Vertex Connect

Property operations,
better connected.

Bring client onboarding and bank activity into clearer workflows connected to Rent Manager.

(201) 632-3792office@vertexdmgt.com

Two connected solutions

Same data.
A clearer day.

Bank Feeds

From bank activity to reviewed entries.

Bring bank and card activity together through Plaid or spreadsheets. Review matches, apply rules, complete the coding, and send prepared entries to Rent Manager.

Bank Feeds transaction workspace with matching, rules, entry fields and Send to Rent Manager controls. — **Review, prepare and send**See source activity and entry fields in one place, with explicit controls for the work you send. Product demonstration, not a live feed.

Explore all Bank Feeds capabilities

Plaid and spreadsheet input

Use connected bank and card activity alongside Excel / CSV imports in the same spreadsheet-style workflow.

Download Excel

Export the feed to review it, share it, or keep an outside working copy.

Transaction matching

Compare incoming activity with Rent Manager records while keeping the source details and entry fields together.

Reconciliation awareness

Use reconciliation information and duplicate checks to help avoid processing activity that has already been handled.

Description rules

Set a vendor and chart of account for a description rule so matching activity can reuse those selections.

Bulk entry and copy/paste

Repeat vendor, GL, property and unit assignments across similar selected transactions.

Multi-line transactions

Prepare detailed, multi-line entries while keeping the original bank activity visible.

Apply activity to bills

Use the bill-payment workflow to apply a bank transaction to a bill in Rent Manager.

Deposit recording

Work with undeposited funds or other deposit entries while retaining the source date, amount and bank details.

Completed activity

Completed activity leaves the active feed so your team can focus on what remains.

Controlled bulk sending

Review selected transactions and send the prepared group to Rent Manager in one controlled step.

Tools shaped by the work
behind property operations.

Vertex Digital Management supports the back office behind real-estate portfolios. Vertex Connect brings that operational perspective into focused software workflows for your team.

Explore our back-office services

Where Vertex Connect is growing

Utilities: A streamlined utility workflow: connect provider portals, retrieve and pay bills through Vertex, and sync bills and payments to Rent Manager.
Insurance: Track insurance policies, renewals and requirements in one place.
Housing assistance: Proactively track tenant certifications and recertifications, coordinate forms by mail and email, and keep caseworker details organized.

Development direction only — not a statement of present availability, inclusion in a plan, or a release commitment.

See how it fits your operation.

Walk through the products with the Vertex team.

Schedule a meeting Email us