BoardRecord vs Yardi
Yardi is built for managing-agent accounting, billing, and maintenance. BoardRecord sits alongside it as the capital-project record — vendor email in, a defensible, searchable timeline out.
Yardi publishes property-management platforms (including Voyager and Breeze) that centralize accounting, leasing, operations, and maintenance for residential and commercial portfolios. Managing agents use that stack to run billing, work orders, and the general ledger.
What Yardi does not keep is a searchable, cited record of the email your architect, engineer, and contractor send during a roof replacement or FISP cycle. Those threads still live in inboxes. BoardRecord captures that correspondence automatically, structures it into a per-project timeline, and lets the board and the managing agent ask questions answered with citations back to the actual bid, contract, or invoice.
| BoardRecord | Yardi | |
|---|---|---|
| Primary use | Capital-project record | Property management & accounting |
| Built for | Boards & managing agents | Property managers |
| Vendor interface | Email — no login | Work orders / resident portal |
| Capital-project email capture | Automatic | No |
| AI search over documents | Yes, cited to bids & contracts | Maintenance request AI |
| Runs daily community ops | No — complements your ops tool | Yes — leasing, accounting, maintenance |
| Payments | ACH with board approvals | Accounting / resident payments |
| Pricing model | Quoted per building | Custom / quoted |
Keep Yardi for accounting and operations. Add BoardRecord when a capital project starts — email in, defensible record out.
Common questions
Does BoardRecord replace Yardi?
No. Yardi handles accounting, billing, leasing, and maintenance for the managing agent. BoardRecord is a capital-project record: it captures vendor email, bids, contracts, and decisions on projects like roof and facade work, and makes them searchable with cited AI. The two run side by side.
Do our vendors need another portal login?
No. Yardi and related products route residents and staff through portals and work orders. BoardRecord meets your architect, engineer, and GC where they already work — email. The structuring happens on the board side automatically, so there is nothing new to onboard.
Our managing agent already runs Yardi. Why add BoardRecord?
Yardi runs the managing agent's accounting and operations. It does not keep a searchable, cited record of each capital project's email, bids, and decisions. BoardRecord adds that record for the board and the managing agent, and it stays with the building through board and staff turnover.
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