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Frequently Asked Questions

Quick answers to the most common questions about Simpli-City.

How do I set up bank integration?

To set up bank integration, go to Settings > Bank Accounts and click "Add Bank Account". You'll need your bank credentials and may need to complete two-factor authentication. Our system supports most major banks and credit unions.

Can I import data from my existing system?

Yes! Simpli-City supports importing data from Excel, CSV, and other common formats. We provide templates and can help with custom imports. Contact our support team for assistance with large data migrations.

How do I create custom reports?

Use our WYSIWYG Report Builder to create custom reports. Simply drag and drop fields, set filters, and choose your layout. You can save reports as templates and schedule them to run automatically.

What's included in my subscription?

Your subscription includes unlimited properties, users, and reports. You get access to all core features including accounting, maintenance, reporting, and integrations. Premium features like advanced analytics and API access are available on higher tiers.

How do I manage multiple entities?

Simpli-City is designed for multi-entity management. You can create separate entities, assign properties to each, and generate consolidated or entity-specific reports. Our system handles complex ownership structures and inter-entity transactions.

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