How can we help?

VantagePoint is a property management platform for landlords and property managers. It keeps your properties, tenants, leases, payments, and expenses in one place, and automatically records your accounting entries as you go.

You create your own VantagePoint account from the signup page. Everything you set up afterwards — properties, tenants, leases — belongs to your account and is visible only to you.

1. Open the signup page using the link you were given.
2. Enter your details including a working email address. This is where password resets and system emails are sent, so use one you check.
3. Choose a password and submit the form.
4. Verify your email if prompted. Open the verification email and click the link. If it has not arrived within a few minutes, check your spam folder.
5. Log in. You land on the Dashboard with an empty account ready to set up.

Admins and tenants use the same login screen but land on different views based on their account type.

1. Go to the login page. Enter the email and password for your account.
2. Admins land on the main Dashboard with access to Properties, Units, Tenants, Leases, Payments, Expenses, Maintenance, and Documents.
3. Tenants land on the Tenant Portal, showing their unit, lease details, and account balance.

A new account cannot do much until the basics are in place. The Dashboard shows a Finish setting up card walking you through the five things you need, in the order you need them.

1. Add a property. The building or complex you manage.
2. Add a unit. The space a tenant will actually rent.
3. Add a bank account. Where your statements come from. Set up under Settings → Bank Import Accounts.
4. Add a tenant. The person renting from you.
5. Add a lease. This links the tenant to the unit with rent and dates.

Properties are the top-level entry for a building or complex you manage. Units, tenants, and leases are all attached to a property.

1. Go to Properties in the main navigation.
2. Click Add Property. Fill in the property name, type, address, and size.
3. Set the status. New properties default to Active. Use Disabled for properties no longer in use.
4. Save. The property now appears in your Properties list and becomes available when creating units, leases, and bank import selections.

Units belong to a property and are what tenants are actually leased against.

1. Go to Units in the main navigation.
2. Click Add Unit and select the property it belongs to.
3. Fill in the unit details and save. The unit is now available to attach to a lease.

You can search and filter properties by name, type, address, status, or size directly from the Properties list.

Add a tenant's contact details before attaching them to a lease.

1. Go to Tenants in the main navigation and click Add Tenant.
2. Enter first name, last name, email, phone, and ID number. All of these are required. Emergency contact is optional.
3. Save. The tenant is now available to select when creating a lease.

A lease connects a tenant to a unit, with rent and term details.

1. Go to Leases and click Add Lease.
2. Select the tenant and unit, then set the start date, end date, monthly rent, and lease status. All of these are required.
3. Deposit amount is optional, but if entered it must be zero or higher.
4. Save. The lease is now active and rent payments can be matched against it during Bank Import.

Payments can be added manually, or created automatically when a bank statement is imported and matched to a lease.

1. Go to Payments and click Add Payment.
2. Select the lease the payment applies to, enter the amount and date, and save.
3. Once saved, the payment is posted to your accounting book automatically.

Whether you can delete a payment depends on whether it has already been posted to your accounting book.

A proper Void action for already-posted payments — preserving the audit trail while neutralizing the amount — is planned but not yet available. Until then, posted payments have no in-app corrective action.

Expenses can be entered manually, or created automatically from a bank statement import.

1. Go to Expenses and click Add Expense.
2. Fill in the required fields and save. The expense is posted to your accounting book automatically.

Use the Property filter on the Expenses page to narrow the list down to a single property, or select All to see everything.

Bank Import reads a statement file, matches rent payments to leases, and uses AI to categorize everything else — so you don't have to enter transactions by hand. Nothing posts to your accounting book until you review and confirm.

1. Go to Bank Import.
2. Select the bank account this statement belongs to from the Bank Account dropdown. If you manage multiple bank accounts, select the correct one — this determines which accounting book the transactions post to.
3. Select the property from the Property dropdown. This attributes every transaction on the statement to the correct property.
4. Drop your bank statement PDF or click to browse, then click Upload and Import.
5. VantagePoint processes the statement: rent payments are matched automatically to active leases, and all other transactions are sent to the AI categorization engine.
6. Once processing is complete, the Review Transactions panel opens automatically showing all categorized transactions for your confirmation before anything is posted.

VantagePoint uses AI to automatically assign each non-rent transaction to the correct income or expense category in your accounting book, based on the transaction description and amount.

You only have to correct a category once. When you change a category in the Review panel and post the batch, VantagePoint remembers the pattern and applies your choice automatically on every future statement.

1. Correct the category on a transaction in the Review panel as normal.
2. Post the batch. Your correction is saved as a rule at the same time.
3. Next month, the same kind of transaction comes through already correct — no AI guess, no correction needed from you.

Before anything posts to your accounting book, you review every transaction the AI has categorized. This is your opportunity to correct anything before it becomes a permanent accounting entry.

1. The Review panel opens automatically after processing completes. Each row shows the transaction date, description, amount, and the AI-suggested property and category.
2. Check each row. If the suggested category or property looks correct, leave it as is. If not, use the dropdowns to select the right option.
3. Click Accept All Posts once you are satisfied. This posts every transaction simultaneously to both VantagePoint (Expenses and Payments tables) and your Bkper accounting book.

Importing the same statement twice would double every figure in your books. VantagePoint prevents this automatically — you do not need to keep track of what you have already uploaded.

Every statement you upload is logged with its filename, date, bank account, and processing status, so you can confirm an import completed successfully or revisit a pending batch.

VantagePoint supports multiple bank accounts per client — including a single bank account that covers more than one property. Each account is set up once under Settings and then available to select every time you upload a statement.

1. Go to Settings → Bank Import Accounts.
2. Click Add Account and fill in the account name, bank name, account number, branch code, statement password (if the PDF is password-protected), and the property it belongs to. If this account covers multiple properties, leave the Property field blank — you can specify the property each time you upload.
3. Save. The account now appears in the Bank Account dropdown on the upload form.

The Transactions page shows every amount that has moved through your bank account, in one list, with three totals at the top: Money In, Money Out, and Net Movement.

1. Go to Transactions in the main navigation.
2. Set the period you want to look at using the date controls.
3. Filter by property to narrow everything down to one property, or leave it on All Properties.

Export what you are looking at to a spreadsheet file, for your accountant or your own records.

1. Set the period and property filter so the page shows exactly what you want.
2. Click Export. A CSV file downloads containing the current view — the same rows you can see, nothing more and nothing less.

1. Go to Maintenance and click Add Request.
2. Fill in the details of the issue and save. Required fields are marked and validated the same way as other pages.

1. Go to Documents and click Upload.
2. Choose the file and attach it to the relevant property, tenant, or lease, then save.

Tenants log in with the email and password set up by their property manager, and land directly on their portal.

The Tenant Portal shows your unit, lease dates, running account balance, and payment history in one place.

Tenants receive emails from VantagePoint directly — a monthly statement showing what is due, and reminders if rent goes unpaid.

Paying rent directly from the Tenant Portal is planned but not yet available. For now, continue paying rent using your usual bank transfer method, and your property manager will match it to your account once the statement is imported.

A per-client currency setting, editable from a settings page, is planned but not yet available.

A guided onboarding flow for setting up a new client from scratch is planned but not yet available.