CRE financial reporting that ties to your portfolio
Stop maintaining a separate accounting spreadsheet. NexDeal's reporting engine pulls from your live portfolio — entity by entity, fund by fund.
- Multi-entity rollups with intercompany eliminations
- Automated depreciation scheduling per asset
- Capital balances and waterfall distributions per investor
- White-label exports to Excel, PDF, and DOCX
Reporting wired into your data
Multi-entity rollups
Roll P&L and balance sheet data from operating entities up to fund and portfolio levels.
Depreciation schedules
Per-asset schedules generated from acquisition cost, useful life, and depreciation method.
NOI & cash flow
Property-level NOI rollups with variance analysis against budget and prior period.
Custom reports
Drag-and-drop report builder with branded templates. Save layouts for monthly and quarterly cycles.
White-label branding
Apply your firm's colors, logo, and disclaimer to every export — investor-ready in one click.
Secure distribution
Email reports directly or share via password-protected, expiring links.
Frequently Asked Questions
Is this a replacement for QuickBooks or Yardi?
No — NexDeal complements your accounting system. We pull operational and capital data into investor-facing reports rather than replacing the GL.
Can I customize report templates?
Yes. The report builder supports custom layouts, branded exports, and reusable templates for monthly, quarterly, and annual reporting cycles.
Does it handle intercompany transactions?
Yes. Multi-entity rollups support intercompany eliminations so fund-level reports show consolidated rather than gross numbers.
Ready to see Financial Reporting in action?
Start a free trial — no credit card required. Founding Member pricing locks in $299/mo for life.