AI Lease Abstraction

Planon Lease Management Data Migration With AI Lease Abstraction

Planon says lease data comes from your old system or from lease abstraction software. Upload a lease and get rent, options and dates as cited fields, exported for your Planon load.

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PDF, JPG, PNG, BMP, HEIC, TIFF

Upload a document to extract

Excel, CSV or JSON in your template order
Every field cites its source page
Built for TRIRIGA to Planon moves
Side-by-side comparison

Every way to get lease data into Planon

Each route below ends with lease data in Planon. They differ in who reads the lease and who pays for that time.

Route into Planon What it requires Effort or cost Where it falls short
Your team keys each lease into Planon A lease administrator, the PDF and Planon access 4 to 8 hours for a complex lease Every term is read and typed by hand, and errors surface at the first ASC 842 close
Planon or partner consultants migrate the data A statement of work for data migration 1,240 GBP per consultant day on G-Cloud 15 Migration is excluded from the software price, so reading leases is billed by the day
Import from your old contract administration An export from TRIRIGA, spreadsheets or another system Fast once mapped Carries over stale abstracts that no longer match the latest amendment
Specialized lease abstraction software, then import Lease PDFs and an import template Minutes plus review This is the route Planon itself describes for scanned and non-digital leases
LeaseAbstractors, then the Planon load This tool Lease PDFs and a browser Minutes plus review You still review fields before loading, and the load runs through your implementation template rather than a certified connector

Routes and quotes from the Planon US Lease Accounting Solution page and the Planon G-Cloud 15 pricing document (GBP, excluding VAT), checked October 2026. Effort figures are typical analyst time for a commercial lease with amendments.

The solution

What a Planon ready lease abstract contains

These are the fields the extraction pulls so a Planon lease record and its accounting schedule can be built without rereading the document.

Lease basics and premises

Landlord and tenant entities, property, floor and unit, rentable and usable area, and lease type, so each lease links to the right property records in Planon.

Rent schedule and escalations

Base rent by period, fixed and index based escalations, free rent and payment frequency, laid out as dated rows for the Planon lease accounting calculations.

Operating cost and CAM terms

Pro rata share, base year or expense stop, caps and exclusions, ready for service charge and cost allocation in Planon.

Options and critical dates

Renewal, termination, expansion and purchase options with notice windows, so Planon reminders fire on the right day.

ASC 842 and IFRS 16 inputs

Commencement, term, payments, incentives and reasonably certain options gathered in one place for the accounting team.

A citation on every field

Each value links to the page and clause it came from, so the person approving the migration can check a term in seconds.

How it works

How to load leases into Planon without keying them

From a folder of lease PDFs to a reviewed Planon load file, in four steps.

01

Get the load template

Ask your Planon implementation lead for the lease load file the project uses, or export one lease as a sample.

02

Upload the leases and amendments

Add each lease with its amendments, side letters and exhibits. Scans and image PDFs are read by OCR first.

03

Review the cited fields

Check rent steps, options and notice dates against the linked source pages before anything reaches Planon.

04

Export and load

Download Excel, CSV or JSON in the template order and hand it to the migration, which becomes a mapping job instead of a reading job.

Use cases

Planon lease management data migration, answered

How leases get into Planon, what migration costs, and where abstraction removes the hand keying.

Common Search Terms

planon lease management planon lease accounting planon lease abstraction planon lease data migration planon lease import planon data migration

Short answer: Planon manages leases once the data is in it, but it does not read lease PDFs itself. The Planon Lease Accounting page says lease data is imported from your existing contract administration or through integration with specialized lease abstraction software, and that scanned lease documents can be analyzed by that software for a fast onboarding. Abstract the leases first, then load a reviewed file.

Real estate manager reviewing printed commercial leases next to a laptop with a floor plan

Does Planon do lease abstraction?

Not on its own, by its own description. When we read the Planon US Lease Accounting Solution page in October 2026, the onboarding section said you can easily import lease data from your existing contract administrations or by the integration with specialized lease abstraction software. A second line says lease documents can be scanned and analyzed by specialized lease abstraction software that can be integrated with this solution, to support a fast onboarding of non-digital data. In other words, Planon expects the reading to happen before the data reaches Planon. The Planon Lease Management page we checked the same day did not mention extraction, OCR or AI reading at all.

How do you get lease data into Planon?

There are three practical routes. Your own team keys each lease into the Planon real estate screens. Your implementation partner or Planon consultants run a data migration from spreadsheets or the system you are leaving. Or an abstraction step turns the signed leases into structured rows that the migration loads. The third route is the one Planon itself points to. Ask your implementation lead for the load template the project uses, then fill it from abstracted data. Our lease PDF to Excel converter produces that kind of spreadsheet, with every date in one consistent ISO format.

What does a Planon data migration cost?

Planon prints its rates in its UK G-Cloud 15 pricing document, filed in January 2026 and priced in pounds sterling excluding VAT. Implementation, including project management, configuration, data migration and training, is excluded from the software price. Consultant days are listed at 1,240 GBP for an implementation consultant, application manager or trainer, and 1,295 GBP for a project manager, senior consultant or architect, with travel extra. If keying a complex commercial lease takes 4 to 8 hours, a 200 lease portfolio is 800 to 1,600 hours, which is 100 to 200 consultant days before anyone checks the result. Our Planon pricing breakdown walks through the per user rates and discount bands in the same filing.

Planon lease accounting and ASC 842

Planon markets its Lease Accounting Solution for ASC 842 and IFRS 16, for both lessors and lessees, and says it can run on premise or in the cloud and connect to any ERP. The accounting engine needs clean inputs: commencement date, term, payment schedule, escalations, renewal and termination options and incentives. Those inputs live in the lease, the amendments and the side letters. We extract them with a citation to the page and clause, so the controller who signs off the ASC 842 schedules can trace every number back to the document. GASB 87 was not named on the Planon page we read, so public sector buyers should ask about it directly.

Moving from TRIRIGA to Planon

IBM ends support for every TRIRIGA version on September 30, 2027, and Planon is one of the IWMS suites on most TRIRIGA replacement shortlists. A TRIRIGA lease export carries years of manual entry and rarely matches the latest amendment. Re-abstracting from the signed documents gives Planon a clean, source cited starting point instead of a copy of old errors. Our TRIRIGA alternatives comparison covers Planon, Archibus and Maximo side by side, and the Archibus lease data entry guide covers the same job if Archibus wins the shortlist.

Where LeaseAbstractors fits

We read the lease, Planon runs the portfolio and the accounting. Upload a lease with its amendments and you get parties, premises and area, base rent and escalations, CAM and operating cost terms, options, critical dates and key clauses as fields, each linked to the page it came from. Export to Excel, CSV or JSON in the column order your Planon load template uses. For a migration backlog, the bulk lease upload runs a whole folder in one pass. Plans start at $49 a month, or $24 a month billed yearly, and you can run one lease before you sign up.

FAQ

Planon lease data migration FAQ

Still have questions? Our team is happy to help.

Talk to our team

Planon manages lease data but, by its own description, relies on importing data from your existing contract administration or on integration with specialized lease abstraction software. Its Lease Accounting page says scanned lease documents can be analyzed by that software for a fast onboarding.

Leases are loaded during implementation, usually from a spreadsheet template the project defines, or keyed into the real estate screens. Abstract the signed leases into that template first, review the cited fields, then load the file.

Planon lists implementation, including data migration, outside the software price. Its UK G-Cloud 15 filing prices an implementation consultant at 1,240 GBP a day. Supplying clean, abstracted lease data reduces the days spent reading leases.

Yes. Planon markets its Lease Accounting Solution for ASC 842 and IFRS 16 for lessors and lessees. GASB 87 was not named on the page we read in October 2026, so public sector buyers should confirm it with Planon.

Yes. Re-abstracting from the signed leases and amendments gives a clean load file instead of carrying stale TRIRIGA records forward. IBM ends TRIRIGA support on September 30, 2027.

Plans start at $49 a month, or $24 a month billed yearly, and you can run a single lease before creating an account. Bulk upload processes a whole folder of leases in one pass.