CleanRoll AI

Product Introduction

1. Definition: CleanRoll AI is a cloud-based SaaS (Software-as-a-Service) solution specifically designed for commercial real estate (CRE) investment analysis. It falls under the technical categories of AI-powered data extraction, standardization, and financial modeling software.
2. Core Value Proposition: CleanRoll AI exists to eliminate the manual, error-prone, and time-consuming process of reformatting rent rolls and T12 operating statements from disparate property management systems (PMS) like Yardi, AppFolio, RealPage, MRI, and Buildium, or PDFs. Its core promise is standardizing CRE data in under 30 seconds, enabling faster, more accurate underwriting and portfolio analysis.

Main Features

1. AI-Powered Rent Roll & T12 Standardization:
   • How it Works: Upload Excel, CSV, or PDF rent rolls or T12s. CleanRoll AI's proprietary machine learning models, trained on over 50,000 processed documents, automatically detect column headers and data patterns. It maps messy, inconsistent input (e.g., "Unit #", "Mo. Rent", "Tenant", "Sq Ft" in various formats) to 12 standardized rent roll fields (e.g., unit_id, monthly_rent, tenant_name, sqft) or categorizes T12 line items into 18 income and 27 expense categories. Achieves 95%+ mapping accuracy out-of-the-box, with manual review/adjustment capabilities. Outputs clean, structured data ready for analysis.
2. Advanced CRE Financial Analysis Suite:
   • How it Works: Beyond standardization, CleanRoll AI embeds sophisticated CRE-specific analytics. It performs loss-to-lease calculation (comparing in-place vs. market rents), tenant concentration risk analysis using Herfindahl-Hirschman Index (HHI) scoring with AI tenant classification, lease rollover analysis with risk scoring, and calculates economic occupancy (factoring in delinquencies). It enables stress testing by modeling vacancy shocks and rent declines impacting Debt Service Coverage Ratio (DSCR), cap rate sensitivity analysis across NOI scenarios, and customizable rent growth projections for cash flow modeling.
3. Document Comparison & Reconciliation Tools:
   • How it Works: Enables side-by-side diff of two rent rolls to visually track unit additions, removals, and rent/tenant changes over time. Performs T12 reconciliation by comparing scheduled rent (from the standardized rent roll) against actual collections reported in the T12, instantly highlighting delinquencies and collection variances. Features anomaly detection algorithms to flag missing data, outliers (e.g., abnormally high/low rents), and suspicious values that could indicate errors or require deeper investigation.

Problems Solved

1. Pain Point: CRE investors and analysts waste 1-2 hours per deal manually reformatting non-standard rent rolls (Excel, CSV, PDF) from various PMS exports before any analysis can begin. This process is prone to errors, slows down deal flow, and creates data inconsistency.
2. Target Audience: Primary users include CRE Investment Analysts, Asset Managers, Acquisitions Associates, Portfolio Managers at private equity firms, REITs, family offices, and Independent Sponsors. Secondary users include CRE Brokers preparing offering memorandums and Lenders reviewing property financials.
3. Use Cases:
   • Accelerated Acquisition Underwriting: Standardize rent rolls and T12s from target properties in seconds for immediate cash flow modeling and valuation.
   • Portfolio Performance Monitoring: Quickly compare current vs. prior period rent rolls to track occupancy changes, rent growth, and tenant turnover across holdings.
   • Identifying Value-Add Opportunities: Pinpoint loss-to-lease potential and assess lease expiration risks via rollover analysis.
   • Risk Assessment: Quantify tenant concentration risk and stress test property performance under adverse economic conditions.
   • Due Diligence Efficiency: Reconcile rent rolls to T12s to verify income and identify collection issues during audits or refinancing.

Unique Advantages

1. Differentiation: Unlike generic data tools or complex enterprise solutions (e.g., PRODA, RedIQ), CleanRoll AI offers CRE-specific, instant standardization without lengthy setup or integration projects. Its pay-as-you-go pricing ($19/doc) and affordable monthly tiers (Starter $49/mo, Pro $99/mo) make advanced AI analysis accessible to firms of all sizes, contrasting with high-cost enterprise contracts. It combines standardization with integrated, actionable CRE analytics (loss-to-lease, rollover, stress testing) not always bundled in competitors.
2. Key Innovation: The core innovation is its specialized AI engine trained exclusively on massive volumes of diverse CRE documents (50,000+ processed). This domain-specific training enables high-accuracy (95%+) column mapping across the chaotic formats of different PMSs and PDFs, understanding CRE-specific terminology and context (e.g., distinguishing "Vacant" from a tenant name, interpreting varied square footage notations). The integration of proprietary analytics algorithms (like AI tenant classification for HHI) directly onto the standardized data platform is also a key differentiator.

Frequently Asked Questions (FAQ)

1. What file formats does CleanRoll AI support for rent roll standardization? CleanRoll AI supports uploading rent rolls and T12s in Excel (XLS/XLSX), CSV, and PDF formats, directly handling exports from major property management systems like Yardi, AppFolio, RealPage, MRI, and Buildium.
2. How accurate is CleanRoll AI's automatic column mapping for rent rolls? CleanRoll AI's specialized machine learning models achieve over 95% accuracy in automatically detecting and mapping columns from diverse, messy rent roll formats to its 12 standardized fields, based on training with 50,000+ processed documents; users can review and manually adjust any mappings before export.
3. Is my sensitive property financial data secure with CleanRoll AI? Yes, CleanRoll AI prioritizes data security, being SOC 2 compliant, ensuring enterprise-grade security protocols for data handling, storage, and processing; uploaded documents are processed securely in the cloud.
4. Can CleanRoll AI handle T12 operating statement analysis besides rent rolls? Absolutely, CleanRoll AI parses and categorizes T12 operating statements using AI, sorting line items into 18 standardized income categories and 27 expense categories, and enables T12 reconciliation against rent rolls to identify collection variances and delinquencies.
5. How does CleanRoll AI compare to manual reformatting or using Excel macros for rent rolls? CleanRoll AI reduces rent roll processing time from 1-2 hours to under 30 seconds, eliminates manual errors inherent in copy-pasting or complex Excel formulas, and provides consistent, standardized output across all documents and PMS formats, plus offers integrated advanced CRE analytics impossible with basic spreadsheets.