It's that time of year again where I usually starting swearing I'm going to be more organized for taxes and bookkeeping next year. But this year is different. I've been building @KestrelRMS, and I'm the ideal customer. I build a new feature, and I immediately use it. Autoclassification of transactions. Loan payment P&I breakdowns. Income Statements. Balances Sheets. Trial Balances. My goal is to make this all seamless for me to close out my year end for my real estate portfolio. And to make sure I've got a 360 degree view of what's happening. No more hidden maintenance issues. No more missed payments or double charges. No more bank account reconciliation. My accountant is happy. My bankers are happy. My tenants are happy. My money is safe and growing. I'm taking charge of my portfolio by setting up the right systems, and understanding where I should be spending my time in the process.

Final day of #KMWorld - and there is still time to download Synaptica brochures and Resources for Graphite, Graphite Knowledge Studio & Professional Services from our website. #Ontology #Taxonomy #KnowledgeGraphs #AutoClassification buff.ly/3tk9qdQ

Thank you PRESERVICA for your MER Annual Sponsorship! merconference.com/page/22744… @Preservica #ARMA #MER2023 #InfoGov #IGpractitioners #RecordsManagers #Autoclassification #databreach #DataSecurity #emergingtech #RecordsManagement #BusinessContinuity #DataPrivacy #Compliance #GDPR

Thank you PRESERVICA for your MER Annual Sponsorship! merconference.com/page/22744… @Preservica #ARMA #MER2023 #InfoGov #IGpractitioners #RecordsManagers #Autoclassification #databreach #DataSecurity #emergingtech #RecordsManagement #BusinessContinuity #DataPrivacy #Compliance #GDPR

For us at least autoclassification is a marginal improvement. Plus, a lot of the value add especially during the first 6mo of an engagement is humans reorganizing COAs incrementally with each close which does have a rule based structure but how it’s done is highly contextual to client needs and their appetite for change. The big-time gain would be pt. 2 of what you laid out - intelligent doc/support matching so that a human can seamlessly identify each transactions surrounding context. Client can just rapid fire dump data via photo email forward and AI does the first layer of bookkeeping legwork.

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Thank you PRESERVICA for your MER Annual Sponsorship! merconference.com/page/22744… @Preservica #ARMA #MER2023 #InfoGov #IGpractitioners #RecordsManagers #Autoclassification #databreach #DataSecurity #emergingtech #RecordsManagement #BusinessContinuity #DataPrivacy #Compliance #GDPR

Graphite Knowledge Studio delivers automated semantic tagging and auto-categorization of enterprise content. #Taxonomy #Ontology #Metadata #AutoClassification Discover more buff.ly/3gl3D50

Thank you PRESERVICA for your MER Annual Sponsorship! merconference.com/page/22744… @Preservica #ARMA #MER2023 #InfoGov #IGpractitioners #RecordsManagers #Autoclassification #databreach #DataSecurity #emergingtech #RecordsManagement #BusinessContinuity #DataPrivacy #Compliance #GDPR

Thank you PRESERVICA for your MER Annual Sponsorship! merconference.com/page/22744… @Preservica #ARMA #MER2023 #InfoGov #IGpractitioners #RecordsManagers #Autoclassification #databreach #DataSecurity #emergingtech #RecordsManagement #BusinessContinuity #DataPrivacy #Compliance #GDPR

Graphite Knowledge Studio delivers automated semantic tagging and auto-categorization of enterprise content. #Taxonomy #Ontology #Metadata #AutoClassification Discover more buff.ly/3gl3D50

It’s all about data! Don’t miss our January 2023 webinars presented by @CONTOURAL AND @SHINYDOCS. mailchi.mp/merconference.com… #ARMA #MERsapient #MER2023 #Sapient #M365 #webinars #Autoclassification #DataRetention #DataRequirements #virtualtraining #IG #AI #CEDS #RecordsManagers

It’s all about data! Don’t miss our January 2023 webinars presented by @CONTOURAL AND @SHINYDOCS. mailchi.mp/merconference.com… #ARMA #MERsapient #MER2023 #Sapient #M365 #webinars #Autoclassification #DataRetention #DataRequirements #virtualtraining #IG #AI #CEDS #RecordsManagers

It’s all about data! Don’t miss our January 2023 webinars presented by @CONTOURAL AND @SHINYDOCS. mailchi.mp/merconference.com… #ARMA #MERsapient #MER2023 #Sapient #M365 #webinars #Autoclassification #DataRetention #DataRequirements #virtualtraining #IG #AI #CEDS #RecordsManagers

It’s all about data! Don’t miss our January 2023 webinars presented by @CONTOURAL AND @SHINYDOCS. mailchi.mp/merconference.com… #ARMA #MERsapient #MER2023 #Sapient #M365 #webinars #Autoclassification #DataRetention #DataRequirements #virtualtraining #IG #AI #CEDS #RecordsManagers

It’s all about data! Don’t miss our January 2023 webinars presented by @CONTOURAL AND @SHINYDOCS. mailchi.mp/merconference.com… #ARMA #MERsapient #MER2023 #Sapient #M365 #webinars #Autoclassification #DataRetention #DataRequirements #virtualtraining #IG #AI #CEDS #RecordsManagers

It’s all about data! Don’t miss our January 2023 webinars presented by @CONTOURAL AND @SHINYDOCS mailchi.mp/merconference.com… #ARMA #MERsapient #MER2023 #Sapient #M365 #webinars #Autoclassification #DataRetention #DataRequirements #virtualtraining #IG #AI #CEDS #RecordsManagers

It’s all about data! Don’t miss our January 2023 webinars presented by @CONTOURAL AND @SHINYDOCS mailchi.mp/merconference.com… #ARMA #MERsapient #MER2023 #Sapient #M365 #webinars #Autoclassification #DataRetention #DataRequirements #virtualtraining #IG #AI #CEDS #RecordsManagers

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Don’t miss this advanced webinar, APPLYING RECORD RETENTION AND DELETION TO STRUCTURED DATA presented by @Contoural. mailchi.mp/merconference.com… #ARMA #MERsapient #MER2023 #Sapient #M365 #webinars #Autoclassification #DataRetention #DataRequirements #IG #AI #CEDS #RecordsManagers