Custom ERP, Reporting, and Data Warehousing

QuickBooks and Xero stay your ledger. We design and build the finance layer on top: custom reporting, modeled data, and the integrations your close depends on. Partner schedules, fee calculations, consolidations, and lender packages without a rip-and-replace ERP project.

Custom ERP and Reporting

  • Finance workflows the ledger can't run: partner capital schedules, management-fee calculations, property and fund rollups
  • Multi-entity reporting in your house format, not a canned template
  • Operational metrics, lender packages, and management reporting tied to live books across every entity
Custom ERP and reporting on QuickBooks and Xero

Data Warehousing and Integrations

  • Transaction-level warehouse across every connected QuickBooks and Xero entity, refreshed daily
  • Custom transforms and modeled data layers for the reporting and workflows your team runs on
  • Third-party API feeds and delivery into Tableau, Power BI, or your own stack
Data warehousing and integrations

QuickBooks Stays the Ledger

  • No migration and no rip-and-replace: we sit above QBO and Xero, where the bottleneck usually is
  • Built on the same Genius Sheets platform that powers Firm-tier multi-entity customers
  • Scoped engagements by people who've done the close, not open-ended consulting
Experienced team

Scope a Custom Build

Tell us the reporting, data, and workflow gaps QuickBooks leaves open. We'll map what a custom ERP layer on your ledger looks like.

Book a Demo