BI for Property Managers:
Transparency, efficiency, and
co-owner satisfaction
Centralize your management data, track budgets in real time, and
simplify communication with co-owners.
Your Challenge
Where is your data consolidated?
Over 60% of property managers use 3+ separate systems for accounting, maintenance, suppliers, and co-owner records.
How much time goes into administration?
Preparing documents and reports takes up to 40% of a syndic’s monthly workload, leaving little time for strategic tasks.
Can you keep up with communication demands?
7 out of 10 co-owners expect digital transparency and faster responses to questions and requests.
How do you manage arrears and delays?
Unpaid fees represent an average of 15% of annual budgets, slowing projects and straining financial stability.
Result: Lost time, financial inefficiencies, and a weakened image with co-owners.
Our BI Solution
With DataVizX BI, your data becomes a powerful management and communication tool:
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Data Integration
Connect internal and external data (accounting, suppliers, co-owners).
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Centralized Management
Consolidate all financial and operational information into one secure platform.
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Interactive Dashboards
Power BI, Zebra BI, and others to track charges, arrears, budgets, maintenance projects, and supplier contracts.
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Real-Time Analysis
Anticipate budget overruns, detect risks early, and keep financials under control.
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Enhanced Transparency
Share clear dashboards with co-owners, building trust and confidence.
Compatibility with Your Tools
Our BI solution integrates seamlessly with your systems:
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Property management software
ICS, Crypto, Matera, Opéra, and others.
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Accounting & Finance tools
Sage, Cegid, Quadratus, Odoo.
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CRM & Co-owner relation tools
portals, extranets, messaging systems.
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External data flows
banks, insurers, and contractors.
Whatever your systems, we connect directly to your data to unlock value and streamline management.
Our Simple, Effective Methodology
• Quick Audit – Analyze your management processes and data sources.
• Secure Integration – Connect property management, accounting, and financial systems.
• Dashboard Deployment – Deliver tailored dashboards for day-to-day management and General Assemblies.
• Training & Adoption – Ensure your teams adopt BI quickly and confidently.
• Continuous Monitoring – Enrich KPIs over time (arrears, works, charges per unit, satisfaction).
Added Value for Your Teams and Co-Owners
By adopting BI, property managers gain:
A consolidated financial view
Centralize budgets, charges, arrears, and payments in one place to eliminate silos and simplify management.
Transparent communication in General Assemblies
Present clear, interactive dashboards that make budgets, charges, and project progress understandable to all co-owners.
Greater co-owner satisfaction
Build trust through transparency, faster responses, and reliable data shared openly.
Better anticipation of cash needs
Forecast expenses and upcoming works more accurately, ensuring financial stability and smoother planning.
Higher team productivity
Automate manual reporting tasks and free up time for analysis, decision-making, and client relationships.
Stronger credibility with stakeholders
Reinforce your image with banks, suppliers, and co-owners by demonstrating rigorous and data-driven management.
Result: a property manager who is more efficient, transparent, and attractive to co-owners.
Examples of our dashboards
Ready to Transform Your Dashboard?
Let’s turn your data into a competitive advantage. Book a free consultation with our experts today.
Instant insights, smarter decisions.
Frequently Asked Questions
Yes. Our dashboards are designed to consolidate financial and operational data across multiple properties, making portfolio management easier.
By providing clear, real-time dashboards, you can present financials and works in a transparent, visual way, reducing disputes and saving time.
Absolutely. We connect with ICS, Matera, Opéra, and other tools, as well as accounting and finance systems.
Yes. We provide onboarding, training, and continuous support to ensure your teams and co-owners benefit fully from BI.
Yes. We provide onboarding, training, and continuous support to ensure your teams and co-owners benefit fully from BI.