One workflow, from the first unit to the owner’s statement.
Crecy is built around the sequence an operator lives in: get the portfolio in, get leases active, charge and collect rent, keep the building working, keep the paperwork findable, and show owners what happened. Each step writes to the same records the next step reads.
Portfolio and residents
Properties, units, tenancies and the people in them.
A property carries its own country, currency, time zone and accounting book. A unit belongs to it. A tenancy joins a household to that unit for a period of time — and it is the tenancy, not a spreadsheet row, that everything else hangs from.
- Households can hold more than one resident, each with their own portal access.
- Staff access is granted by role and, where you want it, narrowed to specific properties.
- Archiving a property never deletes its financial history.
Maple Court
Toronto, ON · CAD · America/Toronto · 24 units
Unit 101
Household of 2
Unit 204
Household of 1
Unit 310
—
portfolio.xlsx
24 rows
leases.csv
22 rows
opening-balances.csv
6 rows
Every import is validated before anything is written, and reports per row rather than failing the whole file.
Arrive with an occupied portfolio, not an empty one.
Most operators are not starting from zero. Crecy imports properties, units, active leases, additional household members and opening receivable balances from CSV or Excel — and validates the whole file before it writes anything.
- A single combined row can create the property, the unit and the active lease together.
- Opening balances post as a balanced ledger entry, so day one already reconciles.
- Re-running an import reports what already exists instead of duplicating it.
- Existing lease PDFs upload in bulk with a manifest and land in the same document store.
A real double-entry ledger under every number you see.
Crecy does not keep a balance field and hope it stays right. Charges, payments, write-offs, reversals, fees and owner remittances all post as balanced journal transactions, and the balances are read back out of them.
Recurring charges by property time zone
Rent generates on the operational date of the property it belongs to, so a building in Los Angeles is never charged on a date that has not happened there yet.
Append-only financial history
Posted entries cannot be edited or deleted. A mistake is corrected by a reversing entry, which leaves both the error and the correction visible.
Money in minor units
Every amount is stored as an integer in its own currency and converted only for display. No floating-point rounding drifts into a resident’s balance.
Per-book chart of accounts
Accounts are scoped to an accounting book, so multiple entities inside one organization keep genuinely separate books.
Write-offs and bad debt
Uncollectible balances are written off to a bad-debt account rather than quietly deleted from the receivable.
Statements and exports
Owner statements and CSV exports are generated from the postings themselves, not re-keyed.
Card, bank and the cheque that arrived in the office.
Online payments are processed through eligible operators' connected payment accounts. Cash, cheque and transfer are recorded manually with the same allocation rules — so the ledger does not care how the money arrived.
- Processing charges are the operator’s responsibility under connected-account terms, and post to their own expense account.
- Refunds, reversals and disputes post as their own transactions against the original.
- A reconciliation workspace matches settlement against what was recorded.
- Crecy does not hold resident rent in the direct-charge model.
Kitchen sink leak · Harbour Row 3B
Reported by resident · Priority: urgent
- SubmittedResident described the issue and attached a photo
- AssignedVendor scheduled
- CompletedCost recorded — posts to repairs and maintenance
A request from a resident becomes a cost in the books.
Residents report from their phone. Staff triage, assign and track. When the work is done and a cost is recorded, it posts to the property's expense account — which means it appears on the owner's statement without anyone re-entering it.
- The resident sees status changes on the same request they filed.
- Photos and invoices attach to the work order and stay with its history.
- Recorded costs carry the property, so they flow to the right owner.
Leases, notices and receipts where the people who need them can find them.
Documents are stored privately and reached through short-lived, access-checked links — never a public URL. Operators upload and control their own leases, policies and legal documents.
Uploads are scanned before release
An uploaded file is quarantined, scanned, and only then made available. A file that fails is rejected rather than silently shared.
Versions, not overwrites
A new version supersedes the old one without destroying it, so what a resident actually received stays recoverable.
Delivery with acknowledgement
Send a document to a resident or owner by email or secure link and record that they opened and acknowledged it.
Scoped by relationship
A resident sees their own tenancy’s documents. An owner sees their own properties’. Neither can reach the other’s.
Operator-supplied, operator-owned
Crecy stores and delivers your documents. It does not supply or verify the legal sufficiency of their wording.
Bulk migration
Bring an existing archive in with a manifest; each file still goes through the same scan gate.
Communications
Conversations attached to the relationship, not to someone's inbox.
Every active resident and owner relationship gets a conversation with the operator. Announcements go to a property or the whole portfolio. Because the thread belongs to the relationship, staff turnover does not lose the history.
- Notifications respect the recipient’s preferences — except access and security mail, which can never be silenced.
- Announcements are recorded with who sent them and when.
- Message history stays with the tenancy for as long as the record is kept.
Water shut-off — Tuesday 9am to 1pm
Building maintenance will replace the riser valve. Please store water for the morning.
Owners read the operator's books, not a summary of them.
An owner statement is assembled from the journal entries tagged to their properties over the period. Revenue, expenses, management fees and remittances are the same rows the operator posted — which is why the owner's questions have answers.
Interest-scoped access
An owner entity sees the properties it holds an interest in. Ownership can be split across multiple interests without splitting the books.
Statements and remittances
Period statements with the underlying detail, plus the remittance record of what was actually paid out.
Approvals
Where an operator wants owner sign-off above a threshold, the approval is requested and recorded rather than agreed by email.
Print and export
Statements print cleanly and export as CSV for the owner’s own accountant.
Start with one property. Bring the rest when you are ready.
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