Workflow Guide

Last updated 2026-03-122 min readWorkflow Guides
The Problem

CAM reconciliation is one of the most error-prone processes in CRE property management. Manual reconciliation requires cross-referencing each tenant's unique lease provisions against actual expenses — a slow, tenant-by-tenant process for a mid-size property that generates significant tenant disputes.

Step-by-Step Automation Workflow

1

Extract each tenant's own CAM provisions

Extract lease-specific CAM provisions for every tenant (inclusions, exclusions, caps, proportionate share method, gross-up requirements) using AI abstraction.

2

Classify GL expenses against each lease's definitions

Classify actual GL expenses against each tenant's specific lease definitions.

3

Apply caps, exclusions and fee limits per tenant

Apply tenant-specific adjustments (caps, exclusions, management fee limits) automatically.

4

Calculate each tenant's proportionate share

Calculate each tenant's proportionate share using the correct methodology.

5

Generate statements with an audit trail to source

Generate reconciliation statements with audit trails linking every charge to source data.

6

Flag variances for human review before distribution

Flag variances and anomalies for human review before distribution.

Time Saved
Each tenant's CAM provisions are read from the lease and cited to the clause, so the reconciliation starts from the lease terms rather than from a manual search for them
Cost Impact
Recovery of previously misallocated charges, plus elimination of tenant audit-driven clawbacks

Frequently Asked Questions

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Crevanta provides the extraction and structuring foundation that makes CRE workflow automation possible.