Access at the data layer
Role-based permissions control access to estate records. Team administration, two-step verification and access reviews support controlled account management.
Trust & controls
Built for evidence. Ready for review.
EstateOS supports a governed operating process. Product functionality is only one part of assurance: your data, policies, people and connected services need their own checks.
Controlled document evidence
Private documents use short-lived access links. File versions remain retrievable, with metadata linking evidence to the location and business record.
Preparation and review
Linked tasks and approvals retain the decision history. Accounting policy, specialist measurements and closes use the relevant maker-checker controls.
People validate AI proposals
Extracted lease terms remain proposed data, with confidence and source references preserved for human review before approval.
Recorded operating history
Database-triggered history records changes to governed business records, with actor and time set server-side. Closed accounting periods retain calculation evidence.
FRS 102 review support
Deterministic lease calculations and worked-example tests support finance review. Real inputs, judgements, tax treatment and accounting policy still require professional approval.
Implementation assurance
A controlled path to production.
01
Reconcile your data
Rehearse imports with counted records, field-level exceptions and owner-approved reconciliation.
02
Approve the accounting basis
Confirm lease inputs, opening balances, policy, discount rates and relevant specialist or tax judgements with your advisers.
03
Validate the people and workflows
Review roles, enrol security controls and exercise preparation, independent approval, close and export with authorised users.
04
Prove connected services
ERP posting and email delivery require configured services and end-to-end assurance. Integration frameworks are not evidence of a live connection.
No certification or blanket compliance claim is made here. Production approval depends on completed assurance, professional review and a parallel run against independently agreed results.