Agentic Automation

Agentic AI Automation for Yardi, MRI & AppFolio — Built for Real Estate

Take business process efficiencies and outcomes to the next level by implementing the latest technology in AI and automation, to stay a step ahead of the competition.

Empower your team by automating repetitive tasks with tailored solutions designed specifically for your business. REdirect’s team has been designing and implementing automations for Real Estate clients for 4+ years. We work with a wide array of technologies and business processes, and partner with Yardi, MRI, and AppFolio.

Why Agentic Automation?

You have optimized your processes, and now it is time to push the boundaries even further.
We help you re-engage your most valuable resource – your people – freeing your staff by handing over business processes to your agents.
This strategic shift not only enhances productivity but also allows your team to focus on more meaningful, impactful work.

Bespoke Solutions

Beyond standardized solutions, our team builds and maintains bespoke automations tailored to your business processes.
Work activities that are consistent, frequent, and time-consuming are great candidates for automation.

Examples include:

Taxes for property parcels
Security deposit accounts
Archiving bank statements

How Agentic Automation Works

At the most basic level, agents are created from a set of building blocks, both AI and automation capabilities. There are many simple actions that agents can perform. Stringing these blocks or actions together, we can automate an end-to-end business process.

Example AI Capabilities:

Read or analyze data
Summarize data
Knowledge base analysis
Interpretation and recommendations

Example Automation Capabilities:

Mimic user actions in applications
Download data or reports from web or applications
Connect to system APIs or databases to read or write
Interact with emails, files, and folders

Example Workflow:

Creating a journal entry (JE) for a mortgage payment:

Agent uses automation capabilities to retrieve a mortgage statement
AI interprets principal, interest, and escrow amounts
Agent uses logic to write a query to create a JE
Automation enters it into the property management system (Yardi or MRI)

This is just one example of countless possibilities, including unique processes within your organization.

Proven Results Across Real Estate Portfolios

160,000+ Reports automatically assembled into packages per year
22,000+ Journal entry lines automated per year
Up to 96% bank reconciliation automation matching
450+ Hours saved per year for a typical bank reconciliation client
900,000+ Bank transactions processed per year

FAQs

How does agentic automation differ from traditional Robotic Process Automation (RPA)?

The key difference is autonomy and adaptability. Traditional Robotic Process Automation (RPA) follows strict, predefined rules to execute repetitive tasks and struggles with unexpected changes. Agentic automation, powered by AI, can make decisions, learn from outcomes, and handle unstructured data and complex scenarios. It doesn't just follow a script; it pursues a goal, making it a more flexible and intelligent solution for dynamic real estate operations.

What are some practical examples of agentic automation in property accounting?

In property accounting, agentic automation can handle end-to-end financial workflows and administrative tasks. For instance, an AI agent can retrieve a mortgage statement, use AI to interpret the principal, interest, and escrow amounts, and then create the corresponding journal entry in an ERP system like Yardi or MRI. Other examples include automating the classification of capital expenditures, reconciling financial statements, and processing security deposit accounts.

How does agentic automation integrate with core real estate platforms like Yardi or MRI?

Agentic automation is designed to work with and enhance existing real estate technologies, including core ERP and property management systems like Yardi and MRI. AI agents can connect to these platforms through APIs or by mimicking user actions to retrieve data, execute transactions, and orchestrate workflows across different systems. This seamless integration allows for end-to-end process automation without replacing the foundational systems real estate firms rely on.

How can a consulting partner help my firm adopt an agentic automation strategy?

An experienced consulting partner helps align agentic automation with your specific business goals, ensuring the technology solves real-world operational challenges. They assist in identifying the best processes for automation, designing and implementing tailored solutions, and ensuring seamless integration with your existing platforms like Yardi or MRI. With deep expertise in both real estate and AI, a partner like REdirect Consulting can guide your firm through a structured implementation, from pilot to full-scale deployment, to maximize value and efficiency.