Feature

Connect bank accounts

Link UK bank accounts via Plaid to import rental income and expense transactions. Sync on demand and view cashflow across your portfolio from the Finance dashboard.

BACS · J. Smith

£850

BACS · A. O'Neill

£650

BACS · M. Patel

£720

Import rental income and expenses automatically

Plaid-powered bank feeds

Connect UK current accounts securely via Plaid. Transactions import into Proper Agent so you can review income and expenses without manual entry.

On-demand sync

Sync transactions when you need them — after rent day, at month-end, or before submitting your MTD quarterly update.

Portfolio cashflow view

See rental income and property expenses alongside your rent ledger in the Finance dashboard. Understand cashflow across all properties.

Works with MTD

Imported transactions can be classified for Making Tax Digital submissions, reducing the spreadsheet work at tax time.

Frequently asked questions

Common questions about connect bank accounts.

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