Managing cleaning and maintenance jobs is one of the most time-consuming aspects of running a Short-Term Rental business. When it’s disconnected from your financial workflows, it leads to missed reimbursable expenses, delayed payments, and messy owner statements.
Properly’s trusted cleaning, maintenance, and inspection platform helps property managers automate job scheduling, maintain quality with checklists, and scale operations across portfolios. Now, with Clearing’s financial automation integrated directly into Properly, you can effortlessly convert jobs into expenses or payables—and pay vendors on time with full financial visibility.
This guide walks you through how to connect Properly with Clearing, map properties and vendors, and start automating your job-to-expense workflow for accurate reporting and on-time payments.
How to Connect Properly with Clearing
Follow the steps below to integrate Properly into your financial workflows in Clearing.
Step 1: Navigate to the Task Management Settings in Clearing
Log in to your Clearing account and go to Settings → Integrations → Task Management and click “+ Connect”.
Step 2: Authenticate with API Credentials
To connect your Properly account, first make sure you have your API Key and Company ID from Properly. You can ask your Properly representative if you are unable to find these. Once received, paste these credentials into the integration connection form in Clearing.
Be sure to confirm that the integration tile says “Connected” - this will confirm the connection was successfully made with Properly.
If the connection has already been made, you can click “Manage Properly Integration” to configure the settings of the integration for automation.
Step 3: Map Properties to Assets in Clearing
Your properties should load automatically, but if they haven’t you can click the “Refresh Property Listings” to force the pull of your properties from Properly. This can also be used if you add more properties to Properly.
Once your properties have loaded, use the dropdown menus to map each Properly property name to its corresponding asset in Clearing. This ensures that each job is tracked to the right property for expense allocation and reporting.
Step 4: Map Cleaners to Vendors
Under the “Property Cleaners” section, match each Properly cleaner to a vendor in Clearing.
If a vendor doesn’t exist in Clearing yet, you can create a new one from the Payables & Vendors section. This will allow you to pay cleaners directly through Clearing via ACH and track payments per vendor.
Step 5: Review and Convert Jobs
Once mapped, go to “Properly Jobs” in Clearing.
It’s worth noting that you can assign a default category to the jobs that are coming in from Properly, so that all jobs are categorized properly.
View completed jobs and filter by property, owner, or date. Select the jobs to convert into reimbursable expenses (for owner statements). This should be used if the job has already been paid and you don’t intend to use Clearing’s built in ACH payment capabilities for paying vendors.
If you do intend to pay your vendors using Clearing’s built in ACH capabilities, you will instead convert the jobs into payables (bills to be paid). When converted, all necessary fields—asset, vendor, category—will be pre-filled.
Once converted, you can go to “Converted Payables” and click the word “Payable” to see the new bill that has been created from that particular job.
Here you can edit the payable directly and make any adjustment you might need.
When ready to pay, navigate to the “Payments” section of the payable, and click the “Pay this bill” button to initiate the payment.
Review the payment prior to sending the money out. When ready, process the payment.
Step 6: Pay Cleaners and Track Status
Once payables are created, they can also be found in the “Payables & vendors” section.
Navigate there to view all the bills you’ve created, from this integration, and from other methods of getting bills into Clearing, like email forwarding or manual uploads.
Here you can track their due dates, payment status, and ensure the payables are dealt with effectively. From making a payment within Clearing using the built in ACH capabilities, the payment record will be generated which can be added to the owner statement as a reimbursable expense, with ease.
Step 7: Ready for automation!
That’s it! You’ve successfully integrated Clearing with Properly.
What to Expect Next
Once connected, this integration enables:
Job Syncing – Completed cleaning and maintenance jobs from Properly feed into Clearing automatically.
Vendor Pay Simplified – Manage service providers, send ACH payments, and maintain payout history by property—Clearing’s vendor portal keeps it all organized.
Expense Management Automation – Convert jobs into reimbursable expenses or payables with the right asset, category, and vendor already assigned.
Statement-Ready Records – Keep owner statements accurate with reimbursable expenses tracked down to each job.
Cleaner Reconciliation – See which cleaners performed which jobs, when, and for which property—all in one place.
Now you can streamline cleaning and maintenance management, ensure timely vendor payments, and eliminate the mess of manual job tracking. From automated scheduling in Properly to financial clarity in Clearing, this integration helps you deliver operational consistency and audit-ready financials without the back-office burden.
Need help? Our support team is always available to assist with any questions as you fine-tune your workflow.
Stay tuned for more knowledge articles and product updates designed to further enhance your operational and financial efficiency.
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Book a free, personalized demo today and explore how we help Short-Term Rental property managers master trust accounting and back-office automation.
Clearing is a Financial Technology Company, not a bank.