An operational Money hub
See deposits awaiting action, processing items, failures and return work, with access to the existing focused accounting views.
Know what the money is doing
Give the rental team a clear operational view of deposits. Give finance the ledger, trust liability records and supporting evidence behind the recorded state.
For independent landlords and property teams.
Money workspace · illustrative preview
Authorized · awaiting settlement evidence
This example has no settled receipt, so it shows no posted settlement journal. In your workspace, inspect saved ledger entries and source evidence; review bank reconciliation separately.
Fictional data. Explore the homepage demo to try the connected workflow.
Keep the work moving with clear ownership, recorded progress and an explicit next action.
Confirm the tenancy, deposit type, amount and resident allocations against the supported provincial policy checks before requesting payment.
Keep authorization, processing, failed and settled states distinct. See what needs action without treating an instruction as proof of receipt.
Inspect double-entry ledger records, tenant deposit liabilities and source evidence. Review bank evidence and reconciliation separately.
Connect move-out evidence, reviewed deductions, applicable interest and refund approvals to the deposit-return workflow.
What’s connected
See deposits awaiting action, processing items, failures and return work, with access to the existing focused accounting views.
Keep trust cash and tenant deposit liabilities distinct in accounting records. Review the legal entity, currency and supporting source for a posting.
Review each resident’s rent and deposit share. Household totals and individual allocations must balance before a native lease plan can proceed.
Follow recorded payment events and available receipt evidence. Provider availability, actual custody and settlement depend on the agreed implementation.
Open journal entries, trial balances, bank evidence and reviewed matches. A balanced ledger alone does not prove a bank account is reconciled.
Use ledger exports and configured signed outbound webhooks with your wider workflow. Direct PMS synchronization is not currently available.
Fit the way you work
Start with essential information. Add shared ownership and review controls as your portfolio needs them.
Find the deposit’s actual status from the case or Money view. Open the next action and keep return evidence with the tenancy.
Review liability records and source links, resolve reconciliation differences and follow the existing approval controls before releasing funds.
Understand the workflow before bringing your own records.
Talk through your setupNo. Authorization, processing and confirmed settlement are separate states. The demo makes those distinctions explicit.
No such setup is implied by the software’s accounting records. Confirm the banking, custody and segregation arrangements for your implementation.
Ledger exports and signed outbound webhooks support handoffs. Dedicated direct synchronization with the PMS brands shown on the homepage is not currently available.
Keep the relevant document and product context close at hand.
Try the fictional landlord-to-applicant journey on the homepage.