Already connected
Merlo uses Urbanise's existing two-way, read-and-write API connection, so there is no new integration build and no data migration. It works with your current Urbanise account.
Urbanise + Merlo AI
Turning your data into action.
Urbanise is proud to announce a strategic partnership with Merlo AI, the AI co-worker built specifically for strata, now connected directly to your Urbanise platform through a genuine two-way API.
No new integration build. No data migration. Merlo connects through Urbanise's existing two-way API and works across Microsoft 365, including Outlook, Teams and SharePoint. It is configured during implementation to suit your team, with Urbanise remaining your system of record.
300K+
Lots supported by Merlo
Up to 30%
Time saved per manager, per day
60%
Faster email response time
75%
Less insurance renewal admin
Why Merlo AI
We chose the AI partner built for strata, not adapted for it.
As strata businesses grow, so does the volume of communication, information requests and routine administration. We partnered with Merlo AI, a purpose-built AI co-worker for strata, because it securely retrieves live data from your Urbanise instance through our advanced two-way APIs and writes approved updates back, all from within Microsoft 365.
Works inside Microsoft 365
Merlo works across Urbanise and Microsoft 365, including Outlook, Teams and SharePoint, so your team drafts replies and retrieves records in the tools they already use.
Configured for your business
Merlo is configured during implementation to suit how your strata team works, with templates, workflows and permissions tailored to your portfolio.
Governed and secure
Merlo operates within Urbanise's AI governance framework, with strict data controls and no Urbanise customer data used to train AI models.
Real, measurable time back
Merlo reports up to 30% time saved per manager per day and email response times up to 60% faster, across 300,000+ lots supported.
Urbanise stays in control
Urbanise remains your system of record and owns the customer relationship, while Merlo operates purely as an execution layer.
Capabilities
What Merlo's AI Assistant can do for your team
Merlo AI works across Urbanise and Microsoft 365, including Outlook, Teams and SharePoint, so your team gets answers and updates without switching systems or re-entering data.
- Draft responses to routine owner and committee enquiries
- Retrieve plan, owner, levy and arrears information
- Prepare contractor quote comparisons and manage follow-ups
- Support AGM planning, communications and digital voting
- Track insurance, AFSS and other compliance requirements
- Update ownership, contact and strata roll information
- Manage work orders, quote requests and plan implementation
Email assistant in Outlook
Drafts owner and committee replies in your inbox, using live Urbanise data and your tone of voice. You review and send.
Teams assistant
Ask Merlo in Teams for plan, owner, levy or service-ticket details and get an instant, source-backed answer.
The API Advantage
Your data. Always connected. Always working.
The Urbanise API is a true two-way connection between the Urbanise Strata platform and the tools your business already relies on. Pull what you need, push what you update, and let Merlo AI automate the rest.
PULL — GET
Retrieve live data, instantly
- Plan, lot, owner and committee details
- Levies, arrears and financial summaries
- Insurance policies and compliance status
- Supplier and preferred contractor lists
PUSH — POST / PUT
Write updates straight back in
- Owner, tenant and contact record updates
- Work order creation and status tracking
- Ballot outcomes and committee decisions
- Document and invoice attachments
"You guys have really, really strong APIs compared to the rest of the market. I got really excited when I saw them."— Merlo AI, on the Urbanise integration
Trust & Governance
Approved. Reviewed. Ring-fenced.
This partnership was assessed under Urbanise's AI governance policy and approved by the Board, with strict controls protecting your data, your platform and your customer relationships.
Customer consent required before any data access
No Urbanise data used to train AI models
Cyber security tested
Ready to see Merlo AI in action?
The connection is already live. Enquire today and we'll walk you through it.