How does Calmony integrate with agentOS?

Calmony connects directly with agentOS to allow seamless access to your client account for users with Finance or Owner security level, with payees and property data shared between both systems.

Accessing Calmony from agentOS

Users with Finance or Owner security level in agentOS can access the Calmony section from within their agentOS account, letting you manage your client account, view payees, and process payments without leaving agentOS. If a staff member needs access, their security level will need to be updated by an account holder or administrator.

Shared data

Payee records and property information held in agentOS are accessible within Calmony, reducing the need to re-enter data. Payments and transactions processed through Calmony can be reconciled against the relevant records in agentOS.

For help setting up your Calmony account for the first time, see this article.

For help with access or integration, contact support@calmony.co