How to Set Up Automated Rent Reconciliation

Connect your bank via open banking, add your tenants, and let Plinth match rent payments automatically using 4-factor scoring. Read-only access — Plinth never moves your funds.

Estimated time: 30 days·Free to set up·Last updated: 31 October 2026

Step-by-step setup

1

Connect your bank account

Link your business bank account to Plinth through truID's secure open-banking connection. Plinth uses read-only access — it can view transactions but never move funds.

2

Add your properties and tenants

Create property records, add units, and invite your tenants. Each tenant gets a profile with their lease details, rent amount, and payment reference.

3

Plinth fetches daily transactions

Plinth pulls your bank transactions daily via the open-banking connection. Each transaction is compared against expected rent payments from your lease records.

4

4-factor match scoring

Every deposit is scored on four factors: amount match, reference match, date proximity, and tenant/name match. High-confidence matches post automatically to your ledger.

5

Review exceptions

Payments that don't meet the auto-match threshold are queued for manual review. Confirm or reject each match, and Plinth learns from your decisions.

Need help?

Contact our support team for help setting up reconciliation.

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