One Platform for Assessments, AR/AP, Financial Reporting, Bank Reconciliation, a Homeowner Portal, an Admin Portal and covenant Violation tracking — so your community Board of Directors (BOD) or Self-Managed HOA can keep its own books without hiring a professional Accountant. As a user, you don't need to be an accountant to get an accounting task done. All you need is an understanding of what you want done, search the menus on what you need done and this app will get you to the correct menu option. Just click ‘?’ next to the menu item to get details on what that menu item accomplishes. Select the menu item and process what you need done.
Fashioned and Tested by seasoned Accountants, Property Managers and Compliance Coordinators. No add-on Modules, no separate Logins — one Platform covers the Books, the Board, and the Homeowners.
Update units and homeowners, post assessments, collect online ACH/Stripe payments, track late fees, and apply payments by priority order automatically and process utility bill splits.
Manage vendors, enter invoices, cut payment checks and track refunds — all reconciled to the bank.
Full double-entry GL with multi-fund accounting (Operating, Reserve, and more), journal entries, and bank reconciliation.
Balance Sheet, Income Statement, Budget vs. Actual, Trial Balance, AR Aging, and Fund Flow — board-ready, any time.
Homeowners see their balance and statement, pay online or submit a manual payment, and open support tickets.
Full back-office dashboard for board members and property managers — oversee homeowners, GL accounts, budgets, vendors, violations, and reports from one centralized workspace.
Built-in ticketing system lets homeowners open support requests directly from their portal; staff track, respond to, and resolve tickets with full conversation history and status updates.
Report covenant violations, send formal notices with a cure deadline, attach photo evidence, and post fines straight to AR.
Submit a quick request below with your association name, number of homes, and location.
We configure your chart of accounts and import your homeowners and opening balances.
Start posting assessments, collecting payments, and pulling board-ready financials — homeowners get their own portal from day one.
Your association's financial records and homeowner information are protected by the same safeguards used by modern financial software.
All data is encrypted at rest and in transit (TLS), hosted on enterprise-grade cloud infrastructure.
Admin and board logins require an email one-time passcode in addition to a password.
Every login, logout, and record change is logged with the IP address it came from — reviewable any time on request to the Platform Administrator (as a support ticket) by your board.
Your books are backed up automatically, so your association’s financial history is never at risk of being lost.