From inbox attachment to trusted snapshot
The file your manager calls a rent roll arrives as a spreadsheet with its own ideas about column names. Fourteen minutes later, its contents are dated, validated records.
Arrives by email
Fairmont CRE — "June reporting" · Q2 Rent Roll.xlsx attached.
Uploaded with a snapshot date
Import UI · snapshot dated Jun 30, 2026 — so "current" always has a definition.
Parsed & validated
Columns mapped to canonical fields; Data Quality Checks run before anything lands.
A dated snapshot
Lease details, occupancy, and delinquency — comparable across managers and months.
The layout shifts. The mapping holds.
Same manager, new quarter, two renamed columns and one new one. Switch files and watch the canonical fields keep their footing.
tenant← Lesseeunit← Suitesqft← Area (SF)monthly_rent← Rent / Mo.lease_end← ExpirationAmber columns changed between quarters. The canonical fields didn't — which is why row 214 stays citable whichever intern built the file.
Seven report types, one discipline
Every import carries a snapshot date, shows its status and errors in the history, and — for most types — can be rolled back after completion. The safety net is part of the pipeline.
Rent roll spreadsheets and monthly PDF packets feed the same layer: spreadsheets through these imports, PDFs through Document Intelligence.
One thread, end to end
The snapshot date on the import is the same one under the dashboard KPI — and the same one the Copilot cites when you ask. Nothing in between is hand-carried.
Lease details · Jun 30
Imported 9:16 AM, validated, dated — the topbar chip shows exactly how fresh the data is.
Rent roll — $412,300 /mo
The dashboard number computed from the very rows that just landed.
"What does Suite 100 pay?"
Answered with the citation attached:
Q2 Rent Roll.xlsx · row 214See your portfolio in one trusted owner view.