Private equity, franchise, real estate, cannabis
Enterprise integration practice
Fifteen years of financial systems work across a multi-brand private equity portfolio.
The problem
Multi-entity operators run a different system per brand and reconcile the difference by hand. Consolidation slips, executives lose confidence in the numbers, and the finance team spends the month closing the last one.
The approach
- Automated franchise P&L consolidation across a 90-location network.
- Yardi and Entrata extraction pipelines feeding a replicated reporting database.
- Payroll bridge including commission and bonus calculation.
- Investor portal delivered on top of Yardi's investor module — a system almost nobody builds against.
- Executive reporting in Power BI, sourced from the operational systems rather than exports.
Details that matter
- Reporting automation removed an estimated 300+ hours per week of manual work.
- Real-time demand forecasting for a 90-franchise network, driving staff scheduling.
- Company-wide Dynamics 365 migration delivered at 20% savings on a $550K project.
Systems integrated
| Paycor | rails | Payroll bridge with commission and bonus calculation |
| QuickBooks Online | ledger | Multi-entity franchise P&L consolidation |
| Dynamics 365 Business Central | ledger | Company-wide ERP migration |
| Yardi | operations | Extraction pipeline and investor module integration |
| Entrata | operations | Extraction pipeline to a replicated database |
| Power BI | analytics | Executive reporting across brands |
| Azure Entra ID | identity | Identity management across brands |
Built with
AzureSQL ServerPower BIPower PlatformPythonPySpark