Performance intelligence for multi-unit portfolios
The performance edge, quantified.
Every location, every operator, every system in one governed view of what changed, why it matters, and who should act.
Source systems in. Decisions out.
Property management, point of sale, payroll, and the ledger each count the same night, cover, and dollar differently. EllexData maps every feed once, then governs it, so a new source is a mapping, not a rebuild.
Works with QuickBooks, OPERA PMS, Agilysys, Acumatica, UKG, Paycom, Stripe, Google Analytics, ServiceNow, Wrike, Slack, Microsoft Teams, plus spreadsheets, PDF statements, SFTP drops, and an open API.
Mapped: 14,200 accounts from 8 source formats and 5 operators, into one chart of accounts.
Out: the Brief every day, the Insights feed and rankings every week, the P&L drilldown at monthly close, and the Operator scorecard every quarter, delivered by email, Microsoft Teams, Slack, SMS, the app, and the portal.
What changed, why, and who acts.
Variance ranked by dollar impact, explained by its drivers, and routed to the person who owns it. “$4.1M of compression in five units,” not “margin declined.”
- Dollars before percentages. Every variance priced in financial impact first.
- Opinionated over flexible. A recommended focus in three seconds, not a blank canvas.
- Ask in plain language. Answers come from the same governed numbers, with every source cited.
Seven views. One operating system.
Daily signal, monthly close, and strategic review, all from the same governed data.
The Brief
A ranked priority list, not a dashboard. Top exceptions by dollar impact, above the fold. Owner, action, and drill-through on every card.
Insights feed
Your portfolio, as a news feed. Every unit and every KPI, monitored daily. Alerts fire only on thresholds you set.
Property spotlight
One location. The full picture. KPIs adapt: rooms, seats, members, or square feet. Trend, budget, and prior year on one page.
Rankings
Eight metrics. Zero ambiguity. Best in class and bottom of portfolio, called out. Slice by region, operator, concept, or owner.
Operator scorecard
A 0–100 alignment score, explained. Five sub-scores, from cost discipline to contract terms. Fee and contract exceptions surfaced automatically.
P&L drilldown
From portfolio total to source account. Every chart of accounts mapped to one statement. Margin, variance, and per-unit context on every line.
Comp set
Every unit against its approved peers. Index, penetration, and share shift at a glance. Benchmark source shown beside every comparison.
Built for your world. Fluent in its metrics.
Seven industries, one operating model. Unit model, chart of accounts, KPIs, and thresholds adapt to each business; the portfolio view stays the same.
- Hotels and resorts. RevPAR, flow-through, and market share for every hotel, every morning.
- Restaurants. Prime cost by store before the week closes, not after the month does.
- Private clubs. Member growth, attrition, and dues yield, club by club.
- Spa and wellness. Treatment-room utilization and therapist payroll in one view.
- Senior living. Census, care mix, and labor per resident day across every community.
- Commercial real estate. Occupancy, rent, and NOI by asset, with lease risk ranked.
- Utilities. Customers, reliability, and cost to serve by service territory.
One governed truth. Five different mornings.
Same data underneath. What comes first, and what triggers an alert, follows the decisions each role owns.
- President: What needs my attention across the portfolio this morning? First thing: The Brief, every morning by email and portal.
- Operator: Which units are losing momentum, and what is driving it? First thing: Insights feed, daily and weekly by email, Slack, or Teams.
- Asset manager: Where is value leaking, and where is action required? First thing: Property spotlight and operator scorecard, weekly and monthly in the portal and report.
- Finance: What changed at close, and can every variance be traced? First thing: P&L drilldown at monthly close, in Excel, PDF, and the portal.
- Regional leader: Which locations need intervention before the next review? First thing: Rankings, daily and weekly on mobile and the portal.
Leadership should not have to reconcile eight operating formats before asking the first useful question. The portfolio should explain itself.
Every number has a source. Every user has a boundary.
Each figure traces back to its property, period, account, and file, and each user sees only the portfolios, properties, and pages their role allows.
- Source lineage. Any total traces to property, period, account, and file.
- Scoped access. Tenant, portfolio, region, role, and property permissions.
- Controlled configuration. Admins decide who changes mappings, thresholds, and peers.
- Secure integrations. Credentials encrypted; status and owner always visible.
Frequently asked questions
What is EllexData?
EllexData is a performance intelligence platform for multi-unit portfolios. It brings daily operating data and monthly financials from every location, operator and system into one governed view that shows what changed, why it matters, and who should act.
Who is EllexData for?
Owners, asset managers, operators, finance leaders and regional teams who oversee many locations, including hotel and resort portfolios, restaurant groups, private clubs, spa and wellness operators, senior living communities, commercial real estate and utilities.
Which systems does EllexData connect to?
Property management, point of sale, payroll, general ledger and budgeting systems such as QuickBooks, OPERA PMS, Agilysys, Acumatica, UKG and Paycom, plus spreadsheets, PDF reports, SFTP drops and APIs. Each source is mapped once to a single chart of accounts.
How does EllexData use AI?
It ranks variances by dollar impact, explains their drivers, drafts commentary, and answers plain-language questions from the same governed numbers, citing the source behind each answer.
How is data governed and secured?
Every number traces back to its source property, period, account and file, and each user sees only the portfolios, properties and pages their role allows.
How do I get started?
Request a walkthrough to see EllexData on a sample portfolio and talk through connecting your systems.
See your portfolio explain itself.
See EllexData on a sample portfolio and talk through connecting your systems.