Portfolio Desk
User guide
Administration 6 min read

Integrations

Connections are configured per organisation, with readiness shown honestly — configured, verified, or neither — rather than a green tick that means somebody typed a key once.

  1. 1

    Connect and verify

    QuickBooks, bank feeds, resident payments, screening and messaging. Verification makes a real, non-mutating call, so "connected" means it answered.

    Integrations page showing connector configuration and readiness
    A real screen from the running product, captured against a demo portfolio.
  2. 2

    Know who holds the keys

    Payment and screening credentials belong to your organisation, not to the platform. Money moves between you and your processor; the platform is not in the middle of it.

Used alongside

Tenant screening

Credit, criminal and eviction screening run by TransUnion, with the report staying on their side of the line.
API keys & webhooks

Programmatic access, and events pushed to your systems.
Ready to try it?
Start your free 14-day trial

No card required. Every feature in this guide is available to try.

Get started