The bank, the property, and the books—connected.
TenantPoint connects property operations, banking, and accounting so you spend less time moving information between systems by hand.
Two integrations
One for the bank. One for the books.
- In developmentPlaid
Connect the bank
Automatically bring property bank activity into TenantPoint so transactions can be connected to tenants, vendors, CAM, and property operations.
See how it will work - In developmentQuickBooks
Keep the books
Send accounting-ready invoices, payments, and approved expenses into QuickBooks without rebuilding the same information by hand.
See how it will work
Plaid and QuickBooks: Built and being finalized for production. Not yet available to connect from your workspace.
How the three systems divide the work
Each system does the part it’s actually good at.
What happened?
Reads real activity from the property’s bank account.
What does it mean?
Connects it to the tenant, lease, vendor, work order, and property behind it.
How is it accounted for?
Keeps the formal, tax-ready books your accountant relies on.
How they will work together
Two workflows, once both integrations are live.
No accounting background required to follow either one. Both use the demo tour’s sample property, Northline Commerce Center.
A rent payment, reconciled
From the charge to the synced invoice.
- TENANTPOINTRent is dueCalculates the charge from the lease on file: Rent $8,420 + CAM $1,775
- BANKPayment arrivesThe deposit clears at the property's bank account
- PLAIDTransaction comes inBrought into TenantPoint automatically—no CSV import
- TENANTPOINTMatchedNorthline Dental · Suite 101 · August rent + CAM
- QUICKBOOKSBooks stay in syncInvoice and payment recorded together
A maintenance expense, categorized
From the tenant's report to the recorded expense.
- TENANTReports an issue“AC not cooling” at Oak & Ember Café, Suite 110, submitted through the portal
- TENANTPOINTWork order createdAssigned to the property's HVAC vendor
- VENDORRepairs it$845, completed
- BANKExpense clears$845 debited from the property account
- PLAIDTransaction comes inBrought into TenantPoint automatically
- TENANTPOINTConnectedVendor · work order · property · CAM eligibility
- QUICKBOOKSExpense recordedCategorized and tied to the property