Managing bookkeeping and trust accounting can be challenging for property managers. Clearing integrates with Hostfully to simplify these processes by automatically syncing your property, booking, and financial data.
Once connected, Clearing uses this information to automatically match bank transactions, provide detailed transaction records, and streamline bookkeeping and trust accounting workflows. This helps reduce manual work, improve financial accuracy, and eliminate the need for complex spreadsheets.
Steps for integration
In Hostfully
Go to Integrations.
Select Accounting:
Find Clearing and click Connect via Partner:
Follow the steps on screen to complete the connection.
In Clearing
Step 1: Initialize the integration from within Clearing
Already signed up for Clearing? - follow these steps:
If you have already signed up for Clearing and can access your dashboard - the first step will be to click your name in the bottom left of the platform and select “Integrations”.
Select “Hostfully” from the following list.
Enter your Hostfully UID (Find Your Agency UID) and click “Connect”.
Going through onboarding with Clearing? - follow these steps:
If you are currently signing up for Clearing and are going through the onboarding steps, you will be brought to a page where you can select your Property Management Software. Choose “Hostfully” here and submit your Hostfully UID, which can be found here: Find Your Agency UID.
Completing the Integration
Step 1: Confirm your assets from within Clearing
Once the integration has been completed, your properties will pull into Clearing automatically - if they don’t show up, you can click the “Refresh” button so long as both of the previous steps have been completed.
Step 2: Configure your assets from within Clearing
Complete this step by first naming your assets (or leave them the same as how they are named in Hostfully which will appear automatically).
If you want to group properties, for any categorization needs, you can complete that now (this can also be done later).
In general, people tend to group their assets by buildings or cities, but the flexibility of Clearing’s platform allows you to group properties however you desire. If a new group is needed, you can create new groups from this step by clicking the plus sign beside the group column title. There is also no requirement to group your properties - it’s completely up to you!
Step 3: Rock and Roll! 🤘
That’s it!
You have completed the integration, congratulations!
You are now ready to leverage all the automation Clearing provides to simplify your bookkeeping and streamline your Trust Accounting.
By now, you've taken the first step towards transforming your property management finances by integrating Clearing with Hostfully. Your journey towards automated bookkeeping, reconciliation, and efficient payout processes begins now. Move forward with confidence knowing that the power to automate and streamline your financial management is right around the corner.
💡 Stay tuned for more knowledge articles and exciting product announcements that will further enhance your financial management processes!
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.