OPEN BANKING FOR PROPERTY MANAGEMENT

Rent receipts.Connected to tenancy records.

Bring bank receipts into the tenancy and rent records your team works with every day. Build a clearer view of who has paid, which balances remain outstanding and what needs a closer look.

Discuss This WorkflowSee Integration Options

THE BUSINESS PROBLEM

Less checking.
Fewer disconnected records.

Payments arrive across properties, accounts and tenants. A reference may be incomplete, a rent payment may be split, or several people may contribute to one tenancy. Manual checks can leave payment status scattered across bank records and spreadsheets.

CONNECTED WORKFLOW

From receipt to the right record

A tenant pays weekly rent in two transfers. The integration links both receipts to the tenancy, checks the expected balance, and prepares the approved allocation for the property system. If a reference is ambiguous, the transaction stays in review.

THE AUTOMATION

From receipt to action.

  • Match incoming receipts to tenancy records using agreed reference and amount rules.
  • Handle partial payments and distinguish rent from other receipt types according to your requirements.
  • Return approved allocations through a supported interface or import.
  • Route unclear receipts to review before updating tenant balances.

THE INTENDED OUTCOME

What your team gains

  • Payment status linked to the right tenancy.
  • An agreed arrears and exception report for follow-up.
  • A defined process for correcting an allocation and reconciling balances.

A DEFINED PROJECT, NOT A GENERIC TOOL

Scope. Connect. Validate. Deliver.

We agree the system interfaces, mappings, matching rules, approval boundaries and reporting with your team. The quote and contract define what will be delivered. Bank coverage, available data and record updates are checked during scoping.

Understand the project and payment process

QUESTIONS FOR YOUR TEAM

Before we connect.

Can payments across several properties be handled?

We scope the account, property and tenancy mappings first. The design can retain that context when matching and reporting receipts.

What if tenants use inconsistent references?

We can match a tenant’s payment through their linked payer bank account when the account number is available in the bank data, even if Particulars, Code or Reference is missing or incorrect. We also agree permitted aliases, amount and allocation rules. An uncertain match is flagged for review.

LET’S SCOPE YOUR PROJECT

Bring us the manual work.
Let’s design the connection.

Email your requirements. We clarify the scope, provide a quote and begin after the contract is signed. Full payment follows delivery.

Email Your Requirements