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What is PortfolioIQ?

PortfolioIQ efficiently gathers information from various sources, including Board presentations, financial documents, data requests via forms and emails, as well as models for forecasts and valuations, all with flawless accuracy. This streamlining allows teams to focus predominantly on analyzing the data rather than sorting through it. With a robust automated system for data requests, PortCos eliminates redundant efforts by utilizing both documents and forms to obtain key metrics. A dedicated dashboard facilitates the monitoring of request statuses and identifies data discrepancies without causing any delays. Moreover, the process is entirely free from manual intervention. Gone are the days of transferring information from documents to spreadsheets, as the data extraction is performed with unwavering precision, negating the need for additional verification. Notifications are automatically dispatched whenever there are changes in essential metrics, ensuring that teams remain informed. In addition, PortCo metrics can be comprehensively monitored, allowing for the tracking of both actual figures and projections while maintaining audit trails for historical metric data and any necessary re-statements. This system promotes the generation of insights rather than just spreadsheets, ensuring consistency in metric names and timeframes. It also enables the creation of derived metrics across the entire portfolio, facilitating effective benchmarking with time adjustments to better analyze performance over time. By harnessing these capabilities, organizations can transform their data management practices into a strategic advantage.

What is My Vacation Rental Numbers?

Obtain detailed insights into the performance of your vacation rental without the hassle of spreadsheets. Keep track of your monthly metrics and enjoy the ability to modify variables for future planning. Gain a clear understanding of your income sources while effectively monitoring both your revenue and expenditures. Effortlessly share financial details with your realtor to streamline the selling process. Easily import bookings from sites like Airbnb and HomeAway, with all your reservations organized in a consolidated calendar. During tax time, you can quickly provide your CPA with accurate revenue and expense information, ensuring clarity and precision. When contemplating selling your property, you'll have the necessary financial insights at your fingertips to share with your realtor. With myVRnumbers, all critical information is accessible from anywhere thanks to this web application. Designed to be mobile-friendly, it allows you to manage your rentals seamlessly from your smartphone. The ability to share information becomes especially crucial; when we were searching for our second home, we encountered numerous obstacles in obtaining reliable revenue data for potential properties, highlighting the necessity of such a tool. This ensures that you can make well-informed decisions based on precise financial data, significantly enhancing your investment strategy while also providing peace of mind. Ultimately, this platform empowers you to navigate the complexities of rental management with ease and confidence.

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Integrations Supported

Airbnb

Integrations Supported

Airbnb

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$5 per property per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Synaptic

Date Founded

2006

Company Location

India

Company Website

portfolioiq.ai/

Company Facts

Organization Name

MyVrNumbers

Date Founded

2017

Company Website

www.myvrnumbers.com

Categories and Features

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Categories and Features

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

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