AppFolio covers the property books
AppFolio is the property-management system where teams manage accounting, reporting, properties, units, vendors, and operational records.
- Credit Card Accounting
- Mobile Receipt Capture
- Bank Feed Integration
Clyr for AppFolio: two-way sync for coded expenses and bills
Clyr is expense management and accounts payable for property managers and their bookkeepers. A tech replies to a text with the receipt. Clyr codes it to the property, unit, and GL account. Approved expenses and bills use a two-way sync with AppFolio.
Existing cards, receipt by text, then a two-way sync with AppFolio.
Integration map
What syncs between Clyr and AppFolio
Clyr has a two-way sync with AppFolio. Properties, units, GL accounts, and vendors come into Clyr. Coded expenses and bills post back.
| Workflow | What Clyr uses | Two-way sync |
|---|---|---|
| Portfolio coding | Property and unit on each card expense and bill. | Properties and units come into Clyr. |
| Accounting coding | GL account and vendor, from rules or a person’s review. | GL accounts and vendors come into Clyr. |
| Card expenses and bills | Transactions, receipt images, invoices, approvals, and coding. | Coded expenses and bills post back. |
| Utility bills | Provider bill matched to a property and unit, with variance review. | Reviewed utility bills post back with the other bills. |
See the two-way sync on your own AppFolio workflow.
Where Clyr fits
Does AppFolio already do expense management?
Yes. AppFolio presents Credit Card Accounting, Mobile Receipt Capture, and Bank Feed Integration as part of its accounting and reporting tools. Clyr does not replace those capabilities. It adds the employee and vendor workflow before reviewed data reaches AppFolio.
Clyr covers the field-to-finance workflow
Clyr starts with the card swipe or incoming bill, then collects the document, applies policy, routes review, and prepares clean coding for the integration.
- Receipt replies by text, email, Chrome extension, or secure link
- Automatic matching, reminders, rules, and confidence-based suggestions
- Approvals, reimbursements, vendor bills, bill pay, and utility collection
From the field
How it works, from swipe to AppFolio
Connect the cards you already have
Clyr works with Amex, Visa, and Mastercard cards plus more than 16,000 supported financial institutions. There is no new card program for the team to learn.
The transaction prompts the cardholder
When the card transaction arrives in Clyr, the cardholder gets a text with the merchant and amount. They can reply in the same thread instead of opening an expense app.
A receipt photo matches to the charge
The cardholder replies with a photo. Clyr matches the document to the transaction; email forwarding, the Chrome extension, and no-login links cover other contributors.
Rules and history suggest the coding
Rules can use vendor, amount, or card. Clyr also learns from prior coding and applies suggestions only above a confidence threshold, leaving uncertain items for a person.
Approval, then the two-way sync
Approval policies route the expense by amount, vendor, or team. Once approved, it posts back through the two-way sync with AppFolio.
Property-level context
A unit turn, tracked end to end
Illustrative unit turn: Riverside · Unit 12 is fictional. It shows card expenses, a vendor bill, and a utility bill sharing the same property coding before they sync with AppFolio.
1
A maintenance tech buys paint and a faucet cartridge. The card transactions prompt receipt replies, and finance reviews the suggested Riverside · Unit 12 coding.
2
The turnover-clean vendor sends an invoice. Clyr captures the bill, applies the vendor and property context, and routes it to the portfolio manager under the approval policy.
3
The vacancy-period electric bill is retrieved from the provider portal and matched to the same property and unit context for review.
4
Card expenses, the vendor bill, and the utility bill share the same property coding and post back through the two-way sync.
Illustrative unit turn · Riverside 12
Paint and faucet cartridge · receipt matched
Turnover clean · approval complete
Electric · vacancy-period bill reviewed
AppFolio two-way sync · coded expenses and bills post back
Beyond card receipts
Bills, billbacks, and cards in one review flow
Utility bills for AppFolio properties
Clyr signs in to utility-provider portals on a daily schedule, downloads new bills, extracts bill data, and matches service accounts to property and unit context with a confidence score. Rolling-average alerts surface unusual amounts, while auto-pay detection helps avoid paying the same bill twice inside Clyr.
This is utility bill collection and payment workflow, not resident utility rebilling or RUBS. Read the utility bill management overview or the property-manager guide.
Vendor bills, billbacks, and 1099s
Vendor bills can move through approval rules and payment by ACH, check, or card. Billable expenses and markup keep owner billbacks documented, and 1099 e-filing uses the vendor and payment data already collected in Clyr.
See the guide to syncing vendor invoices for the surrounding workflow.
Keep the cards you already have
Connect existing cards instead of moving field teams to a proprietary card program. Business spend on a personal card can enter reimbursement flow, while personal charges on a company card can be flagged for repayment.
For multi-company portfolios, multi-entity controls keep connections and books separated. The credit-card reconciliation guide explains the month-end process Clyr is designed to shorten.
Onboarding
Setup: what your team does and what Clyr does
Your admin brings the AppFolio portfolio structure used for coding. Clyr sets up the two-way sync and card feeds, then invites cardholders into the text-based receipt workflow.
Bring these to the setup conversation
- The properties, units, GL accounts, and vendors your expense workflow needs
- A representative month of card charges, vendor bills, and utility bills
- Your approval policy and the people responsible for review
- The cardholders who should receive receipt texts
FAQ
Frequently asked AppFolio questions
Does Clyr integrate with AppFolio?
Yes. Clyr has a two-way sync with AppFolio Property Manager. Teams keep their cards, collect receipts by text, and review coding in Clyr. Properties, units, GL accounts, and vendors come in, and coded expenses and bills post back.
What data syncs between Clyr and AppFolio?
It is a two-way sync. Properties, units, GL accounts, and vendors come into Clyr. Coded expenses and bills post back to AppFolio.
Does AppFolio have built-in receipt capture or expense management?
Yes. AppFolio offers Credit Card Accounting, Mobile Receipt Capture, and Bank Feed Integration. Clyr adds the field workflow before accounting: transaction prompts, receipt replies by text, automatic matching, policy-based coding and approvals, reimbursements, vendor bills, and utility-bill collection.
Do we have to switch credit cards to use Clyr with AppFolio?
No. Clyr works with existing Amex, Visa, and Mastercard cards and connects through more than 16,000 supported financial institutions. Your company keeps its card program, credit lines, and rewards while Clyr handles receipt collection, coding, review, and the two-way sync with AppFolio.
Do maintenance techs need to install an app?
No. When a card transaction arrives in Clyr, the cardholder can reply to a text with a receipt photo. Email forwarding, a Chrome extension, and secure no-login receipt links cover office staff, vendors, and occasional contributors without adding another field app.
How does Clyr code expenses to the right AppFolio property and unit?
Clyr applies rules based on details such as vendor, amount, or card, then uses your coding history to predict the property, unit, and GL account. Suggestions apply only above a confidence threshold; low-confidence expenses wait for a person to review or correct them.
Can Clyr bring utility bills into AppFolio?
Yes. Clyr retrieves utility bills from provider portals, matches each bill to a property and unit, and posts the reviewed bill back through the two-way sync.
What happens during AppFolio setup?
Clyr sets up the two-way sync with your admin, maps the AppFolio portfolio structure, connects card feeds, and invites cardholders into the text receipt workflow.
Keep exploring
Property-management expense workflows
See it on your workflow
See your own AppFolio spend in Clyr
Bring a month of AppFolio card spend to a 20-minute demo. See the receipt, coding, review, and two-way sync on your portfolio.