Managed Onboarding
You've got a team behind you from day one
Every account gets an assigned team. A dedicated CSM, a lease abstraction team, and in-house CPAs when you need them. Real people who make sure your data is accurate and your team is set up for success.
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the team
A team assigned to your account.
No self-service.
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Customer success manager
Your dedicated CSM is your main point of contact from kickoff to go-live and beyond. They map your workflow, build your success plan, and make sure onboarding stays on track.
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Lease abstraction specialists
Our lease abstraction team works directly from your source documents. AI-powered abstraction captures all your critical dates and clauses, flagging anomalies for accuracy before you start.
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In-house CPAs
Our in-house CPAs configure your amortization schedules, validate your journal entries, and support your first close across ASC 842, IFRS 16, GASB 87, and FRS 102.
The Occupier difference
Self-service onboarding
A dedicated team assigned to your account
You import your own data
Oue team abstracts your data from source documents
Abstraction with no quality check
AI-powered abstraction with human review
No QA until after you're live
A full quality review before you ever go live
A chatbot and a knowledge base after go-live
A dedicated CSM who knows your account, long after launch
onboarding process
Occupier's onboarding process
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Meet your team
Onboarding starts with a plan. Your dedicated customer success manager maps your current workflow, your goals, and what success looks like for your team.
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Abstract your leases
Your lease documents go in. Verified data comes out. AI-powered abstraction extracts key dates, rent schedules, critical options, and financial terms from your source documents, flagging anomalies so nothing slips through before you go live.
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QA and review
Every account clears a final quality review before kickoff. Anything that needs attention gets caught and resolved.
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Platform training and go-live
A dedicated training session gets your team up and running in Occupier. Workflows configured, notifications set, reports built.
And once you're live, our team stays involved. Additional leases, lease amendments, rent adjustments, term changes. We can handle ongoing abstraction as your portfolio evolves, so your data stays accurate.
“As much as the system is important, it’s also the people who are working the system. If I have a question, or need an update or change, the rapid response time is something I expect and the Occupier team has never disappointed.”
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Ian Woodcock
Senior Accountant, [solidcore]
Senior Accountant, [solidcore]
160+
Studios
CPA Services
Lease accounting support, backed by
in-house CPAs
Purchased Lease Accounting? Our CPAs handle configuration, journal entry validation, audits, and first close support. Full compliance coverage across ASC 842, IFRS 16, GASB 87, and FRS 102.
Occupier Lease Management
Ready to see Occupier in action?
Learn how Occupier centralizes lease data, automates critical workflows, and keeps real estate and finance teams aligned without compromise.
Boston HQ
Size:
15,000 sq ft
15,000 sq ft
Renewal options:
90 days notice
90 days notice
Lease expiration:
March 2026
March 2026
Status:
Action required
Action required
Amend Lease
Set Alert
Frequently asked questions
No. Every Occupier customer gets a dedicated CSM and an assigned onboarding team. There is no self-service option.
Just your lease documents — PDFs, scans, whatever you have. You don't need clean data or a formatted spreadsheet. Our team handles the abstraction from your source documents.
Most customers go live within 4–6 weeks of signing. The timeline depends on portfolio size and document readiness, but your team's time commitment is minimal — we do the heavy lifting.
We use a combination of the latest AI tools and an Abstraction Team to ensure high accuracy with our abstractions. Confidence scores are used throughout the process to flag areas that require careful review and verification. All critical data is human-verified.
Yes. Occupier integrates with NetSuite natively and supports journal entry exports compatible with other major ERPs.