Financial clarity for better decisions.

Give management teams and boards a clearer view of each property's financial position. Review performance, follow up on outstanding balances and keep spending decisions accountable.

Financials: annual budget, actual to date, variance and open invoices, with budget against actual by category.
Financials on iPhone: budget, actual to date and variance.
  • Understand performance

    Compare budgets and actual spending by property and category, with summaries prepared for review.

  • Manage outstanding balances

    Review owner balances and arrears ageing to guide timely follow-up.

  • Clear owner statements

    Prepare unit statements that help owners understand their accounts.

  • Accountable approvals

    Route invoices to the appropriate decision-maker before payment.

  • Connected accounting

    Send approved invoices to QuickBooks Online through your configured connection.

  • Convenient payments

    Offer online payments through the resident portal when payment services are enabled.

  • Capital planning

    Track reserve fund projects and capital spending against approved budgets.

  • Organised audit preparation

    Keep supporting records and audit checklists together throughout the year.

Keep exploring

Explore what this means for your community.

Book a walkthrough tailored to your portfolio or explore the interactive demo.