Onboarding
You've got a team behind you from day one
Whether you're moving off spreadsheets or switching from another platform, Occupier's team is with you every step - handling the heavy lifting so your team can focus on what matters.
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Most platforms move your existing data.
They don't fix it.
Moving off spreadsheets with
no clear migration path
We abstract from your source documents, data extracts, or existing abstracts based on your preferences
Switching from a legacy system and starting from scratch
We migrate your existing data cleanly into Occupier and surface any ambiguities for acton
Discover errors after you're already live
We QA review before you ever go live
Your team carries the onboarding workload
You provide the leases. We handle the rest.
New system, same messy data
A verified, clean portfolio from day one
onboarding process
Occupier's onboarding process
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Meet your team
Onboarding starts with a plan. Your dedicated Customer Success Manager maps your current workflow, your goals, and what success looks like for your team.
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Abstract your leases
Your lease documents go in. Verified data comes out. Key dates, rent schedules, critical options, and financial terms, extracted from your source documents and reviewed before anything goes live.
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QA and review
Every account clears a final quality review before kickoff. Anything that needs attention gets caught and resolved.
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Platform training and go-live
A dedicated training session gets your team up and running in Occupier. Workflows configured, notifications set, reports built.
And once you're live, our team stays involved. Additional leases, lease amendments, rent adjustments, term changes — we can handle ongoing abstraction as your portfolio evolves, so your data stays accurate.
“As much as the system is important, it’s also the people who are working the system. If I have a question, or need an update or change, the rapid response time is something I expect and the Occupier team has never disappointed.”
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Ian Woodcock
Senior Accountant, [solidcore]
Senior Accountant, [solidcore]
160+
Studios
CPA Services
Lease accounting support, backed by
in-house CPAs
Purchased Lease Accounting? Our CPAs handle configuration, journal entry validation, audits, and first close support. Full compliance coverage across ASC 842, IFRS 16, GASB 87, and FRS 102.
Occupier Lease Management
Ready to see Occupier in action?
Learn how Occupier centralizes lease data, automates critical workflows, and keeps real estate and finance teams aligned without compromise.
Boston HQ
Size:
15,000 sq ft
15,000 sq ft
Renewal options:
90 days notice
90 days notice
Lease expiration:
March 2026
March 2026
Status:
Action required
Action required
Amend Lease
Set Alert
Frequently asked questions
Just your lease documents — PDFs, scans, whatever you have. You don't need clean data or a formatted spreadsheet. Our team handles the abstraction from your source documents.
Most customers go live within 4–6 weeks of signing. The timeline depends on portfolio size and document readiness, but your team's time commitment is minimal — we do the heavy lifting.
We use a combination of the latest AI tools and an Abstraction Team to ensure high accuracy with our abstractions. Confidence scores are used throughout the process to flag areas that require careful review and verification. All critical data is human-verified.
Yes. Occupier integrates with NetSuite natively and supports journal entry exports compatible with other major ERPs.