Board Intelligence · Powered by AI

Financial clarity for
self-managed HOA boards

Budget vs actual, reserve modeling, AI-assisted analysis, and delinquency tracking — in one platform built for the way boards actually work.

Platform Features

Everything your board needs to stay on top of the numbers

Built for boards that want real insight — not just reports from the PMC.

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Budget vs Actual

Full GL-level income and expense tracking with variance flags, filtered by category. Know exactly where you stand at any point in the fiscal year.

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Reserve Scenario Modeler

Model reserve fund growth under different contribution rates, inflation assumptions, and ROI scenarios. See when you hit 70% funded.

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AI Assistant

Ask plain-English questions about your financials, reserve fund, delinquencies, and vendor spend. Powered by Claude AI — answers in seconds.

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AR Aging Tracker

Delinquency aging by account with collection status, attorney referral tracking, and running AR total — updated from your PPM reports.

How It Works

No complex setup. No IT department. One file, one board, full picture.

Load your financials

Upload your monthly income statement, balance sheet, and bank statements. The platform parses and displays them instantly.

Ask questions

Type any question about your association's finances, reserve fund, or delinquencies. The AI assistant knows your data and answers directly.

Make better decisions

Walk into every board meeting with the numbers in hand — assessment modeling, reserve projections, and vendor spend analysis ready to present.