Portfolio · ~9,000 units · up to ~500 utility & ESCO accounts

Where the money is going this month

Spend by property

May 2026 · top 6

Recent alerts

last 7 days

⚠

Bill audit flagged an estimated read

1119 Ocean Pkwy · NYC Water Board · $10,897.89 on a 90-day estimate — dispute draftable

1h ago

↑

Electric spend up 14% MoM

2940 Ocean Pkwy · ConEd · exceeds 10% threshold

2h ago

≈

Water usage up 6.2% week-over-week

230 Brighton Beach Ave · NYC Water Board · daily read

9h ago

✦

AI flagged a gas anomaly

3015 Brighton 6th St · usage 18% above seasonal expectation

5h ago

◴

ESCO supply contract expires in 47 days

1501 Surf Ave · Constellation · fixed → index rate reset risk

1d ago

◴

Gas contract expires in 58 days

3015 Brighton 6th St · Direct Energy

2d ago

Account ledger · electric = common-area only · from forwarded bills & authorized feeds

Accounts

Showing 12 of 430 accounts

Account / Property	Supplier	Commodity	Usage	Eff. rate	Cost/unit	Supply / Delivery	Rate class	12-mo	MoM	YoY	Contract

ESCO supply contracts · from master spreadsheet

Contracts

Third-party supply contracts riding on the utility account — same meter, same delivery, but the supply half is bought from an ESCO. Fixed and index agreements across the portfolio, flagged at 60 days to expiration.

Property / Account	ESCO supplier	Commodity	Rate	Locked rate	Volume	Term	Days left

Notification rules

Alerts

Every threshold is adjustable per portfolio. Changes apply to the next scrape cycle.

◴

Contract expiration

Warn before a fixed-rate supply agreement ends or resets to index pricing, so renewals can be negotiated in time.

Lead timeDays before contract end date

Second reminderFinal nudge as deadline nears

↑

Cost spike

Flag any account whose total billed cost jumps beyond the limit versus the prior period.

Month-over-month increaseOn total billed amount

Compare againstBaseline for the spike check

≈

Water usage spike

NYC Water Board meters report daily. Catch leaks and runaway usage before the monthly bill lands.

Week-over-week increaseOn daily-read gallons

Read frequencyHow often meters are polled

⌗

Recipients & delivery

Who gets notified and how. Each rule can route to a different group.

PeopleReceive all critical alerts

EG Elie Gabay × RM Rivka M. × + Add

Email digestDaily summary at 8:00 AM

SMS for critical onlySpikes & expirations under 14 days

✦

AI anomaly & seasonal flags

Surfaces bills that fall outside the seasonal pattern for that account — catching unusual charges the fixed thresholds miss.

SensitivityDeviation from seasonal baseline

Benchmark feedCommodity price vs. market index

⚠

Bill audit & recovery

Every parsed bill runs through automated checks. Anything flagged as abnormal is one-click actionable — a dispute, read request, tax claim, rate review or supply review, pre-filled and ready to send. The goal: claw back overcharges and cut cost everywhere across the utility process.

Billing errors → dispute / credit

Estimated reads (escalate on repeat or large bills)

Meter change not reconciled across swap

Demand ratchet — stale peak carried forward

Meter multiplier / CT-ratio error

Duplicate or double-billed period

Late fees & interest (if billing-caused)

Back-billing beyond the allowed window

Cost spike with no usage change

Tier creep from an over-estimated read

Savings → optimize / switch

Sales-tax exemption (retroactive recovery)

Rate class / tariff not optimal

ESCO supply above index benchmark

Contract expiry / rate reset

DEP MCP flat-rate vs. metered (water)

Sustained high water — possible leak

Vacant / closed account still billed

Output

Auto-draft the matching letter per flag

Wastewater/sewer is excluded from read-accuracy checks — there is no sewer meter; it is calculated from the water read, so correcting the water read corrects it automatically.

Data ingestion · no Yardi login required

Sources

Every input is something your team already has or can authorize in a click. The dashboard reads from a secure mirror — never directly from Yardi or a shared password.

Inputs

✉Forwarded bills + OCRActive

Autopay/paperless PDFs land in your inbox and auto-forward to a dedicated address. Primary intake for accounts without a direct feed (ESCO statements, some National Grid). Every charge line is extracted automatically.

≈140 accounts · last bill parsed 2h ago

⚡ConEd — 5 portal loginsAuthorized

Access is organized as a handful of logins, each holding many accounts (some far more than others). Electric is the common-area / house account per building only — tenant apartments are direct-metered to ConEd and aren't tracked. We authorize the feed per login; five is well within reach.

5 logins · 132 ConEd accounts (common-area electric · gas)

⊞Green Button ConnectAuthorized

Standardized usage authorization for ConEd and National Grid, flowing direct from the utility.

≈70 National Grid gas accounts

≈My DEP AccountActive

NYC Water Board usage and daily meter reads — the feed behind the 5% week-over-week water alert. One master meter per building.

≈94 water accounts · daily reads

⌘Roster importOne-time

Account → property → units → supplier, from the master sheet your team already keeps (or derived from bills + public NYC building records / BBL). No Yardi login.

Maps every account to its building & unit count

↻Automated collectionFallback

Only where a portal offers no API or Green Button. Secure, with human oversight for captchas and exceptions — billed at cost.

Used sparingly · National Grid / Water Board portals

→

Secure mirror

🗄

Private database

Encrypted storage, least-access inputs, and a full audit trail of every file and feed received. The dashboard reads only from here.

EncryptedAudit logNo write-back to Yardi

Reads & analyzes only — this platform never pays bills or pushes data back into Yardi.