Sign in to Fortress OSIntegration Partner · Financial/A/P Automation
AvidXchange + Fortress OS
Accounts payable automation built for real estate: invoice capture, PO matching and approval routing.
Updated · 3 min read
What is the AvidXchange + Fortress OS integration?
AvidXchange automates accounts payable for real estate. Suppliers send invoices, the system reads them, matches them against purchase orders, and routes them for approval by property, region, cost code or dollar amount. Approvers sign off from a phone, and payments go out digitally.
Key takeaways
Invoice data is read on arrival and matched against purchase orders.
Approvals route by property, region, cost code or dollar amount, and clear from a phone.
Digital payments cut the check volume, and the fraud exposure that comes with it.
How does AvidXchange work with Fortress OS?
Fortress OS sits underneath your stack as the operating layer. When something changes in AvidXchange, Fortress picks it up and pushes it to the other systems that care. No double entry. No end-of-month reconciling. No spreadsheets stitching things together.
What data flows between the two?
The exact fields depend on the financial/a/p automation use case. The goal is simple: both systems show the same truth. Records, statuses, and key events stay in sync. Your team is not the human glue between them.
Who handles the setup?
Our integrations team handles documentation exchange, API keys, and end-to-end testing. Most AvidXchange connections go live in a few weeks. You can request a setup any time.
Why should you connect AvidXchange to Fortress OS?
Paper invoice approval in a portfolio means an envelope moving between a site office and a regional who is on the road. Routing the invoice to whoever should approve it, on the phone they already carry, is where the weeks come out of the cycle.
What changes once you connect AvidXchange?
Same financial/a/p automation tool. Different day-to-day for your team.
| Daily task | Without the integration | With Fortress OS + AvidXchange |
|---|---|---|
| Keeping records in sync | Copy-paste between tabs, hope you got the numbers right. | Records match across both systems on their own. |
| End-of-month reconciling | Spreadsheet exports, manual cleanup, late nights. | Numbers already line up. Close the month, go home. |
| Onboarding new properties | Manual setup in AvidXchange and every other system. | Fortress provisions the connection so new sites pick it up. |
| Answering “what’s the truth?” | Open three tabs, compare, guess which one is current. | One source of truth, kept fresh by Fortress. |
Tags
- AvidXchange
- AvidXchange integration
- Financial/A/P Automation
- Fortress OS
- integration
- property management software
- affordable housing
Frequently asked questions
Quick answers about how AvidXchange and Fortress OS work together. Don't see your question? Ask us →
How do invoices get into AvidXchange?
Suppliers send them by email, portal or direct upload. The system reads the vendor, invoice number, amount and due date, then checks them against your purchase orders and vendor records.
How are approvals controlled?
Invoices route on rules you set by dollar amount, department, property or cost code. Approvers get an alert and can approve from a desktop or a phone.
Does it handle the payment as well as the approval?
Yes. AvidXchange issues digital payments, which reduces the check volume and the check fraud risk that goes with it.