Dues in, reserves tracked, books that survive an audit.

Charts your board actually reads

Pick from a dozen board-grade visuals — dues distribution, reserve forecasts, delinquency aging — and choose which roles see each one.

Build the budget your board will actually approve

Draft multiple budget versions, compare them side by side, and track variance to actuals after ratification.

A clear, auditable path from overdue to resolved

Move delinquent accounts through collections or legal referral with a complete, defensible audit trail.

Dues collection that just works

Recurring ACH and card billing with real-time payment status, synced straight to your ledger.

Late fees, handled automatically

Grace periods, late fee assessments, and warning notices trigger themselves, on the rules you set.

Operating and reserve funds, always separated

Track capital expenditures against your reserve study and generate balance sheets automatically.

Special assessments, cleanly separated

Track a special assessment on its own ledger, never commingled with regular dues.

Ownership changes, billed correctly the first time

Transfer fees calculate and bill automatically whenever a home changes hands.

1099s, done by the time January ends

Vendor payments are tracked all year so your 1099s are ready to file, not assembled from scratch.