Founding First-Close Program

Finish post-export month-end work with an independent file-based companion and async help.

For a maximum of three U.S. professional fee-management firms using supported exports from Yardi Breeze® or Yardi Breeze Premier. UnitClose is independent and is not affiliated with, endorsed by, or sponsored by Yardi Systems, Inc. Review the synthetic output first, confirm compatibility, then apply for 90 days of async guidance through your first two close cycles.

UnitClose prepares reviewable documents from files you supply. It does not complete or approve your financial close, review accounting accuracy, or provide bookkeeping, accounting, legal, audit, tax, or compliance advice.

Proof before commitment

Inspect the outputs and unresolved items first.

The public proof pack includes a synthetic source file, owner/property map, two-page owner statement, bank-to-book workpaper, exceptions CSV, an exact source-to-output trace, and one unmatched-check walkthrough.

Synthetic UnitClose owner statement used in the founding program proof pack
Synthetic proof only. No customer information.

The workflow

Export → Upload → Review → Download.

01 · Export

Use normal controls

Export the supported GL Detail and Transaction Register files. Download bank activity separately when using the bank-to-book workflow.

02 · Upload

Keep credentials private

Upload supported files only through the UnitClose App. UnitClose does not log in, scrape, synchronize, or write back to Yardi or a bank.

03 · Review

Confirm the work

Review mappings, warnings, exceptions, source periods, balances, and generated totals. Uncertain inputs stop for review rather than being guessed.

04 · Download

Take the artifacts

Download branded owner statements or a two-way bank-to-book workpaper and exceptions file. Your qualified reviewer approves the final use.

Who qualifies

A narrow program for a narrow workflow.

Good fit

  • U.S. professional fee-management firm
  • Yardi Breeze® or Yardi Breeze® Premier
  • external rental-property owners
  • supported GL Detail and Transaction Register exports
  • a qualified person who reviews mappings, exceptions, and final outputs

Not currently designed for

Yardi Voyager, HOA or association accounting, regulated affordable housing, complex CAM workflows, direct integrations, write-back, or a firm seeking outsourced accounting judgment.

Mixed portfolios may begin with a supported residential or straightforward subset.

Founder onboarding bonus

Included with an annual Starter or Growth plan for the first three accepted firms.

Compatibility and setup

Async guidance on required exports, sanitized header rows, owner/property mapping, branding, and the supported workflow boundary.

First two close cycles

Priority email help interpreting UnitClose warnings, mapping issues, and exception categories for up to 90 days after acceptance.

Defined response window

Founding-program questions receive an initial response within one U.S. working day. Close-deadline support remains async and does not create an accounting-service or SLA commitment.

Temporary work material, not support attachments. Upload financial files only through the UnitClose App. Inputs and intermediates are designed to be deleted after processing with a 24-hour object-storage backstop; outputs are designed to expire after download or within 24 hours. Limited job metadata may remain. Never email financial exports, credentials, owner or tenant data, balances, or account numbers.

Reconciliation boundary

The bank workflow is a two-way comparison.

UnitClose compares a Transaction Register export with separately downloaded bank activity and surfaces proposed matches, outstanding items, deposits in transit, and exceptions. It may not satisfy jurisdiction-specific trust-account requirements, including three-way reconciliation. Confirm applicable requirements with a qualified adviser.

Annual plans

The founding bonus adds onboarding—not a different product or hidden service.

Purchase terms

Annual subscriptions renew annually until cancelled. Cancellation stops future renewal and normally takes effect at the end of the current billing period. Refunds follow the published policy. An unsupported file does not expand the product scope; we help identify the gap and the available recovery path.

Refund policy · Delivery policy · Standard plans

How acceptance works

No sales call required.

  1. Review the synthetic sample run and compatibility page.
  2. Email your approximate owner count, exact Yardi edition, portfolio type, and target workflow.
  3. We confirm fit and whether one of the three onboarding places remains.
  4. After confirmation, choose the matching annual plan and receive the async setup checklist.

When the three onboarding places are filled, standard monthly and annual subscriptions remain available without the founding support package.

Independent product. Yardi Breeze® is a registered trademark of Yardi Systems, Inc. UnitClose is not affiliated with, endorsed by, or sponsored by Yardi Systems, Inc.