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Migration Guide

Switch from Yardi Breeze to LeaseBase

Yardi Breeze offers solid reporting for small portfolios, but standard Breeze limits report customization. Export your properties, tenants, and financials — LeaseBase imports them automatically.

What You Can Export from Yardi Breeze

Data TypeFormatsNotes
Properties & UnitsCSV, ExcelVia property list reports
Tenant Data & StatementsCSV, Excel, PDFTenant profiles and statement history
Financial ReportsCSV, Excel, PDFGeneral Ledger, P&L, Balance Sheet
Owner StatementsPDFConsolidated PDF format only
Payables & PaymentsCSV, ExcelAP records and payment history
Custom ReportsCSV, Excel, PDFBreeze Premier only — ad-hoc reports with drill-down

Standard Breeze has limited report customization. Breeze Premier adds custom and ad-hoc reports with drill-down capabilities.

Step-by-Step: Export Your Data from Yardi Breeze

Step 1. Log in to Yardi Breeze and navigate to Reports from the main navigation menu.
Step 2. Select Tenant List or Rent Roll to export your tenant and lease data. Set the date range to include all active and recent tenants.
Step 3. Click the Export button in the top-right corner and choose Excel or CSV format.
Step 4. Repeat for financial reports: go to Reports → Financials and export your General Ledger, P&L, and Balance Sheet.
Step 5. For owner statements, navigate to Reports → Owner Statements and download the consolidated PDF.
Step 6. Upload all exported files to LeaseBase.

How LeaseBase Imports Your Data

1. Upload — Drop your CSV, XLSX, or PDF files into LeaseBase. Upload one file or many at once.
2. AI Classifies & Extracts — Our AI identifies each document type (rent roll, tenant list, financial report) and extracts every property, unit, tenant, and lease term automatically.
3. Review & Confirm — Smart entity matching resolves address variations and name differences. Green means auto-matched, amber means confirm. Nothing changes until you approve.

What Gets Imported

Properties

Addresses, property types, ownership details

Units

Unit numbers, bedrooms, bathrooms, rent amounts

Tenants

Names, contact information, lease associations

Leases

Start/end dates, rent amounts, terms, deposit amounts

Payment history from Yardi Breeze is exported for your records. LeaseBase starts fresh with rent collection — tenants pay through your new LeaseBase tenant portal.

Why Landlords Switch from Yardi Breeze

  • No per-unit pricing. Yardi Breeze charges per unit per month. LeaseBase offers flat-rate plans from $19/mo regardless of portfolio size.
  • Full report customization included. Custom and ad-hoc reports on every plan — no Premier upgrade required.
  • California compliance built in. Rent caps, deposit limits, and required disclosures for 60+ cities — tracked and updated nightly.
  • AI-powered operations. Smart briefings, maintenance triage, and document classification that Breeze doesn’t offer.

Ready to switch from Yardi Breeze?

Export your data, upload to LeaseBase, and be live in an afternoon. Founder-led onboarding included.