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Case study · Real estate

Regional real estate firm: from a closed ERP to an operation AI agents can read, audit and close

KINTO gave a real estate firm locked inside a sector ERP an agent layer that reads the ERP, shows lease by lease the status of each document, and writes only when a person approves.

By KINTO · Published

Figures, each with its source

  • thousands

    ERP endpoints inventoried and curated for agents

    Measured

  • dozens, 100% matching

    rent invoices reconciled, ERP vs. ledger

    Measured

  • over a hundred thousand messages, more than four years

    WhatsApp history analyzed

    Measured

Ranges or orders of magnitude where a figure could identify the client, each with its source.

How the transformation unfolded From the problem to what changed, in the five steps every KINTO case follows.
  1. Problem

    The whole operation (leases, invoicing, treasury, maintenance) lived in a property-management ERP with thousands of undocumented API services, the old website was maintained apart from the ERP, and WhatsApp support depended on the office.

  2. Signals

    Four signals: market, business, user experience and support.

  3. How we understood it

    We inventoried the ERP before automating, ran read-only audits that cross-checked leases, their documents and the old site, and mined more than four years of WhatsApp with one rule: a fact enters the agent only if it appears in two separate, recent conversations.

  4. What we built

    A read-only agent layer on the ERP, a closing dashboard with an approval queue, an internal assistant, a WhatsApp agent that uses ERP prices, and a listings site rebuilt from the ERP on every build.

  5. Transformation

    The close runs through a dashboard with an approval queue, with the ERP and the ledger matching document by document, and the listings site is rebuilt from the ERP on every build.

Before and after, by dimension Editorial levels from 0 to 4 read from the text of this case, never a figure drawn to scale.
  • Agent access to the ERP

    Before

    No agent layer (level 0 of 4)

    After

    Read-only, a person approves (level 4 of 4)

  • Listings source

    Before

    Kept apart from the ERP (level 1 of 4)

    After

    Rebuilt from the ERP (level 4 of 4)

  • WhatsApp answers

    Before

    Office-dependent (level 2 of 4)

    After

    ERP prices, impact not measured (level 3 of 4)

The four signals we read What the market, the business, the user experience and support were saying before KINTO built anything.
  • Market

    It takes listings from across the country, but its channel only offered its home city and lost people asking about other cities.

  • Business

    The old site and the ERP did not match.

  • User experience

    Management needed to ask the ERP in plain language instead of navigating menus.

  • Support

    Some conversations in the last year ended because the inventory had nothing that matched.

How a fact reaches the agent
  1. ERP inventory Before automating
  2. Read-only audits Leases, documents, old site
  3. WhatsApp history A fact needs two recent conversations
  4. Approval queue Every ERP write goes through a person

Connections

  • ERP inventory → Read-only audits
  • Read-only audits → WhatsApp history
  • WhatsApp history → Approval queue

KINTO gave a real estate firm locked inside a sector ERP an agent layer that reads the ERP, shows lease by lease the status of each document, and writes only when a person approves.

Problem

The whole operation (leases, invoicing, treasury, maintenance) lived in a property-management ERP with thousands of undocumented API services, the old website was maintained apart from the ERP, and WhatsApp support depended on the office.

Signals

  • Market: It takes listings from across the country, but its channel only offered its home city and lost people asking about other cities.
  • Business: The old site and the ERP did not match.
  • User experience: Management needed to ask the ERP in plain language instead of navigating menus.
  • Support: Some conversations in the last year ended because the inventory had nothing that matched.

How we understood it

  • ERP inventory before any automation: every API was cataloged and the real authentication was debugged error by error.
  • Read-only audits: leases and properties in the ERP were cross-checked against documents kept across email, shared folders and scans (with OCR), and against the old site’s catalog. Result: a verifiable inventory of leases, properties and their documents.
  • WhatsApp history mining: More than four years of conversations classified with a closed taxonomy, voice notes transcribed. This turned what the team knew into verifiable facts.
  • Measure before fixing: every dashboard improvement was first reproduced with automated browser tests.

What we built and why

  • An agent layer on the ERP: a command-line tool built for agents, read-only by default, with curated operations and error messages that suggest the next step. The ERP stays the source of truth.
  • Close-the-books dashboard: shows lease by lease the status of each document; ERP writes go through a queue a person approves, with dry run, read-back and duplicate protection.
  • Internal conversational assistant with per-person memory and explicit permission for any write.
  • WhatsApp agent that shares listings with photos and the official ERP price (synced daily), takes damage reports, schedules visits and escalates to an adviser, with a health monitor that alerts when the channel cannot operate even if everything looks green. The official price “is law.”
  • New listings site fed by the ERP, with a map per property, a WhatsApp button prefilled with the property, redirects driven by Search Console data, and a guard that blocks publishing a catalog without photos.
  • Old-site rescue: verified backup and a human review tool to decide what to keep from the old site.

Why this way: In real estate the costly mistakes are writing wrongly to the books or promising a wrong price, so every write goes through a person and everything the agent states comes from authoritative data.

Transformation

  • The close runs through a dashboard with an approval queue, with the ERP and the ledger matching document by document.

  • The listings site is rebuilt from the ERP on every build, so what is published comes from the source of truth.

  • The WhatsApp agent reached production with the real inventory and produced two by-products: a list of neighborhoods with unmet demand and a catalog data-quality report.

  • ERP endpoints inventoried and curated for agents: thousands (measured)

  • rent invoices reconciled, ERP vs. ledger: dozens, 100% matching (measured)

  • WhatsApp history analyzed: over a hundred thousand messages, more than four years (measured)

What we don’t know yet

  • Commercial impact of the agent (visits, conversion): there was no sustained traffic to measure yet.
  • Accounting hours saved: not yet timed.
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