Your books, on autopilot.
Connect your HOA bank account and stop doing accounting by hand. Transactions import automatically, expenses get categorized, and reports generate themselves. Owners see exactly where their money goes.
Accounting that does itself
Connect once. We handle the rest.
Connect your bank account
Securely link through Plaid with read-only access. We see transactions but never move money.
Transactions categorize themselves
Every transaction is automatically sorted — landscaping, utilities, insurance, repairs. The system learns your patterns.
Reports generate automatically
Expense reports, balance sheets, and income vs. expense build themselves. Share with owners or export for your accountant.
Built for boards, not bookkeepers
Professional-grade financial tools that anyone can use.
Monthly Expense Reports
Automatic monthly summaries with operating and reserve balance tracking. Review spending by category at a glance.
Payee Tracking
See exactly who your HOA pays, how much, and in which categories. Spot duplicate vendors or unexpected charges instantly.
Smart Categorization
Transactions are automatically categorized as they import — landscaping, utilities, insurance, repairs. The system learns your patterns so you rarely need to lift a finger.
Exportable
Download any report as a CSV or PDF. Send to your accountant, attach to meeting minutes, or file for your records.
Shareable Links
Share reports with owners through secure links. Full transparency without giving everyone access to the HOA bank account.
Budget vs. Actual
Compare what you planned to spend against what you actually spent. Identify variances early and adjust accordingly.
Stop doing accounting by hand.
Connect your bank and let the numbers do the work. No credit card required.
Get Started Free →