System Partners
Accounting Integrations
That Scale With You
Connected Partners
Built for How You Already Do Accounting
Data moves from your accounting platform into Concierge Plus on a schedule you control.
OAuth-based, so there’s no credential handling on your end. Invoices and payment status stay synchronized automatically, and overdue notices go out on a set 45, 60, and 90-day cadence without anyone having to remember.
Built for community associations. Syncs association info, residents, and units, with support for custom unit title templates and phone number mapping so your data lands exactly the way your team expects it.
How the Sync Actually Works
No manual re-entry, no double bookkeeping.
Data moves from your accounting platform into Concierge Plus on a schedule you control.
Connect Your Platform
Link your existing accounting or property management system, whichever you’re already running.
API, SFTP file drop, or OAuth, depending on the partner.
We Normalize the Data
Residents, units, buildings, and ledger transactions are transformed into a consistent format and matched against what’s already in Concierge Plus, with duplicates and conflicts flagged automatically.
Stay in Sync, Automatically
Imports run on a schedule you set, daily or weekly, or trigger one manually. Every run is logged, so you always know what changed and when.
Your Data, Protected By Design
Fields populated by your accounting software are locked in Concierge Plus, so there’s never a question of which system is the source of truth.
Duplicate account IDs and emails are detected and reported. When a unit changes hands, the old account is protected rather than overwritten, preventing hijacking.
Test any import in dry run mode to verify field mapping before a single record changes in your live environment.
Fields populated by your accounting software are locked in Concierge Plus, so there’s never a question of which system is the source of truth.