Why start here
Every AI Integrated Business starts here. We go through your AppFolio accounting and tell you the truth: what is wrong, what to fix first, and what it costs. If the books are clean, you move straight to the next step. Either way, we walk through it with you on a 30-minute call.
Pick a slot for the review call. We send a short intake and set up one of two ways to get your data, below. The clock starts once we confirm we have what we need.
Bank and trust reconciliations, owner ledgers, deposits, vendor payables, and month-end. We write up what we find and send the report within 3 business days.
Thirty minutes to go through the report, the priorities, and the quote. You decide what happens next. There is no obligation.
You give us a read-only user in AppFolio and we pull the reports ourselves. It can take a little back and forth on permissions, but once it is set up we see everything, including what an exported report would have missed.
You export the reports we list and send them over. Faster to start, with one honest limit: we can only review what we are sent, and a report generated the wrong way can hide the problem it should show.
We use this to prepare before we ask for access. Nothing here commits you to anything beyond the Diagnostic itself.
We sent instructions for getting us access, and how to pay, to your email. Reply to that email with any questions.
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