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What is Portfolio Manager?

Blue Sky's "Portfolio Manager" Lease Management Software offers a user-friendly SaaS solution for the centralized oversight of lease agreements. This platform enhances the management of lease and maintenance contracts throughout their entire lifecycle, thereby bolstering the audit process, lowering expenses, boosting cash flow, and reducing risk through a unified view that enhances enterprise value. Furthermore, Portfolio Manager facilitates comprehensive status management for ongoing leasing RFPs, enabling users to track statuses, notes, documents, and subsequent actions for each active project. The software supports efficient data entry through flat file data imports and is highly customizable, featuring extensive reporting functions. Users can export any data field to Excel via the report writer, and pre-built templates are designed to integrate with most ASC842 lease accounting software. Additionally, the automated management of end-of-lease terms includes customizable parameters and alerts, ensuring that users never overlook a lease expiration. For those with specific needs, custom programming options are also available, making it a versatile choice for lease management. Overall, Portfolio Manager stands out as a comprehensive tool for organizations looking to optimize their lease management processes effectively.

What is FinQuery?

FinQuery is an intelligent accounting platform built to automate and unify financial processes across leases, contracts, prepaids, and accruals. Accounting starts long before the ledger, and FinQuery bridges that gap by transforming raw documents into compliant, audit-ready financial data. Its Lease Accounting software automatically calculates amortization schedules, journal entries, and footnote disclosures while ensuring full compliance with global standards including FRS 102, IFRS 16, ASC 842, GASB 87/96, and SFFAS 54. The Prepaid & Accrual Accounting module reduces manual effort by up to 80%, automating recognition schedules and simplifying reconciliations for faster period closes. Meanwhile, Contract Management centralizes all agreements in one secure, searchable repository, complete with automated data abstraction for simplified tracking and analysis. FinQuery’s AI-powered tools validate data accuracy, minimize human error, and generate real-time insights for auditors and financial controllers. Its deep ERP integrations and configurable dashboards ensure a seamless flow of financial information across systems. Organizations benefit from rapid onboarding, expert accounting support, and 99% customer satisfaction backed by a global client base. With over 8,000 customers, including Fortune 500 firms, universities, and public entities, FinQuery has become the trusted standard in automated financial compliance. It’s the smarter way to manage every accounting workflow—accurately, securely, and efficiently.

Media

Media

Integrations Supported

JD Edwards EnterpriseOne
Sage Intacct

Integrations Supported

JD Edwards EnterpriseOne
Sage Intacct

API Availability

Has API

API Availability

Has API

Pricing Information

$300.00/month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Blue Sky Capital Strategies

Date Founded

2007

Company Location

United States

Company Website

blue-sky.capital/portfolio-manager/

Company Facts

Organization Name

FinQuery

Date Founded

2001

Company Location

United States

Company Website

finquery.com

Categories and Features

Lease Accounting

Amortization Schedule
Asset Management
Billing & Invoicing
Budgeting & Forecasting
Capitalization Reporting
Critical Date Alerts
Expense Tracking
For Equipment Leases
For Real Estate
Payment Tracking
Portfolio Management
Tax Management

Lease Management

Billing & Invoicing
Commercial Leases
Contact Management
Landlord Database
Lease Classification
Portfolio Management
Property Management
Residential Leases
Retail Leases
Sublease Management
Tenant Database

Categories and Features

Lease Accounting

Amortization Schedule
Asset Management
Billing & Invoicing
Budgeting & Forecasting
Capitalization Reporting
Critical Date Alerts
Expense Tracking
For Equipment Leases
For Real Estate
Payment Tracking
Portfolio Management
Tax Management

Lease Management

Billing & Invoicing
Commercial Leases
Contact Management
Landlord Database
Lease Classification
Portfolio Management
Property Management
Residential Leases
Retail Leases
Sublease Management
Tenant Database

Real Estate Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Commission Management
Contract Management
General Ledger
Mobile Access
Payroll
Property Development Management
Reporting / Analytics
Work Order Management

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