Connect Accounts IQ and ATLAS to consolidate your data, connect with other apps, and enhance reporting.

Maintain data quality, integrity, and consistency across platforms

  Power advanced, cross-system reporting and analysis

Our team of Private Capital technology experts maintains and manages your connections, ensuring vendor API updates are applied on time and any disruptions are resolved quickly.

Over $2 Trillion of AUM flows through ATLAS

The data and AI context layer trusted by the world’s leading Private Markets firms.

Accounts IQ

AccountsIQ is an accounting platform built for multi-entity and growing businesses. In private capital, it supports fund finance and corporate finance functions with consolidation, financial control, and reporting capabilities. It is commonly used by portfolio companies, fund administrators, and operating partners to standardize financial data and streamline performance oversight.
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Potential Use Cases Examples

Prepare Track Record Decks

Ask AI to break down fund and deal-level returns across portfolio monitoring, accounting and fund admin data, surfacing value creation drivers ahead of fundraising.

AccountingFund AdministratorLLMPortfolio Monitoring

Fund Modeling Scenarios, What-If Forecasts & Budget Planning

Normalize commitments, cashflows, fees, and metrics from source systems to feed directly into financial modeling tools.

AccountingAnaplanCRM

Investigate Reconciliation Exceptions

Use AI to investigate exceptions ATLAS flags between fund admin and accounting data, tracing underlying records and likely causes before sign-off.

AccountingFund AdministratorLLM

Map MRI Property Data to Investments

Feed MRI data into ATLAS, apply MDM to map properties to investments, enabling performance analysis at investment and asset level.

AccountingMRI

Mastering Contact Information

Use CRM as the master for investor contact and preference data, replicating to fund accounting and portal to prevent duplicate maintenance.

AccountingCRMInvestor PortalLP Subdocs

Minimize Shadow Accounting

Automate validation and exception reports to reduce manual, line-by-line reviews of outsourced providers’ accounting workbooks.

AccountingFund Administrator

Track Deal Expenses & Budgets

Link budgets and third-party expenses in CRM to monitor spending, evaluate ROI, and eliminate duplication across deals.

AccountingCRMTreasury

Update Commitment Data

Automatically populate and update CRM commitment data using information from the accounting system and/or fund administrator.

AccountingCRMFund Administrator

Access the full brochure

Get more information on ATLAS Integration Platform, its features and benefits.

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What is ATLAS?

Purpose-built for Private Markets, ATLAS ensures your AI, oversight, and reporting rest on data your business can trust.

Operational Systems CRM · Portfolio monitoring · ERP Market Data Company · Investor · Valuations Fund Administrators Financials · Cap. Accounts · NAV AI & Agents Any LLM · governed access BI & Reporting Native ATLAS · Power BI Data Warehouse Governed access · full lineage Data Quality, Control & Context Layer Master · Normalize · Governance & Quality · Reconcile · Enrichment Validated data Source data in transit Linking, mastering, and structuring every source into data you can rely on.
Operational Systems CRM · Portfolio monitoring · ERP Market Data Company · Investor · Valuations Fund Administrators Financials · Cap. Accounts · NAV Data Quality, Control & Context Layer Master · Normalize · Governance & Quality Reconcile · Enrichment AI & Agents Any LLM · governed access BI & Reporting Native ATLAS · Power BI Data Warehouse Governed access · full lineage Validated data Source data in transit Linking, mastering, and structuring every source into data you can rely on.

Best-in-Class Reporting

With ATLAS, your firm has the flexibility to meet any reporting need while streamlining processes.

Holland Mountain can provide BI developers to help design and create reports that are accurate and built for your firm’s needs.

Firms can either:

  • Leverage our library of pre-built reporting modules for fast, reliable reporting out of the box.
  • Build custom dashboards and reports tailored to your exact requirements.

Contact Us

Connect Accounts IQ to your firm's data and technology stack.

Schedule a demo

ATLAS Integrations & Connectors

Our fast-growing list of connectors to operational systems, market data sources and fund administrators.

We are constantly adding to our Partner Network based on client projects and requests. If your products are not listed, we will work with the vendor to develop a connector.