For Management Company

Real-time cash flow forecasting for community associations.

Convert raw, complex datasets into polished visual intelligence.

Turn database records into clear, interactive charts and graphs.

Design optimized financial plans backed by reliable data.

Check Your Reserve Health

Let’s start with a 7-day free trial today.

How we can start from dashboard?

Manage your associations, members, reserve studies, documents, permissions all from one place.

Invite & Manage Members

Invite Regional Managers, Association Managers, or Property Managers based on their roles and permissions.

Create Associations

Create new associations and maintain complete visibility across your portfolio. You can view documents, create reserve studies, update study data, and manage versions.

Manage Associations

A centralized place where you can view and download reports, simulation data, and model outputs based on your permissions.

How can i invite Associations in our system

There are several ways to access association data here. Depending on your use case, you can choose the solution that works best for you.

Invite an Association from Our Database

Enter the email address, and our system will automatically find the association in our database. If a match is found, you can send a permission request with just one click.

Create an Association

If the association doesn’t exist in our system, you can create it as a Super Admin and invite the association’s Main Admin to add and manage its data.

Invitation from an Association

If the association already has an account, an Editor can invite you as a professional and assign permissions such as View or Edit access.

What data i can view on specific associations?

Easily access key sections, important information, & analytics for each association

Reserve Studies Published by Companies

Access and manage reserve studies published by your company for each association.

Check Published Versions and Documents

Easily view published versions, supporting documents, and the latest updates for each reserve study.

AI-Based Simulator Development

Use AI-powered simulations to explore scenarios, evaluate funding options, and make better reserve planning decisions.

Turn Simulation Results into Next Actions

Use the AI-generated report to identify funding gaps, prioritize critical items, compare scenarios.

Identify Funding Deficits

Identify current and future funding gaps based on projected expenses and available reserves. Understand where additional funding may be required to meet long-term financial needs.

Financial Planning

Build a clear financial plan based on upcoming projects, expenses, and reserve requirements. Evaluate different funding scenarios to create a sustainable financial strategy.

Optimize Fund Allocation Strategy

Prioritize critical projects and allocate available funds where they are needed most. Balance current spending with future reserve requirements for better financial stability.

Build smarter financial plans across multiple associations. Compare projections, priorities, and funding scenarios in one place.

Check Your Reserve Health

7 Days free trial. Cancel Anytime

Meet Our Experts

Get guidance from experienced professionals who can help
you make informed decisions and move your association forward

Using Scenario Planning for Smarter HOA Decisionse how different funding and spending scenari.Using Scenario Planning for Smarter.

Using Scenario Planning for Smarter HOA Decisionse how different funding and spe.

Using Scenario Planning for Smarter HOA Decisionse how different funding and spending scena

Using Scenario Planning for Smarter HOA Decisionse how different funding and spe.

Using Scenario Planning for Smarter HOA Decisionse how different funding and spending scenari.Using Scenario Planning for Smarter.

Using Scenario Planning for Smarter HOA Decisionse how different funding and spending scena

Check your reserve health

7 Days free trial. Cancel Anytime

Resources & Industry Insights

Explore expert insights, practical resources, and the latest trends shaping the association management industry.

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