Enhancing the power of your current software stack.
A web application that extends your AppFolio, Yardi, or QuickBooks capabilities through custom reporting, data conversion, and ETL workflows, designed as the strategic partner to your property management software stack.
A web app that amplifies the full potential of your software investments.
EFG has spent 30 years as a trusted partner to AppFolio and Yardi clients, solving the most complex use cases in property management. The EFG Data Platform codifies our expertise into a secure web application that enhances your software stack with custom reporting, data transformation, and automated workflows.
Think of it as a dedicated extension layer that lives alongside your software. Custom reports powered by your AppFolio API. Intelligent file conversion between your systems. ETL workflows that handle multi-system syncing with the precision your operation requires. Currently in production with select partners, with expanded access rolling out as we scale.
"Basically, anything you need your software to do more of - as long as the software has an API or export option — we can build it into the platform"
Three ways to enhance your software's reporting and integration capabilities
Each use case is modular. Clients access only what they need, and the platform grows with their requirements.
Advanced reporting built on AppFolio's open platform.
Leverage AppFolio's API to access data your native dashboard doesn't surface. We design and maintain custom reports tailored to your portfolio structure, delivered through a secure interface you control.
- Custom reports tailored to your portfolio
- Run on demand from a secure web interface
- Output to Excel, CSV, or downstream systems
- Built and maintained by EFG's programming team
Requires AppFolio Plus (reports) or Max (database access).
Intelligent data conversion across your software ecosystem.
Move data seamlessly between Yardi, AppFolio, and QuickBooks with conversion logic designed and validated by EFG. Upload, transform, and import — all validated before your systems see it.
- QuickBooks Online → AppFolio direct imports (automated)
- Trial balance validation and reformatting
- Source files never persist in storage
- New conversions added on request
Automated data workflows across your software ecosystem.
Automate the way data moves between AppFolio, Yardi, and QuickBooks. Workflows built to handle real-world complexity: partial updates, negative entries, format conversions. All with the reliability your operations demand.
- QuickBooks payment and journal imports
- Cross-system data movement via open APIs
- Manual upload for systems without API access
- Repeatable, auditable workflows
Direct Yardi database access not currently available; data pulls require manual export from Yardi.
A simple three-step bridge between your software systems.
Every workflow in the platform follows the same architecture: secure input, validated transformation, structured output. The complexity stays under the hood.
Your source
Upload a file. Or connect via API. Whichever your workflow needs.
EFG Data Platform
EFG's 30 years of software expertise. Field mapping, validation, and business-logic transformation designed for property management workflows.
Import-ready
Download. Or push directly to AppFolio, Yardi, QuickBooks.
Property management teams ready to get more from their software.
If you're using Yardi or AppFolio at scale and running into the gaps, this platform was built for you.
AppFolio users ready for advanced reporting and data analysis
Partner with EFG to unlock custom reporting powered by AppFolio's API. Analytics and data views tailored to your portfolio, maintained by experts who live in AppFolio every day.
Operators integrating multiple platforms
Consolidating onto AppFolio, Yardi, or QuickBooks? Our conversion workflows transform your legacy data into import-ready formats for your new platform, validated every step of the way.
Accounting teams automating cross-platform workflows
Stop manually moving data between QuickBooks, Yardi, and AppFolio. Automate multi-system data movement with workflows validated for the complexity of property accounting.
Quick answers, before the demo.
The platform is part of EFG's client engagement model. Whether you're an existing EFG consulting client or new to our team, platform access is included as part of scoped engagements designed around your specific software and workflow needs.
We build on open APIs and export functionality from AppFolio (requires Plus or Max), Yardi, and QuickBooks Online. New integrations are designed collaboratively with each client's software stack — if your software has an API or export function, we can build a workflow around it.
The platform runs on Google Cloud with role-based access, client-isolated deployments, and source files that don't persist after processing. Custom integrations follow your organization's security requirements.
Custom reports typically include a startup fee to develop the report against your data, then a monthly licensing fee for ongoing access. Pricing is scoped per engagement based on the workflows you need. Book a discovery call to discuss your specific use case.
The platform is available through EFG consulting engagements. Whether you're already working with us or considering a partnership, we scope the platform to your specific software environment and business workflows.
Absolutely. EFG's programming team designs custom reports and workflows tailored to your software stack and data requirements. Once built, automations are maintained as part of your ongoing engagement — continuously optimized as your business evolves.
Built by the same team powering Yardi and AppFolio at enterprise scale.
The platform isn't a side project. It's our 30 years of AppFolio and Yardi expertise packaged into a tool that works alongside your software. Every workflow and report is built from real production use cases with some of the largest operators in affordable housing.
systems expertise
across client engagements
scoped per engagement
Ready to unlock the full potential of your software?
Request a demo and we'll explore your software environment, identify opportunities for automation, and show you how the platform works with your existing tools to solve your toughest workflows.