Professional Services
Some communities require additional assistance beyond standard onboarding. Professional services are quoted separately — scoped up front, so you know exactly what the work covers and what it costs.
Migration
Moving your history into Portier369 — accurately and completely.
- Data retrieval and export from AppFolio, Buildium, TOPS, or another provider
- Historical document migration
- Historical financial transaction migration
- Owner ledger reconstruction
- Cleaning incomplete or inconsistent data
- Scanning and OCR of paper documents
Implementation
Hands-on help beyond standard onboarding.
- Custom onboarding programs
- On-site training
- Board workshops
- Additional administrator training sessions
- Dedicated account management
Accounting
Getting the books right before and after go-live.
- Accounting conversion from your previous system
- Chart-of-accounts review
- Ledger and balance cleanup
- Accounting consulting
Custom work
Software built around your operation.
- Custom integrations
- Custom reports and dashboards
- Custom AI workflows
- API integration assistance
- White-label applications
- Community websites
Already included with every subscription
Standard onboarding — company account configuration, creation of associations, import of units, owners, and vendors from properly formatted spreadsheets, one remote administrator training session, and standard launch assistance — is included with every plan. Professional services pick up where standard onboarding ends.
Tell us what your community needs.
Describe the work and we'll return a written quote — no obligation.