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.
Step-by-step setup
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.
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.
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-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.
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.