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A Complimentary Accounting Assessment by Proper AI

Stop second guessing your financials. Our review will show you where risks hide and how to fix them

Identify hidden errors in your accounting

Get a prioritized roadmap for remediation

Scale confidently with accurate financials

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software specialists

Choosing This Assessment

Why Property Managers & Developers Value the Assessment

Trusted Clarity

Know your books are reliable

Owner Confidence

Deliver transparent, accurate reports

Proactive Control

Catch issues before they escalate

Scalable System

Ensure readiness for portfolio growth

What You’ll Receive

What the Health Assessment Includes

Risk Summary
Executive summary of accounting risks and issues.

Bank Review
Identify errors or forced reconciliations.

Subledger & COA Check
Validate A/R, A/P, deposits, prepaids.

Financial Review
Detect misclassifications and anomalies.

Action Roadmap
Prioritize fixes by impact and effort.

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See What You’ll Get

Preview the Accounting Health Assessment with real sample findings and risk insights before you sign up.

How it Works

Simple, Secure, and Non-Disruptive

01.

Kickoff Call

Meet our team and share basics.

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02.

Secure Access

 Safely connect your accounting system.

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03.

Expert Review

We analyze key financial records.

Bank Reconciliations status showing 6 in progress and 5 ready, with a progress detail card for Willow Tree Drive 123 by Yggdrasil Holdings, LLC, AP invoice dated Feb 10, 7:48 AM.

04.

Custom Report

Get findings, risks, and next steps.

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05.

Walkthrough Session

Review results and recommendations together.

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What You’ll Receive

Meet Proper AI, The Nation’s Largest Property Accounting Firm

Proper AI is the leading accounting service for real estate operators. We combine expert accountants with automation to deliver accurate and on-time financials at scale, covering everything from AP to month-end close and more.

Our mission is simple

To be the unseen force that keeps every property’s finances running flawlessly.

300+

Accountants

200+

Property management firms served

99.7%

On-time reporting rate

How it Works

Is This Assessment Right for You?

This free accounting health assessment is designed for professional operators managing meaningful portfolios, teams that need scalable accuracy, not just bookkeeping.

Property managers or developers

With 250+ units or 200K+ square feet under management

Teams using a property management software

AppFolio, Yardi Voyager, Yardi Breeze, Buildium, Entrata, RealPage, or RentManager

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Your Questions Answered

Do you replace my property management software?

No. We work directly inside your system (AppFolio, Yardi, RentManager, and more).

How much does it cost?

It’s free with no strings attached.

How long does it take?

Most reports are complete within a few days of your initial call

Will this disrupt my accounting team?

No. We work in read-only mode to review your records and provide findings.

What happens after the assessment?

You keep the report and can implement fixes internally or with our help.

Stop Guessing.
Start Knowing.

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