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How data flows through Archer

Understand the four-step cycle: upload, parse, work in Excel, and Save to Archer. The foundational mental model for using the platform.

Overview 

Archer has two environments: the web app (app.archer.re) and your Excel model(s). Data moves between them in a specific sequence. Understanding this flow prevents the most common confusion new users experience.
 

The flow in four steps 

Step 1: Upload and parse (web app)

You search for a property on the web app, hit Run Underwrite (or Parse Document), and upload your rent roll and T12 files. Archer extracts the data, and you review the mapping on screen — confirming headers, charge codes, floor plans, and T12 line items.
 
Everything you confirm on the web app is automatically saved. You don't need to do anything extra.
 

Step 2: Download your model (web app to Excel) 

After parsing and mapping, you hit "Finish and Run Underwrite." Archer pushes the parsed data — along with rent comps, expense comps, and analytics — into your Excel model. You download and open it.
 
Your model now has: the clean rent roll data (Rent Roll Analysis tab), mapped T12 financials (Financials tab), comps (Rent Comps, Expense Comps, Sale Comps tabs), and analytics.
 

Step 3: Work in Excel 

This is where you do your underwriting. You review the parsed data, adjust assumptions, build your pro forma, refine your analysis. You can also make changes to how line items are mapped — if something was coded to the wrong category, just change it in the Financials tab dropdown.
 

Step 4: Save to Archer (Excel to web app)

When you're done working, hit Save to Archer on the Excel ribbon. This pushes your changes back to the web app: updated assumptions, corrected mappings, refined data. It also trains the AI and saves your comps.
 

The key rule 

Changes made on the web app (during parsing) save automatically.
 
Changes made in Excel only sync back when you hit [Save to Archer].
 
If you make a change in Excel and don't save, the web app doesn't know about it. Your pipeline, your comps, and your mapping AI all stay on the last saved version.
 

Where to make changes

You can adjust T12 mappings, floor plan names, renovation status, and other data in either environment. But if you want the system to learn from your changes — so it gets smarter for next time — make the change in the Archer tabs (either web app or Excel's Archer tabs) and hit Save to Archer.
 
Changes made in your own model's proprietary tabs (your pro forma, your assumptions) are your working space. Those still save via Save to Archer, but they don't train the mapping AI — they're your analysis, not mapping corrections.