AI-powered financial risk scoring across your entire portfolio. Flag at-risk HOAs before boards panic. Generate assessment scenarios in minutes, not days. Deliver board-ready reports your competitors can't match.
See It With Your Data — $499/month 15-minute walkthrough. We'll use your actual portfolio numbers.Why Managers Choose This
Right now, you find out an HOA is in trouble when the board president calls you at 5pm on a Friday. With portfolio-wide risk scoring, you see it coming 60 days early. Red. Yellow. Green. Across every association. Updated monthly.
When a board asks “how much should we assess?” you either spend 8 hours in Excel or you guess. Neither is a good look. One click gives you three-scenario analysis with per-unit breakdowns, collection timelines, and governance notes. You look like you have a finance team. You don't.
Your competitors show up to board meetings with a spreadsheet printout. You show up with a branded financial summary, projection charts, and a risk-scored portfolio review. Same data. Ten times the presentation. That's how you retain clients and win new ones.
The ROI Math
One panicked board meeting with no financial data costs your team 5–10 hours of emergency work. Multiply that by 3–4 associations per year. This prevents all of it.
See It With Your Data — $499/month15-minute walkthrough. We'll use your actual portfolio numbers.
Sample Deliverable
Not a spreadsheet. Not a guess. A complete financial package that makes you look like you have a finance department.
14-month operating history, expense breakdown, delinquency tracking, and key findings.
90-day forward projection with best, base, and worst case scenarios.
Three scenario-modeled assessment options with per-unit costs and risk analysis.
Professional board communication with diagnosis, recommendations, and next steps.
FAQ
Perfect. Those handle payments and accounting — what happened. We handle financial risk modeling — what's about to happen. We're the intelligence layer your management software doesn't have. We don't replace your tools. We make them look smarter.
Your boards don't want more paper. They want someone to tell them “you're fine” or “here's exactly what to do.” That's what this delivers. Not more data. More clarity.
Run the math. One panicked board meeting with no financial data costs your team 5–10 hours of emergency work. Multiply that by the 3–4 associations per year that hit a cash crunch. $499/month prevents all of it. It's not an expense. It's insurance against your most expensive client interactions.
I'm an HOA board treasurer who stared at an overdraft notice and couldn't find anyone to help for less than $3,000. So I built the analysis myself — cash flow projections, assessment models, board communications — and used it to stabilize our association. Now I deliver that same package to other boards facing the same problem.