standard reports

Export GL Detail and Transaction Register reports using the normal controls in Yardi Breeze®. Download bank activity yourself for bank rec.

02 · Upload

Choose the files

Upload files manually. UnitClose never asks for a property-management or bank username, password, connection, or feed.

03 · Review

Confirm every output

Review mappings, exceptions, calculations, and draft variance notes. You remain in control of what is used or sent.

04 · Send

Download polished artifacts

Download branded owner statements or a reconciliation worksheet prepared for your records and professional review.

Best fit

Built for small professional fee managers.

Designed for

Yardi Breeze® and Breeze® Premier firms that report to external rental-property owners and finish part of month-end outside the system in spreadsheets or PDFs.

Not currently designed for

Yardi Voyager, HOA or association accounting, regulated affordable-housing reporting, complex CAM workflows, or direct API and write-back requirements.

A mixed-portfolio firm may still use UnitClose for a supported residential or straightforward subset.

Proof before purchase

Trace the source rows, inspect the outputs, and see the unresolved items.

The public synthetic proof pack includes a two-page owner statement, a bank-to-book workpaper, downloadable input files, an exceptions CSV, and an unmatched-check walkthrough.

Synthetic UnitClose owner statement sample
Synthetic proof. No customer data.

Transparent pricing

Priced by owner count, not seats.

Starter

$79/month

Up to 10 owners
For a focused portfolio

  • Owner statement workflow
  • Bank-rec assist
  • White-label output
  • Process-and-delete handling
Subscribe to Starter

Unlimited

$299/month

Unlimited owners
For larger portfolios

  • Owner statement workflow
  • Bank-rec assist
  • White-label output
  • Process-and-delete handling
Subscribe to Unlimited

Secure checkout powered by Paddle. Prices are in USD. Annual billing with two months free is available in the UnitClose billing screen.

Process and delete

Your ledger is work material, not our database.

We process files for the job

Uploaded financial files and intermediates are designed to be deleted as soon as processing finishes, with a 24-hour object-storage lifecycle as a backstop.

Outputs expire quickly

Generated PDFs and ZIP files are designed to be deleted when downloaded or after 24 hours. Job status and counts can remain; ledger rows do not go into Postgres.

Read the full data-handling model

Ready for the next close?

Choose the plan that fits your portfolio.

Create or sign in to your secure UnitClose account. Your selected plan opens directly in Paddle checkout.