Get your Yardi system implemented the right way—from chart of accounts to property setup—so you can manage your portfolio efficiently and with complete accuracy.



Seamless Yardi Setup for Residential and Commercial Real Estate

Why Real Estate Firms Choose Our Yardi Setup

We serve 150+ real estate clients, including 50+ Yardi users across the USA.

500+ staff with 6+ years' average experience, specialized in diverse accounting activities.

Cost Savings

Skilled Employees

Our Clients

30-50% cost savings compared to in-house hired staff or onshore service providers.

Flexible Support

Reliable accounting support during business hours, ensuring smooth operations across time zones.

Data Security

Dedicated Account Managers

Robust security and global compliance keep your financial information secure and confidential.

Personalized service with a single point of contact, ensuring smooth communication and consistent support for your business.

Power Your Portfolio with the Right Yardi Setup

  • Customized setup for residential and commercial portfolios
  • Accurate chart of accounts and GL mapping
  • Property, tenant, and lease configuration aligned to your business
  • Integrated reporting dashboards for investors and managers
  • Compliance-ready accounting structure

Book a Free Yardi Setup Consultation

Challenges We Solve

We solve complex Yardi setup challenges, ensuring accurate data migration, customized configurations for your asset type, streamlined reporting, and a system that scales with your growing portfolio.

Precise configuration of properties and units for residential and commercial assets.

Property & Unit Setup

Tailored chart of accounts and GL mapping built for your property type, portfolio, and reporting needs.

Chart of Accounts Design

We deliver tailored Yardi setup with precise data migration, customized workflows, and clear reporting—helping you streamline operations and scale your portfolio with confidence.

Our Yardi Set-up Services

Secure transfer of legacy data into Yardi with validation and testing for accuracy.

Tenant & Lease Configuration

Banking & Payment Integration

Seamless rent collection, vendor payments, and reconciliations through integrated banking.

Customized financial statements, investor dashboards, and compliance-ready reports.

Report Customization

Streamlined setup of tenant details, lease terms, and billing schedules for smoother operations.

Data Migration

Our Proven Yardi Setup Workflow

From discovery to handover—our workflow keeps your setup seamless.

Discovery & Needs Assessment

Chart of Accounts & GL Mapping

Property, Unit & Lease Setup

Understand your business, portfolio, and goals

Build accounting structure to fit your reporting needs

Configure assets with accuracy

1

2

3

Data Migration & Testing

Import and validate historical data

4

Equip your team to use Yardi with confidence

Training & Handover

5

Who We Serve

Residential/Commercial Property Managers

From first-time buyers to seasoned portfolio managers seeking profitable acquisitions.

REITs & Institutional Owners

Firms evaluating large-scale deals that demand precise financial modeling and underwriting.

Real Estate Investors & Owners

Groups raising capital who need clear, investor-ready deal analysis to secure funding.

Helping firms support owners and investors with underwriting and analysis for acquisitions and portfolio growth

Multifamily & Mixed-Use Operators

Standard Package (101–500 Units)

Includes Starter plus charge codes, leases, vendors.


Verified opening balances and AP/AR setup.


Full validation with bank rec, AP aging, and trial balance.

Starter Package (0–100 Units)

$500 – $1,000


Enterprise Package (501+ Units)

Includes Standard plus full data migration.


Custom financial reports and KPI dashboards.


Advanced workflows, portal rollout, and training.

Residential Solutions, Tailored for You

We help multifamily and single-family rental operators set up their residential portfolios in Yardi with accuracy and compliance, ensuring clean configurations, smooth onboarding, and scalable growth.


$2,500 – $3,500

Custom Quote (starting at $5,000)

NOTE: All prices are in USD, and final pricing depends on the project scope and complexity.

Property, banking, and accounting setup.


Unit matrix with amenities and recurring charges.


Basic validation with rent roll and lease audit.

per property

per property

Standard Setup Package

Expanded suite/tenant setup and detailed lease abstracts.


Customized COA, CAM/recovery pools, and recurring charges.


Bank integration with validation reports.

Basic Setup Package

$1,000


Advanced Setup Package

Unlimited tenants, complex leases (percentage rent, CPI, etc.).


Advanced CAM pools, caps, exclusions, and sales reporting.


Full data migration, AP/contracts, and custom dashboards.

Commercial Solutions, Built for Scale

We help property managers, owners, and funds set up their commercial properties in Yardi quickly and accurately. Our packages ensure smooth onboarding, accurate data, and scalable reporting.


$2,000

Custom Quote (starting at $5,000)

NOTE: All prices are in USD, and final pricing depends on the project scope and complexity.

Property, suite, and initial tenant setup with lease terms.


Banking setup and base CAM charges (CAM/Tax/Insurance).


Standard reporting (rent roll, recovery estimate).

per property

per property

SOC 2 Type II Certified

ISO 27001 Certified

Your financial data is in safe hands with us. We prioritize security at every level and adhere to the highest global standards to protect your sensitive information. Here’s how we ensure your data remains secure:

Data Security You Can Trust

About Us

  • 300+ clients served since 2006 across North America, UK, Singapore, and the Middle East.
  • Expertise in financial analysis, budgeting, forecasting, and reporting.
  • 500+ skilled analysts, accountants, and financial specialists.
  • Comprehensive accounting services tailored to client needs.
  • High Client Satisfaction – Most of our clients have been with us for over 8 years, reflecting the trust and value we deliver.
  • We serve some of the top Real Estate, Logistics, and Retail companies, offering tailored solutions to match their unique financial requirements.
Find out more

Client Profiles

Our clients range from emerging real estate ventures to established firms managing diverse portfolios. We deliver customized financial solutions designed to meet the unique demands of the real estate industry, ensuring precision, efficiency, and long-term success.

A vertically integrated, full-service real estate company in Bellevue, WA, managing 1,200+ commercial properties.

A fully integrated real estate investment and asset management firm in Tampa, FL, managing 800+ commercial units and providing property management services to third-party owners

A privately owned real estate construction firm specializing in the management of commercial and multifamily properties in the Greater Los Angeles area.

A full-service real estate firm in Austin, TX, managing 2,500+ commercial and multifamily units with scalable, efficient operations

A mid-sized construction and development firm in British Columbia, managing 50+ high-rise concrete projects and recognized for regional expertise

A prominent commercial real estate firm based in Tampa, FL, managing nearly 5 million square feet of office and retail space

Client Profiles

How Can We Help?

The results say it all—faster processes, lower costs, and more accurate results. But at OHI, we’re about more than just numbers. We’re your trusted partner, focused on helping your business grow.

Start a conversation

We’d like to hear from you. Use the contact form below and we’ll get back to you shortly.

Certificates And Memberships

Certificates And Memberships

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+1 (646) 367-8976

US Office


244 Fifth Avenue, Suite P228, New York, NY 10001, USA

IND Office


E 46/8, Okhla Phase II, New Delhi -110020, India

Services

Residential Property Accounting
Commercial Property Accounting
HOA/Condo Accounting
Portfolio Accounting
Construction Accounting
Fixed Asset Accounting
Lease Abstraction
Loan Abstraction
CAM Reconciliations
Asset Management
Investment Analysis
Acquisition Support
Financial Dashboard
Back Office Support

Other Services

Remote Real Estate
Financial Controller
Treasury Support Service
Fund Accounting
ESG Reporting

Contact Us

Property Accountant

Contact Us

USA Office


919 North Market Street, Suite 950, City of Wilmington, DE 19801, USA

IND Office

BPK Titanium, 5th Floor, Niranjanpur, AB Road, Vijay Nagar, Indore, Madhya Pradesh 452010, India

E 46/6 & E 46/8, Okhla Phase II, New Delhi -110020, India

+1 (646) 367-8976

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Address

US Office

919 North Market Street, Suite 950, City of Wilmington, DE 19801, USA

IND Office


E-46/6 and E-46/8, Okhla Phase II, New Delhi -110020, India

BPK Titanium, 5th Floor, Niranjanpur, AB Road, Vijay Nagar, Indore, Madhya Pradesh 452010, India

Contact Us

The Real Estate Specialist Since 2006

+1 (646) 367-8976

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Remote Real Estate
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Acquisition Support
Investment Analysis
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ESG Services
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At OHI, we leverage outsourcing, automation and industry leading processes to assist you in scaling new heights of excellence. We aim to help you optimize your portfolio, acquire better, and streamline operations, all in a cost-efficient manner.

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