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Banking and bills

Your books agree with your bank.

Import your bank statement and each line is matched to rent, a bill or a cost. Your rules suggest where each line goes and wait for you to agree. An overlapping statement can’t count a payment twice, and a month is signed off only when the statement balance equals your books.

14 days free. No card needed. In every plan.

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The banking screen with imported statement lines and the rule that coded each one Open the whole screen
Statement lines, each coded by the rule that matched it, waiting for you to agree
How it works

What happens, step by step.

  1. Step 1

    Import the statement

    The CSV file from your bank. Lines you’ve already imported are skipped.

  2. Step 2

    Agree the suggestions

    Rules suggest where each line goes, and you approve. Nothing is coded behind your back.

  3. Step 3

    Approve bills before they’re paid

    Who approved each one, and when, is recorded.

  4. Step 4

    Sign off the month

    When the statement’s closing balance equals your books.

The detail

Bank statements in, each line coded, nothing posted without you.

Import a statement twice and nothing doubles
Lines already in your books are recognised and skipped, so an overlapping file adds only what’s new.
Rules suggest, you decide
A rule that codes lines on its own can get forty of them wrong before anybody looks. Here a suggestion waits for you.
Signed off on the balance
Not on how many lines matched. The statement’s closing balance has to equal your books, or the month stays open.
Bills approved before they’re paid
A supplier bill needs approving before money can go out against it, with who approved it and when on record.
Also on screen

Supplier bills waiting for approval, and what’s been paid

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The suppliers screen listing bills awaiting approval Open the whole screen
14 days free

Try it on your own portfolio.

The guided setup takes you through your first building, tenancy and tenant. Every feature is in every plan.

No card needed. Cancel from Settings.