Connected banking
Plaid bank feeds are included from Owner up, subject to bank and account support.
Bank activity, organized by property—not a statement dump.
Bring bank activity into TenantPoint through a live Plaid connection where enabled, or CSV/OFX statement import, then review and categorize it against the property, tenant, vendor, and work behind it.
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Owner briefing · Northline Commerce Center
Your property needs 3 decisions
- 01Rent trackingOne partial balance needs review
- 02BankingTwo transactions need allocation
- 03Lease dateNotice window opens in 21 days
TenantPoint prepares the work · You approve the action
Illustrative product view · fictional demo property
Four parts of bank reconciliation, one connected record.
Statement imports
Use CSV or OFX statement imports when a feed is unavailable or an import better fits the workflow.
Review before matching
Review transaction details and confirm the appropriate tenant, vendor, work order, or property context.
CAM and reporting
Use categorized activity to support commercial expense review, CAM, and financial reporting.
A bank feed supplies activity, not an accounting decision
Plaid brings read-only balances and transaction activity into Banking. Feed timing depends on the institution and connection; TenantPoint does not promise real-time bank updates. New activity still needs review and categorization.
A bank description alone may not identify the property or work order. Confirm the match rather than assuming an amount or a familiar vendor name proves it.
Keep payment collection separate
The Plaid banking connection does not debit tenants and does not enable ACH rent collection. Stripe handles tenant ACH payments through a separate landlord payment connection.
QuickBooks Online is another distinct connection: eligible workspaces can send selected accounting activity from TenantPoint to their existing QuickBooks company after mapping and sync settings are reviewed.
Questions owners ask about this.
Does Plaid move money?
TenantPoint’s Plaid bank-feed connection is read-only. It reads activity for review and reconciliation; Stripe is the separate provider for tenant ACH payments.
Can I import a statement instead?
Yes. CSV/OFX statement import is part of the core platform and is a useful fallback when a live feed is unavailable.
Is a bank match always automatic?
No. Review and confirm the transaction’s property and operational context. An unlabeled debit is not proof of a particular work order.
Bank activity with property context
