Vertex Connect

Bank & credit card sync built for property owners and operators.

Built by industry professionals from real back-office experience — tuned for speed with no bumps and no bugs.

Automated bank and credit card feeds plus smart matching remove hours of manual data entry.

Connect accounts through Plaid, or drop in an Excel/CSV statement in any format — both flow into the same feed.

Review, categorize, split, and approve transactions in one fluent feed — designed for operators, not accountants.

Built-in duplicate detection prevents double-posted transactions across Plaid syncs and file imports.

1. Connect your bank and credit card accounts via Plaid, or upload an Excel/CSV statement in any format.
2. Match each account to a Rent Manager Chart of Accounts entry.
3. Review transactions in a fast, spreadsheet-style feed — with duplicate detection preventing double-posted activity.
4. Split charges, add detail lines, and send reconciled entries to Rent Manager.

Vertex Connect is available inside your Vertex client portal. Reach out to learn more or enable it for your portfolio.