HOW WE WORK
Three ways to work together. Start small, go further when it’s worth it.
Most clients begin with a roadmap, because it’s low-risk and you walk away with something useful no matter what you decide next. From there, we build your dashboard, and then we keep it running. Prices are listed up front, no surprises.
SEE IT LIVE · WHITE-LABEL
Build a dashboard in your colors, right now.
Type your company name, pick your brand colors, and watch a live, white-label dashboard theme itself instantly. It’s a taste of exactly what we’d stand up on your real data.
Your Company · Portfolio
● LIVE
YOUR LOGO · YOUR COLORS · YOUR DATA
UNITS OCCUPIED
1,194
96.3% occupancy
COLLECTIONS MTD
$1.08M
▲ 2.1%
RECERTS DUE 30D
42
on track
HOURS AUTOMATED /MO
18
≈ $9.4k
Opens in a new tab · no sign-up, just type your company name and pick a color.
01 · START HERE
Roadmap
a low-cost first step · $2,500
We map how your data moves, find what’s eating your team’s month, and hand you a clear, prioritized plan. No pressure to continue, and it credits toward whatever you build next.
02 · WE BUILD IT
Build
scoped to your project · from $8,000
Whatever the job is, a migration, an automation, a clean-up, or a dashboard, we clean and connect your data and build it. Defined scope and price up front, so there are no surprises.
03 · WE KEEP IT RUNNING
Ongoing support
monthly · from $1,500/mo
Stay on and we become your data team, keeping everything clean, current, and accurate, with a client portal and fast answers when something changes.
Not sure where you fit? Start with a roadmap and we’ll figure it out together.
SUPPORT THAT SCALES WITH YOU
Start light. Add more as you lean on us.
Ongoing support runs monthly and flexes to fit you, from light-touch upkeep and updates to a fully embedded data team handling everything as you grow. We right-size it together on the call, so you only pay for the level you actually need. No need to pick now.
ALSO · DATA INTEGRATION & MIGRATION
Need to move or merge data? We do that too.
Beyond dashboards, we handle the heavy data lifts: ETL pipelines that move every kind of data, financials, tenants, charges, units, into and out of Yardi, plus full system consolidation after an acquisition or merger. We help manage the project, not just hand off files.
ETL for every kind of data
Financial, tenant, charge, and unit data, transferred into Yardi or back out. We build the ETL so it lands clean and reconciled, not hand-keyed line by line.
Acquisitions & mergers
Just bought or merged a portfolio? We map and merge the systems you inherited into yours and help manage the integration end to end, so tenants, balances, and reporting line up from day one.
Project-based and scoped up front, like the Build tier. Tell us what you’re moving and we’ll quote it.
ALSO · WORKFLOW & REPORTING SYSTEMS
Reporting that holds up as you grow.
Before automating anything, we look at how your reporting actually works today, then rebuild it so it scales. The goal is reporting that survives new properties, new staff, and upstream changes without breaking.
Workflow review & implementation
We map how your reporting and data move today, find what’s slowing your team down, and rebuild it into scalable, repeatable reporting workflows that hold up as you grow, instead of breaking every time something upstream changes.
Operational data collection
We design the systems and processes that capture clean operational data at the source, so your reporting starts from reliable numbers instead of monthly manual cleanup.
Often paired with a Roadmap or Build, we’ll show you where the workflow is leaking first.
Not sure which one you need?
That’s what the Roadmap is for. Book a free call and we’ll figure it out together.
The Visionary Consultants 