Services
Data aggregation, built around the reports you already publish
We do one thing for commercial real estate owners and managers: get the numbers out of every system they live in, keep them tied to their source, and turn them into the reports your stakeholders expect.
Core service
Data aggregation
The foundation. One place where portfolio, property, lease and accounting data agree with each other.
We connect to Yardi Voyager, MRI, SQL databases and the Excel files your team maintains outside those systems. Account codes, property codes and portfolio structures are mapped once, with your finance team in the room, so the mapping reflects how you actually report rather than how the software was installed.
•
Scheduled or on demand extracts, with the extract date recorded against every figure.
•
Mixed portfolios handled together: office, retail, industrial, multi residential.
•
New properties, accounts and cost centres are flagged for a decision instead of quietly dropping out.
Reporting
Report production
Your layout, your branding, produced on demand for one asset or the whole portfolio.
We build the reports your team already sends: executive summaries, property and community performance reports, portfolio profit and loss with variance commentary, rent roll and gross potential rent packages, quarterly investor reporting. Once a layout is built, running it again is a date change.
•
Print, PDF and Excel output from the same definition.
•
Prior periods stay frozen as published, so a reissued report matches the original.
•
Charts, tables and narrative sections in one document rather than three attachments.
Audit
Traceability and controls
Answer the question every auditor and investor asks: where did this number come from?
Every published figure keeps a path back to the source record, the system it was read from and the moment it was read. Commentary, adjustments and approvals are captured in the platform with the name of the person who entered them.
•
Drill down from a report total to the transactions behind it.
•
Manual adjustments recorded as adjustments, never typed over the source.
•
Review and sign off tracked per section, with role based access.
Day to day
Dashboards and data collection forms
For the numbers that never lived in a system in the first place.
Some inputs come from people, not databases: leasing pipeline, capital project status, budget assumptions, asset manager commentary. We build simple forms for those, so they arrive in the same structure as everything else and appear in the report without a merge step.
•
Portfolio and community KPI dashboards for monthly review meetings.
•
Forms scoped by role, so property staff only see what they own.
•
Variance explanations captured next to the variance, at the time it is reviewed.
How we work
A first report in production before the project gets big
We start with one report that matters to you, get it right, and expand from there. No two year programme before anyone sees a result.
Weeks 1 to 2
Discovery
We review the report you produce today, the systems behind it and the manual steps in between. You get a written summary of what can be automated and what needs a decision from finance.
Weeks 3 to 6
Build and map
Connections are configured, structures are mapped, and the first report is built to match your existing output line for line so your team can compare the two.
Ongoing
Run and extend
Your team runs each cycle. We add reports, portfolios and data sources as they come up, and we stay available during quarter end.
Not sure which report to start with?
Most clients start with the one that causes the most late nights. Tell us what that is and we will tell you honestly whether we can help.