Understand your HOA’s finances.

Upload budgets, financial statements and reserve studies. See your HOA’s spending, reserves and upcoming costs in one private dashboard.

Check upload access

Private dashboards · Your uploads do not edit public profiles.

Document processing is currently available to approved testers. View upload access.

How it works

From documents to a clearer picture

Bring your community’s documents together in one private dashboard.

  1. 1Upload one or more HOA PDFs
  2. 2Explore spending, reserves and financial trends as your documents are analyzed
  3. 3Review flagged details and trace any number back to its source document