One platform, connected to the systems you already run

Covercy is the system of record for your investments. The financial rails are built in — and where you keep your own property, accounting, and email tools, Covercy connects cleanly so data flows without re-entry.

FEATURED INTEGRATION

Rent Manager

Run property management and investment management as one. Covercy syncs distributions and financial reports with Rent Manager, so accounting and investor relations stay aligned with no duplicate data entry.

Explore the Rent Manager integration

Connect the systems you already run

Keep the property, accounting, and productivity tools your team relies on. Covercy syncs with them so nothing is entered twice.

Yardi

Sync property and financial data so your reporting stays current without manual exports.

Intuit QuickBooks

Sync bank transactions from your Covercy accounts into QuickBooks, so your books stay current with no manual entry.

Google Workspace

Connect Gmail and Calendar to your CRM: send investor emails from Covercy, see their replies in context, and keep task reminders in sync.

Microsoft 365

Connect Outlook mail and calendar to your CRM: email investors from Covercy, capture replies in context, and keep tasks and reminders aligned.

Built in, powered by trusted rails

These aren't tools you connect — they're the regulated, specialist infrastructure underneath Covercy's built-in banking, payments, accreditation, and e-signatures.

Plaid

Link and verify investor bank accounts in seconds for fast, secure ACH payments.

Thread Bank

Open bank accounts at the fund, asset, or GP level inside the platform — for capital calls, distributions, and payments.

Currencycloud

Power cross-currency contributions and distributions — investors fund and get paid across currencies and borders, with no separate FX provider.

Dropbox Sign

Collect legally binding e-signatures on subscription documents and NDAs, embedded in the flow.

VerifyInvestor.com

Verify accredited investors with trusted third-party 506(c) verification, built into fundraising.

SendGrid

Deliver investor emails and notifications reliably at scale, powered by SendGrid.

Money moves on regulated banking rails with bank-grade security. Your financial data is protected at every step.

What Our Clients Say

Covercy reviews sourced by G2

Frequently Asked Questions

Do I have to replace my accounting or property management system?

No. Covercy is the system of record for your investments and connects to the property management and accounting tools you already run — Rent Manager, Yardi, and QuickBooks — so your data stays in sync without duplicate entry.

How is my banking and financial data secured, and who powers it?

Covercy's banking and payments are built on regulated infrastructure: bank accounts and money movement are powered by Thread Bank, bank-account linking by Plaid, and cross-border payments by Currencycloud. Money moves on regulated banking rails with bank-grade security.

What syncs automatically versus manually?

Built-in capabilities — banking, payments, accreditation, e-signatures, and investor email — happen inside Covercy with no setup. Connections to external systems like QuickBooks, Rent Manager, Yardi, and your email and calendar sync data automatically once enabled, so your records stay current without manual exports.

Can I request an integration that isn’t listed here?

Yes. We regularly add integrations based on what our customers need. Book a demo or contact your account manager to tell us which systems you’d like Covercy to connect with.

See how Covercy fits your stack

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