Your partner in real estate technology
Expert Solutions for aStronger Real Estate Business
- 1993
- Founded by James J. Sheckells, CPA
- 30+ years
- In the real estate industry
- Nationwide
- Clients throughout the United States
- Yardi
- Consulting, training, reporting, and AI
Yardi Consulting and Real Estate Technology Services
Helping real estate organizations optimize operations, improve financial reporting, leverage AI, and maximize the value of Yardi.
Real Expertise. Real Solutions. Real Results.
Where we focus
Yardi Voyager 8 training, reporting through YSR, and AI development.
Hands-on support across training, reporting, and AI, backed by more than 30 years in the real estate industry.
Voyager 8 Training
Hands-on, role-based Voyager 8 training for accounting, property management, and operations teams, delivered virtually or on site.
- Role-Based
- Virtual or On-Site
- Go-Live Support
Voyager 8 Reporting via YSR
Clear, useful reporting built in YSR: financial statements, budget vs. actual, variance analysis, and dashboards for your portfolio.
- Report Design
- Management Reports
- Automated Distribution
AI Development & Consulting
Purpose-built AI and Yardi Virtuoso agent development, with practical consulting on where automation delivers real value.
- Virtuoso Agents
- Workflow Automation
- Governance
What we do
Yardi consulting services for a stronger real estate business.
From initial planning to ongoing advisory, ISA brings accounting, operational, and technology expertise to every engagement.
01Consulting ServicesYardi consulting services to optimize your Yardi environment and support your business goals.
Planning & Design
- Requirements Analysis & Planning
- System Design and Yardi Configuration
- Chart of Accounts and Financial Structure
- Business Process Review and Optimization
- Project Management
Accounting Operations
- Yardi Accounting Consulting
- Yardi Month-End Closing
- Yardi Bank Reconciliation
- Yardi PayScan Consulting
- Yardi Budgeting and Job Cost
- Recovery Reconciliations
- Forecasting
Reports, Data & AI
- Custom Reports, Queries, and Interfaces
- Data Analysis and Yardi Troubleshooting
- AI and Virtuoso Agent Development
Ongoing Support
- Outsourced Yardi System Administrator
- Ongoing Advisory and Yardi Support Services
02Financial ReportingFocus areaClear, useful reporting that supports stronger decisions across your portfolio.
YSR & Voyager 8
- Voyager 8 Reporting via YSR
- YSR Report Design and Optimization
- Automated Report Distribution
Financial & Management Reports
- Financial Statements and Management Reports
- Budget vs. Actual Reporting
- Variance Analysis
- Portfolio and Property Reporting
Custom Development
- Yardi Custom Reports
- Yardi SQL Reports and Report Writer
Dashboards & Workflow
- Custom Financial and Operational Dashboards
- Yardi Voyager Dashboards
- Yardi Workflow Development
03Yardi Training & ImplementationFocus areaHands-on Yardi training, Yardi implementation, and go-live support for all Yardi solutions — for administrators, accountants, and property managers.
Core Voyager 8
- Voyager 8 Training
- Core Voyager (Accounting)
- Yardi Administrator Training
- Yardi Accounting Training
Modules
- Procure to Pay (Purchasing/AP)
- Construction Manager
- Storage Manager
- Forecast Manager
- Forecast IQ
By Property Type
- Commercial
- Residential
- Affordable Housing
Delivery & Go-Live
- Role-Based Training
- Testing, Go-Live Support, and Post Go-Live Assistance
- Virtual or On-Site Training
04AI Automation & Virtuoso DevelopmentFocus areaYardi Virtuoso development and purpose-built AI automation that work within your real estate systems and processes.
- Yardi Virtuoso Agent Development
- AI-Driven Workflow Automation
- Custom AI Solutions & Integrations
- Testing, Optimization & Governance
05Data ConversionAccurate, reliable Yardi data conversion and migration for a successful Yardi environment.
Planning & Source Systems
- Data Conversion Planning and Execution
- Data Conversions from MRI, Skyline, Timberline, QuickBooks, RealPage, and Many More
Property & Tenant Data
- Property Data Conversion — Commercial, Residential, Affordable Housing, and Self Storage
- Tenant Data Conversion — Leases, Scheduled Charges, Unit Assignments, Contacts, and More
Balances & Details
- General Ledger Detail
- Open Accounts Receivable
- Prepayments
- Security Deposits
- Open Accounts Payable
- Open Work Orders
Review & Reconciliation
- Historical Data Review and Correction
- Tenant and Security Deposit Ledger Reconciliation
- Data Validation and Reconciliation
Where we work
Experience across the real estate landscape.
ISA serves real estate organizations throughout the United States, bringing practical systems expertise to distinct operating models.
Commercial
Yardi Commercial setup, training, and reporting.
Residential
Yardi Residential processes and property reporting.
Affordable
Yardi Affordable Housing training and support.
Self Storage
Yardi Storage Manager training and implementation.
About ISA
James J. Sheckells, CPA
Principal & Founder
Integrated Systems Associates, Inc. (ISA) was founded in 1993 by James J. Sheckells, CPA, and has provided Yardi consulting and real estate technology services to clients throughout the United States.
With more than 30 years of experience in the real estate industry, Jim and the ISA team bring a unique combination of accounting, operational, and technology expertise. We help clients optimize their use of Yardi, improve financial reporting, strengthen controls, and streamline business processes.
Our approach is practical and client-focused, with an emphasis on solutions that deliver real value. We work closely with your team to understand your goals, provide hands-on support, and ensure a successful outcome.
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