Clearing integrates with Jurny to simplify financial management by automatically syncing bookings, property details, and financial data between both platforms.
Once connected, Clearing uses this information to streamline bookkeeping and support trust accounting workflows, helping Jurny property managers reduce manual work while improving financial accuracy and transparency.
Steps for integration
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”.
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 “Jurny” here.
Step 2: Connect to Jurny
Select “Jurny” from the list of supported PMS'.
You will be prompted to enter your credentials for Jurny to complete the integration. Proceed through the steps for connecting the integration, and complete all requirements here.
Step 3: Confirm your assets from within Clearing
Once the integration has been connected, your properties will pull into Clearing from Jurny automatically. You can always add more as your business grows.
Step 4: Configure your assets from within Clearing
Complete this step by clicking on “Assets & Owners” where you will see all assets pulled into our system. Start by first naming your assets (or leave them the same as how they are named in Jurny 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 locations, 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 for 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 5: Level Up Your Finances with Clearing and Jurny! 🔥
Once you have loaded your properties, you have completed the integration setup!
Let the automation and efficiency begin!
Unlocking new potential with the Jurny and Clearing integration revolutionizes your property management workflow and financial operations. This powerful partnership eradicates the hassle of manual financial tracking, paving the way for a smarter, more intuitive approach to managing your finances. With the combined strengths of Jurny and Clearing, property managers can expect a significant decrease in the time spent on financial tasks, while achieving greater accuracy and uncovering valuable insights into their financial operations. What once were challenges are now streamlined, efficient processes.
💡 Stay updated with our knowledge articles and product announcements for more tips on maximizing your financial management potential with Clearing.
Not yet a client? Sign up now for a free personalized demo!
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.