Product overview
Everything your board does, in one record.
Govern, manage the money, look after the building, serve the owners, and prove it.
The five areas of your year
Each one is a group of features writing into the same record.
Govern
Every approved motion becomes a decision. Payments and contracts point back at it.
Money
Operating and reserve money are kept apart by the ledger, not by good intentions.
Building
The reserve study becomes a plan. The plan sets next year's contribution.
Owners
Owners see their ledger, their documents and the scorecard. Without emailing anyone.
Prove
Hand an auditor, a buyer's lawyer or a lender a package that is already built.
The five things everything hangs off
Every module reads and writes the same five objects.
Decision
A permanent ID that money and contracts point back to.
Document
Born classified, with a retention rule and a visibility.
Audit event
Append-only. Nobody edits it, including us.
Obligation
A statutory duty with a due date and its evidence.
Notice delivery
Proof that a statutory notice reached each recipient.
Built for volunteers
Three clicks to any recurring task.
No training course.
Every screen says what happens if you stop.
Mobile for anything done standing up.
The board can never edit history.
Rules we enforce in the database
Not policies. Constraints that refuse the write.
No money moves without an authority
Every payment names a decision, a budget authority, or a delegation with a dollar limit.Restricted funds stay restricted
Each fund balances on its own. A reserve outflow needs the decision that authorised it.An award needs its quotes
No bid record, no contract award. Your policy and your statute set the quote count.Financing is never shown alone
A loan cannot be presented without a fee increase and a special assessment beside it.History is append-only
A correction is a new record that points at the one it replaces.
Jurisdictions at launch
Ontario and Florida ship first. Each one is a rules pack: data, reviewed with counsel, not code.
Look around a real building
A seeded 86-unit Ontario corporation and a 140-unit Florida association, each with a year behind it.
Notes
- Rules in the database. These are constraints on the tables rather than checks in the application. A payment with no authority, a reserve outflow with no decision, an award with no bid record, and a comparison containing a loan and no alternatives cannot be written at all.
- Append-only history. An adopted decision, a posted journal entry and an audit event are never edited. Audit events are chained and anchored nightly, so altering one breaks the chain and shows.
- Rules packs. Obligations, forms, deadlines, retention and fee caps are held as data and reviewed with counsel. A new jurisdiction arrives as a pack rather than as a rewrite of the product.
- Three clicks. Every task that recurs on the compliance calendar is reachable from the board home screen in three clicks or fewer.