Where PropTrust Fits In Your Tech Stack
You already have property management software for operations. You might use Quicken for bookkeeping. PropTrust adds what's missing: the intelligence layer that transforms raw data into strategic insights.
AppFolio/Buildium
Handles operations perfectly—rent, maintenance, tenants
Quicken/QuickBooks
General bookkeeping and expense tracking
PropTrust
Asset intelligence—insurance, taxes, loans, strategy
The Gap in Today's Property Tech Stack
Property management software excels at operations. Accounting software handles bookkeeping. But who's watching the strategic layer—insurance optimization, tax strategy, loan management?
Operations Layer
Rent, maintenance, tenants
Day-to-day execution
✓ Well covered
Accounting Layer
Basic bookkeeping
Annual tax filing
✓ Adequately covered
Intelligence Layer
Usually missed
Rarely proactive
Often ignored
✗ Critical gap
How PropTrust Completes Your Stack
PropTrust isn't another property management platform. It's the asset intelligence layer that makes your existing tools work harder.
Capability
AppFolio/Buildium
Operations
QuickBooks
Accounting
PropTrust
Intelligence
Merging PM & bank expenses
Isolated silo
Separate system
Unified view
Finding double-entered expenses
Manual only
No PM data
AI detection
The Hidden Cost of Siloed Expenses
AppFolio tracks vendor payments. QuickBooks sees bank transactions. But they don't talk to each other. The result? Hours of manual reconciliation, duplicate entries, and missed deductions that cost you thousands at tax time.
Common Issues
- • Duplicate entries
- • Miscategorized expenses
- • Missing receipts
Time Wasted
5-10 hours per month manually matching transactions
PropTrust Solution
AI merges all expense sources into one clean, tax-ready view
The Complete Stack Architecture
PropTrust sits above your operational systems, analyzing data to surface opportunities and deliver the insights that drive portfolio performance.
Proven Outcomes
Strategic Asset Management
Where intelligence meets action
Monthly Performance Reports
Unified portfolio command center
• Monthly performance snapshots
• Tax projections & planning
• Action items with dollar impact
Schedule E Automation
Tax-ready reports, no scrambling
• Reconciles PM + bank expenses
• CPA-ready categorization
• Missing deduction alerts
ADVANCED OPTIMIZATION AGENTS
Insurance Optimization
Find gaps, cut costs
Save $2-5k/yr
Property Tax Appeals
Monitor assessments
Save 10-20%
Refi / Loan Watch
Rate opportunities
$500+/mo cashflow
Expense Intel
Merge all sources
Save 10hrs/mo
Operations (System of Record)
AppFolio • Buildium • Propertyware • Spreadsheets
Your existing property management software handles the day-to-day operations excellently—rent collection, maintenance coordination, tenant relations. PropTrust doesn't replace these systems; we enhance them with strategic intelligence.
"Your property management platform handles rent, maintenance, and tenants. PropTrust delivers the insights, reports, and proactive updates that keep owners informed and portfolios growing."
How the Stack Works
PropTrust adds intelligence to your existing property management stack in three simple steps.
Run Operations
Your PM platform manages rent, maintenance, and tenants.
Add Intelligence
PropTrust analyzes your data for tax, insurance, financing, and performance opportunities.
Deliver Clarity
Owners log in for reports, forecasts, and alerts — no back-and-forth required.
Why It Matters
For Property Managers
-
Differentiate with asset management capabilities
-
Increase owner retention
-
Reduce operational burden
-
Create new premium services
For Property Owners
-
One source of truth for all portfolio data
-
Optimized financial performance
-
Reduced risk via proactive alerts
-
Access to institutional-grade tools
Seamless Integration
PropTrust enhances your existing tools without replacing them. Connect once, benefit forever.
Works With Your Existing Tools
PropTrust works alongside your existing property management platform—no rip-and-replace required.
-
Direct Integration
Connect with AppFolio, Buildium, Propertyware
-
Flexible Import
Upload from spreadsheets or custom systems
-
Automatic Sync
Set it once, data stays current
AppFolio
Buildium
Propertyware
Spreadsheets
Setup in 10 minutes • Import your data • Start saving immediately
Complete Your Property Tech Stack
Stop leaving money on the table. PropTrust adds the intelligence layer that turns data into dollars— without replacing your existing systems.
Works with AppFolio, Buildium, QuickBooks • No rip-and-replace • Setup in 10 minutes