Every landlord, realtor, and property manager gets the same request: "send the rent roll as a spreadsheet" — and the only copy is a PDF. This rent roll PDF to spreadsheet converter pulls every unit into clean rows with AI: tenant, monthly rent, deposit, lease start and end, and balance owed. A lender request becomes a ten-minute job, not a lost weekend.
What's Included
- Unit-by-unit rows: Unit number, tenant name, monthly rent, deposit, lease dates, and outstanding balance — each in its own column.
- Multi-property merge: Drop rent rolls from several buildings and get one portfolio spreadsheet you can filter by property.
- An AI agent that knows your roll: Ask "who owes me money?" or "which leases end in the next 90 days?" and get a straight answer from your rows.
- Automatic follow-ups: An automation flags expiring leases and overdue balances on a schedule, so renewals never sneak up on you.
- Safe sharing: Give a lender or co-owner read-only access with permissions — they see the roll, not your whole workspace.
How To Use
- Clone this converter into your workspace.
- Upload your rent roll PDFs — one property or the whole portfolio.
- The AI extracts each unit into the spreadsheet with rents, dates, and balances.
- Turn on the lease-expiry automation so reminders run without you.
- Next time someone asks for the rent roll, send a clean, current spreadsheet the same hour.
Find more property and money tools built with Taskade Genesis in the Community Gallery.