If your portfolio’s asset management team spends hours—or even days each month—gathering, updating, and validating rent roll, financial, and budget data, you’re not alone.
This industry reality is now solved by Pereview’s proprietary AI engine trained to instantly extract, organize, and standardize every point of rent roll, financial, and budget report data and transform it into reliable insights faster with 100% accuracy. Additionally, the platform also accounts for missed prior period adjustments, making annual budgets and variance reviews more accurate. No more mis-identified files, mis-mapped fields, or misstated financials. Now asset managers have access to accurate, up-to-date executive-level dashboards, reports, and analytics.
How Pereview AI makes rent roll, financial, and budget data usable fast
In short, Pereview AI is trained to recognize rent roll, financial, and budget files from Yardi, MRI, RealPage, Entrata, AppFolio, and many other property management and accounting systems. Then it extracts and standardizes information before it is uploaded into Pereview.
The outcome: usable portfolio and asset level data fast, with 100% accuracy
Finally, an exponential efficiency gain for non-vertically integrated equity and debt investors
Real estate investment firms that work with third party property management companies, operating partners, sponsors and/or borrowers face even greater data challenges. Often, each has its own accounting system with a unique chart of accounts, approach to accounting, and way of recording journal entries in its chart of accounts. This introduces two significant complexities:
- To use financial statement data, you must map the property management company, sponsor, operating partner, or borrower’s chart of accounts data to your in-house chart of accounts format and do the same for the financial statement hierarchy to run comparisons. This process is currently done manually in Excel – an error prone, time consuming approach.
- Because rent rolls and financials are sent monthly, prior-period adjustments are not retroactively accounted for, making it difficult to budget and forecast accurately when past months are not updated to reflect these changes. This makes it impossible to enforce consistent financial statement integrity.
Jeff Wilson, Pereview’s Founder and CEO, has seen these challenges play out over the past decade. His perspective provides insight into why AI is becoming a permanent part of the asset management process.
“For my entire time in this industry, I have always known that getting all your data in one place is the number one challenge. That is why we built our AI data upload engine to process hundreds of rent roll, financial, and budget file types and formats from systems around the world.
Our AI engine is intelligent and continues to learn every time new files are uploaded, making it the most comprehensive and powerful solution available.”
Jeff Wilson, CEO and Founder
Pereview Software
Pereview trained its AI model on rent roll, budget, and financial files from common industry systems like Yardi, MRI, RealPage, Entrata, AppFolio, and many other property management and accounting systems used across the commercial real estate industry. The result is an intelligent AI data upload engine that recognizes, extracts, and standardizes information before it is uploaded into Pereview. This makes reporting and analysis faster and more reliable for equity, debt, and mixed portfolios.
AI + expert oversight = Data Management Services
What sets Pereview apart is the pairing of AI-powered data uploads with deep real estate industry and accounting expertise. The commercial real estate industry’s data requires business context, accounting knowledge, and human judgment to ensure accuracy and reliability 100% of the time. That’s not something you can automate away.
Our Data Management Services team performs the complete process from gathering data to making it useful with a proven three-step approach
Step 1: Seamless third-party coordination on your behalfWe work with property management companies, sponsors, and/or borrowers to ensure rent rolls, budgets, and financial statements are received in a timely manner. Whether these parties are using Yardi, MRI, AppFolio, Entrata, or other systems, they can continue submitting files in the same format or via direct APIs. This familiar process makes adoption easy while minimizing disruption to existing workflows. |
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Our proprietary AI engine ingests, standardizes, and stores this data giving your team back valuable time formerly spent hunting files and updating spreadsheets. |
Step 3: Our real estate experts perform data validation for ultimate trustSince there is no margin for error, our accounting experts perform automated and manual validation checks to identify variances and prior period adjustments. When there are issues, or a new account is added, we will seek a resolution and/or add a new account. |
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This expert-led process ensures 100% trustworthy data
This unique blend of AI and human expertise means you get the speed of automation with the reliability of experienced professionals who understand commercial real estate data inside and out. No more second-guessing what’s in a report. No more chasing down numbers.
Save time on data load and validation with Data Management ServicesExperience the convenience of AI-powered data load complemented by the expertise of Pereview’s validation team. How to Start Saving Time |
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The beginning of AI powered modernization for asset management
This AI engine is the first to be released as part of a robust roadmap that will solve the industry’s greatest data challenges by transforming static, disconnected data throughout the investment lifecycle into insightful, actionable opportunities for performance improvement across the capital stack. We see similar use cases ahead for extracting data from loan documents, reading commercial leases, and much more. The goal isn’t to replace your team—it’s to eliminate the tedious work so they can focus on what really matters: maximizing the value of your investments.
Without standardization, automation isn’t just difficult—it’s nearly impossible. But once your data is clean, connected, and flowing into a single platform, that’s when the real efficiencies kick in. Routine reporting gets automated. Ad hoc analysis becomes more powerful. And your team gets valuable time back.
That’s the power of Pereview.
Pereview’s proprietary AI engine reads rent roll, financial, and budget files as they’re uploaded, then extracts, organizes, and standardizes the data automatically. Instead of manually re-entering numbers from PDFs and spreadsheets each month, asset managers get clean, ready-to-use data flowing into their dashboards and reports.
The engine was trained on rent roll, budget, and financial files from common systems like Yardi, MRI, RealPage, Entrata, AppFolio, and others. Pereview’s AI also has the ability to learn as new file types are added. Property managers, sponsors, operating partners, and borrowers can keep submitting files in their existing format without changing how they work.
When a third-party property manager, sponsor, operating partner, or borrower submits financial files generated by their in-house accounting system with a different chart of accounts, Pereview’s engine maps that data to your in-house format automatically — a step that’s traditionally done by hand in Excel. This keeps financial comparisons consistent across a portfolio no matter how many different sources and file types are used.
Because rent rolls and financials typically arrive monthly, changes that affect past periods are rarely updated. Pereview’s platform proactively identifies these prior period adjustments so budgets, variance reviews, and historical financials stay accurate rather than locking in outdated numbers.
The AI engine is paired with a dedicated Data Management Services team of industry and accounting experts that run automated and manual validation checks on every upload, catching variances, missed prior period adjustments, and new accounts that need mapping. That combination of automation and real estate accounting expertise is what makes the platform’s reports accurate and trustworthy.
No. The engine is built to remove the manual work of hunting down files, re-entering numbers, and reconciling formats, not to replace the judgment asset managers bring to a portfolio. The goal is giving teams back time for performance and investment decisions, not for data entry.
This data upload engine is the first release in a broader roadmap. Future capabilities are planned for extracting data from loan documents and commercial leases and extending the same standardization across more of the investment lifecycle.
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