The Yardi 360° Audit finds at least 10 fixable issues across your data, access, and reporting, ranked by impact, or you don't pay. Watch how it works.
Your CTO is accountable for risk. Your CFO is accountable for the numbers. In 3 weeks, both get something they can take to the board.
The result: no Yardi surprises at your next board audit.
The result: fewer surprises in the numbers, and a clear plan for cleaner reporting.
✓ Your team gets one ranked roadmap and a 2-page executive summary, written so it can go straight to your CTO, CFO, or investment committee.
You get a ranked list like this one. Each finding shows where it lives in your Yardi environment and what it affects, so you know what to fix first.
| Area | Finding | Impact |
|---|---|---|
| SECURITY | 11 former staff with active logins | Audit risk |
| REPORTING | Investor report finished in Excel after export | Manual work |
| DATA | 340 duplicate vendor records | Payment risk |
| REPORTING | 14 of 38 YSR reports unused or duplicated | Report sprawl |
| ARCHITECTURE | Two interfaces syncing the same bank feed | Data conflicts |
| AI-READY | 1,900 leases stored as scanned PDFs only | Not automatable |
| Fixable issues in this sample | 6 | |
Audit flags and unreliable reports usually trace back to a few setup decisions made years ago. We review every one with your team.
Naming conventions, duplicate records, and field mapping across properties, vendors, and tenants.
Every user and role checked against your internal controls and SOC 2 requirements.
Every YSR and SQL report listed, with which are used, duplicated, broken, or finished in Excel.
Redundant interfaces, outdated custom scripts, and reports that slow the system down.
A map of how accounting, lease, and facilities data sync, and where it breaks.
How much of your lease and contract data is unstructured, and what it would take to automate.
Finance staff rebuild reports by hand, and a single in-house admin carries the whole system. Move the sliders to see what that costs your firm today.
| Hire in-house | Bellforth co-managed Optional, after the audit | |
|---|---|---|
| Getting started | Recruiter fees and a 3 to 6 month ramp-up | A 3-week 360° Audit, quick fixes in week one |
| Ongoing cost | Full salary plus about 46% more in benefits and overhead | One fixed monthly fee |
| Expertise | One generalist covering everything | Relationship Manager, Solutions Architect, and Executive Consultant |
| When someone leaves | Knowledge walks out the door | Documented processes and a team that stays |
| As you grow | Another hire for each new fund or module | Support scales with your portfolio |
The 360° Audit is a one-time, 3-week review. It finds and ranks issues; it doesn't take over any of your Yardi work. If you later choose co-managed support, Bellforth becomes an extension of your finance and IT team: you keep ownership and approvals, and we handle the day-to-day Yardi work.
Estimates only. Benefits are counted at 31.5% of total pay, the average for full-time U.S. private-industry workers (BLS, June 2026), so each salary is grossed up by about 46%. Hourly cost assumes 2,080 paid hours a year. Default salaries reflect 2026 job postings for senior fund accountants ($90k to $140k) and Yardi systems roles ($69k to $132k).
Read-only access, interviews with your finance and system owners, and the first fixes delivered.
Data, security, reporting, architecture, data flow, and AI-readiness reviewed against how your funds are structured.
A working session with the people who run Yardi day to day, plus a 2-page executive summary they can take straight to leadership.
In 3 weeks, we'll hand you at least 10 specific, fixable issues across your data, access, and reporting. If we find fewer, we keep working for free until we reach 10. If we still can't, we refund every dollar.
To qualify, your team gives us system access and joins the kickoff and interviews in the first week. This promise is written into your contract.
You never have to work out who to ask. Tell your relationship manager what's wrong, and they bring in the right expert.
Owns your account from kickoff onward. You describe the problem once; they route it to the right specialist, track it to done, and keep you updated.
Handles how Yardi is built: configuration, YSR and SQL reports, integrations, data structure, and security roles.
Handles how your team uses Yardi: close process, workflows, training, and how other fund managers run the same tasks.
Real estate fund managers, sponsors, and operators already running Yardi Voyager, typically with several entities or funds and a finance team of three or more.
No. Bellforth is an independent consultancy. We work inside your existing Yardi licence and alongside your Yardi account team.
Read-only access for the audit. Any changes in week one are made with your approval, in a test database first where you have one.
About two hours a week: a kickoff, short interviews with your finance and system owners, and the final readout.
You keep the roadmap whatever you decide. If you move to co-managed support, the audit fee is credited in full.
Yes. We connect Yardi to ServiceNow, TRIRIGA, Nuvolo, Power BI, and Tableau, and review those integrations as part of the audit.
A 30-minute call with a senior Yardi consultant. We'll ask how your team uses Yardi today and tell you whether the audit is a fit.
You'll get a calendar invite right away. No prep needed.