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Integrate your Clearing account with AdvanceCM PMS

Learn how to connect AdvanceCM PMS with Clearing to automate trust accounting, booking sync, and owner reporting for your STR business.

Written by Clearing

Managing operational and financial workflows can be challenging for Short-Term Rental property managers. Clearing integrates with AdvanceCM to connect its AI-powered property management capabilities with automated bookkeeping, trust accounting, and financial management.

Once connected, Clearing uses your AdvanceCM property and booking data to automate reconciliations, reduce manual data entry, and generate accurate financial reports for owners and management.

Once connected, this integration enables:

  • Automated Syncing – Bookings from AdvanceCM feed directly into Clearing to power trust accounting

  • Accurate Financial Statements – Generate clean, audit-ready financial reports for owners & the management company

  • Simplified Reconciliations – Match transactions and booking data with ease

  • Fully Connected Back Office Combine AI-powered operations and financial clarity in one stack

Steps for integration

Step 1: Navigate to PMS Integration Settings in Clearing

Login to your Clearing account and go to “Settings” → “Integrations”.

In the PMS section, click “+ Connect” and select “AdvanceCM” from the list of available PMS’. If already connected, click “Manage PMS Integration”.

Step 2: Authenticate AdvanceCM

You’ll now be redirected to an AdvanceCM login screen. Here you can enter your AdvanceCM credentials.

On the permissions screen, review the access Clearing requires (rentals, inquiries, etc.). When ready, click “Authorize” to complete the authentication.

Step 3: Confirm the integration and pull assets into Clearing

Once the integration has been connected, your properties can pull into Clearing automatically (may be a slight delay). You can always add more as your business grows. As a reminder, you can manage this integration anytime from the "Integrations" section in Clearing.

Step 4: Configure your assets from within Clearing

When assets are available, complete this step by naming your assets (or leave them the same as how they are named in AdvanceCM which will appear automatically). Decide if you'd like to group assets, and configure these groups accordingly (once the assets appear in Clearing's "Assets and Owners" section beyond this registration wizard).

That’s it! You’ve successfully integrated Clearing with AdvanceCM.

Need to Disconnect?

Contact support at [email protected] or connect through the in-app chat to disconnect AdvanceCM from Clearing.Need to Disconnect?

💡 Stay tuned for more knowledge articles and product updates to help you maximize your workflow.

New to Clearing? Book a personalized demo to see how we help STR property managers scale smarter.

Need more help?

We hope you got the Clearing help you needed! If not, reach out to a human via that little chat box on the bottom right corner of your screen. We’re always here for you and your Clearing needs.

Clearing is a Financial Technology Company, not a bank.

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