We've been in your seat. Onboarding is a real commitment, not a checkbox, and we built our process to treat it that way.
The result: Your biggest objection becomes your biggest opportunity for value.
CPA Powered Framework tailored to your team
Our onboarding methodology is powered by a team of CPAs and is truly tailored to the needs of each of our customers
Accounting Focused Data Migration
Evaluation of COA, opening balance imports, sub ledgers and cut-off procedures
Realistic Expectations and Timelines
Onboarding efforts and timelines determined by your availability and pace.
Collaborative Milestone Based Approach
Professional support from industry experts at every step of the way
Incumbent Playbooks
We have onboarded customers from all of the most popular systems and have playbooks for each one
- Specific Reports
- We know the exact reports you need to export from your old systems.
- Common Edge Cases
- We know where other systems fall short, and how to improve your data prior to go live.
- A True Data Cleanse
- The data cleanse you always wish you could do, but never had the time to implement.
Flexibility and Transparency
Working with teams of all sizes, we understand the day to day pressure of your regular operations.
- Smart timelines
- We understand your monthly cadence (first and last week of each month is chaos)
- Persistence where it counts
- We will make sure to keep your team on track and on schedule, especially when emergencies happen at your properties
- Documentation at every step
- Every milestone, responsibility, checklist documented for full accountability on both sides.
Industry Expertise
Guidance from professionals who have been in your shoes and have experienced your pain first hand.
- CPA Powered
- CPAs who have led large scale migrations sitting at your side of the table.
- Real Estate Professionals
- Professional judgement and guidance across residential and commercial lease data
- Data Integrity
- Data integrity, privacy and security at the core of our onboarding mission
We migrated our 3,000-unit portfolio to Kompas and can't imagine going back. Rent collection is four business days faster, and we pay invoices without leaving the platform, automatically reconciled. Our leasing team now processes applications, background checks, and leases in one continuous flow, work that used to require three separate tools. Kompas will let us keep scaling with confidence.
Just started using Kompas and wow – I'm really impressed! The customer service is amazing – they listen, go out of their way to help, and make any special requests happen. The software is easy to navigate, and the team makes getting started a breeze. We're staying with this and see it as a great fit for the future of our growing business. I'd recommend it to other property management teams!
After nearly 10 years in property management, I've tried almost every PM software on the market. The major platforms aren't tailored to Quebec, and smaller ones can't handle real workflows. Kompas stands out because it's clearly built by real property managers and owners, covering every operational process without sacrificing accounting strength for ease of use. Their customer service is exceptional. I recommend Kompas to any landlord or management company.
We started using Kompas Management Company about a year ago, and the difference has been remarkable. Their software is tailor-made to handle both our tenant portal and accounting needs, and their team has customized the platform to fit us, not the other way around. Their customer service is always available and responsive. We recommend Kompas to any property management company looking for a partner, not just a vendor.
I've worked in property management for nearly 10 years and evaluated many software solutions. Most are strong in some areas but fall short in others; few understand both operations and accounting. Kompas stands out because it was built by people who understand the industry, covering day-to-day realities and the accounting we need. Their support is exceptional, and the team listens to feedback. I recommend Kompas to any property manager.
Kompas is a breath of fresh air for property management. Unlike clunky legacy software, it's incredibly intuitive and modern. The 'Lead-to-Lease' workflow and automated accounting are total game-changers for any team looking to scale. It's clearly built by people who understand the industry. Highly recommend!
Lauren was amazing to onboard us. Very happy we are working with Cory and the KOMPAS team!
Kompas has helped us bring greater structure and efficiency to our property management and accounting processes. The platform is intuitive, well adapted to the Quebec market, and lets us manage everything from invoices and payments to reconciliations in one place. The Kompas team is accessible, attentive to feedback, and genuinely committed to our success. I confidently recommend Kompas to other real estate owners and managers.
The switch to Kompas has saved myself and Lameer multiple hours each week on rent collection. As the person responsible for our entire e-transfer process, I used to spend hours mapping transfers and our admins spent hours entering deposits. With Kompas, I map an e-transfer once and A/R is instantly reflected, with zero admin or manager work needed. Excited to see what features are coming next!
Help Centre
Onboarding runs in four phases: a review of your business process, a merchant application, a data migration, and training delivered in person or remotely. A professional CPA is your onboarding lead through every one of them, making sure data is cleansed and validated and that go-live actually holds. That is a deliberate choice — the person moving your books is a qualified accountant rather than an implementation coordinator following a script.
It depends on the size of your portfolio and the state of your current environment, but a landlord under 100 units is typically live in under 30 days, and a mid-size operator around 500 units in four to six weeks. What moves that timeline most is whether your bank reconciliations, rent roll and renewal management are up to date going in. Our team assesses where you actually stand before quoting you a date, because no two portfolios are alike.
Plan for roughly two to three hours of your key people's time for the business process review, several hours a week for two to three weeks during data migration, and up to six hours of training split between accounting and operations. This is the question we are asked most often, and the honest framing is that switching platforms costs your team real time — the four-phase structure exists to make that time predictable rather than open-ended.
Our team has built migration playbooks for Hopem, Building Stack, QuickBooks, Yardi Breeze, PlexFlow and Proprio, and works with your team to extract data properly from your incumbent system and map it into the Kompas database using our migration tool. We also use the move to scrutinize the data coming out of your old system for accuracy, completeness and validity, which is usually the first time anyone has looked at it closely in years.
Go-live is scheduled at the start of the month so your books cut over cleanly, with a proper cut-off between the old system and the new one. That timing is not administrative preference — a mid-month cutover leaves a partial month split across two sets of records, which is exactly the mess a migration is supposed to avoid. Everything before the cut-off stays in your old system's history; everything after it is in Kompas.
Access is controlled by granular role-based permissions you set as system administrator, scoped both by job function and by the segment of the portfolio a person works in. A maintenance manager reaches service tickets; an accountant reaches receivables, payables and bank reconciliations; a super user reaches everything. Third-party leasing agents and vendors can be given properly scoped accounts at no cost, since seats are unlimited.
Our premium subscription tier carries a 24-business-hour response commitment, and support is reachable by phone, by email and through an online ticketing system. Support hours are 9 to 5 EST, Monday through Friday. An AI-powered live chat is available in the app at any time and hands you to a real person when it cannot answer what you are asking.