All Case StudiesSystems Integration

Connecting Property Management, Accounting, and Acquisitions into One Data Flow

5xFaster monthly accounting close

Integrated an SFR operator's property management platform, accounting system, and acquisition pipeline into a single connected system, eliminating manual reconciliation across all three.

The Challenge

The operator ran property management, corporate accounting, and acquisitions on three separate systems that did not talk to each other. Monthly close required the finance team to manually reconcile property-level transactions against the general ledger. The acquisition team re-keyed applicant and property data from the agent portal into the investment platform. Errors showed up constantly, and close cycles dragged on.

Our Approach

We replaced the legacy accounting system with a modern cloud platform for both property and corporate books, then built API integrations connecting it to the property management platform and the acquisition pipeline. Property-level transactions flow into accounting automatically. Applicant and agent portal data feeds directly into the investment platform. The finance team reviews exceptions instead of re-keying everything.

Results
5x faster monthly accounting close after the new integration
Zero manual re-keying between property management and accounting
Acquisition data flowing automatically from agent portals to the investment platform
Finance team shifted from data entry to exception review
One connected data flow across property ops, accounting, and acquisitions

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