Data Management Services
Save time on data load and validation with Data Management Services
Our team handles every detail so you don’t have to.
No more time consuming third party coordination, techie tasks,
or tedious validations, just 100% trustworthy data when you need it most
Applicable for both equity and debt investments
Seamless third-party coordination on your behalf
We work with your property management companies, operating partners, sponsors, and/or borrowers to ensure rent rolls, financial statements, and budgets are received in a timely manner.
Whether these parties are using Yardi, MRI, AppFolio, Entrata, RealPage, or any other system, they can continue submitting files in the same format or via direct APIs. This familiar process makes adoption easy.
AI-powered uploads make rent roll, financial statement, and budget data ready to use, faster
Our proprietary AI engine ingests, standardizes, and stores this data consistently and accurately giving your team back valuable time formerly spent hunting files and updating spreadsheets.
Our real estate and accounting experts perform data validation for ultimate trust
Since there is no margin for error, our industry experts—including accounting and real estate industry professionals —perform automated and manual validation checks to identify variances and prior-period adjustments. If changes are needed, such as adding a new account, we will coordinate directly with your partner(s) to confirm the details and ensure the information is accurately reflected in Pereview.
This expert-led process ensures your platform’s data is always 100% trustworthy.
"Throughout the course of a year, as many as 97% of all financial files uploaded have a prior period adjustment."
- Pereview Software Data Management Team
The value of turnkey Data Management Services
Confirm rent roll accuracy and validate financial statements
We check rent rolls for accuracy and validate financial statements to confirm beginning and ending balances tie out.
Address
variances on
your behalf
We pinpoint variances and resolve them when possible, so data is up-to-date and reliable.
Identify and reconcile prior period adjustments
We identify prior period adjustments and reconcile them so you can budget more accurately.
Add accounts
when needed
At times, third parties may add accounts to financial statements. When this occurs, we will proactively add these to your account hierarchy so they align.
Ensure consistent data standards
Our accounting consultants compare financial statement structures with the Pereview platform’s account hierarchies, and/or financial statement captions to ensure consistency.
Enforce compliance controls
Our team monitors for data integrity issues to ensure standardization and compliance with controls.