1. Dashboards & KPI's
  2. Analytics & Advisory
  3. System Integrations
  4. Accounting Pathway
  5. Warehouse Backups
  6. Compliance Reports
  7. Reporting Work Flow
  8. User Permissions
  9. Supervised Data Loading
    1. Raw Import Repository
    2. Realtime Record Level Change Log
  10. Your Systems
    1. Loan Servicing Platforms
    2. Marketing Automation Systems
    3. Quickbooks
    4. Invoiced.com
    5. Bill.com
    6. SAAS CRM & Sales Tools
    7. Short Term Rental Platforms
    8. Project Management Apps
    9. Marketing Analytics Platforms
    10. Any System Export
  11. Data Validation & Linking
  12. Data Hygiene Procedures
    1. Daily Snapshots
    2. Monthly Data Warehouse Backup
    3. Custom Archiving Cadences
  13. Your Spreadsheets
    1. Any Structured Data Source
    2. Google Sheets
    3. Smartsheets
    4. Airtable
    5. Excel
    6. CSVs
    7. PDFs
    8. Google Sheets