CRE Resources

How to Automate Manual Data Updates for Your Excel Models 

Pereview helps firms transform time-consuming manual data updates and reporting to an AI-assisted workflow with specialized real estate data consultants in the loop to verify accuracy and validate reports for every PMC, OP, and Sponsor. They can also manage the entire process from getting the reports from these partners to data validation. With AI-powered data aggregation, Data Management Services, and a centralized platform like Pereview, your team can: 

Frustrated by numbers that just won’t tie out?

When you work with multiple operating partners and PMCs, every rent roll and financial report looks a little different — different charts of accounts, different source systems, different file formats. Asset managers pay for that inconsistency in time, and over time, in trust. 

Manual collecting, consolidating, and updating Excel models each month lets issues quietly compound: 

  • Variances get missed 
  • Prior period adjustments slip through
  • Balances grow harder to reconcile period over period
  • Inaccuracies accumulate, resulting in more significant discrepancies over time

The result? Asset and portfolio performance reports believed to be correct are inaccurate

The fix: Automating Excel model updates and data validation

The answer is a process where data is aggregated, consolidated, and validated before it ever touches a report. 

That’s what Pereview’s Data Management Services deliver

Stay focused on what you do best and let our data validation experts take care of the rest. We’re from the real estate industry and experts in more than just technology.

Our team of dedicated Data Specialists understands how to format, normalize, and align your data with Pereview’s data model, so you don’t have to hire additional staff or burden employees with this techie task.

How data updates done for you as a turnkey service work for asset managers

Pereview combines AI-powered data aggregation with real estate data expertise to process rent rolls and financials from systems that represent most of the market — including Yardi, MRI, and RealPage, and many more.

Why “self-serve” when you can delegate this techie task knowing it’s done and done right?

This isn’t a self-service tool your team has to manage. It’s a turnkey, done-for-you service designed to reduce the burden on operating partners, PMCs, and internal teams. Pereview’s AI extracts content from known rent rolls and financials, while data experts validate the output — so what flows into the platform is ready for reporting and analysis. And when a new file format appears, Pereview has a process to bring that data in too. 

Learn more about how Data Management Services can work for your business


Stop defending the numbers. Start using them.

Pereview helps firms move from fragmented, manual reporting to a dependable operating model for asset management. With AI-powered data aggregation, Data Management Services, and a centralized data intelligence platform, your team can: 

Reporting stops being a monthly scramble and becomes a reliable foundation for decision-making. Less time defending the data. More time driving the business forward. 

Explore how Pereview’s Data Management Services can improve your business

Discover what Pereview can do for you