Give everyone the access they need. Nothing more.
Invite your accountant, homeowners, and vendors into Clearing. Each gets exactly the access they need, whether that's reviewing the books, preparing taxes, or tracking a payout. None of them can move funds.
Accountant portal
Signed in as Dana · CPA- Categorized48 of 48 transactions · 2 rules suggestedDone
- Bank reconciledChase ··4821 · Oct 1–30Done
- Owner statements12 drafted · awaiting your reviewReviewApproved
- Journal exportQuickBooks Online · sync nightlySynced
Real access, scoped to exactly what each person needs.
Collaboration shouldn't mean an all-or-nothing choice between locking everyone out or handing over the keys. Clearing sets access by role. Everyone sees the numbers they need, and only authorized users can move money.
Accountant portal
Invite your accountant, or your bookkeeper, to review transactions, categorize activity, and prepare tax reports directly in Clearing. The Accountant role can see and organize the numbers, but can't initiate a payment.
Accountant portal
Dana · CPA- Categorize activity48 of 48 · 2 rules suggestedCan edit
- Prepare tax reportsSchedule E per propertyCan edit
- Export to QuickBooksNightly syncCan run
- Initiate a paymentAccountant roleBlocked
Owner portal
Invite homeowners to track their own property's transactions and statements in real time. Owners can view and download their statements and block dates on their calendars, but can't move funds or see anything beyond their own properties.
Vendor portal
Vendors get their own visibility into payouts, so "when do I get paid" isn't a question that has to come back to you.
Vendor portal
ABC Plumbing- Repair · Unit 9FInvoice #1044 · sent Oct 26Paid$340.00
- Water heater · Unit 4AInvoice #1051 · arrives Oct 30Scheduled$1,240.00
- Inspection · Unit 12BInvoice #1058 · approvedApproved$150.00
- Lock change · Unit 7CInvoice #1062 · submitted Oct 27In review$95.00
Roles built for exactly this
Admin, Accountant, Homeowner, and Custom Permissions roles mean access is never all-or-nothing. Block or remove anyone's access at any time from Team settings.
Team settings
4 roles- AdminEverything, including paymentsFull
- AccountantCategorize, reconcile, reports · no paymentsScoped
- HomeownerOwn properties only · statements & calendarScoped
- Custom permissionsPick exactly what each person can doCustom
Reporting that grows your business
Real-time
Financials update as transactions happen — always current.
Export & share
Export reports and share owner-ready statements in a click.
Grow your business
Spot trends by property and owner to make sharper decisions.
Don't just take it from us
“Matching bookings and deposit amounts used to take hours. Clearing eliminated our need for a third-party bookkeeping service and cut our internal accounting workload from 40+ hours a month to under 20. It automatically matches transactions, flags issues, and makes sure nothing gets missed.”
“Once I found Clearing, I completely replaced my home-grown solution and finally got the time savings and accuracy I needed in bookkeeping and reconciliation.”
“Clearing is a game changer for managing properties. Revenue and expenses are automatically allocated by unit and save me hours of manual bookkeeping every month.”
Questions, answered
Owner statements are generated from the same Reporting section, using the reconciled transaction data already reflected in your homeowner reports, so there’s no separate reconciliation step to do first.
It replaces the manual assembly. Clearing generates the P&L directly from reconciled transactions, so you’re reviewing a finished report instead of building one from scratch each period.
Yes. Reports export to Excel, or integrate directly with QuickBooks so your accountant is working from the same numbers you are.
A management report shows what your company earned, commissions, markups, and expenses billed to management. A homeowner report shows the same period from the owner’s side: their revenue, their expenses, and their net income.
Yes. Both management and homeowner reports can be filtered by asset, owner, and date range.
Yes. Clearing generates owner statements that can be customized and sent directly to homeowners by email.
Yes. You can edit each owner statement to hide or add line items, and include your company logo for branded reporting.
Yes. Every new account includes a guided onboarding session to walk through setup and train your team on the platform, plus ongoing access to a dedicated support team for questions after you’re live.
You can book a free demo here, and a member of our team will walk you through how Clearing works for your portfolio.
No FAQs found matching your criteria.
Set the boundaries once. Invite everyone in.
Book a free demo and see how role-based access works for your accountant, your homeowners, and your vendors.