Real-time
Financials update as transactions happen — always current.
Clearing turns every reconciled transaction into management reports, homeowner reports, and P&L statements you can filter, export, and trust, without waiting on a bookkeeper to assemble them.
Reporting isn't a separate task in Clearing, it's a live view of the same reconciled data your books already reflect. Filter it by property, owner, or date range, and it's ready.
Generate profit and loss statements directly from your reconciled transactions, revenue, expenses, and net income, without manually pulling numbers together from separate categories every time you need a clear read on performance.
See every line of revenue that belongs to your management company: commissions, markups, and expenses billed to management, broken down by property, owner, or date range. This is the report that tells you how much you actually earned in a given period, not just what moved through the trust account.
The same underlying data, filtered to what a specific owner is entitled to see: revenue, expenses, and net income marked "to owner." Filter by asset or homeowner to get a clean, homeowner-specific view before it ever becomes a statement.
Every report exports to Excel for further analysis, or integrates directly with QuickBooks so it lines up with your corporate books instead of requiring a second reconciliation.
Financials update as transactions happen — always current.
Export reports and share owner-ready statements in a click.
Spot trends by property and owner to make sharper decisions.
“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.”
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.
Book a free demo and see how management reports, homeowner reports, and P&L statements come together from data you've already reconciled.