Upload your bank statements. Get a board-ready financial stabilization plan in 48 hours. For less than what your CPA charges for a single meeting.
Send your bank statements, budget, and delinquency list. Drag, drop, done. That's the hardest part.
We do the work your CPA charges $3,000 for and your treasurer loses sleep over. Cash flow projections, risk scoring, assessment modeling — all of it.
Walk into your board meeting with a professional financial plan, ready-to-send owner communications, and three data-backed options. You look like the smartest person in the room.
14 months of spending patterns, delinquency trends, and the exact number your board needs to see on page 1.
Best case, worst case, most likely. You'll know the exact date your account hits zero — or doesn't.
Three data-backed scenarios with per-unit costs. No more 3-meeting arguments over how much to charge.
Ready-to-send email to owners. Written in the tone that reduces angry replies, not creates them.
Your account is bleeding and your next board meeting is in 2 weeks. Get a complete financial plan — cash flow projections, assessment scenarios, and owner communications — in your inbox in 48 hours. Walk in with answers, not anxiety.
You volunteered to be treasurer, not to become a part-time accountant. Get monthly cash position analysis, early warning alerts, and auto-generated board reports. 15 minutes a month instead of 5 hours of spreadsheet hell.
You manage 10+ associations. One financial blowup at one of them eats 40 hours and risks the entire relationship. Portfolio-wide risk scoring, one-click assessment modeling, and professional board deliverables — across every HOA you manage.