Bank to Book Automation

Visibility Into Your Transactions

Log in to bank portals daily to download and read bank statements and record transactions right in Yardi, MRI, and leading ERP systems.

REdirect has helped many property management companies create a much cleaner and clearer vision of their cashflow by automating their daily bank to book tasks. Our automation can fetch transactions from the bank or from a file. Using the rules that perfectly match our clients’ accounting practices, our bot will enter your transactions (AR, AP, GL). Our bot will then either request a review from one of your staff or post the batch autonomously, sending a full report on its work.
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Bank to Book Automation Resources

Videos

Connecting Excel to Your MRI and Yardi Data

Pull live data into Excel & drill down to source transactions.