# HOA LedgerIQ — AI-Powered HOA Finance Management

AI-Powered HOA Finance Management

# Your HOA Finances,
Finally Under Control

HOA LedgerIQ brings enterprise-grade AI analytics to community associations of any size. Bank and Investment tracking, real-time budget insights, delinquency tracking, and intelligent forecasting and planning — all in one beautifully simple platform. Stop wasting time with outdated & manual spreadsheets, while optimizing your community's finances.

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See the Platform ↓
Built for board treasurers, presidents, property managers & CPAs
Dashboard — Fund Health & At-a-Glance Metrics
Cash Flow — Actuals & Forward Projections
Capital Planning — 5-Year Project Pipeline
Trusted workflow for
Self-Managed HOAs · Property Management Firms · Community CPAs · Board Treasurers
Core Capabilities

## Most HOA Boards
are Flying Blind Financially

From Investment Planning to Reserve Fund Forecasting, HOA LedgerIQ handles the heavy lifting so your board can focus on the community.

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### AI Financial Analytics

Receive intelligent AI Powered investment recommendations designed to maximize investment income while ensuring sufficient funding for operating costs and capital projects.

Powered by GPT-4
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### Intelligent Cash Flow Visibility

Understand budget vs. actuals in real time, accurately forecast your cash management throughout the year to make intelligent decisions, and optimize capital project timing.

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### Reserve Fund Forecasting

AI-Enabled 5 Year Comprehensive Capital Project Planning. Easily understand the community's full inventory of assets, date of last repair and expected lifespan, estimated costs and timing to enable continuous planning capability around capital projects and ensure your community is on track — before the board meeting.

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### Future Year Budget and Assessment Planning

Take the guess work out of what is needed to keep your community on track! Plan ahead with real data!

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### One-Click Board Reports

Beautiful, professional PDF and Excel reports ready for every board meeting — income statements, balance sheets, variance analysis, and more.

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### Audit-Ready Compliance

Every transaction is timestamped, signed, and stored with a complete audit trail. Year-end CPA handoffs take minutes, not weeks.

AI at the Core

## Optimize your Community's Finances

HOA LedgerIQ's AI engine doesn't just review your data — it understands it. Get proactive anomaly alerts, funding shortfalls, investment strategy ideas around your predicted cash flow, spending pattern insights, and plain-English answers to complex financial questions without needing a CPA on speed dial. Turn that stale reserve study into an ongoing, active process. Most importantly, ditch the outdated and error prone spreadsheets.

- ✓ Budget vs. actual variance reporting
- ✓ Predictive cash flow modeling
- ✓ AI assisted investment recommendations
- ✓ Integrated Capital Project Planning
- ✓ Budget vs. actual variance reporting
- ✓ One Click Board Meeting Reports
- ✓ AI rated health scores of Operating and Reserve Funding

What investment strategy should we implement given our forecasted cash flow?
✦ HOA LedgerIQ AI Operating funds are currently under-utilized. With over $100k projected in cash by April, deploying $40k into a short-term CD significantly boosts interest income without compromising the ability to pay monthly expenses or handle emergencies.
Are we on track to fund reserves fully by year-end?
✦ HOA LedgerIQ AI Yes — at current contribution rate you'll hit 98% reserve funding by Dec 31. No corrective action needed. Reserve study renewal is due in March.
Simple Pricing

## Pick the plan that fits your community

No setup fees. No contracts. All plans include a 14-day free trial.

Having trouble viewing the pricing page? Open it directly →

Launching in 60 days

## Get Early Access to HOA LedgerIQ

Join the waitlist and be first through the door.

First Name
Last Name
Email Address
Organization Name *
Organization Location *
Community Size
Your Role
I'm interested in joining the Beta Program

Beta program selection will be determined based on the makeup of role and community size. You will be contacted directly if offered to join the beta program. Beta customers will be offered discounted launch pricing

No spam, ever. Unsubscribe anytime. We'll reach out within 48 hours.

✓

### You're on the list!

We'll be in touch soon with your early access details. Keep an eye on your inbox.

ROI Calculator

## See What HOA LedgerIQ Could Earn Your Community

Answer a few quick questions for a personalized, AI-Driven interest income estimate.

Number of Homesites
Property Type
Annual Dues Income
$
Dues Payment Frequency
Current Reserve Fund Balance
$
Interest Income Earned in 2025
$

Please fill in homesites and annual dues income to continue.

Your Email Address (optional)
I'd like HOA LedgerIQ to provide informative insights over time.

🔒 Your email and submitted data are used solely to provide your ROI estimate and will never be shared with any third party or outside organization.

Please fill in homesites and annual dues income to continue.

Conservative estimates for illustrative purposes only. Not financial advice.

Estimated Annual Interest Income Potential
$0
vs. your 2025 earnings: $0
Operating fund cash management $0
Reserve fund investment income $0

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This is a high-level estimate based on your inputs. Inside HOA LedgerIQ, your investment strategy is continuously refined against your live cash flows, upcoming expenses, and reserve study timelines — automatically maximizing yield while keeping your community fully liquid.

Ready to put these gains to work for your community?

Start Your Free 14-Day Trial →