Great client accounting features in AgentOS
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 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.
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.
Track location of deposits; supporting all schemes for England & Wales, Scotland and Northern Ireland.