Finance automations for real estate brokerages

Alert accounting about overdue invoices

QuickBooksXero

Flag overdue mapped invoices for internal accounting review

Each day

Draft fixed fee invoices in Xero

Xero

Prepare a configured fixed closing-fee invoice draft in Xero

When a file closes

Log zero invoice balances

QuickBooks

Note the observed zero QuickBooks invoice balance on the mapped Joymore file

When a mapped QuickBooks invoice is updated

Log zero invoice balances

Xero

Note the observed zero Xero invoice amount due on the mapped Joymore file

On your chosen schedule

Remind accounting about recorded brokerage-held escrow before closing

Seven calendar days before a recorded closing date