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us- Finance
Retrieve and allocate your bank transactions securely with trusted third party
Import ongoing transactions directly from your bank accounts or Xero account, and allocate them to your properties. Every 24 hours, the latest transactions will be retrieved by Lendlord and the new transactions will appear on your Transactions page or will be automatically allocated if a transaction rule has been applied.
Import ongoing transactions directly from your bank accounts and allocate them to your properties with a Secured connection via Plaid.
Lendlord is an agent of Plaid Financial Ltd., an authorised payment institution regulated by the Financial Conduct Authority under the Payment Services Regulations 2017 (Firm Reference Number: 804718). Plaid provides you with regulated account information services through Lendlord as its agent.
Specify the automatic rules set for auto-allocating your transactions. Platforms allocate transactions based on similarity algorithms. Every time it retrieves a transaction that matches the description and amount, it will assign it to the property and tenant that were specified in the rule.