CausaX

Real Asset Intelligence & Operations Plattform

Understand portfolios. Inform decisions. Direct operations.

CausaX connects properties, contracts, finances, documents and operations in one platform. Owners, asset managers and portfolio managers can review their holdings as a whole, compare individual properties and assess recorded rent payments, outstanding receivables and repair costs together, making action needs and the basis for decisions visible.

  • Two-factor sign-in
  • Data Protection
  • Hosted in Germany

Property Operating Platform

Portfolio data, contractual relationships and operations in one platform

Core Management

The property operating platform with the essential functions

FinTech Integration

Connect your banking, insurance, and financial services directly to CausaX

Bank connection

Import bank statements (CAMT.053 or CSV) and reconcile payments – available. PSD2 live connection: technically prepared, activation on request via a licensed account information service.

Insurance Management

Pilot: manage policies, renewals and claims per property – no insurer connection.

Credit check

In preparation: connection to a credit bureau for tenant applications.

All Functions in Detail

Maximum functionality in every area — from property management to finances, maintenance and reporting.

SECURITY

  • Secure sign-in — Protected sessions with automatic sign-out
  • 2FA (Two-Factor) — Two-factor authentication for additional account security
  • RBAC (Role-Based) — Granular access control by roles
  • Confirm email address — Email address confirmed via link
  • Password Reset — Secure password recovery
  • Session Management — Intelligent session management
  • Audit Logging — Complete traceability

PROPERTIES

  • Property Database — Centralized storage and complete management of all properties with detailed information
  • Map Integration — Geographic visualization of properties with interactive maps and location analysis
  • Photo Management — Advanced system for organizing, categorizing and managing property photographs
  • Documents — Central list of the documents you uploaded — no version archive.
  • Bulk Import — Efficient import of large volumes of property data from multiple sources
  • Insurance Management — Manage property insurance policies. Quotes, renewals, and claims.
  • Create and maintain properties — Complete property management

TENANTS

  • Create and maintain tenants — Complete tenant management
  • Credit Scoring — Professional tenant verification with credit scoring and risk assessment.
  • Tenant Portal — Self-service portal
  • Advanced Search — Powerful search filters
  • Online Payments — Online payment system

CONTRACTS

  • Contract Management — Intelligent contract management with AI-powered analysis
  • New Contract — Intelligent contract management with AI-powered analysis
  • Contract Templates — Reusable templates for all contract types
  • Digital Signatures — Internal digital signature with SHA-256 for traceability. Not a QES provider under eIDAS.
  • Export PDF — All Contracts

FINANCE

  • Financial Management — Comprehensive financial management
  • DATEV export & tax reports — Posting batches for your tax adviser, trial balance and VAT report.
  • Financial Reports — P&L, Cashflow, Balance Sheet

MAINTENANCE

  • Maintenance Tickets — Digital recording and management of maintenance requests
  • Service Provider Management — Management of external service providers and contractors
  • Scheduling — Appointment suggestions and conflict checks for contractor visits
  • Cost Tracking — Planned – not yet available.
  • Emergency Management — Planned – not yet available.
  • Mobile App — Planned – not yet available.

REPORTS

  • Reports & Analytics — Comprehensive financial reports and business intelligence
  • Financial Reports — P&L, Cashflow, Balance Sheet
  • Executive Dashboard — KPIs and metrics at a glance
  • Forecast drafts and metrics — Rules-based future forecasts
  • Data Export — Export Report

NOTIFICATIONS

  • Notification System — Intelligent notification system for real-time updates and automated alerts
  • Email Notifications — Automatic email notifications for all important events
  • Push Notifications — Planned – not yet available.
  • In-App Notifications — Integrated notifications directly within the application
  • Automatic Alerts — Automated alerts for important events and deadlines
  • Reminders — Configurable reminders for deadlines, payments, and appointments

For Every Property Type

Custom solutions for your specific needs

Residential Properties

Perfect for residential property portfolios and private landlords

Commercial Properties

Optimized for commercial properties and large portfolios

Everything beyond the Property Operating Platform

CausaX connects people, processes, data, documents and finance in one system. In the long run our ambition reaches beyond residential and commercial property to other real assets.

Ready for your Property Operating Platform?

Discover a connected approach to your property operations.

✓ Personal demo ✓ Individual offer ✓ Data takeover from your files ✓ Hosted in Germany