Financial & AdministrativePurpose
1.2. Ensure accurate allocation of costs among tenants, generate detailed statements, facilitate timely payments, and enable seamless integration with accounting and CRM systems.
1.3. Minimize manual errors, inconsistency, and administrative delays by synchronizing data from utility providers, tenant management platforms, and payment processors into a streamlined workflow.
Trigger Conditions
2.2. Change in tenant move-in/move-out status within the billing cycle.
2.3. Completion of utility meter reading imports or data sync from IoT devices.
2.4. Scheduled day (e.g., last day of month) for automated bill reconciliation and tenant notification.
Platform Variants
• Feature/Setting: API for automated bill entry and journal creation; Configure Webhooks for bill import.
3.2. Xero
• Feature/Setting: Bills API to push proration results; Setup scheduled data pulls and bank feeds for reconciliation.
3.3. Yardi Voyager
• Feature/Setting: PayScan API to receive bill images and automatch; Resident Billing API for charge posting.
3.4. AppFolio Property Manager
• Feature/Setting: AppFolio API for charge entry and lease sync; Enable transaction webhook triggers.
3.5. Entrata
• Feature/Setting: API for billing data sync; Webhook for lease changes triggering proration recalculation.
3.6. RealPage
• Feature/Setting: OneSite API for utility setup/teardown and tenant cost allocation.
3.7. Buildium
• Feature/Setting: Property Bill Endpoint for automated upload; Custom field mapping for prorated shares.
3.8. SAP Concur
• Feature/Setting: Invoice API for routing utility invoices to accounts payable workflows.
3.9. Microsoft Dynamics 365
• Feature/Setting: Dataverse connector for bill record updates and approval flows.
3.10. Oracle NetSuite
• Feature/Setting: SuiteTalk API for journal entries and automated proration logic.
3.11. Stripe
• Feature/Setting: Invoices API for tenant billing and auto-charging on due date.
3.12. PayPal
• Feature/Setting: Payouts API for distributing surplus refunds or balancing corrections.
3.13. Plaid
• Feature/Setting: Bank Integration API to confirm cleared utility payments.
3.14. Twilio SendGrid
• Feature/Setting: Transactional Email API for bill, statement, and payment reminders.
3.15. DocuSign
• Feature/Setting: eSignature REST API to obtain digital sign-off on proration agreements.
3.16. Google Sheets
• Feature/Setting: Sheets API for data aggregation, formula-driven proration, and audit logs.
3.17. Zapier
• Feature/Setting: Multi-step Zaps to orchestrate data movement between property, billing, and communication platforms.
3.18. AWS Lambda
• Feature/Setting: Event-driven function to calculate proration on uploaded utility data.
3.19. Azure Logic Apps
• Feature/Setting: Scheduled workflows for integrating utility billing with tenant CRM.
3.20. MuleSoft
• Feature/Setting: Integrator flows connecting property management, billing, and ERP APIs.
3.21. FreshBooks
• Feature/Setting: Expense API for importing, splitting, and billing utility costs to clients.
3.22. Slack
• Feature/Setting: Incoming Webhooks for real-time alerts on bill status or proration conflicts.
3.23. Mailgun
• Feature/Setting: Batch Email API to distribute utility statements and payment links to tenants.
3.24. Salesforce
• Feature/Setting: Process Builder and REST API for tracking billing disputes and tenant records.
Benefits
4.2. Real-time, transparent proration for multi-unit tenants with instant notifications.
4.3. Centralized data for faster reconciliation and compliance readiness.
4.4. Enhanced tenant satisfaction with timely, accurate statements and flexible payment options.
4.5. Improved vendor and provider relationships through predictable, automated processing.
4.6. Scalability to support additional properties, units, and diverse billing structures.