Automate Your Real Estate Operations with AI
Cut manual data entry, accelerate cash collection, and protect IP with StackDC’s no-code workflows.
The Problem:
The Status Quo is Filled with Busywork That Bleeds Profit
Most real estate operations run on ad-hoc processes, disconnected systems, and scattered data leading to friction at every step.
Business Cycle Step:
Pain Points:
Unity Solution:
- Customer order / job intake data collection:
- Repetitive “key-to-multiple” data entry
- Key data once → AI OCR & intake automation
- Contract drafting & signature collection:
- Word > PDF > Email > Printouts for contracts
- Online templates + DocuSign e-signatures
- Order / job progress tracking:
- Siloed job tracking spreadsheets
- No-code, workflow-integrated job tracking database
- Billing & expense entry
- Manual receipt entry & “shoebox” expenses
- Document AI-powered expense entry with GL coding
- Job invoicing & AR follow-up
- Disconnected AR follow-ups with no integration
- Integrated invoicing with automated AR follow-ups
- Payments & transaction reconciliations
- Manual payment methods & reconciliation headaches
- Stripe-powered online payments & instant reconciliation
- Report & analyze data for business optimization
- Stale spreadsheet exports and canned reports
- Customizable dashboards & natural language reporting
The Solution:
Automation That Delivers ROI through Unity
Unity:
Save time with automation at every stage of the business cycle.
Document AI OCR for AP:
Eliminate data entry with advanced self-learning optical character recognition and full Document AI suite.
Automated AR Workflow:
Improve cash flow with faster collections and reconciliations, including auto-reminders, integrated online payments and deliverable paywall.
Unity IQ & Niva AI
Gain intelligence with comprehensive real-time reporting, responsive dashboards and agentic orchestration.
How it Works:
Read more details about some of our most popular automated workflow solutions.
Touchless AP Invoice Processing
Eliminate manual data entry and feed clean, coded bills into your accounting system.
One-Click Contracts
Shrink deal turnaround from days to minutes.
Get Paid Faster
Automated billing, integrated online payment and smart dunning bring cash in sooner, without your staff chasing.
Automatic Paywall for your IP
Gate, track, and monetize your deliverables.
Frequently Asked Questions:
By automating manual tasks, Unity helps teams reclaim thousands of hours annually, reduce costly errors, accelerate cash flow, and gain actionable intelligence from their data. Most clients see payback within months, particularly around key collections and bill-pay related workflows. Some clients estimate over $1 mn in capacity savings after implementing our automation solutions.
Unity handles the full back-office business cycle: customer/job intake, contract creation and signatures, job progress tracking, invoicing and AR follow-up, payments and reconciliations, expense entry, and reporting — all in one connected system.
Most tools solve one piece of the workflow (e.g., just OCR, or just e-signature). Unity integrates the entire process end-to-end, so data flows automatically without rekeying or jumping between disconnected systems.
Not at all. While many clients see this as a chance to consolidate vendors and solutions, if needed Unity can also act as an automation layer in parallel by integrating with your current tools (accounting, CRM, project management) while filling the gaps where manual work or disconnected systems are costing you time and money.
Contracts can be generated automatically from templates and signed via DocuSign. This eliminates the back-and-forth of Word > PDF > email > printouts, ensuring faster turnaround and fewer drafting and copy-paste errors.
Unity offers clients one-click integration with Stripe, the globally-accepted payments platform for millions of businesses, to enable convenient secure online payments for your services. Automated AR workflows send reminders, reconcile transactions, and reduce the risk of overdue invoices and save time and effort for collections staff.
All data is centralized in Unity’s Business Automation Center. By enabling Unity IQ, you get customizable data views, comprehensive analysis tools and dynamic reporting. By adding our agentic layer Niva AI, you can even get natural language database queries. No more stale spreadsheets or canned reports.
Yes. Unity uses AI-powered OCR and document parsing to extract data from purchase orders, invoices and receipts. This removes the need for manual entry and reduces error rates.
Next Steps:
