Build the investor pack from AppFolio, QuickBooks, and market data.
Sponsors already run the systems. The pack still gets assembled by hand, and the figures get retyped from documents and email. Prana IQ maps that path and names what to automate first.
The problem
The systems of record disagree, so someone retypes the difference.
Property data, the general ledger, and the market research each live somewhere sensible. The pack is where they have to agree, and that reconciliation is still a person with a spreadsheet.
What slows the cycle
- Property facts sit in AppFolio. The ledger sits in QuickBooks.
- Figures reach the pack as prose inside documents and email, then get retyped.
- Stated totals do not always match the sum of their own line items.
- Some numbers exist only as narrative, so every cycle needs a judgment call.
What this closes
- Property and ledger figures are pulled, not retyped.
- Line items reconcile against their own stated totals before anything renders.
- Market data carries a source citation per value.
- Sponsors review a draft. They do not rebuild the pack.
What we build
One set of figures, every format built from it.
A reporting system that assembles property data, ledger figures and market research into one investor package. AppFolio and QuickBooks stay your systems of record.
What we built
2-week discovery
We lock the reporting map before we automate a pack.
The audit is a specific map of this stack, the sources, the reconciliation rules, and the approval gates. It is not a generic strategy deck.
Inventory
List AppFolio, QuickBooks, and every document that currently feeds the pack. Name who owns each login.
Trace
Walk one reporting period from source figure to finished pack. Mark every retype.
Reconcile
Document the checks: line items against stated totals, and which mismatches must stop a build.
Find
Name the first sources to connect, the reconciliation rules, and what the build takes.
Proof
What we built for investor reporting.
We built the reporting system that assembles property data, ledger figures and market research into one investor package. Line items reconcile against their own stated totals, market data carries a source citation per value, and every format renders from a single set of figures so the pack cannot disagree with itself.
It runs with the gate in place. Mismatches stop the build and go to a person rather than being quietly corrected, and a sponsor reviews the draft before anything goes out.
FAQ
Common questions
Two weeks. We map your property, accounting and market sources, then trace one reporting period from source figure to finished pack. You get the reporting map and the build plan for your stack.
AppFolio and QuickBooks first, as the property and accounting systems of record. Market research sources when they feed a chart. We start with the systems you already run.
No. It drafts, with a human review step before anything goes out. The sponsor keeps the narrative voice and the approval.
Least-privilege access. Credentials stay in your control. We sign an NDA and work inside your compliance requirements. We do not copy production logins into a shared vault we own.
Discovery writes the rule. Line items are checked against their own stated totals, and mismatches stop the build and go to a person rather than being quietly corrected.
Other use cases
What else we build
Ready to map the reporting path?
Book a call. We will show you the two-week scope for AppFolio, QuickBooks, and the figures you still retype.
Book a call See platform trustAn example build on the hosted Prana IQ platform.