Rental Property Pilot · Private beta
Trust accounting for short-term rental managers

The back office your booking platform was never built to be.

Rental Property Pilot runs the trust accounting, reconciliation, and field operations behind a property management business — built to sit next to OwnerRez, not replace it.

Owner ledger — Lakeview CottageSep 2026
Guest booking, net of channel fee1000-CASH-TRUST$1,840.00
Owner draw, held in trust2000-TRUST-OWNERS($1,472.00)
Turnover clean, auto-billed at checkout2150-ACCOUNTS-PAYABLE($95.00)
Bank statement, reconciled via Plaid1000-CASH-TRUST✓ matched
Owner statement balance$273.00
Complements OwnerRez — doesn't compete with it

Two systems, one clean handoff.

OwnerRez already does bookings and channel distribution better than a trust-accounting product ever should try to. Rental Property Pilot picks up the moment a booking becomes money — and everything a property manager does on the ground once a guest is in the door.

OwnerRez

Bookings & channel distribution

  • Channel manager — Airbnb, Vrbo, Booking.com
  • Guest communication & digital check-in
  • Rate management & availability calendars
  • Direct booking website
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Rental Property Pilot

Trust accounting & operations

  • Trust-liability ledger, owner statements, reconciliation
  • Bank connections & automated refunds via Plaid
  • Cleaning & maintenance scheduling and billing
  • Owner acquisition pipeline
What it does today

Built around the ledger, not bolted onto one.

Every feature below posts to the same double-entry books — nothing is a spreadsheet on the side.

TRUST & LEDGER

Owner trust accounting, kept separate by design

Every owner's funds post to their own trust-liability line — never commingled with company operating cash or another owner's balance. Full general ledger, chart of accounts, and posting-period controls behind it.

RECONCILIATION

Bank reconciliation that reads the statement for you

Connect a bank account via Plaid, or drop in a downloaded statement — it reads the ending balance and matches lines automatically against OwnerRez deposits and posted transactions, owner by owner.

REFUNDS

Automated refunds — no credit-memo workarounds

A cancelled booking reverses its own revenue and receivable automatically and routes the actual money back out the door — a clean, GAAP-compliant reversal, not a manual journal entry or messy credit memo for every case.

FULL ACCOUNTING

A full accounting package — not just rental trust

Classes, tags, accounting periods, journal entry approvals, transaction numbering, and a complete audit log. The same books that run owner trust accounting handle the rest of the company too — no second accounting package required. Historical data can be imported from QB to start clean.

KNOWN ISSUES

Built around the accounting problems OwnerRez users already know about

Credit card fees, Airbnb/Vrbo channel fees, and pre-payment or customer-deposit revenue recognition are handled correctly and automatically — filterable by date, channel, class, or tag, with commission handling and expenses following GAAP throughout.

CLEANING & MAINTENANCE

Turnover and maintenance work, scheduled and billed itself

A guest checkout auto-generates the cleaning job and, once it's signed off, the vendor bill. Routine maintenance runs on its own cadence — HVAC, quarterly, annual — with a mobile checklist for the crew in the field.

OWNER ACQUISITION

A pipeline for the next property, not just the current ones

Track a prospect's property, activity log, and follow-ups the same way you manage an owner you already have — because it often becomes one.

AUTOMATION

OwnerRez sync runs the books itself

Every booking, payment, and cancellation syncs from OwnerRez and posts to the correct accounts on its own — the accounting team reviews exceptions, not every transaction.

More PMS integrations — coming soon
For technical reviewers

Technical capabilities

A straight answer on how it's built, for partner and platform evaluations.

Stack

Python + React

  • FastAPI backend, PostgreSQL
  • React frontend, mobile-responsive
  • Server-rendered PDF statements & invoices
Deployment

Container-isolated per customer

  • One Docker stack, database, and set of credentials per customer
  • No shared tables between customers, by architecture
  • Built to map cleanly onto managed container infrastructure at scale
Integrations

Connects where it needs to

  • OwnerRez API — bookings, owners, properties
  • Plaid — bank connections & statements
  • SMTP email for statements & notifications
Security

Encrypted, logged, role-gated

  • Per-user logins, role-based access by module
  • Credentials encrypted at rest
  • Append-only audit log of every posting and edit
Infrastructure

TLS everywhere, automatically

  • Traefik reverse proxy, automatic Let's Encrypt certificates
  • IP-gated while in private beta
  • Test & dev hosted in a Tier 1 data center — SOC 1/SOC 2 & PCI compliant
Cloud roadmap

AWS production environment — in progress

AWS account and VPC already provisioned; standing up the first production instance next. The per-customer container model is designed to move onto it without a re-architecture.

Being direct about where things stand

What's next

This is a private beta with one active property management company. Here's what's genuinely still ahead, not glossed over.

In progressOAuth connection to OwnerRez, ahead of their platform-wide requirement
In progressPushing expenses back to OwnerRez, not just pulling bookings from it
PlannedAdditional PMS integrations beyond OwnerRez
PlannedSelf-serve onboarding for new property management companies
In progressProduction AWS environment — account and VPC provisioned, standing up the first instance

Built by a property manager, for property managers.

Rental Property Pilot came out of running a real OwnerRez-based rental business and needing the accounting to actually hold up without workarounds — not a generic ledger with rental fields bolted on. We'd like to talk to a few more property managers, and continue working with OwnerRez's own team, about next steps. Built by an IT company with deep accounting knowledge that uses OwnerRez to manage its own portfolio of rental properties.