u/Dense-Yak868

hi guys, i’m looking for feedback as i’m not entirely sure if what i want to do is possible.

i’m exploring a workflow where invoice account numbers map to the correct property/GL fields, then a Python process generates a CSV for import into Yardi to reduce manual entry but my company is iffy about using python since i only have beginner knowledge. Ideally they would like for me to find a way to integrate AI and Yardi but i have no idea if that’s possible even possible 🤷‍♀️

My questions:

Does Yardi support this well with standard import templates?

Is there a better native solution (ex: Yardi Data Connect, is it possible to connect to claude )?

Any limitations or maintenance issues I should consider?