Yardi Breeze Integration
Payments & AccountingWhat It Does
Yardi Breeze (and the more capable Breeze Premier) is Yardi's simplified, refreshingly-easy property management and accounting product built for small and mid-sized portfolios — independent owners, boutique operators, and the smaller commercial landlords who found full Yardi Voyager too heavy and too expensive to administer. Breeze handles the day-to-day system of record for these firms: tenant and lease tracking, online rent collection, owner statements, work orders, and core property-level accounting (GL, AP, AR, owner draws). It is the lighter sibling of Voyager — quicker to deploy, priced per unit, self-administered, and deliberately scoped down.
Why Real Estate Professionals Use It
Small and mid-sized CRE operators — the firms Breeze is built for — have the opposite problem from institutional Yardi shops. They have accurate property data in Breeze but no analyst team to turn it into owner-grade reporting, portfolio dashboards, or disciplined collections. A boutique operator managing 15–40 properties for third-party owners can lose days every month-end copying Breeze owner statements into branded packages, rebuilding a spreadsheet to see the portfolio as a whole, and hand-assembling a delinquency chase list. That manual layer is exactly where deals slip and owners get frustrated.
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Key Features for Real Estate
Discover how Yardi Breeze powers real estate automation workflows
1 of 6
Feature
Owner Statement & Financial Report Ingestion
Parse the monthly owner statements and financial summaries Breeze generates (PDF/Excel) — income, expenses, owner draws, ending balances by property — into a structured, normalized dataset.
Real Estate Impact
Boutique operators managing third-party owners live or die by clean, on-time owner reports. Automating the parse of Breeze's owner statements lets a small team assemble branded owner packages without re-keying numbers across a dozen properties every month.
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Automation Workflows
Ready-to-deploy workflows powered by Yardi Breeze + NextAutomation
Workflow 1 of 3
Beginner
Monthly Financials Export → Owner Report Assembly
Each month Breeze produces owner statements and financial summaries. This workflow ingests those exports, normalizes income/expense/draw lines per property and owner, computes period-over-period deltas, and assembles branded owner-report packages with AI-written commentary — eliminating the manual copy-paste a small management team would otherwise do.
Trigger: Breeze owner statement / financial export (PDF or Excel) lands in a monitored inbox or shared drive (exported on a monthly schedule by your team in Breeze)
Workflow Steps
1n8n monitors the inbox or Google Drive / SharePoint folder for the monthly Breeze export
2PDF/Excel parsed: income, operating expenses, owner draws, and ending balances extracted per property and per owner
3Data normalized against the prior-month snapshot to compute revenue, expense, and net-to-owner deltas
4AI (OpenAI or Claude node) drafts plain-language commentary per owner explaining the month's results and any notable movement
+3 more steps
Owner reporting for a 10–40 property book drops from a multi-day month-end scramble to under an hour of review. Owners get consistent, branded packages on the same date every month, built straight from Breeze's numbers.
Triggers & Actions
Connect Yardi Breeze to your workflows with powerful triggers and actions
Triggers
Owner Statement / Financial Export Received
Fires when a Breeze owner statement or financial summary (PDF/Excel) lands in a monitored email inbox or shared folder. Available to any Breeze customer via report export — no partner API required.
Trigger owner-report assembly the moment your team exports the monthly Breeze financials.
Rent-Roll Export Uploaded
Fires when a new Breeze rent-roll export (Excel/CSV) is uploaded to a monitored Google Drive folder, SharePoint library, or email attachment.
Refresh the portfolio dashboard the moment the latest Breeze rent roll is exported ahead of an owner call.
AR / Delinquency Aging Export Received
Fires when the weekly Breeze delinquency aging report lands in the monitored location, available via Breeze's standard report export.
Kick off the tenant follow-up cadence every Monday when the AR aging export arrives.
Collections / Occupancy Threshold Breached
Fires when normalized Breeze data shows a property's collections rate or occupancy dropping below a defined threshold versus the prior period.
Alert the principal automatically when any property's collections rate falls below 92% month-over-month.
Scheduled Partner-API Pull (Provisioned Accounts Only)
Fires on a schedule to pull data via the gated Yardi/Breeze partner interface. Requires partner API access provisioned through Yardi's Interface Program — typically only pursued by larger Breeze Premier accounts.
Once provisioned, pull rent-roll and balance data nightly instead of waiting on a manual export.
Actions
Parse & Normalize Breeze Report
Ingests a Breeze PDF/Excel/CSV report and normalizes the line items (financials, rent roll, or AR aging) into a consistent structured schema for downstream use.
Normalize the monthly owner statement into a schema that feeds the branded owner-report template.
Assemble Owner Report Package
Builds a branded owner-report package from normalized Breeze financials, with AI-written commentary, for human review before sending.
Produce each owner's monthly package automatically once the Breeze financials are confirmed for the period.
Update Portfolio Dashboard from Rent Roll
Writes normalized rent-roll figures (occupancy, in-place rent, expirations) into a Supabase/Airtable portfolio dashboard keyed by property.
Refresh the live occupancy and rollover view after each Breeze rent-roll export.
Advance Tenant Follow-Up Cadence
Selects delinquent tenants past threshold, drafts the stage-appropriate message, logs the contact, and schedules the next follow-up step.
Send approved late-rent reminders and advance each tenant to the next cadence stage from the weekly AR aging export.
Archive Snapshot for Trending
Saves a timestamped snapshot of the normalized Breeze data to enable period-over-period trend calculation.
Retain monthly collections and occupancy snapshots to power a rolling 12-month portfolio trend chart.
Deliver Draft for Operator Approval
Routes any assembled report, dashboard alert, or tenant message to the responsible person for review before it goes to an owner or tenant.
Send the AI-assembled owner package to the portfolio manager for review 48 hours before the owner-report deadline.
Setup Guide
Get started in approximately Export path: about 1–2 days of configuration, available immediately. Partner-API path (optional): weeks of Yardi Interface Program provisioning plus 1–2 days of config once credentials exist.
Prerequisites
- An active Yardi Breeze or Breeze Premier account with the ability to run and export the standard reports (owner statements, rent roll, AR/delinquency aging) as PDF, Excel, or CSV — this export path requires no Yardi approval
- If pursuing the gated partner-API path (typically only larger Breeze Premier accounts): enrollment in Yardi's Interface Program via your Yardi account representative (approval and provisioning take weeks and involve interface licensing fees)
- n8n instance (cloud or self-hosted) for workflow orchestration
- A monitored email inbox, SFTP folder, or shared drive (Google Drive / SharePoint) where Breeze exports land
- A property + owner mapping document — your Breeze property codes mapped to human-readable asset and owner names
1
Confirm the Breeze Reports You Need and How to Export Them
In Breeze, identify the standard reports that drive your automations — owner statement / financial summary, rent roll, and AR / delinquency aging — and confirm you can export each to PDF, Excel, or CSV. These exports are available to every Breeze customer and are the foundation of the integration.
Breeze's report export is the immediate, no-approval path. Don't wait on any partner-API conversation to start — the export path covers owner reporting, dashboards, and delinquency follow-up on its own.
2
Set Up a Monitored Inbox or Drop Folder
Create a dedicated email address (e.g. [email protected]) or a shared Drive/SFTP folder where your team drops the Breeze exports on a regular schedule. Share access with NextAutomation's n8n instance so it can detect new deliveries and trigger ingestion automatically.
Pick consistent export days — owner statements on the 2nd, rent roll weekly, AR aging every Monday. Predictable delivery timing makes the ingestion pipeline reliable and your owner-report dates dependable.
3
Map Breeze Property Codes, Owners, and GL Categories
Provide a mapping of Breeze property codes to readable asset names, the owner each property belongs to, and the expense/income categories you want normalized (e.g. Revenue, Operating Expenses, Owner Draw, NOI). This mapping turns raw Breeze exports into clean structured inputs.
For third-party management, the owner mapping is the key file — it drives which numbers land in which owner's report. Keep it in one place and update it whenever you take on or release a property.
4
Build and Test the Ingestion Pipeline in n8n
Configure the trigger (email/folder file detection) and a parse-and-normalize node for each report type. Test against one period of historical Breeze exports before connecting to live deliveries, validating the normalization and category mapping.
Start with last month's actual Breeze owner statement and rent roll. Real files catch PDF layout quirks and category mismatches that synthetic test data never will.
5
Connect Downstream Outputs
Wire the normalized Breeze data into your target outputs: the branded owner-report template, a Supabase/Airtable portfolio dashboard, and the tenant follow-up cadence. Set thresholds for collections/occupancy alerts and the delinquency follow-up trigger.
Ship one high-value output first — owner-report assembly is usually the biggest time-saver for a Breeze-sized firm. Prove that flow end-to-end before adding the dashboard and follow-up cadence.
6
(Optional) Evaluate the Gated Partner-API Path Later
If your portfolio scales and you want real-time data instead of scheduled exports, talk to your Yardi representative about Interface Program enrollment for partner-API access. Keep the export pipeline running in parallel — it remains the fallback and the no-approval path.
Most Breeze firms never need the partner API. Only pursue it if export latency genuinely constrains you — the export path already covers the large majority of the value.
Frequently Asked Questions
Common questions about Yardi Breeze integration
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