MRI Software Integration
Payments & AccountingWhat It Does
MRI Software is an enterprise property management and financial ERP used by institutional commercial owners, operators, and asset managers worldwide. Its open and connected ecosystem — built around MRI's Partner Connect program and OData/REST API platform — covers general ledger, accounts receivable, lease administration (commercial leases, CAM, expense recoveries), financial close, investment management, and portfolio-level reporting across office, industrial, retail, and mixed-use assets.
Why Real Estate Professionals Use It
Commercial real estate operators running on MRI face a structural data-access problem: MRI holds the most complete financial and lease data in the organization — GL actuals, commercial lease terms, CAM pools, expense recovery calculations, and per-tenant AR aging — but extracting that data into investor-ready formats requires either heavy manual reporting work or a formal Partner Connect integration that most mid-market operators have not pursued.
AI Solutions for Payments
Ebook
CTO's Guide to AI Implementation
Security, compliance, and vendor evaluation frameworks for AI operations
Solution
AI Transaction Coordinator
Automate document collection, deadline tracking, and stakeholder updates
Solution
Commission & Pipeline Tracker
Real-time dashboard showing deal progress and expected commissions
Key Features for Real Estate
Discover how MRI Software powers real estate automation workflows
1 of 8
Feature
GL Actuals Extraction (Partner API or Structured Export)
Pull general ledger actuals by property, cost center, account code, and period — either via MRI Partner Connect OData/REST endpoints (once provisioned) or by ingesting the structured Excel financial exports MRI produces for scheduled reporting.
Real Estate Impact
GL actuals are the authoritative NOI source for every institutional commercial portfolio. Extracting them programmatically eliminates analyst re-keying into LP packages and pro-formas, and ensures investor deliverables tie to the same figures as audited financials.
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Automation Workflows
Ready-to-deploy workflows powered by MRI Software + NextAutomation
Workflow 1 of 5
Intermediate
Financial Close Export → AI-Built LP Quarterly Report
Each quarter, your accounting team delivers MRI's period-close financial package (Excel/CSV). This workflow ingests those exports automatically, normalizes GL line items by asset and account category, computes NOI and variance vs. prior period and budget, and feeds the data into the LP reporting agent to produce a branded investor update — without analyst spreadsheet work.
Trigger: MRI period-close financial export (Excel/CSV) delivered to a monitored email inbox or secure SFTP folder by the accounting team (scheduled at quarter-end close)
Workflow Steps
1n8n monitors the inbox or SFTP folder for the quarterly MRI financial export delivery
2Excel/CSV parsed; GL actuals extracted by property, account category, and period
3Data normalized against prior-period snapshot to compute revenue, expense, and NOI deltas
4Budget vs. actual variance calculated at the asset level; properties with >5% NOI variance flagged for commentary
+4 more steps
Quarterly LP reporting time drops from 3–5 analyst-days to under 2 hours of review. Reports tie to MRI close actuals, not re-keyed spreadsheet data. LP communications go out on schedule every quarter with no manual formatting.
Triggers & Actions
Connect MRI Software to your workflows with powerful triggers and actions
Triggers
MRI Financial Close Export Received
Fires when a period-close financial export (Excel/CSV) from MRI lands in a monitored email inbox or SFTP folder. Available without Partner Connect API access via MRI's standard reporting exports.
Trigger the LP report assembly pipeline the moment your accounting team delivers the quarterly MRI financial close package.
MRI Partner API Scheduled Pull (Partner Connect Accounts Only)
Fires on a defined schedule (nightly, weekly) to pull GL balances, lease data, or AR aging via the MRI Partner Connect OData/REST API. Requires MRI Partner Connect enrollment and provisioned API credentials.
Pull current-period GL balances across all portfolio assets each morning and update the NOI dashboard without manual MRI report runs.
CAM Reconciliation Export Received
Fires when an annual or mid-year CAM reconciliation export from MRI lands in the monitored location, kicking off the AI-assisted billing audit workflow.
Trigger the CAM allocation cross-check pipeline the moment your property accounting team delivers the annual reconciliation package.
AR Aging Export Received
Fires when the weekly or monthly AR aging export from MRI lands in the monitored inbox or SFTP folder.
Trigger the delinquency alert pipeline every Monday when the accounting team delivers the AR aging summary.
Lease Expiration Window Reached
Fires when the lease expiration monitoring pipeline detects a commercial tenant lease entering a defined rollover window (6, 12, or 24 months to expiration).
Alert the leasing team when a tenant representing more than 10% of a property's base rent enters the 12-month expiration window without a signed renewal.
NOI Variance Threshold Breached
Fires when computed NOI variance between MRI GL actuals (from export or partner API) and the prior period or budget exceeds a defined percentage threshold.
Alert the asset manager automatically when a property's actual NOI falls more than 7% below prior-year figures based on MRI close data.
Actions
Parse and Normalize MRI Financial Export
Ingests an MRI Excel/CSV financial export and normalizes GL line items by property, account code, and period into a structured dataset for downstream consumption.
Normalize the quarterly MRI close package into a consistent schema that feeds the LP report assembly template and NOI dashboard.
Generate LP Report Package (via LP Reporting Agent)
Feeds normalized MRI GL actuals into the [LP reporting agent](/solutions/lp-reporting-agent) to produce a branded investor update with AI-written variance commentary and occupancy summary.
Produce a branded Q3 LP update automatically once MRI quarterly actuals are confirmed, with property-level variance narrative.
Run CAM Allocation Cross-Check
Compares MRI CAM pool data and per-tenant allocations against lease provision rules to flag billing discrepancies before tenant statements are issued.
Audit CAM reconciliation workpapers against lease CAM cap and gross-up provisions before the annual billing cycle.
Post AR Delinquency Alert to Slack
Posts a plain-English AR delinquency summary to a designated Slack channel, listing tenants by property, aging bucket, and balance.
Notify the asset manager every Monday of commercial tenants with 60+ day balances before they reach default notice thresholds.
Update Rollover Exposure Dashboard
Writes current lease expiration data — segmented by time window, tenant size, and economic weight — to an Airtable or Google Sheets dashboard for leasing team review.
Refresh the portfolio rollover dashboard monthly so the leasing team works from a current picture of upcoming exposure, not a static snapshot.
Archive Period Snapshot for Trending
Saves a timestamped snapshot of normalized MRI financial or lease data to the portfolio database to enable period-over-period trend calculation.
Retain monthly GL close snapshots to power a 12-month NOI trend chart in the asset management dashboard.
Setup Guide
Get started in approximately Export path: 1–2 days of configuration once exports are scheduled and monitored folder access is established. Partner API path: 1–2 days of n8n configuration once MRI Partner Connect credentials are provisioned (Partner Connect enrollment and provisioning itself may take several weeks — initiate that process early and configure the export path in parallel).
Prerequisites
- MRI Partner Connect enrollment and provisioned OData/REST API credentials — OR — access to scheduled MRI financial exports (Excel/CSV) from your property management or accounting team. The export path does not require Partner Connect enrollment and is available immediately to any MRI client.
- If pursuing the Partner API path: formal MRI Partner Connect enrollment initiated via your MRI account representative. Provisioning timelines vary by MRI environment (MRI Horizons, MRI Commercial Management, MRI Residential) and integration scope — initiate well in advance of your target go-live date.
- n8n instance (cloud or self-hosted) for workflow orchestration, with HTTP Basic/OAuth authentication node access for the partner API path.
- A monitored email inbox, SFTP folder, or shared drive (Google Drive / SharePoint) where MRI exports land, with appropriate access credentials shared with the n8n automation environment.
- Property code and GL account category mapping document — your MRI property identifiers and the account categories you want to monitor (Revenue, Operating Expenses, NOI, Debt Service, CapEx).
- For CAM workflows: a current lease abstract per commercial property listing CAM inclusion/exclusion provisions, gross-up methodology, and per-tenant pro-rata share as referenced in each lease agreement.
1
Choose Your Integration Path: Partner API or Export Ingestion
Determine which path applies to your firm. If your firm is enrolled in MRI Partner Connect and has active OData/REST API credentials provisioned, use the partner API path for scheduled or near-real-time data pulls. If not — which is the typical starting point for most commercial operators — the export ingestion path works immediately with the Excel/CSV financial packages your accounting or property management team already produces from MRI.
Most firms start with the export ingestion path because it is available today and covers the majority of high-value automation use cases: LP reporting, variance monitoring, CAM audit, and delinquency alerts. The Partner API path adds real-time capability and eliminates the manual export delivery step once provisioned.
2
(Export Path) Configure a Monitored Inbox or SFTP Drop Folder
Set up a dedicated email address (e.g. [email protected]) or SFTP folder where your MRI administrator or accounting team schedules the monthly and quarterly financial exports. Share the inbox or SFTP credentials with NextAutomation's n8n environment so it can detect new file deliveries and trigger the ingestion pipeline automatically.
Ask your MRI administrator to schedule exports in MRI's report scheduler at a consistent time (e.g. 7am on the 3rd of each month). Consistent delivery timing makes the ingestion pipeline reliable and allows the automation to distinguish new reports from re-runs of prior periods.
3
(Partner API Path) Initiate MRI Partner Connect Enrollment
Contact your MRI account representative to initiate the Partner Connect enrollment process. MRI will assess the integration use case, execute a partner agreement, and provision OData/REST API credentials for your environment. Provide the provisioned credentials (API base URL, authentication parameters) to NextAutomation to configure the HTTP authentication node in n8n.
Initiate Partner Connect enrollment at least 8–12 weeks before your target go-live date. While waiting for provisioning, configure and test the export ingestion path so automation value starts immediately — then migrate specific workflows to the partner API path once credentials are live.
4
Map MRI Property Codes and GL Account Categories
Provide a mapping of your MRI property identifiers to human-readable asset names, and the GL account categories you want to monitor (Revenue, Operating Expenses, NOI, Debt Service). This mapping is used to normalize raw MRI data into structured pipeline inputs that downstream automations — LP reports, dashboards, variance alerts — can consume consistently.
Your MRI administrator can export the property code list from the MRI Administration module. The GL account category mapping typically mirrors your budget template structure — reuse those category labels to ensure the automation output matches what your team expects.
5
Build and Test the Ingestion Pipeline in n8n
Configure the appropriate trigger in n8n: file-detection node (email or SFTP) for the export path, or an HTTP/cron node for the partner API path. Add a parse-and-normalize node to extract GL actuals, lease data, CAM figures, or AR aging buckets from the MRI output. Validate with one period of historical data before connecting to live exports.
Test with last quarter's historical MRI export first. This lets you validate the normalization logic, catch property code mismatches, and confirm the data schema is consistent before live data flows through. Historical validation also gives you a known-correct baseline to compare against.
6
Connect to Downstream Outputs (LP Reports, NOI Dashboard, CAM Audit, Delinquency Alerts)
Connect normalized MRI data to your target outputs: the [LP reporting agent](/solutions/lp-reporting-agent) for investor packages, the [AI underwriting copilot](/solutions/ai-underwriting-copilot) for pro-forma refresh, a Google Sheets or Airtable dashboard for portfolio NOI monitoring, or the CAM audit and AR delinquency alert pipelines. Configure variance thresholds (e.g. flag assets with >7% NOI miss vs. budget) for the monitoring workflows.
Start with one high-value output — typically LP report assembly or the NOI variance alert — and confirm the data flows cleanly end-to-end before adding additional downstream consumers. Each successive workflow builds on the same normalized MRI data layer.
Frequently Asked Questions
Common questions about MRI Software integration
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