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Muyang Li๐ ๏ธ 1 tool ๐ 1 karmaOct 1, 2025@SREDSimplifyI am a SRED consultant. The ability to upload documents and instantly get SR -

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tried quickdata on a stack of rent rolls (pdf+xls), a couple T12s and one chunky OM. setup's just an excel add in, super barebones ribbon button and it goes straight to work (no gimmicks). it mapped a lot of line items correctly and dumped them into my model fast. i like that it plugs into your existing model instead of forcing theirs. a clearer "why" for each auto category would be good.
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Most flexible financial tracking tool in the market! - support live connection (US/Canada) - support Google Spreadsheet attached transaction. - support multiple profiles / multiple categorization - document interface, like using Notion / AI to get insights. Great bundle!
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Karyn Englehardt
Feb 15, 2025
Mortgage brokers
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