For rapidly scaling vacation rental businesses, managing operations and financials at an enterprise level can be overwhelming. More properties, more bookings, and more stakeholders often mean more spreadsheets, manual reconciliations, and time-consuming bookkeeping.
That’s where the integration between Streamline and Clearing comes in.
Streamline is built for aggressively growing property managers who need an all-in-one PMS to handle bookings, guest communication, and operational workflows at scale. When combined with Clearing’s trust accounting automation, owner payouts, and financial reporting tools, you get a powerful system designed for enterprise-level efficiency and accuracy.
This guide will walk you through how to connect Streamline with Clearing, so you can eliminate manual entry, automate reconciliations, and deliver clear, property-level financial reports for owners and the property management company—no matter how complex your operation becomes.
How to Connect Streamline with Clearing
Follow the steps below to connect Streamline’s Property Management Software with Clearing’s Financial Management Platform.
Step 1: Connect with Streamline
Whether you’re connecting to Clearing for the first time or you’re an existing client switching your property management system to Streamline, choose the instructions that match your situation below.
Step 1.1: Connecting through the Clearing Onboarding Wizard - New Signup
When prompted to connect your property management system, choose Streamline.
Step 1.2: Connecting through your Clearing Account - Existing Client
Login to your Clearing account and go to “Settings” → “Integrations”.
In the PMS section, click “+ Connect” and select “Streamline” from the list of available PMS’. If a PMS is already connected, click “Manage PMS Integration”.
Step 2: Retrieve Streamline Token Key & Secret
For token generation, please use the self-serve option within Streamline.
Step 2.1: Self-Service Token Generation
Click the “Self-Service Onboarding” option on the admin home page.
Step 2.2: Find Clearing Tech Inc.
Scroll down to find Clearing Tech Inc and click the “Get Tokens” button.
Step 2.3: Enter Password & Confirm
Enter password and click “I agree” to generate the Token Key and Secret.
Step 2.4: Enter Token Key & Secret Into Clearing
Next, enter the “Token Key” and “Token Secret” you established within Streamline into Clearing.
Step 3: Confirm Connection
Once connected, please verify that the status of the PMS integration is “Connected”.
Step 4: 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 5: 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 Streamline 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).
Step 6: You’re All Set! 🚀
That’s it! You’ve successfully integrated Clearing with Streamline.
What to Expect Next
Once connected, the Streamline + Clearing integration unlocks powerful automation for your back office:
Seamless Booking Sync – Reservations from Streamline flow directly into Clearing, powering automated trust accounting and reconciliation.
Faster Statement Generation – Generate accurate, audit‑ready owner and management reports—cutting hours off month‑end.
Clearer Financials – Revenue, fees, and reimbursable expenses are mapped to the right properties for transparent, property‑level reporting.
Effortless Compliance – Track homeowner funds, advanced deposits, and liabilities with precision—keeping your business always audit‑ready.
Vendor Pay Simplified – Manage service providers, send ACH payments, and keep a full payout history by property—with a dedicated vendor portal available for added visibility.
Expense Automation – Cleaning, maintenance, and other costs are categorized instantly, turning messy receipts into clean, usable data.
Now, you can leverage Clearing’s automated bookkeeping and trust accounting to streamline booking & bank reconciliations, simplify financial reporting, and manage owner payouts—without the burden of manual processes.
By combining Streamline’s enterprise PMS capabilities with Clearing’s financial automation, you’ll save hours every month, reduce errors, and gain a clearer financial picture of your growing Short-Term Rental business.
Need help? Our support team is always available to assist as you fine-tune your new financial management workflow.
Stay tuned for more knowledge articles and product updates designed to further enhance your financial processes!
New to Clearing? Book a free, personalized demo and see how we can simplify your Short-Term Rental financial operations.
Clearing is a Financial Technology Company, not a bank.