Our Analyser Suite just got an upgrade! We are introducing the all-new AI-powered Automated Bulk Import, designed to improve your data management workflow.

Manual data entry and inconsistent datasets can be a roadblock to your productivity and informed decision-making. With this AI-driven new feature, we tackle these challenges head-on with a solution that not only automates the bulk import process but also ensures your datasets are consistent, accurate, and ready for analysis.

Read on to discover more.

Leverage AI for effortless Automated Bulk Import

We've developed the AI-powered Automated Bulk Import with one goal in mind—streamline workflows within our Analyser Suite, making data import a smoother, more efficient, and user-friendly process.

Imagine you're analysing potential investment pitfalls; time is valuable, and accuracy is non-negotiable. The same goes for the risk managers. This AI-driven feature is your ally, enabling you to upload large datasets effortlessly, reducing manual input, and sharply minimising the risk of errors.

How does it achieve this? By integrating AI, we are able to deliver the assisted import mode, semantic matching, and error detection functionalities, for a more precise and reliable handling of your data. This automation not only speeds up the import process but also safeguards data integrity, laying the foundation for accurate analyses and strategic decision-making.

Aimed at increasing productivity, saving time, enhancing data accuracy, and improving the overall user experience in data management activities, this AI-powered feature automates the bulk import process of large datasets of units, significantly reducing manual effort.

Whether you're an investor managing diverse portfolios or a risk manager overseeing mortgage books and non-performing loan books, the AI-powered Automated Bulk Import’s template agnosticism adapts to your unique data presentation styles. It learns your preferences for future imports, recognizing data elements across various languages and naming conventions. This reduces manual adjustment efforts and ensures high accuracy rates, allowing you to maintain the quality of your investment and risk management decisions without the cumbersome data management process.

No matter where your data originates, the AI-powered Automated Bulk Import can handle it seamlessly. Whether you're managing data in an Excel sheet, exporting from your ERP system, or pulling information from a data room during the due diligence process, this feature processes your data effortlessly. Asset and property managers will find it easy to use with systems like Yardi, Sopra Steria, or Aareon.

Navigating the Automated Bulk Import: a step-by-step guide

Using the new AI-powered Automated Bulk Import is straightforward and designed to enhance your user experience from the start. Let's break down the steps to get you started.

Begin by creating a portfolio. Navigate to and click on the 'Create' button in the navigation bar, followed by selecting 'Portfolio'.

This action opens a dialogue window prompting you to name your new portfolio. Here, you'll also encounter a choice between two importing modes: the traditional manual mode and the all new automated mode.

Choose the 'Automated Guide' option to leverage the capabilities of the AI-powered Automated Bulk Import feature. After making your selection, click 'Next' to proceed.

A new window will offer you two options: to download one of our provided templates or to upload your pre-existing spreadsheet. If you have your data ready, opt for 'Upload your file' to proceed with the AI-powered Automated Bulk Import. This feature is designed to make the import process seamless and efficient.

The next step involves selecting the specific tab from your spreadsheet that you wish to import. Once selected, click on 'Continue'.

You will then be prompted to define the header row of your columns. This step is crucial as it ensures the correct data alignment for the import process.

The AI-powered field matching step follows, a critical phase where you will be asked to confirm that the fields in your spreadsheet match the required fields in our database. The tool is equipped with fuelled-by-AI error detection capabilities, such as identifying typos, allowing you to directly correct and match data within our user interface for a more streamlined process.

After completing the matching and addressing any discrepancies, click 'Confirm'. If your spreadsheet contained any errors, this next window would enable you to detect, understand, and edit these errors directly within the workflow. This functionality ensures data integrity and accuracy before finalising the import.

Additionally, if necessary, you can duplicate lines directly from this window to correct repeated data entries without leaving the importation flow.

Once satisfied with the corrections and confident in the data's accuracy, click on 'Complete import'. Your portfolio will then be loaded onto our Portfolio Analyser, ready for you to work your magic as you usually would.

By following these simple steps, the AI-powered Automated Bulk Import feature not only simplifies the data importation process but also ensures a more accurate and efficient workflow, allowing you to focus on what you do best.

Unlock the Automated Bulk Import

The AI-powered Automated Bulk Import doesn't just automate the import process; it upgrades it, significantly cutting down the time you spend on these tasks. As your volume of data expands, this tool ensures that managing it remains seamless, preventing it from becoming a bottleneck. Moreover, it rigorously minimises errors, thereby upholding the accuracy of your data.

This update is all about streamlining your workflow, enabling you and your team to focus on their core competencies and innovate without being bogged down by data management chores.

That’s all for now! Stay tuned for more updates.