AI Agent for Data Extraction | Lease Abstraction Case Study

Client's Goal: A Senior Financial Analyst at CBRE, needed a way to quickly extract critical terms—termination rights, rent escalations, renewal options—from hundreds of lengthy, inconsistent commercial lease PDFs. His team relied on manual data entry, which was slow, error-prone, and costly, making underwriting and reporting a headache.

100+ leases/month, each 50+ pages, all formatted differently

20+ hours/week lost to manual entry, with frequent costly errors

Off-the-shelf tools failed: couldn’t handle varied formats or deliver the accuracy needed

External hires didn’t solve accuracy or speed issues

Solution & Approach: I delivered a fully automated lease abstraction AI agent, tailored to CBRE’s process. The system ingests bulk lease PDFs, extracts all key clauses, and outputs clean, structured spreadsheets for underwriting, risk tracking, and reporting. I configured custom extraction logic and prompt engineering to handle CBRE’s unique lease formats and clause requirements, ensuring near-perfect accuracy. After a single hour of calibration, the agent was running in production—no ongoing manual setup or data wrangling required.

Bulk Lease Processing: Handles up to 100+ commercial leases/month, each 50+ pages, with no format restrictions

Direct Upload: Accepts PDFs (native/scanned), Word, and images via local or cloud (Google Drive, Dropbox, Box)

Custom Extraction Logic: Identifies and pulls all critical terms: termination, rent escalations, renewal, key dates, financials, and custom clauses

Structured Spreadsheets: Outputs ready-to-use Excel, CSV, or Google Sheets for instant review, comparison, and reporting

Accuracy & QA: Delivers up to 99.5–100% accuracy; built-in QA links extracted data to original document context for audit and compliance

Integration Ready: Data can be exported or integrated into property management/accounting systems via API or Make

No Data Retention: No lease data is stored after processing, supporting strict confidentiality

Compliance Support: Outputs are audit-ready for ASC 842/IFRS 16 standards

20+ hours/week saved: No more manual entry

88–100% reduction in errors: Outputs trusted for financial/legal decisions

85% increase in capacity: Team focuses on analysis, not data wrangling

Consistent throughput: 100+ leases/month processed automatically

Immediate ROI: No new hires needed, system operational in 1 hour

Here's how his team summed it up:

“We’re processing 100 leases monthly with complete accuracy—something we couldn’t do manually or with other tools. We saved money and eliminated hiring needs.”

Ready to automate your document-heavy workflows? Let’s turn your repetitive, high-risk manual work into a reliable, fully-automated pipeline—freeing your team for higher-value analysis.