Accounting Integrations
Automate resident data updates with Pilera’s Accounting Integration, saving you time and letting you focus on building community relationships.
Effortlessly Connect to Your Favorite Accounting Platforms
Pilera integrates with leading accounting software to import resident contact information seamlessly. Enjoy two-way data syncing, customizable payment options, and professional postal mailing services, all designed to save you time and reduce errors.
Save Time with Automated Data Management
Managing resident data manually is time-consuming and prone to errors. Pilera automates this process, ensuring data consistency between your accounting system and Pilera so you can focus on strategic tasks.
With Pilera, you can:
Automate resident data updates from your accounting system.
Ensure data consistency and reduce manual input errors.
Free up time for more important community-building activities.
Connect with your favorite tools
Flexible Payment Options
Restrictive payment options can frustrate residents and make payment collection a hassle. Pilera gives you control over the payment process, offering residents convenient ways to pay, which frees up your time for relationship building.
Pilera helps you to:
Customize payment options for residents.
Spend less time on payment collection and more on building relationships.
Offer multiple payment methods to suit different preferences.
Connect with a bank of your choice for greater flexibility.
Professional Postal Mailing
Creating and sending professional letters can be time-consuming. Pilera integrates with OSG, allowing you to create branded letters and send them efficiently, enhancing your communication with residents.
Pilera streamlines your postal mailing by:
Creating professional, branded letters.
Sending letters efficiently through OSG.
Keeping residents without digital communications informed
Trusted by top management companies
Testimonials
Karl Kuegler
Director of Community Association Services – Imagineers LLC.
Questions? We’re Here to Help!
What platforms do you integrate with?
Pilera integrates with a variety of platforms, including:
- Accounting Integration: Intuit QuickBooks Online, Vantaca, Enumerate, AMSI, Jenark, CINC, Asyst, VMS, C3, and Caliber.
- Online Payments: Paylease (GoZego), Authorize.net., or connect to a bank of your choice.
- Postal Mailing: OSG.
How does the integration work?
To start the integration process, Pilera will provide you with a new client setup form and ask you to provide some information about your company and accounting system. We’ll sync units and resident contact data from your accounting system to Pilera. Our onboarding team provides hands-on support and helps validate the data before moving to the live environment.
What if I don’t have an accounting software?
No worries! You can use all of Pilera’s CRM tools even without an accounting system. Pilera will provide you with a spreadsheet with resident contact information, units, and addresses, and we’ll handle the rest.
My accounting platform already has communication and work orders. Do I still need Pilera?
While accounting platforms manage your community’s finances, Pilera’s CRM takes a proactive approach to community relationship management, enhancing engagement and boosting retention.
Here’s how we can help:
- Automated communication: phone, email, text, postal mailing.
- Dynamic distribution groups and emergency messaging.
- Support ticket management & 24×7 knowledge base.
- Portfolio management of all operational tasks.
- Resident engagement: documents, events, discussion boards, directories, etc.
