Connect Yardi with power bi for better Property Planning & Management

1-Click Connectivity of Yardi Property Management Suite with Power BI

Watch How to Connect Yardi Property Management Suite to Power BI & Excel

By integrating Yardi with Acterys Power BI, you can get powerful insights into your property management and real estate business. Get started in minutes with best-practice reporting templates to get a holistic view of all your rental and commercial properties, tenants, and investment opportunities. Use Acterys’ unparalleled planning and forecasting features to predict real-estate market changes and plan for multiple scenarios ahead of time. Manage the entire lease management lifecycle to ensure there are no hiccups in the process, from shortlisting potential tenants to timely handling contract renewals and beyond. 

Benefits of Connecting Yardi to Power BI & Excel

Acterys is a comprehensive xP&A platform designed to cater to all your planning and analytics needs. With Yardi Power BI integration, you can bring all your property and real estate management data from different sources into a consolidated database. This gives users a single source of truth about your property portfolios, leases and tenants, and maintenance requests. Create a planning ecosystem that connects all core functions (Sales, Marketing, Finance, and Operations) onto a unified platform.


Serious Analytics For Yardi Users

Acterys Apps provide you with a professional data model and ready made, fully editable interactive dashboards and reports in Power BI or Excel for. By connecting Yardi to Power BI, you can customize and extend the model exactly to your needs (account mappings, KPI’s, etc.). and add nearly any other data source (CRM, POS, Inventory, etc.).


Stunning Yardi Reports & Dashboards

Acterys Apps enable you to design interactive dashboards using the market leading data discovery tools (Power BI, Tableau). The Acterys Excel Add-in is the easiest way to build reports, planning and forecasting forms exactly as needed with every detail from your Yardi property portfolio data.

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Planning & Forecasting for Yardi

Planning and budgeting have never been easier: use extensive options for top/down bottom data entry on any level of the model. Profit from fully editable best practice templates for budgeting, cash flow forecasting, and many other planning aspects.


Company Consolidation in Yardi

Acterys offers the quickest and most flexible way to implement management and statutory consolidation for unlimited Yardi property portfolios. Advanced requirements like multi-currency handling, inter company elimination and other consolidation features can be configured exactly as required.

Customer Testimonials on Seamless Yardi Power BI Integration


Efficient Financial Planning and Modelling by Integrating Yardi with Power BI & Excel

Connecting Yardi property management software with Power BI directly improves your decision-making process. With accurate and up-to-date data at your fingertips, you can make better decisions about how to grow and improve your business. Power BI offers interactive data visualisations that can help you understand complex data sets quickly and easily.


Add Any Source

In addition to the other Acterys Apps you can add nearly any other source the easiest way with the unique Acterys InstantLink and Power BI Sync features.

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Build Your Own Models

Acterys Apps come with ready made models for reporting, consolidation and planning. For those that have requirements beyond that, the Premium Edition enables you to build your own data models exactly as needed.

Get Yardi Portfolio Management Reports Visualized in Minutes!

After your onboarding session when you have registered at the Acterys site, you will see this screen:

Click on “Add” to link your Yardi portfolio file with Acterys. This process will create cloud-based relational (based on MS SQL Server) multi-dimensional data model as well as best practice Power BI and Excel reports (live link!) with your Yardi data.

Linking the accounts should only take a few minutes. For larger models, this can take longer. Once it is finished you will receive a notification at the email address you have specified with your account.

Modernize Your Planning & Analytics with our Free Trial Now

Make actionable decisions with Acterys and fast-track your plans and budgets. Changes in data can be modeled in minutes and viewed in real-time, informing you of possible risks and allowing you to simulate what-if scenarios quickly. 

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