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Property management demo

Make every deposit
easy to account for.

See how a property team can reconcile a bank deposit feed against a rent roll—without assigning a payment until the memo supports it.

Synthetic demo data. No bank account, tenant record, or live Ledgerline review is connected to this page.
September 20265 deposits

1 auto-matched · 2 held for review · 1 duplicate · 1 unmatched

Pinecrest Apartments + Riverstone Flats
01

Import the bank feed

Read the transaction date, amount, and whatever memo the bank supplied.

02

Check the rent roll

Find candidates by expected rent, due date, tenant, unit, and property.

03

Apply only supported matches

Clear evidence can post automatically. Everything else waits for a person.

Reconciliation workspace

September deposit review

Open a deposit to see the source memo, candidate tenants, and the exact audit trail.

Deposits imported5Synthetic bank feed
Applied automatically1Evidence-supported only
Waiting for a person3No balance change yet
Reviewed in this session0Manual approvals

Bank deposits

Duplicate screening happens before tenant matching.

1 duplicate held

Tenant ledger check

Balances change only after a supported or approved match.

Opening balances and prior payment history remain visible alongside the current-month result.

Jordan SmithPinecrest Apartments · Unit 4B
Opening balance
$0.00
September rent
$1,850.00
After this demo
$0.00

Latest history: August rent payment

Maria LopezPinecrest Apartments · Unit 5A
Opening balance
$0.00
September rent
$1,850.00
After this demo
$1,850.00

Latest history: August rent payment

Alex NguyenPinecrest Apartments · Unit 2C
Opening balance
$0.00
September rent
$1,420.00
After this demo
$1,420.00

Latest history: August rent payment

Casey ReedRiverstone Flats · Unit 1D
Opening balance
$250.00
September rent
$1,675.00
After this demo
$1,925.00

Latest history: Partial August rent payment

A deliberate control

A plausible name is not enough.

The “Alexander N.” deposit deliberately demonstrates the failure mode: a proposed tenant can look reasonable, yet still be unsupported by the actual bank memo. It is held for review, never posted automatically.

Proposed tenantAlex NguyenSource memo checkedACH DEPOSIT REF 99301 ALEXANDER N.“Alex Nguyen” is not in the source memo → review required