I've also been trying to organize driving for dollars with it, but quickly finding that managing that process is too manual - I'm transitioning to using Podio for managing leads and workflow.

That sort of workflow has really helped manage priorities.

From a work flow perspective: 123 Main St. generates cash flow, which is titled to 123 Main Street Trust & held by Child Series A.How does it get from there to the operational Traditional LLC, and then ultimately to me (presuming at the parent Series/Trust)?

If that is true, here is a summary of your workflow:- Every month you should receive a summary and detail statement.

Mine are mostly on the basic communication workflow side:Email scheduler: I use Right InboxExpense Tracking: I use ExpensifyAccounting: XeroProperty Analysis (and any analysis): Google Sheets(Ballpark) Rental Comps: RentometerI have built out scrapers in the past to get specific market data.

Create processes and workflows to support the goals. 

It's called a "workflow" but instead of writing a long explanation I just made a quick screenshot video for you.http://screencast.com/t/7N6B1qjkALet me know if this is what you were talking about. 

It would be very valuable to me if I could reconcile my personal accounts and run my fledgling RE business in the same workflow.

The important thing is to build a funnel that will receive all of these resources and then send them down a follow-up path that will allow you, your team members and your virtual assistants to work from a single source for the workflows, and also keep it all organized. 

This means you have a series of applications, workflows, processes (both manual and automated) and people that facilitate the operations of your business.