HappyTenant
HT ProductRIA AI

Property intelligence, powered by RiaAI.

RiaAI is HappyTenant's intelligent layer — from the Claude MCP connector and My Day AI summarizer to smart workflows across leasing, finance, maintenance, and reporting.

RiaAI

Online · Property management expert

How do I reduce arrears across my portfolio?

Ask RiaAI anything about your portfolio…

New integration

Talk to your portfolio in plain English.

HappyTenant now connects directly to Claude through our MCP connector — instant answers straight from your live property data. No exports, no spreadsheets, no reports to build.

HappyTenant×
Claude
New integration
Which leases expire in the next 60 days?
You have 14 leases expiring before September — with tenants, units, and renewal status.

Overdue invoices, vacant units, open work orders, collections — just ask.

Live from HappyTenant

Live

14

Expiring

671

Active

8

Overdue

Unit 4B · Marina Tower

Aug 12

Suite 1201 · Harbour Offices

Sep 3

Lease portfolio overview

Secure OAuth sign-in with PKCE100% read-onlyCompany-isolated data29 data areas covered

Leases · Invoices · Payments · Tenants · Landlords · Units · Properties · Work Orders · Leads · Deals · Inspections · Contracts + more

Ask Claude things like:

"Which leases expire in the next 60 days?"
"Show me overdue invoices by property"
"Which work orders have been open the longest?"
"Summarize this month's payments vs last month"
Claude MCP Connector

From question to live portfolio answers

Ask Claude about leases, invoices, work orders, or payments — and get answers pulled directly from your live HappyTenant data. No exports, no spreadsheets, no reports to build.

Secure OAuth with PKCE
Read-only access with company-isolated data.
29 data areas
Leases, invoices, payments, tenants, work orders, and more.
Instant answers
Claude responds from live portfolio data in plain English.
HappyTenant×
Claude
New integration
Which leases expire in the next 60 days?
14 leases expiring before September — with tenants, units, and renewal status.

Live snapshot

Live

14

Expiring

671

Active

8

Overdue

Unit 4B · Marina Tower

Aug 12

Suite 1201 · Harbour Offices

Sep 3
Portfolio overview

Leases · Invoices · Work orders · Payments

My Day AI Summarizer

Every task summarized. Your whole day, in one view.

Every morning, RiaAI reads your My Day queue and summarizes each task individually — then pulls everything together into one collective briefing so you know exactly where to focus.

  • Individual summaries — RiaAI explains each My Day task in plain language with context and suggested next steps.
  • Collective briefing — one combined summary highlighting priorities, risks, and where to focus first.

RIA My Day

AI Summarizer

Per-task summaries

Lease renewal — Unit 4B

Expires in 18 days. Tenant has no outstanding balance. Draft renewal notice?

Maintenance — HVAC ticket #882

Open 3 days. Assigned to CoolAir. Tenant follow-up pending.

Collection — Marina Tower

2 overdue invoices totalling $14,200. Send reminder batch?

Your day at a glance

3 urgent items, 2 overdue tasks, $45,314 collected last week. Priority: lease renewals and collections follow-up.

Built in, not bolted on

AI that understands property operations.

RiaAI lives inside the workflows your team already runs — from Claude-connected data access to My Day summaries, smart assignment, and finance reminders.

What RiaAI can do for your team.

From the Claude MCP connector and My Day summarizer to predictive maintenance and finance reminders — RiaAI helps every role move faster.

  1. New integration

    Ask Claude questions against live HappyTenant data.

    Connect Claude to HappyTenant via our MCP connector and get instant answers about leases, invoices, work orders, payments, and more — pulled directly from your live portfolio.

    OAuth with PKCERead-only access29 data areas
    HappyTenant×
    Claude
    New integration
    Which leases expire in the next 60 days?
    14 leases expiring before September — with tenants, units, and renewal status.

    Live snapshot

    Live

    14

    Expiring

    671

    Active

    8

    Overdue

    Unit 4B · Marina Tower

    Aug 12

    Suite 1201 · Harbour Offices

    Sep 3
    Portfolio overview

    Leases · Invoices · Work orders · Payments

  2. RIA My Day

    AI summaries for every task — and your whole day.

    RiaAI summarizes each My Day task individually, then combines them into one collective briefing with priorities, risks, and recommended next steps.

    Per-task summariesCollective briefingMorning focus

    RIA My Day

    AI Summarizer

    Per-task summaries

    Lease renewal — Unit 4B

    Expires in 18 days. Tenant has no outstanding balance. Draft renewal notice?

    Maintenance — HVAC ticket #882

    Open 3 days. Assigned to CoolAir. Tenant follow-up pending.

    Collection — Marina Tower

    2 overdue invoices totalling $14,200. Send reminder batch?

    Your day at a glance

    3 urgent items, 2 overdue tasks, $45,314 collected last week. Priority: lease renewals and collections follow-up.

  3. Conversational AI

    Get answers from your property data, instantly.

    RiaAI understands your portfolio context. Ask about arrears, occupancy, lease renewals, maintenance backlogs, or reporting — and get clear, actionable guidance without digging through screens.

    Portfolio Q&AOperational guidanceAlways available

    RiaAI

    Online · Property management expert

    How's collections performance across my portfolio?

    Ask RiaAI anything about your portfolio…

  4. ServiceHub

    Route work orders to the right technician.

    RiaAI matches maintenance jobs based on skills, location, workload, and urgency — replacing round-robin assignment with intelligent routing that gets issues resolved faster.

    Skill matchingWorkload balanceUrgency priority
    RiaAI assignment
    WO-1048

    96% match

    Best match score

    Match quality trend for this work order

    0%Best match

    Top technician scores for this work order.

    Tucker C.

    0%

    HVAC

    Sam R.

    0%

    General

    Alex K.

    0%

    Plumbing

  5. Maintenance

    Spot problems before they become costly downtime.

    RiaAI analyzes maintenance patterns across your portfolio to flag recurring issues, recommend preventive action, and help facility teams act earlier.

    Pattern detectionPreventive actionCost reduction

    Portfolio signals

    Early warnings across active leases

    5 flagged

    Active risks

    3

    Recommended actions

    2

    Renewal risk detected

    Unit 3B · lease ends in 42 days

    High

    Payment delay pattern

    Unit 5A · 2 late payments in 90 days

    Watch

    Document missing

    Unit 2C · renewal addendum not uploaded

    Action

    RiaAI monitors lease activity, payments, and timelines to surface issues before they escalate.

  6. Leasing

    Smarter renewals, approvals, and lease signals.

    From renewal risk detection to smart approvals and AI signals across the lease lifecycle, RiaAI helps leasing teams act before revenue or compliance risk builds up.

    Renewal alertsSmart approvalsAI signals
    AI Renewal Assistant
    Unit 3B - Sarah Chen
    Payment:98%
    Term:2 years
    Generate Renewal Offer
    Based on payment history, lease duration, and market rates
    Recommended Offer
    Monthly Rent$1,250
    Lease Term24 months
    5% increase (market rate)
  7. Accounting

    Never miss a bill, PDC, or collection follow-up.

    RiaAI sends reminders for important bills, post-dated cheques, bounced payments, and tenant collection updates — keeping finance teams ahead of receivables risk.

    PDC follow-upBounced cheque alertsCollection nudges

    Payment history

    $1,200

    upcoming
    Jan 15
    Receipts12
    Updated live
  8. Reporting

    Turn data into decisions across your portfolio.

    RiaAI supports performance reporting, occupancy insights, rental income analysis, and property-level analytics — helping managers and owners see what matters without manual report building.

    Performance summariesOccupancy trendsOwner-ready insights

    18 insights

    Smart recommendations

    Opportunities ranked by business impact

    6 alerts

    Intelligent alerts

    Grouped by urgency and type

    Overdue collections
    2
    Expense threshold
    1
    Lease renewal risk
    3

    RIA insight summary

    Clear next actions from reporting noise.

    +8% rent growth
    Maintenance spike
    15%
    Rent growth
    +8%
    Grace period
    2 due
Ask RiaAI

Your property expert, on demand

Ask RiaAI about arrears, lease renewals, maintenance backlogs, occupancy, or reporting. Get clear answers grounded in your portfolio — without switching tools or waiting on manual analysis.

Conversational access
Ask natural-language questions and get answers tailored to property management workflows.
Portfolio context
RiaAI understands leases, units, collections, and operations — not generic business data.
Faster decisions
Move from question to action with summaries, reminders, and recommendations in one place.

RiaAI

Online · Property management expert

How's collections performance across my portfolio?

Ask RiaAI anything about your portfolio…

Intelligence for every stakeholder.

Managers, facility teams, finance, and power users each get AI support designed for the decisions they make every day.

  1. MANAGERS

    Operational clarity

    My Day summaries, anomaly alerts, and portfolio briefings keep managers focused on what needs action today.

    RIA My Day

    Morning briefing

    3

    Urgent

    2

    Tasks

    $45k

    Collected

    Priority: lease renewals and collections follow-up.

  2. FACILITY TEAMS

    Smarter maintenance routing

    Intelligent work order assignment and predictive maintenance insights reduce response times and repeat issues.

    RiaAI assignment
    WO-1048

    96%

    Best match · Tucker C.

    Tucker C.

    HVAC

    96%

    Sam R.

    General

    81%
  3. FINANCE

    Proactive collections

    Ask Claude about overdue invoices, payment trends, and PDC follow-ups — or get automated reminders inside HappyTenant.

    Smart notifications

    RiaAI

    reminders
    Live
    Bills due3
    PDC follow-up2
    Tenant alertsSent
    Updated live
  4. POWER USERS

    Claude + live data

    Connect Claude to HappyTenant and explore leases, work orders, and payments in plain English — no exports required.

    ×Claude
    Which leases expire in 60 days?
    14 leases expiring — with renewal status.

    14

    Expiring

    671

    Active

    8

    Overdue

Why teams choose RiaAI.

Claude MCP connector

Talk to live HappyTenant data in plain English through Anthropic's Claude.

My Day summarizer

Individual and collective AI summaries every morning.

Built into HappyTenant

AI woven across leasing, finance, maintenance, and reporting — not bolted on.

29 data areas

Leases, invoices, payments, tenants, work orders, and more — all queryable.

Secure by design

OAuth 2.1-style sign-in with mandatory PKCE, read-only access, and company-isolated data.

Action-oriented

Surfaces what to do next — not just what happened yesterday.

Try asking RiaAI right now.

Open the chat from anywhere on the site, connect Claude to HappyTenant via MCP, or explore My Day summaries in your dashboard.

See RiaAI inside HappyTenant.

Book a demo to see the Claude MCP connector, My Day AI summarizer, and RiaAI workflows across your portfolio.