Introduction

Our developers have been working hard to bring our users a sophisticated bank integration. With this integration enabled, the reconciliation process of bank statements should be significantly streamlined. LoftyWorks will automatically pull your bank statements every 4 hours, meaning you spend less time app-switching and coordinating and more time doing what matters.

IMPORTANT: This is a paid integration. During the LoftyWorks Beta, the cost will be covered by LoftyWorks. This article will be updated once pricing has been finalized.

Summary

• Announcement + Walkthrough Video
• Integrate a Bank Account
• Manage Your Bank Accounts

Announcement + Walkthrough Video

Integrate a Bank Account

To integrate a bank account, navigate to Accounting > Bank and click the three horizontal dots in the right-hand corner to find the Connect your Bank button.

We support integrations with most top banks and credit unions. You will select your preferred bank in the next window:

When you get to the account information screen, select all bank accounts that you would like to integrate with LoftyWorks. Please make sure to check both boxes in the “additional information” section to ensure that the integration works properly.

Once you have successfully integrated your bank, you will see a “Connected” bubble next to your bank name and a line for “Last Update Date” on the right:

Once you have integrated your bank account, it will be even easier to reconcile your finances.

Questions?

Thank you for taking time to invest in your LoftyWorks learning. We hope you enjoy our best-in-class Property Management software. If you have any questions, comments, concerns, quips, queries, or quandaries, please email support@loftyworks.com.