Client Accounting
Great client accounting features in AgentOS
Reconciling
Reconcile statements in three easy steps, saving you time on admin and manual entry. Simply download a CSV file from online banking and away you go. Or using Open Banking you can automate your reconciling but remain in control.
Payments
Payments are easily made through our accounting function on agentOS and you can also use our quick search bar to access a profile and make or take payments from here. You can take payments and set up standing orders using our Payment App.
Payment App
Rent Chase
Use agentOS' rent chasing tool to chase rent via SMS, email, payment app or letter to individual tenants or bulk chase a number of tenants at once. Add notes to keep staff informed on conversations with tenants and next chase dates. You can automate this using Zapier.
Deposits
Track location of deposits; supporting all schemes for England & Wales, Scotland and Northern Ireland.
Export Reports
Bulk Invoicing
Automated Text Messages
Landlord Statements
Auto Transfers
