Bank to Book Automation

Gain Full 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. Our solution eliminates the manual hassle of reconciling bank statements and recording transactions, reducing the risk of errors and saving you valuable time. With this automated process, you can ensure that your financial records are always accurate and current, providing you with real-time insights into your transactions.

Optimize Cash Flow Management with Automated Bank-to-Book Solutions

REdirect has helped many property management companies create a much cleaner and clearer vision of their cash flow by automating their daily bank-to-book tasks. Our automation can fetch transactions from the bank or from a file. Our bot will enter your transactions using the rules that perfectly match our clients’ accounting practices (AR, AP, GL). Our bot will then request a review from one of your staff or post the batch autonomously, sending a full report on its work. This enhanced visibility allows you to make more informed financial decisions, improve cash flow management, and maintain better overall financial health. Empower your organization with the tools to monitor and manage transactions effortlessly, ensuring compliance and fostering financial confidence.

Manage Your Transactions Through Automation

LEARN MORE

Bank to Book Automation Blog Articles

Bank to Book Automation Videos