Boards spend a lot of time on finances — tracking the reserve fund, adjusting condo fees, preparing reports for AGMs. We built tools to make that work faster and less error-prone.
Reserve fund dashboard
See your syndicate's financial health at a glance:
- Current balance, contributions, and spending
- Transaction history you can filter and review
- Everything you need for board meetings and AGM reports
Condo fee management
Track fee adjustments over time and keep a clear record:
- Record fee changes with effective dates
- Automatic unit fee calculation based on each unit's quotes-parts (fractional shares)
- No manual spreadsheet work — change the total and each unit's share updates automatically
AI assistant for your documents
We added an AI assistant that can help you find information across your syndicate's documents. Ask a question, get an answer with references — useful when preparing for meetings or answering co-owner questions.
Built for trust
Financial data needs to be reliable. Every calculation is tested, every transaction is logged, and access is restricted to authorized board members.