From Clunky to Clean: How TreeBeam Elevates Yardi Workflows

Why Yardi Users Should Add TreeBeam to Their Accounting Toolbox

When it comes to managing real estate portfolios, Yardi is one of the most powerful property management and financials software platforms available. But even with Yardi’s robust capabilities, many accounting teams still find themselves grappling with the challenges of managing complex trial balances, adjusting entries, and consolidated financial statements—especially during the month end close.That’s where TreeBeam comes in.

TreeBeam is not a replacement for Yardi, but a purpose-built add-on tool that fills critical workflow gaps in trial balance management and financial statement consolidation. If your team is using Yardi and relying heavily on spreadsheets to manage consolidated accounts, adjustments, and monthly closing processes, TreeBeam can help you streamline your workflow, reduce manual errors, and improve accuracy.

The Challenge: Closing Books in Complex Portfolios

Yardi users often manage multiple properties, entities, or funds, each with its own general ledger, reporting requirements, and accounting workflows. During the accounting close, reconciling and consolidating these entities can be time-consuming and prone to error.

Yardi offers a wealth of financial data, but the trial balance reporting often requires heavy lifting in Excel—especially if you're making adjusting journal entries or creating consolidated financial reports for ownership groups or internal stakeholders. TreeBeam offers a smarter approach.

What TreeBeam Adds to Your Yardi Workflow

Here’s how TreeBeam complements your existing Yardi setup:

1.Easy Import of Trial Balances

Export your trial balance data from Yardi into Excel, and upload it directly into TreeBeam. No complex integrations, no reformatting nightmares. It’s a fast and flexible process that makes TreeBeam easy to implement without disrupting your current systems.

2. Track Adjustments in Real Time

Need to record audit or tax adjustments separate from book entries? TreeBeam allows you to isolate adjustments by type and maintain a clean audit trail—without overwriting your original data or duplicating spreadsheets.

3. Simplify Consolidations

Managing consolidated financial accounts across multiple properties or entities? TreeBeam helps you prepare consolidated financial statements by grouping accounts, eliminating intercompany transactions, and producing clear consolidated financial results.

4. Speed Up the Month-End Close

TreeBeam creates a dedicated space to manage accounting trial balances, track changes, and produce supporting documentation—all in one place. Whether you’re working on a single entity or consolidating multiple, TreeBeam helps you reduce time spent during the month end close process.

Built for Accountants. Designed for Workflow.

Many financial statement software tools either do too much—or not enough. TreeBeam is designed specifically for the workflows accountants actually use: working with trial balances, making adjusting entries, and preparing clean reports for stakeholders.

That’s why teams managing financial accounts and financial statements in accounting—particularly those using Yardi for day-to-day GL operations—find TreeBeam such a valuable add-on.

No more juggling multiple versions of Excel files. No more confusion over which adjustments have been posted. And no more stress at month-end wondering if your consolidated financial statements are fully reconciled.

A Cost-Effective Solution

At just $24.99/month, TreeBeam is a cost-effective way to level up your accounting operations without committing to a heavy enterprise consolidation tool. You don’t have to overhaul your tech stack—just enhance it.

TreeBeam gives Yardi users:

• A clean, structured environment for trial balance work

• Flexibility to manage adjustments and consolidated financial reports

• Greater accuracy and speed during the monthly closing process

Final Thoughts: The Best of Both Worlds

Yardi is great at managing complex real estate portfolios. But when it comes to closing the books and consolidating financials, many teams still rely on manual processes. TreeBeam offers a better way.

Whether you're managing consolidated accounts, performing the accounting closing process, or producing financial statements for internal and external use, TreeBeam helps you do it with confidence, speed, and structure.

Learn more at https://www.treebeam.com or start today at https://portal.treebeam.com. Close with confidence - TreeBeam has you covered!