Services

Builder, developer + property management reporting and an AI analyst on top.

We centralize your builder, developer, and property management data, define the exception logic, deliver operating views your team can review every day, and layer on an AI data analyst that answers plain-English questions about your warehouse. Every piece is turnkey and ends up owned by you.

01

Data Extraction

Automated Ingestion Engine

Every operating review starts with extraction. We map the builder or developer's actual systems of record, set up the right connectors or import scripts, and automate the movement of ERP, spreadsheet, and operational data into a structure the business can trust. Pipelines run in your cloud accounts and stay yours.

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ERP exportsSpreadsheetsFinanceField + PM
One central
warehouse

What you get

ERP extraction strategy by source system
Automated syncs for CSV, XLSX, Sheets, or API data
Raw staging tables with source-level validation
Data mapping and cleanup documentation
Refresh schedules and monitoring rules
Source code + handoff notes — fully client-owned
02

Warehouse

Central Data Warehouse

Your data lands in a cloud warehouse configured for your reporting needs, organized into raw and analytics layers. KPI logic lives in the warehouse so finance, construction, sales, and leadership all read the same numbers. The warehouse, the SQL, and the schemas all belong to you.

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jobscostssalesleases

Clean, joined, client-owned tables

What you get

Raw and analytics layers organized for speed and auditability
Pre-computed KPI and filter tables
Modular SQL transformations under version control
Scheduled refreshes and validation checks
Cost-conscious infrastructure design
Architecture, schemas, and SQL — all client-owned
03

Reporting Systems

Reporting Systems & Operational Coverage

We build reporting systems teams use daily — drill-downs and operating reviews instead of static BI tabs — organized across the full operation so teams move from acquisition through closeout (and into property management) without switching systems or definitions. Dashboards deploy to your domain and run on your infrastructure.

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4.9 mo
cycle
$310K
variance
24.6%
margin

What you get

Interactive web dashboards and operating reviews
Drill-downs by city, community, job, or superintendent
Land, permitting, loan, construction, and property management pipeline views
Sales backlog, revenue, and per-job P&L views
Lease, tenant, rent, and ownership views for property management portfolios
Source code + deployment under your control
04

AI Analyst

AI Data Analyst

A natural-language analyst layered on top of your warehouse. Operators ask questions in plain English; the bot writes SQL, pulls from your warehouse, your spreadsheets, and the open web, and returns the answer with the query exposed. Read-only, byte-capped, rate-limited, every question audited. Built against your domain knowledge — job types, owners, P&L logic — and deployed in your cloud.

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“Which jobs are over budget?”
Lot 231 · Emerald Bay+$14K
Lot 118 · Sunshine Ridge+$9K
136 otherson budget

Answered from your warehouse · SQL shown

What you get

Natural-language Q&A bot wired to your warehouse
SQL exposed on every answer — fully traceable
Charts, tables, and structured outputs in one interface
Web search + spreadsheet sources alongside warehouse queries
Read-only, byte-capped, rate-limited, fully audited
Bot + prompts + domain context — runs in your cloud, owned by you
05

Admin Tools

Data Quality Monitor & Admin Controls

Reporting only stays useful if the data stays clean. We add monitoring, exception logic, and practical admin controls so missing records, stale syncs, and broken assumptions surface quickly instead of lingering in the background. The monitors run on your schedule, in your accounts.

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ERP synctoday 6:02 AM
Sheets importtoday 6:04 AM
Field updates2 stale records
Access controls12 users · roles set

What you get

Data freshness indicators and sync health checks
Column coverage and completeness monitoring
Exception center alerts by role or workflow
Admin settings for reporting and reference defaults
Role-aware operational controls
Documentation for ongoing in-house maintenance

Process

From source systems to daily operating views.

1

Discovery Call

A 30-minute conversation focused on current systems, reporting gaps, and where teams are relying on manual workarounds.

2

Systems Mapping

A technical review of source systems — construction ERP, accounting, sales, and property management — data quality, KPI definitions, and the right extraction and warehouse approach.

3

Platform Build

Extraction pipelines, warehouse models, reporting systems, and the AI data analyst are delivered in working iterations with feedback — all into your cloud accounts.

4

Handoff & Support

Full source code, SQL, prompts, and documentation transferred to you. Training, production rollout, and optional support for ongoing reporting and operational needs.

Next step

Start with the first operating view.

We review your source systems, pick the first schedule, budget, and owner follow-up signals, then outline a practical dashboard release.