Turn bank activity into property context.
Connect supported property bank accounts and review balances and transactions alongside the tenant, vendor, work order, and property behind them.
AvailableLive bank feeds are included on Owner, Portfolio and Professional, subject to bank support and account availability. CSV/OFX import is available on every plan.
Read the activity. Review the meaning.
A bank statement can tell you that money moved without explaining the suite, lease, or work behind it. TenantPoint adds that property context to a read-only bank feed.
Plaid handles the bank connection. TenantPoint handles the review and categorization. Stripe, not Plaid, handles tenant ACH payments.
Bank activity with property context
From bank activity to a reviewed record
Bank accounts
- TenantPoint
- Shows connected accounts, balances, and connection status.
- Plaid
- Connects supported financial institutions through its own connection flow.
Transactions
- TenantPoint
- Lets the team review deposits and expenses in Banking.
- Plaid
- Supplies read-only transaction activity as the institution makes it available.
Reconciliation
- TenantPoint
- Connects reviewed transactions to the relevant tenant, vendor, work order, or property.
- Plaid
- Provides the bank-side activity; it does not decide the accounting treatment.
Read-only banking—not payment collection
A Plaid feed reads bank activity. It does not give this integration the ability to debit tenants or move money. Use the separate Stripe connection for tenant ACH payments.
Institution support and feed timing vary. TenantPoint does not promise real-time balances or that a transaction will appear the moment it clears. Use CSV/OFX imports when a live feed is unavailable or a statement import fits better.
Review a match before relying on it
An amount and a vendor name alone may not identify the work order or property. Review the source and confirm its context; do not treat an unlabeled bank debit as an automatic match.
Categorized activity can support CAM and reporting. Eligible QuickBooks workspaces can send selected accounting activity after mappings and sync settings are reviewed.
Questions owners ask about this.
Can Plaid move money?
The TenantPoint bank-feed connection is read-only. It reads bank activity for review and reconciliation; tenant ACH is processed through Stripe separately.
Which plans include live bank feeds?
Owner, Portfolio and Professional include live bank feeds; Custom is configured by agreement. Your bank and account must be supported by Plaid. CSV/OFX import is available on every plan, including when a feed isn't.
Are bank transactions real-time?
No real-time guarantee is made. Timing depends on the financial institution and the connection.