🏢PROPERTYWARE

Property management operations teams automate Propertyware workflows — with complete output visibility as everything executes.

Maintenance charge-backs, billing reconciliation, owner distributions, late fee processing. The workflows your team runs manually every week — because automating something that writes to an owner ledger felt too risky. Celeron removes the risk without removing your team from the process.

Start Free — $200 in credits, Propertyware integration ready

The Problem

Propertyware workflows are manual because the writes are dangerous.

Property management operations teams know the asymmetry well: reading data from Propertyware is easy. Running calculations is straightforward. But writing to a tenant ledger, applying a charge to an owner account, or posting a reconciled entry to QuickBooks — those writes have consequences. An incorrect charge-back creates an owner dispute. A wrong late fee generates a tenant complaint and a correction process. A bad reconciliation entry takes hours to untangle in QuickBooks.

So teams don't automate. Or they automate the reads and do the writes manually. Or they built something in Zapier, it ran silently, and one month they discovered it had been misfiring for weeks before anyone checked. Every option has the same problem: either the automation isn't controlled, or the control requires doing the work manually.

Celeron is built on a different premise. Automation handles all the reads — pulling work orders, fetching ledger data, calculating amounts. Everything that should be automated, is. And every write surfaces in the Queue with full context as it executes: source data, calculated amount, what will be written. Your team reviews dozens of charge-backs in a fraction of the time — everything visible, everything traceable. Items that look right execute. Edge cases get flagged. Everything runs with confidence, not hope.

Workflow 1

Maintenance charge-back processing

The manual version

A work order closes in Propertyware. Someone on the ops team exports the work order details, matches it to the applicable lease, calculates the charge amount based on the work order type and lease terms, and manually enters the charge into the tenant ledger. For a company managing 500 units, this is a weekly process involving dozens of work orders. One wrong entry writes a charge to the wrong tenant or at the wrong amount — and by the time anyone catches it, it may have generated a statement the tenant already saw.

Manual time

Multiple hours per billing cycle — manual export, calculation, and ledger entry for every work order.

With Celeron

Workflow runs automatically. Review time reduced by ~90%. Exceptions handled individually.

How Celeron handles it

Step 1 — Source: Propertyware work orders

The workflow pulls closed work orders from Propertyware automatically. Your team configures which work order types to include and the source runs on schedule or on demand.

Step 2 — Get Data: Fetch lease details

For each work order, Celeron reads the associated lease from Propertyware — tenant name, unit, lease terms, and any charge-back rules configured for that property.

Step 3 — Get Data: Calculate charge amount

A custom function applies your charge-back logic — work order type, labor and material breakdown, applicable fee schedule — and calculates the charge amount for each item. The formula is defined by your ops team in plain English. When the formula changes, your team updates it directly in the Workflow Builder. No ticket, no developer.

Step 4 — Review queue

Every work order surfaces in the Queue with the calculated charge, the tenant name, the unit, the work order description, and the source data that drove the calculation. Your team sees exactly what each item will write as execution proceeds. Items that look correct are selected for approval. Edge cases are flagged for manual review.

Step 5 — Output Data: Write charge to tenant ledger (on approval)

Selected items execute a write to the Propertyware tenant ledger. The write posts the charge exactly as reviewed — tenant, unit, amount, work order reference. Nothing writes for items your team didn't approve. The audit trail records who approved each item and when.

Workflow 2

Billing reconciliation (Propertyware ↔ QuickBooks)

The manual version

At the end of each month, someone exports the rent roll from Propertyware and reconciles it against QuickBooks manually — matching payments, identifying discrepancies, and entering corrections into QuickBooks line by line. The export is a spreadsheet. The reconciliation is visual comparison. The entry is manual. For a mid-size portfolio, this takes the better part of a Tuesday every month. One miskeyed entry posts an incorrect amount to a QuickBooks account that won't surface until the next review.

Manual time

Several hours per month — spreadsheet export, visual comparison, and line-by-line QuickBooks entry.

With Celeron

Workflow runs overnight. Review time reduced by ~92%. Discrepancy resolution handled individually, with full context in the queue rather than in a spreadsheet.

How Celeron handles it

Step 1 — Source: Propertyware rent roll

The workflow reads the current period rent roll from Propertyware — every unit, payment status, amount received, and lease reference.

Step 2 — Get Data: Fetch QuickBooks transaction records

For each rent roll line, Celeron reads the corresponding transaction record from QuickBooks — matching by unit, property, and period.

Step 3 — Get Data: Reconciliation logic

A custom function compares the Propertyware and QuickBooks records for each unit. Items that match are flagged as reconciled. Items with discrepancies — missing payments, amount differences, timing gaps — are flagged for review with the specific variance shown.

Step 4 — Review queue

Two categories surface: Ready to post (reconciled items your team reviews and confirms before Celeron writes the journal entry to QuickBooks) and Needs attention (discrepant items surfaced with the Propertyware value, the QuickBooks value, and the difference). Your team reviews the ready items in bulk and handles discrepancy items individually — each includes the source data so your team doesn't have to go back to Propertyware.

Step 5 — Output Data: Write reconciled entries to QuickBooks (on approval)

Celeron posts the approved reconciliation entries to QuickBooks. Discrepancy items are held until your team resolves them. The audit trail records every entry: what was written, who approved it, what the source data was.

Workflow 3

Owner distribution reporting and disbursement

The manual version

Owner distributions require pulling revenue data, deducting management fees and maintenance charges, calculating the net disbursement per owner, generating the distribution report, and sending it for review before disbursements go out. Every step is manual. The calculation touches multiple data sources. An error in the fee calculation or a missed charge-back sends the wrong amount to an owner's bank account.

Manual time

Several hours per distribution cycle — multi-system pulls, manual calculation, and report generation.

With Celeron

Workflow runs automatically. Approval time reduced by ~90%. Every calculation is traceable.

How Celeron handles it

Step 1 — Source: Propertyware owner ledger data

The workflow reads owner ledger records for the distribution period — revenue collected, management fees, maintenance charge-backs, and any other deductions configured for each property and owner.

Step 2 — Get Data: Fetch property and owner details

Celeron reads owner contact details, bank account references, and management agreement terms from Propertyware for each property in scope.

Step 3 — Get Data: Calculate net distribution

A custom function applies your management fee structure, deducts confirmed charge-backs, and calculates the net distribution for each owner. The calculation logic is defined by your team. When management fee percentages change, your ops team updates the function directly.

Step 4 — Approval gate

Every distribution calculation surfaces in an approval queue before any disbursement executes. Each item shows the owner name, property, gross revenue, fees deducted, charge-backs applied, and net distribution amount. Approvers can approve in-app or via an email approval link. Only approved items proceed to disbursement.

Step 5 — Output Data: Initiate disbursement (on approval)

Approved distributions execute. The audit trail records who approved each disbursement, at what amount, and when. When an owner asks about their distribution, your team has the complete record in three clicks.

Workflow 4

Late fee processing

The manual version

Late fees require identifying delinquent tenants, verifying grace period eligibility, calculating the fee amount per lease terms, and applying the charge to the tenant ledger. Done manually, this is error-prone in two directions: fees applied to tenants who paid within the grace period, or fees missed for genuinely delinquent tenants. Both create problems — one generates a dispute, the other creates a collections gap.

Manual time

Multiple hours per processing cycle — delinquency check, grace period verification, fee calculation, and ledger entry.

With Celeron

Workflow runs on schedule. Review time reduced by ~90%. Disputes are traceable to the exact review decision.

How Celeron handles it

Step 1 — Source: Propertyware delinquency report

The workflow reads the delinquency report from Propertyware — every tenant with an outstanding balance past the due date, with payment date and amount.

Step 2 — Get Data: Check grace period eligibility

For each delinquent item, Celeron reads the lease terms from Propertyware and checks whether the payment falls within the grace period. Items within grace period are excluded automatically.

Step 3 — Get Data: Calculate fee amount

A custom function calculates the late fee per lease terms — flat fee, percentage of outstanding balance, or tiered fee schedule depending on how your leases are structured.

Step 4 — Review queue

Every late fee calculation surfaces for review: tenant name, unit, outstanding balance, days past due, applicable grace period status, and calculated fee. Your team confirms the list as the workflow processes each item. Tenants who paid but haven't cleared yet, special circumstances, and edge cases are flagged.

Step 5 — Output Data: Apply charge to tenant ledger (on approval)

Approved late fees write to the Propertyware tenant ledger. Nothing applies to a tenant account your team didn't review. The audit trail records every charge: amount, date, reviewer.

The Queue Experience

What the queue experience looks like.

Your team's daily workflow in Celeron is built around the Queue — not a spreadsheet, not an export.

Item View

Each work order, reconciliation line, or distribution appears as a card showing the primary identifier — tenant name, owner, unit — alongside the key data needed to make a decision. Status is live: processing, ready for review, approved, completed.

Bulk review

Your team selects all items that look correct and approves them in one action. The write executes for every selected item. Items with questions stay in the queue for individual handling.

Step-level detail

Every item can be expanded to show the full step-by-step output — what each step read from Propertyware, what the calculation returned, what the proposed write contains. If a charge amount looks wrong, your team sees exactly where it came from.

Step View

Switch to Step View to see the workflow's steps as tiles — how many items are ready at each step, how many are blocked, how many need attention. One view to understand where the entire workflow stands right now.

Audit trail

Completed items are permanently logged — source data, step outputs, reviewer, approval timestamp, write confirmation. When an owner disputes a charge, your team opens the completed item and has the complete record immediately.

Integrations

Integrations used in Propertyware workflows.

IntegrationRole in Propertyware workflows

Propertyware

Source of work orders, leases, tenant ledgers, owner ledgers, rent roll, delinquency reports. Write target for charges, reconciliation entries, and fee applications.

QuickBooks

Source and write target for billing reconciliation workflows. Celeron reads QuickBooks transactions and writes reconciled journal entries after review.

Microsoft 365 / SharePoint

Document storage for supporting documentation — work orders, lease agreements, owner statements. Referenced during review for edge cases.

Document AI

Extraction from scanned or uploaded documents when Propertyware records reference physical documents — work order attachments, vendor invoices, signed lease addenda.

SendGrid

Distribution report delivery and approval notification emails. Celeron sends owner distribution summaries and approval request emails through your SendGrid account.

ROI Framework

The ROI is immediate — every cycle you run.

Every workflow Celeron automates returns a compounding portion of your team's time. The more workflows you run, the more time compounds back.

WorkflowWithout CeleronTime savingsYour team reviews

Maintenance charge-back processingMultiple hrs/billing cycle~90% fasterExceptions only

Billing reconciliationMultiple hrs/month~92% fasterDiscrepancies only

Owner distribution reportingMultiple hrs/cycle~90% fasterApprovals only

Late fee processingMultiple hrs/cycle~90% fasterExceptions only

Manual process time eliminated

~90%

across all four workflows

Team effort returned

~90%

to higher-value work per cycle

vs. equivalent headcount

~10%

of annual ops analyst fully-loaded cost

Getting Started

The trial runs against your real Propertyware environment.

$200 in free credits. No credit card required. Propertyware integration is available on day one — connect your credentials, configure a workflow, and run your first review queue in the same session.

A recommended first workflow for Propertyware teams: maintenance charge-back processing. It's the fastest to configure, the most immediately valuable, and the clearest demonstration of how the review queue works in practice. Most teams run their first review queue within one hour of connecting Propertyware.

No card required.

Configure Propertyware credentials

Navigate to Integrations. Enter your Client ID, Client Secret, and System ID.

Create a new workflow

Describe it in plain English: "Read closed work orders from Propertyware, calculate charge-back amounts, and queue them for review before writing charges to tenant ledgers."

Celeron drafts the workflow steps

Review the spec, approve it, and the Automation Agent builds the steps.

Run the Setup Queue

Validate each step against a real work order. When the output looks right, move to production.

Implementation timeline: most Propertyware teams have their first workflow in production within their first week of trial.

Your Propertyware workflows should be automated. Every output should be visible as it executes.

Start with $200 in free credits. Connect Propertyware. Run your first charge-back workflow. See exactly what Celeron does as every step executes.

Start Free Trial — No card required