Platform Overview
A purpose-built Accounting and Management System for self-managed HOAs and Condo Associations that cannot afford the services of a Management Company. No Bolt-on Modules — just the tools your board needs to run a Financially sound Community and generate Audit ready Financial Reports. With in-app communication with seasoned Accountants, Community Managers and Compliance Cordinators, you have the support you need to succeed!
12+
Core accounting modules
10+
Board-ready reports
1
Login for everything
$0
Management company fees
Designed and tested by seasoned accountants, property managers, and compliance coordinators.
Built by accountants — not just developers
Every transaction posts balanced debits and credits across a full General Ledger. No hidden fudge factors. Your books tie to the bank, period.
Operating, Reserve, and custom funds — side by side
Segregate Operating and Reserve funds (or any custom fund) on every transaction line. Your Balance Sheet and Income Statement present fund columns automatically — no spreadsheet gymnastics needed.
Homeowners pay in seconds, funds land in your account
Stripe-powered ACH and card payments from the Homeowner Portal. Payment receipts are applied automatically by priority order — no manual allocation required.
From assessment to cash — one workflow
Post assessments, track late fees, split utility bills across units, process returns, adjustments, and reallocations. Every dollar is traced.
Vendors, invoices, checks — all in one place
Keep track of Vendor COI and W9s. Enter vendor invoices, update up with printed and issued checks directly into this app, process refunds, and reconcile every payment to the Bank Register.
One click to the report your board is expecting
Balance Sheet, Income Statement, Budget vs. Actual, AR Aging, Trial Balance, Fund Flow, Prepaid Schedule, and Bank Reconciliation — formatted and printable on demand.
Know where you stand against the approved budget — every month
Enter your annual budget by GL account and fund. The Income Statement report automatically surfaces variances so the board can make informed decisions mid-year.
Empower residents — reduce board calls
Homeowners log in to view their balance, download their statement, pay online, and open support tickets. Less phone tag for your board. Homeowners can view/generate Homeowner specific Balance Sheet and Income Statement.
Enforce the rules — fairly and on the record
File violations, drag and drop photo evidence (several at once), set cure deadlines, send formal notices, and post fines directly to AR. A full paper trail from notice to resolution, with a confirmation prompt before closing a case.
Never miss a renewal
Track every service agreement with start, end, and renewal dates. Attach the signed contract and a certificate of insurance, and set default GL codes per vendor so entering their invoices is a one-click pick instead of a lookup.
Water, electric, gas, trash, sewer, cable — one log
Log utility setup requests and service issues by property, set a priority, assign it to someone, and attach photo evidence — from first report through resolved and closed.
Homeowners submit, the board decides
Homeowners submit their own architectural change requests — with plans and photos — right from their portal. The committee approves, approves with conditions, or denies, and the homeowner is emailed the decision automatically.
Schedule, agenda, minutes — one record
Schedule board meetings, publish the agenda, and post minutes once they’re held. Homeowners can see the full meeting history — including past minutes — from their own portal, for full governance transparency.
Never let coverage lapse
Track every HOA policy — carrier, coverage amount, premium, and expiration — with a countdown banner once a policy is within 30 days of expiring. Homeowners can view active coverage and certificates from their portal.
Keep residents in the loop
Plan pool parties, holiday gatherings, fundraisers, and volunteer days with a flyer for each one. Every homeowner sees the full event calendar and details from their portal.
Homeowner requests that never fall through the cracks
Homeowners submit requests from their portal. Admins track, respond, and resolve with full conversation history and status updates — all inside the app.
Know who did what — and when
Every app user action from login to logout is recorded with the username, timestamp, and IP address. Ideal for compliance, board oversight, and peace of mind. You know who logged in, what they did and when they logged out
Protect your closed books from accidental edits
Lock accounting periods once the board has reviewed. No more surprise adjustments to a period that was already reported.
Get up and running without manual data entry
Import homeowner and property records from a spreadsheet. Onboarding a new HOA takes hours, not weeks.
Store and attach documents right where they belong
Upload supporting documents across key workflows — attach photos and evidence to covenant violations, supporting files to AP invoices, and import CSV files for bulk homeowner and property onboarding. Every document is stored with the record it belongs to.
Protect the HOA when a homeowner files for bankruptcy
Flag accounts under bankruptcy protection, halt collection activity on the stayed balance, and record the resolution — discharge, plan completion, or dismissal — directly to AR. The ledger stays clean and audit-ready throughout the process.
Move one unit or a whole portfolio in a single workflow
Transfer ownership of individual units or run a bulk multi-unit transfer wizard to handle investor portfolio sales. The outgoing owner's balance is settled, the incoming owner's account is created, and the ledger is updated — all in one guided workflow.
Split shared utility bills across units automatically
Define allocation rules by square footage, occupancy, equal share, or any custom ratio. When the master utility bill arrives, the app calculates each unit's portion and posts the charges to AR — no spreadsheet required.
A real accountant answers your HOA accounting questions
Submit how-to accounting questions directly from the Admin Portal. A seasoned HOA accountant reviews and responds — so your board gets accurate guidance without hiring outside help.
Join self-managed communities that effectively Manage HOA/COA operations and Accounting Records on a platform built for the way HOA boards actually work.