Fiscal Sync — AI-powered accounting for commercial real estate.

AI POP implemented an AI-assisted accounting workflow for Fiscal Sync, connecting document intake, invoice processing, reconciliations, lease data, and portfolio reporting. The solution reduced repetitive administrative work and gave the accounting team a centralized view of outstanding documents, approvals, and month-end tasks — while accountants retained responsibility for accounting decisions and final financial outputs.

Fiscal Sync's accounting workflows required documents and transactions to be organized across multiple commercial properties and legal entities. Collecting records, entering invoice details, reviewing lease terms, matching transactions, and assembling reports created a substantial administrative workload. Information moved between inboxes, spreadsheets, document folders, and accounting software — missing records and disconnected handoffs complicated reviews and made progress harder to track.

AI POP organized incoming invoices, bank statements, leases, and supporting documents by client, entity, property, and reporting period. Automated tracking identified missing records and routed incomplete documents to a review queue. The workflow extracted invoice details, suggested accounting codes, flagged potential duplicates, and routed items to designated approvers — staff reviewed exceptions and approved records before transfer to the accounting system.

Transaction-matching suggestions helped accountants identify likely matches and focus on unresolved items. Shared close checklists assigned responsibilities, tracked deadlines, and showed which properties were ready for review. A searchable lease register organized rent schedules, escalation dates, recovery terms, exclusions, and allocation rules — supporting draft CAM reconciliation schedules with source references available for verification.

Dashboards brought together property income, expenses, receivables, cash activity, and budget variances. AI-assisted narratives supported reporting commentary, while an internal assistant helped staff locate approved procedures and permitted client records. Role-based permissions restricted access to client information, while activity logs and exception alerts supported oversight — accountants reviewed journal entries, reconciliations, tenant charges, and reports before release.

In a 90-day evaluation with comparable workloads, manual handling time per invoice dropped from 10 to 4 minutes, monthly reconciliation review time fell 40%, the month-end close cycle shortened from 12 to 8 business days, and reporting preparation fell from 20 to 8 hours. At a volume of 500 invoices per month, the workflow freed approximately 78 staff hours monthly — capacity redirected toward resolving exceptions, analyzing property performance, and serving clients.