Works with Yardi

Capplan for Yardi users.

Yardi stays your system of record. Capplan reads the asset register, layers in risk and lifecycle math, and turns it into the capital plan Yardi doesn't draft.

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The lane split

We're additive, not adversarial.

Capplan is built to make Yardi more valuable to its users — not to replace any part of the Yardi stack.

WHAT YARDI OWNS

Property management, accounting, leases, GL history.

Yardi Voyager and Yardi Breeze run your asset register, your books, your work-order maintenance, and the cost history we read from. That stays.

WHAT CAPPLAN ADDS

Risk scoring, scenario math, capital memo, variance tracking.

Capplan reads what's in Yardi and produces the layer it doesn't draft: per-asset risk scores, three principled capex scenarios, the board-ready memo, and the locked-baseline variance feed.

WHERE THE INTEGRATION LIVES

Read from Yardi. Plan in Capplan. Write back when approved.

Asset register and GL cost history flow into Capplan. The approved scenario writes back to Yardi as budget lines and variance baselines — so your operations team works in Yardi, not in a parallel tool.

The integration

Under 10 minutes from connect to first portfolio view.

Read from Yardi. Plan in Capplan. Write the approved scenario back to Yardi as budget lines and a variance baseline. Your operations team never leaves Yardi.

READ FROM YARDI

Asset register · GL cost history · Work orders

  • Properties, buildings, units
  • Cost history per asset / GL code
  • Vendor + invoice records
  • Lease metadata for NPV inputs
PLAN IN CAPPLAN

Risk scoring · Scenarios · Memo · Variance

  • Per-asset risk score, rationale included
  • 3 scenarios with NPV + deferred liability
  • Aria drafts the capital memo with citations
  • Sign-off locks the variance baseline
WRITE BACK TO YARDI

Approved budget · Variance feed · Audit log

  • Approved scenario as GL budget lines
  • Plan vs actual classification, nightly
  • Full audit log export to PDF / CSV
  • Your ops team stays in Yardi

Illustrative flow using a 50-building demo portfolio (NexaCorp). Production deployments inherit your Yardi field mapping and tenant isolation. Custom field passthrough on Enterprise.

Joint customer outcomes

What changes for Yardi shops on Capplan.

FOR YARDI USERS

Capital plan in 24 hours, no Yardi configuration changes.

We read the GL cost history and asset register you already have. No custom Yardi fields, no schema migration, no ops disruption. Your team keeps doing what they're doing.

FOR THE BOARD

Defensible deferred-liability math the LP can audit.

10-year NPV per asset with your discount rate. Every figure cites the Yardi asset and GL transaction that justifies it. The board-ready capital memo is one click.

FOR YARDI

Capplan makes Yardi more valuable, not less.

We're additive. The capital-planning layer Yardi customers ask for, without Yardi having to build it. We'd love to talk about a referral or technology partnership — see the bottom of this page.

For Yardi corporate development

Building a capital-planning layer that complements your stack.

Capplan is purpose-built to sit on top of Yardi, not in place of it. We'd welcome a conversation about a referral arrangement, a technology partnership, or a deeper integration — whatever serves your customers and your roadmap best.

Reach corp dev directly: partnerships@capplan.io

Run Yardi? See what 24 hours of capital planning looks like.

30-minute scoping call. Bring your three messiest Yardi properties. We'll show you the rollup before the call ends.

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