CONNECT THE SYSTEMS YOU ALREADY USE

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.

PLAID

Connect the bank

Automatically bring property bank activity into TenantPoint so transactions can be connected to tenants, vendors, CAM, and property operations.

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QUICKBOOKS

Keep the books

Send accounting-ready invoices, payments, and approved expenses into QuickBooks without rebuilding the same information by hand.

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HOW THE THREE SYSTEMS DIVIDE THE WORK

Each system does the part it’s actually good at.

PLAIDWhat happened?

Reads real activity from the property’s bank account.

TENANTPOINTWhat does it mean?

Connects it to the tenant, lease, vendor, work order, and property behind it.

QUICKBOOKSHow is it accounted for?

Keeps the formal, tax-ready books your accountant relies on.

SEE HOW THEY WORK TOGETHER

Two real workflows, start to finish.

No accounting background required to follow either one.

A rent payment, reconciled

From the charge to the synced invoice.

  1. TENANTPOINTRent is dueCalculates the charge from the lease on file: Rent $4,250 + CAM $750
  2. BANKPayment arrivesThe deposit clears at the property's bank account
  3. PLAIDTransaction comes inBrought into TenantPoint automatically—no CSV import
  4. TENANTPOINTMatchedABC Dental · September rent + CAM
  5. QUICKBOOKSBooks stay in syncInvoice and payment recorded together

A maintenance expense, categorized

From the tenant's report to the recorded expense.

  1. TENANTReports an issue“AC not cooling”, submitted through the portal
  2. TENANTPOINTWork order createdAssigned to ABC HVAC
  3. VENDORRepairs it$845, completed
  4. BANKExpense clears$845 debited from the property account
  5. PLAIDTransaction comes inBrought into TenantPoint automatically
  6. TENANTPOINTConnectedVendor · work order · property · CAM eligibility
  7. QUICKBOOKSExpense recordedCategorized and tied to the property