Valix CRE Engine
Valix CRE Engine is web-based property management and accounting software with tools for commercial real estate operations.
What Valix CRE Engine is
Valix CRE Engine is web-based property management and accounting software with tools for commercial real estate operations. Its CRE scope includes CAM reconciliation, percentage rent, tax escalation, co-tenancy, and sub-metering. It automates annual CAM true-ups and tenant statements, handles percentage-rent breakpoints and exceptions, calculates pro-rata tax shares, and turns meter readings into tenant charges. The accounting platform includes a double-entry general ledger with 101 Yardi-compatible accounts, period locking, audit trails, 1099 generation, and fixed-asset depreciation. A lease scanner extracts 22 fields with confidence scores; users review extractions below 85%. Investor functions include multi-entity consolidation, waterfall distributions, K-1 generation, and a self-service portal. Plaid bank feeds and AI transaction matching are supported; Enterprise adds custom ERP integrations, REST, and webhook APIs. Pricing is paid: Commercial Pro costs $4 per unit per month, with a $500 monthly minimum; Residential Core costs $2 per unit per month, with a $250 monthly minimum. Enterprise pricing is custom and requires an annual contract.
Good
- Automates CAM true-ups and tenant statements
- Covers percentage rent, tax escalation, and sub-metering
- Includes double-entry accounting and audit trails
- Investor reporting includes consolidation and K-1 generation
Watch out
- No free plan
- Commercial Pro has a $500 monthly minimum
- Enterprise pricing is custom and annual
Who it suits
Valix is designed for independent firms, syndicators, and asset managers, including operators managing 150 to 2,000 units. Commercial Pro is aimed at CRE, mixed-use, and multi-entity operators.
Verdict
Valix brings commercial lease charges, accounting, and investor reporting into one platform. Its paid pricing starts at $2 per unit per month for Residential Core, with higher minimums for the listed commercial offering.
Plans and prices
From Valix CRE Engine's own pricing page, checked 30 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Residential Core | $2 a month | Boutique PM firms and independent operators · unlimited users · unlimited support · month-to-month · $2 per unit / month; $250 / mo minimum |
| Commercial Pro | $4 a month | CRE, mixed-use, and multi-entity operators · native CAM, percentage rent, tax escalation, sub-metering · unlimited users · no add-ons · $4 per unit / month; $500 / mo minimum |
| Enterprise | — | Institutional funds with $500M+ AUM · dedicated infrastructure · custom integrations · white-label portals · 24/7 enterprise support · Custom volume-based pricing; Annual contract |
The facts
Each one read from Valix CRE Engine's own pages, with the date it was checked.
What it does
- Accounting
- The platform provides an atomic double-entry general ledger with 101 Yardi-compatible accounts, integer-cent precision, period locking, audit trails, 1099 generation, and fixed-asset depreciation.checked 30 Sep 2026
- AI lease scanner
- The lease scanner extracts 22 fields with per-field confidence scoring, and users review extractions below 85% confidence.checked 30 Sep 2026
- CAM reconciliation
- Valix automates annual true-ups, tracks recoverable and non-recoverable charges, and generates tenant statements from the ledger.checked 30 Sep 2026
- Compliance
- Valix says it complies with GDPR and CCPA, provides data-processing agreements for all accounts, and offers EU hosting for enterprise customers.checked 30 Sep 2026
- CRE scope
- The CRE Engine is purpose-built for CAM reconciliation, percentage rent, tax escalation, co-tenancy, and sub-metering.checked 30 Sep 2026
- Integrations
- Enterprise includes custom ERP integrations plus REST and webhook APIs, while the platform also supports Plaid bank feeds with AI transaction matching.checked 30 Sep 2026
- Investor reporting
- Valix supports multi-entity consolidation with auto-elimination, unlimited-tier waterfall distributions, K-1 generation from the ledger, and a self-service investor portal.checked 30 Sep 2026
- Migration
- Valix migrates data from Yardi Voyager and Breeze, AppFolio, Buildium, DoorLoop, Entrata, and RealPage, targeting go-live in four days.checked 30 Sep 2026
- Percentage rent
- The engine handles natural and artificial breakpoints, custom calculations, tenant exceptions, and auditable quarterly true-ups.checked 30 Sep 2026
- Security
- Valix states that it uses TLS 1.3 in transit, AES-256 at rest, role-based permissions, mandatory MFA for admin roles, and immutable audit logs.checked 30 Sep 2026
- Sub-metering
- Valix ingests meter readings, calculates consumption-based charges, and posts recoverable amounts to tenant ledgers in real time.checked 30 Sep 2026
- Support
- All pricing tiers include unlimited support, while Enterprise adds dedicated customer success and 24/7 on-call support.checked 30 Sep 2026
- Target users
- Valix is designed for independent firms, syndicators, and asset managers, including operators managing 150 to 2,000 units.checked 30 Sep 2026
- Tax escalation
- Valix calculates pro-rata tax shares using square footage, lease commencement, and exclusions, then posts a single atomic GL entry.checked 30 Sep 2026
The company
- Headquarters
- New York, NY, United Stateschecked 28 Sep 2026
