How to integrate Clearing’s Financial Management Software with Guesty’s Property Management Software of Tomorrow
Discover how to integrate Clearing's Financial Management Software with Guesty’s Property Management Software of tomorrow, and streamline your trust accounting processes.
February 20, 2024
Michelle
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As a property manager, you understand the challenges of financial management in the property management industry. Bookkeeping and trust accounting can be time-consuming and error-prone, leaving you juggling multiple bank accounts and credit cards in an attempt to stay organized. But there's a better way. We're excited to announce a new integration designed to transform the financial management practices of Guesty property managers!
Clearing has partnered with Guesty, the property management software of tomorrow, to provide an automated bookkeeping and trust accounting solution tailored to the needs of Short-Term Rental property managers.
With this integration, property managers using Guesty can now seamlessly integrate with Clearing, unlocking the power of our cutting-edge financial management solution. Say goodbye to manual processes and say hello to streamlined efficiency. All your property information, booking details, and other financial management data will seamlessly flow into Clearing, where advanced rules and algorithms drive an automated reconciliation process. Plus, you can leverage Clearing's virtual bank accounts, eliminating the need to open multiple accounts and simplifying your financial ecosystem.
Embark on a new era of financial freedom. Imagine a future where bookkeeping, trust accounting, monthly owner statements, expense allocation, and payment management are no longer headaches. It's time to reclaim your time and take a permanent vacation from these financial burdens!
Integrating Clearing with Guesty
Step 1: Initialize the integration from within Clearing
Step 1.1: Already signed up for Clearing? - follow these steps
If you have already signed up for Clearing and can access your dashboard - the first step will be to click "Settings" in the bottom left of the platform and select “Integrations”.
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Select Guesty from the following list.
In your Guesty account, please find Clearing in the marketplace and click Connect. It will generate a token that you can copy here. Once provided, click the “Connect” button within Clearing.
Step 1.2: Going through onboarding with Clearing? - follow these steps
If you are currently signing up for Clearing and are going through the onboarding steps, you will be brought to a page where you can select your Property Management Software. Choose Guesty here.
In your Guesty account, please find Clearing in the marketplace and click Connect. It will generate a token that you can copy here. Once provided, click the “Guesty connect” button within Clearing.
Step 2: Confirm your assets from within Clearing
Once the integration has been connected, your properties will pull into Clearing from Guesty automatically. You can always add more as your business grows.
Step 3: Configure your assets from within Clearing
Complete this step by first naming your assets (or leave them the same as how they are named in Guesty which will appear automatically).
If you want to group properties, for any categorization needs, you can complete that now (this can also be done later).
In general, people tend to group their assets by buildings or cities, but the flexibility of Clearing’s platform allows you to group properties however you desire. If a new group is needed, you can create new groups from this step by clicking the plus sign beside the group column title. There is also no requirement to group your properties - it’s completely up to you!
Step 4: Let the Auto-Pilot Begin! 🤘
Once you have loaded your properties, you have completed the integration setup!Let the automation begin!
Congratulations on taking the first step towards streamlining your financial management by leveraging the Guesty-Clearing integration!
Say goodbye to manual bookkeeping and cumbersome trust accounting and embrace a new era of efficiency. Clearing is here to handle the heavy lifting for you, giving property managers like you more time to focus on those parts of your business that deserve your attention.
We're committed to simplifying the financial management of your property management business and empowering you with the tools you need to succeed. Should you encounter any challenges during the integration process, our dedicated Clearing support team is always ready to provide guidance and support.
Now, dive into the Clearing platform and explore the possibilities. Discover a world of streamlined financial operations as you navigate your properties, set automation rules, and structure your virtual bank accounts as desired.
Stay tuned for more insightful knowledge articles and exciting product announcements that will further enhance your financial management operations with Guesty. We're continuously working to provide you with innovative solutions that will revolutionize your financial workflows.
Get ready to revolutionize financial management with the Guesty and Clearing integration!
Not using Clearing yet, but interested now? Book a demo today!
Remember, Clearing is a Financial Technology Company, not a bank. Deposit Accounts are issued by Evolve Bank & Trust, Member FDIC.
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