Data Management Services

Save time on data load and validation with Data Management Services 

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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. When there are issues such as a new account is added, we will seek a resolution.   

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

We account for every adjustment, and identify every variance, so you can act with precision​

Validate rent roll and financial data accuracy

We check rent rolls for accuracy and validate financial statements to confirm beginning and ending balances tie out.   

Identify prior period adjustments

We identify prior period adjustments and reconcile them so you can budget more accurately. 

Address 
variances on
your behalf

We pinpoint variances and resolve them when possible, so data is up-to-date and reliable.  

Enforcing
compliance
controls

Our team monitors for data integrity issues to ensure standardization and compliance with controls.  

Consistent
data standards

Each expert compares financial statement structures with the Pereview platform, account hierarchies, and/or financial statement captions.

Learn more about Pereview’s platform services

Explore how you can delegate techie tasks to our experts and get more value out of your day, every day.