Banking

• Set up and manage bank accounts

  Add a bank account to a property, review its details, and set it as primary, deactivate or reactivate it.

• Record deposits, withdrawals and transfers

  See every transaction in a bank account and record, modify or delete manual deposits, withdrawals and transfers.

• Reconcile a bank account

  Match your bank's transactions to the ledger, add missing ones, ignore the rest, and close the books when a month is fully matched.

• Keep monthly bank statements

  Store the bank's PDF statement for each month, either uploaded by you or pulled from a connected bank.

• Accept electronic payments with DirectPay

  Apply for a DirectPay merchant account so tenants can pay by ACH or credit card into a bank account, and manage its fees and limits.