Acquisitions, feasibility studies, refurbishments, incidents, the status of every property…
Real-estate asset management ERP on Business Central
Per-asset profitability, rents up to date and multi-company consolidation.
A single source of truth for the whole portfolio: every asset with its real P&L, every contract with its CPI automatically updated, every company consolidated in the group. dvproject Patrimonio on Microsoft Dynamics 365 Business Central — financial data governed, not just administered.
The definitive platform for CFOs, asset managers, property holders and REITs consolidating multiple companies and highly complex property portfolios under unified corporate control.
Microsoft Solutions Partner · Co-sell Published on Microsoft AppSource Microsoft-certified extension From acquisition to rental in the same Business Central
What is dvproject Patrimonio
The ERP that covers the complete real-estate asset cycle.
A real-estate asset management ERP built as a native extension on Microsoft Dynamics 365 Business Central. It centralises the sector’s financial and operational logic out of the box: contracts, rents, automatic CPI indexing, cost-tracked incidents and analytical investment control on Microsoft’s financial core.
Contracts, CPI-indexed rents, automatic invoicing, treasury, group consolidation…
Both sides, on the same data. Every property is linked to its contract, its costs and its rent: each asset’s profitability is known while it can still be corrected, not at year-end close.
What makes dvproject Patrimonio a different real-estate asset management platform.
| What the market offers | What it lacks | Business Central + dvproject Patrimonio |
|---|---|---|
| Rental software | Operation only: no feasibility, no asset cost, no real accounting | The asset’s complete cycle with its P&L inside the ERP |
| Departmental tools (CRM, document management) | Each department its own truth; nobody consolidates | Sales, technical, administration and finance on the same data |
| Satellite apps on another ERP | Fragile integrations that break with every update | Native AL extension: updates with every Microsoft wave without breaking |
| Generic ERP with no real-estate vertical | No concept of asset, contract, CPI or rent | Real-estate logic as standard on Microsoft’s financial core |
Asset control and optimisation
5 pillars of asset control and optimisation
Your portfolio’s key processes optimised by unifying management with dvproject Patrimonio.
Immediacy
Traditional management without dvprojectEvery contract and rent review lives in separate spreadsheets per company, fragmenting the information and offering a static snapshot of the portfolio.
The solution with dvproject
Contracts operate integrated in the financial core and invoicing runs automatically. Management has a consolidated, real-time view of the entire property portfolio.
Unicity
Traditional management without dvprojectSales, accounting and document areas work in isolated applications, forcing duplicate manual data entry.
The solution with dvproject
Every department works on a single Business Central database, guaranteeing absolute data traceability from the source.
Protection
Traditional management without dvprojectRent reviews are tracked manually, leading to missed contract updates and erosion of the operating margin.
The solution with dvproject
Massive, automated CPI indexing across the whole asset portfolio, with automatic tenant notice letters and a review audit built into the contract.
Agility
Traditional management without dvprojectProducing consolidated reports for the board or banks takes days of manual work to comply with the mandatory per-property accounting separation.
The solution with dvproject
Each asset or development acts as an independent analytical unit. Rent breakdowns and per-property P&L are generated in minutes with native Power BI dashboards.
Automation
Traditional management without dvprojectGroup closes across multiple companies run on external templates, slowing down intercompany eliminations.
The solution with dvproject
Automated intercompany processing and native accounting consolidation inside the ERP, cutting close times to a few days.
The common cause is the same: portfolio data is not governed in a single system. That is exactly what a real-estate ERP on Business Central solves: the combination of Business Central + dvproject Patrimonio.
Why dvproject Patrimonio
The 3 biggest advantages of this real-estate asset management ERP
3 reasons why asset holders, holdings and REITs choose this real-estate asset management platform on Business Central.
Real financial governance
Native multi-company consolidation for groups, automating intercompany transactions and eliminating manual Excel closes.
Safe updates
Developed in native code (AL) as a Microsoft AppSource extension, the system updates automatically with every Business Central version without breaking customisations or the data structure.
Local regulatory compliance
Ready out of the box for Spanish tax and technology regulations, such as the Verifactu 2026 requirements and e-invoicing.
Who is this asset management ERP for?
- Asset holders
You live off the rental of your own portfolio. Rents up to date, CPI applied and occupancy under control, with each property’s P&L in sight.
- Multi-company holdings and REITs
One company per asset or development, then consolidation. Each company separately and the whole group at once, with the traceability audits demand.
- Developers who keep the asset
You develop and operate (build-to-rent). The entire cycle in one system: from land and construction to the rental contract, without switching tools halfway.
- Asset managers and rental administrators
You manage third-party portfolios. You need to automate periodic invoicing and mass rent updates without mixing clients.
Value proposition by role
What dvproject Patrimonio solves for each role in your company
Native multi-company consolidation and real per-asset profitability
Closes without Excel: accounting, per-property analytics and the holding’s tax management in the same Business Central, with Verifactu 2026 as standard.
- Automated CPI: rents updated and tenant letters with one click.
- Smart consolidation: multi-company, multi-currency and multi-tax without manual tasks.
- Per-asset operating account: income and costs by development, property or contract.
Control of the asset cycle: from feasibility to operation
Acquisition, feasibility scenarios and the status of every operating unit —free, reserved, deposit, sale or rental— without leaving the ERP.
- Feasibility without spreadsheets: economic studies with up to 7 control levels.
- Dynamic sales management: funnel for acquisitions, visits and offers.
- Refurbishment traceability: every cost booked to its asset.
Microsoft technology for the strategic management of your assets
Secure, scalable infrastructure: an official Microsoft AppSource extension that updates itself without breaking your operations.
- Microsoft guarantee: certified under its international extension model.
- Power BI dashboards: sales ratios, inventory and treasury forecasts.
- Absolute mobility: real time from any device.
Bring your property portfolio into the Microsoft ecosystem: dvproject Patrimonio is the vertical ERP on Business Central that unifies accounting, rental automation (CPI), feasibility studies and advanced Power BI analytics for REITs and asset holders.
What standard BC does not do on its own.
dvproject is a Microsoft-certified extension for Dynamics 365 Business Central. If you already work with BC, this solution gives your system the capabilities of a real asset management ERP, preserving the integrity of your data and ensuring the continuity of Microsoft’s automatic cloud updates.
- Microsoft Solutions Partner · Co-sell
- Published on Microsoft AppSource
- Microsoft-certified extension
- 23 years in the sector
| Feature | Standard BC | BC + dvproject |
|---|---|---|
| Real-estate opportunity acquisition with full records | ||
| Economic feasibility studies per asset | ||
| Asset states (free, reserved, rented, sold) | ||
| Rental contracts with automatic CPI updates | ||
| Automatic tenant notice letters | ||
| Per-property incident management with cost booked to the asset | ||
| P&L by property, development or typology | ||
| Native Power BI templates for the real-estate sector |
This is the selection of the 8 most differential features. The full comparison covers 9 areas and 60+ functions: CRM, feasibility, development, sales, operation, maintenance, finance, analytics and platform.
Get instant access to the dvproject Patrimonio technical demo
Almost every CFO and asset manager who writes to us wants the same thing before sitting down to a meeting: to see the system from the inside. Fill in the form and instantly unlock the demo, with the asset portfolio, CPI-indexed rents, per-property P&L and group consolidation.
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What customers of this product say
Lo que dicen nuestros clientes
En nuestra empresa hemos conseguido disponer de toda la información en tiempo real en un único sistema. Además, la flexibilidad y automatizaciones de dvproject nos permite a todo el equipo trabajar mejor juntos, realizando lo mejor de cada uno de nosotros, haciendo que las decisiones estratégicas sean fáciles.
Gracias a dvproject hemos recuperado la confianza en Business Central, nos permite tener un control integral de todo nuestro negocio.
Gracias a dvproject hemos conseguido centralizar y agilizar nuestras facturaciones de todas nuestras empresas bajo una única herramienta.
Your case is not generic
That was the generic part. Shall we talk about your case?
We have shown you the tool in general. Leave us your details and we will schedule a 30-minute meeting — focused only on your concerns and bottlenecks, on what really worries you — with a senior sector consultant.
Frequently asked questions about real-estate asset management
How do I connect rental contracts with each company’s invoicing and accounting?
By having the contract live in the same system that invoices and posts. In dvproject Patrimonio every contract carries its rent, review index and calendar, and automatic periodic invoicing flows from it; the entry reaches the corresponding company’s accounting without re-keying. When the group has several companies, each one invoices and posts its own and the consolidated view is produced inside Business Central itself.
What is the best software for reporting a property portfolio to the board or the bank?
The one that never makes you build the report. If rent, cost and occupancy data already lives governed in the ERP, reporting is a query, not a project: P&L by property, development and company in real time, with Power BI natively connected for the board’s dashboard. dvproject Patrimonio does it on Business Central, with role-based permissions so each profile sees only what it should.
How do I split a building’s common costs across its properties?
Define the allocation rule once and let the system post. In dvproject Patrimonio common costs —property tax, community fees, insurance, maintenance— are assigned to the development or building and allocated to each property by percentage according to the defined rule (surface, coefficient or manual). Each asset’s P&L thus reflects its real share of the expense, and per-asset profitability stops being inflated by costs nobody was allocating.
Tell us about your case
Fill in the form and a senior sector consultant will get in touch. The meeting takes 30 minutes, is free and focuses only on your concerns — to then prepare a tailored demo.
Sales phone: +34 647 37 39 96 Email: ventas@davisa.es
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