Rent Collection & Financial AutomationPurpose
1.2. Ensure real-time expense updates relating to maintenance, repairs, utilities, property taxes, insurance, and management fees.
1.3. Synchronize expense records with accounting, reporting, and property management platforms for streamlined compliance and owner reporting.
1.4. Minimize human error, manual spreadsheet handling, and missed or delayed expense entries.
Trigger Conditions
2.2. Card transaction or bank transaction detected on designated accounts.
2.3. Scheduled rent processing dates (monthly/quarterly) prompt expense data pulls.
2.4. API notification from property management or accounting system indicating new expense.
2.5. Web form completion by property managers or service vendors.
Platform Variants
• API: /v3/company/{companyId}/purchase
• Configure: Push expense objects mapped to property ID, with memo/line item details.
3.2. Xero
• Endpoint: POST /api.xro/2.0/Receipts
• Use: Submit vendor receipts, map to tracking category (property code).
3.3. AppFolio
• API: /properties/{propertyId}/expenses
• Send: Expense JSON with property, vendor, and category.
3.4. Buildium
• Endpoint: POST /api/v1/expenses
• Configure: Attach scanned receipt, specify property, amount, and GL code.
3.5. Rent Manager
• API: /expense/import
• Specify: CSV or JSON batch import against property identifiers.
3.6. Yardi Voyager
• Web Service: POST ProcessExpenses
• Details: Expense type, property reference, scan/image if available.
3.7. Zoho Books
• API: POST /expenses
• Set: Vendor, project (mapped to unit/property), and attachment.
3.8. FreshBooks
• Endpoint: POST /expenses
• Configure: Add expense details, attach image, assign to property-client.
3.9. SAP Concur
• API: /expense/report
• Workflow: Push expense reports by property or manager code.
3.10. Wave
• Endpoint: POST /businesses/{business_id}/expenses
• Provide: Vendor, note, and property as custom field.
3.11. Expensify
• API: /api?command=CreateTransaction
• Auto: Parse emails, allocate by property code via policy rules.
3.12. Zoho Expense
• Endpoint: POST /expense
• Send: Attach receipt, project (property), and vendor details.
3.13. Google Sheets
• API: Spreadsheets.Values.Append
• Action: Row per expense, columns for property/unit, category, receipt URL.
3.14. Airtable
• API: POST /v0/{baseId}/{tableName}
• Insert: Record with property, vendor, amount, receipt as attachment.
3.15. Microsoft Excel Online
• API: POST /me/drive/items/{item-id}/workbook/tables/{table-name}/rows
• Populate: New rows with automated parsing of e-invoices to property columns.
3.16. Stripe
• API: webhook on PaymentIntent.succeeded
• Use: Tag property-related spend tracked via metadata.
3.17. Plaid
• API: /transactions/get
• Detect: Card/bank spend from linked accounts auto-allocated by memo/rule.
3.18. Dropbox
• API: /files/upload
• Save: Expense images/PDFs to per-property folders for recordkeeping, trigger downstream expense entry.
3.19. DocuSign
• API: EnvelopeCompleted webhook
• Capture: Approved vendor invoices, route for expense logging by property.
3.20. Slack
• Action: Incoming Webhook
• Notify: #property-finance or DM with expense details for actionable review/logging.
3.21. Monday.com
• API: Create item in ‘Expense Tracker’ board
• Map: Fields to property, vendor, amount, and receipt link.
3.22. Notion
• API: Create Page
• Generate: New property-linked pages for expense records and attach docs.
Benefits
4.2. Supports up-to-date expense visibility per property for owner and audit needs.
4.3. Enables rapid responses to over-budget or fraudulent spending.
4.4. Improves stakeholder confidence via audit trails and granular reporting.
4.5. Saves admin time, speeds up monthly and annual financial close.