Planon vs Valix CRE Engine

Planon provides an IoT-enabled Integrated Workplace Management Solution (IWMS) for organizations managing real estate, space, workplace services, assets, maintenance, energy, and sustainability. Its real estate tools cover portfolios, leases, invoices and cashflow, transactions, and capital projects. Asset and maintenance functions include work orders, preventive and predictive maintenance, asset lifecycle, vendors and warranties, health and safety, inventory, and procurement. Workplace capabilities include desk and room booking, visitor management, workplace services, and sensor insights, with Core, Advanced, and Enterprise tiers described. The Planon Workplace App lets employees book spaces, request services, and view workplace information; other listed mobile apps cover field services, asset management, and condition assessment. Planon describes an open platform with REST API tools and a Marketplace for apps and system connections. Its cloud services list AWS and Microsoft as hosting providers for Planon Live SaaS, with environment location agreed in the Order Form. Assurance information for Planon Universe SaaS includes ISO 27001, ISAE 3402 Type II, and SOC 2, but the stated scope covers selected services. Pricing is available on request, and the Workplace App page offers a free 14-day trial.

Valix CRE Engine is a web platform for commercial real estate operators, independent firms, syndicators, and asset managers managing 150 to 2,000 units. It handles CAM reconciliation, percentage rent, tax escalation, co-tenancy, and sub-metering. CAM workflows automate annual true-ups, track recoverable and non-recoverable charges, and generate tenant statements. Percentage-rent calculations support natural and artificial breakpoints, custom calculations, tenant exceptions, and auditable quarterly true-ups. Tax escalation uses square footage, lease commencement, and exclusions before posting one general-ledger entry. Meter readings become consumption-based charges posted to tenant ledgers in real time. Accounting includes a double-entry ledger, 101 Yardi-compatible accounts, integer-cent precision, period locking, audit trails, 1099 generation, and fixed-asset depreciation. An AI lease scanner extracts 22 fields and flags results below 85% confidence for review. Investor tools include consolidation, waterfall distributions, K-1 generation, and a portal. Residential Core costs $2 a month per unit; Commercial Pro costs $4 a month per unit.