For property management teams on AppFolio
Every night Xovion Books compares your bank activity with your property records. Each difference comes to your team with the evidence attached: the bank line, the book entry and the likely cause. Keep AppFolio. Your people make the final calls.
Built and battle-tested in real operations before we offered it to anyone.
Why Xovion Books
Automation built into property software works on that software’s own records. Books starts from your bank, a record your software didn’t write, and checks the books against it. Use both.
A difference never arrives as a bare number. It comes with the bank line, the book entry, the rule that flagged it and the likely cause, so your bookkeeper and your CPA can follow it.
If something doesn’t match, a person sees it, owns it and closes it. Books reads your bank and never moves money. Nothing gets quietly plugged.
Bank paid out money your books don’t show
In live use, one operating bank account matched the books to the cent across seven months of history.
What you get
Everything starts from your bank account, not your software. AppFolio connects directly today. Other software (Buildium, Yardi, QuickBooks and more) will connect with a simple spreadsheet export through the Starter Kit, and we build direct connections where people ask for them.
Accounts payable · AP inbox Working today
Vendors email their bills to one address. Books reads each one, makes sure it isn’t a repeat, and drafts it in AppFolio with the PDF attached for a person to review.
Big bills (say, over $500) wait for a person to approve. It never pays anything.
Bank reconciliation Working today
Every night it lines up each transaction in your bank with the matching entry in your books, using read-only access to your bank. Most match on their own.
Anything that doesn’t match becomes a to-do for a person, with both records attached. You get a summary by 7 AM.
Security deposit tie-out In build
It compares the deposits you owe tenants with the money actually sitting in your deposit bank account, property by property.
If they don’t match, it finds the exact transaction that caused the gap. Checked every month.
Month-end close Working today
All month it collects the proof behind every number, so closing the month is a checklist, not a scramble.
Your bookkeeper or controller still gives the final sign-off.
Ledger Noir
A fictional case. A very real kind of gap.
Free · about 2 minutes
Ten quick questions about your bank accounts, tenant deposits, bills and month-end. You get a scored report with what to fix first and how to check each gap yourself in AppFolio, on the spot and by email.
Question 1 of 10
Your Books Health Check
Fix this first
Every step, rule and checklist, free: the books playbook
These are common patterns, not an audit of your books.
Check it yourself
The same checks Xovion Books runs every night, for you to run by hand. Your files stay with you.
Runs in your browser
Your bank’s CSV and AppFolio’s Bank Account Activity for one account. What matched, what’s outstanding, what was never recorded, and why it doesn’t tie.
Check an accountRuns in your browser
AppFolio’s Bill Detail, and the bank’s CSV if you like. Every bill that looks entered or paid twice, with the dollars at stake.
Check your billsRuns in your browser
Two numbers: the tenant deposits you’re holding and the deposit bank balance. See the gap, and the likely causes to check.
Check depositsRead it
Every step and rule we use to check the bank, prove deposits, catch duplicate bills and close the month.
Read the playbookPrint it
Statement tie sheet, outstanding log, deposit proof, close checklist, year-end folder, 1099 checklist and a W-9 letter.
Print the kitYour own Claude
All of these checks as a skill for your Claude. Attach your exports and ask in plain words. It never calls us.
Add it to ClaudeWhat stays human
Built and battle-tested in real operations before we offered it to anyone. How the nightly bank check works →
Your company’s own Ledger
We set up Xovion Books for your company as [Your company] Ledger: your bank accounts, chart of accounts, vendors and rules. Your team works in it under your name.
Your account maps, vendor rules, approval limits and close calendar, set up with your team.
It goes only on a month where every account tied to the bank to the cent. A month that doesn’t tie stays open.
On owner statements and the year-end package, so the people you manage for know every number was proven.
Acme Property Co.
Owner statement · October 2026
Acme Ledger
Sample Duplex · Units A and B
| Beginning cash | 1,000.00 |
| Rent collected | 4,850.00 |
| Management fee | −388.00 |
| Repair: kitchen faucet | −215.00 |
| Owner distribution | −4,247.00 |
| Ending cash | 1,000.00 |
Every number tied to the bank to the cent. Acme Ledger · October 2026 Tied out by Xovion Books
See it on your kind of books
About 30 minutes on a screen share. No cost, no obligation. Pick a time right after you send this.
Request received.
Now pick a time. 30 minutes, on a screen share.
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We’ll email you to pick a time.
Want to look around first?
Something urgent? Tell us about your setup.
Not ready to talk?
“I’d rather check it myself.”
Ten quick questions about your accounts, deposits, bills and month-end. A scored report with the exact steps to fix each gap in AppFolio, on the spot and by email.
Take the health checkBank vs. books, duplicate bills and deposit checks that run in your browser, the AppFolio playbook, a printable worksheet kit, and a skill for your own Claude.
See the free tools
Next: one email when the Starter Kit ships, plus each new Ledger Noir case. While you wait:
Thanks, that helps. Rather talk to a person? Request a walkthrough or tell us about your setup.
“We don’t use AppFolio.”
AppFolio is the only software Books connects to directly today. Others will work through a spreadsheet export, and we build direct connections where people ask for them.
Next: one email when Books connects to your software. While you wait:
Thanks, that helps. Rather talk to a person? Request a walkthrough or tell us about your setup.
Where we’re headed
Every business day
Every month-end
January 1
Questions
Your bank connects through Plaid, the secure service thousands of finance apps use, with read-only access, so Books can’t move money. Every finding keeps the records it came from. Ask us anything about where data is stored and who can see it.
Keep it. Automation inside AppFolio works on AppFolio’s own records. Books is a separate check that starts from your bank, so it catches the cases where the books themselves are wrong, and hands your team the evidence to fix them.
About 30 minutes on a screen share. We show the nightly bank check, bill intake and month-end close running on sample data, ask how your books get checked today, and tell you honestly whether Books fits. No cost, no obligation.
It depends on your entities, bank accounts and properties, so we scope it with you after the walkthrough rather than guess here.
Through AppFolio’s official connection (its API). Checking and matching only read your data. The steps that write, like entering a bill, check for duplicates first and confirm it worked.
Partly, and here’s the honest version. Books starts from your bank account, and that part works no matter what software you use. AppFolio is the only software it connects to directly today. Others (Buildium, Yardi, Rent Manager, QuickBooks and more) will work through a simple spreadsheet export once the Starter Kit ships, and we build direct connections where people ask for them. Tell us what you use when you sign up.
No. AppFolio stays where your official records live.
It depends on your entities, bank accounts and properties. We scope it with you rather than guess here.
Your people. Each one shows up as a to-do with the records attached and the reason it was flagged. Books never closes one on its own.
About 30 minutes on a screen share, with a straight answer on whether it fits.
See Xovion Books in action