The All In One Solution for Financial Management

  • Financial Reporting & Audit Trail

  • Automated A/R, A/P, & Collections

  • Recurring Task & Calendar

  • Daily Bank Reconciliation

  • Seamless Communication

  • Secured Record-Based Platform

  • Resident & Board Portals/Apps

  • Staff and Board Training Onsite

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Why More Condo and HOA Boards Are Splitting Financials from Operational Management

 More boards are choosing to separate financial management from day-to-day operations because it gives them

Better transparency – Financials are handled by a dedicated team, reducing confusion and errors.
More control – Boards can keep the accounting even if they switch property managers.

Checks and balances – Having separate teams lowers the risk of fraud or mismanagement.
Specialized service – Financial firms focus on the books, while managers focus on the property.