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+ Connect your accounts
+Securely link your operating bank, reserve investments, and prior financials. No CSV gymnastics — most communities are live in under thirty minutes.
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+ Your HOA finances,
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+ AI-Powered HOA Finance
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+ Your HOA finances,
+ finally under control.
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+ + Cash flow forecasting, reserve planning, and AI investment recommendations — built for board treasurers, + property managers, and CPAs. Replace error-prone spreadsheets with one beautifully simple platform. +
+ +No credit card. No setup fees. No contracts.
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+ How it works
+Replace spreadsheets in three steps.
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+ AI builds your forecast
+LedgerIQ analyzes spending patterns, reserve study commitments, and projected cash flow to surface a year-by-year funding plan you can actually defend at a board meeting.
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+ One-click board reports
+Generate polished PDF and Excel reports — income statements, variance, balance sheets, reserve scorecard — in a single click. Hand off to your CPA in minutes, not weeks.
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+ Everything the board needs.
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+ Core capabilities
+Everything the board needs.
Nothing they don't.
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+ Powered by GPT-4
+ AI Investment Advisor
+Intelligent recommendations that maximize interest income while preserving the liquidity you need for operating costs and capital projects.
+ Learn more › + +Cash Flow Visibility
+Real-time budget vs. actuals with forward-looking projections so you can time capital projects with confidence.
+Reserve Fund Forecasting
+Five-year capital project planning, asset inventory with lifespans, and continuous tracking against your reserve study.
+ Learn more › + +Budget & Assessment Planning
+Model next year's budget and special-assessment scenarios against real data — no more guesswork at the board table.
+One-Click Board Reports
+Beautiful PDF and Excel reports ready for every meeting — income statements, balance sheets, variance analysis.
+Audit-Ready Compliance
+Every transaction is timestamped, signed, and stored with a complete audit trail. Year-end CPA handoffs take minutes.
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+ Ask plain-English questions.
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+ AI at the core
+Ask plain-English questions.
Get board-meeting answers.
+ Proactive anomaly alerts. Funding shortfall warnings. Investment strategy aligned to your predicted cash flow. No CPA on speed dial required.
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- Budget vs. actual variance reporting +
- Predictive cash flow modeling +
- AI investment recommendations +
- Integrated capital project planning +
- One-click board meeting reports +
- AI-rated health scores for operating & reserve funds +
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+ What investment strategy should we implement given our forecasted cash flow?
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+ ✦ 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 liquidity for monthly expenses or emergencies.
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+ Are we on track to fully fund reserves by year-end?
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+ ✦ LedgerIQ AI
+ Yes — at the current contribution rate you'll hit 98% reserve funding by Dec 31. No corrective action needed. Reserve study renewal is due in March.
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Simple, transparent pricing
+Pick the plan that fits your community.
+All plans include a 14-day free trial. No setup fees. No contracts.
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Starter
+For small communities getting started.
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+ $29
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+ Start free trial
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+ Start free trial
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- Up to 50 units +
- Chart of accounts +
- Assessment tracking +
- Basic reports +
- Board planning & scenarios +
- AI Investment Advisor +
Most popular
+ Professional
+For growing HOAs that need full features.
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+ $79
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+ Start free trial
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+ Talk to sales
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+ Start free trial
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- Up to 200 units +
- Everything in Starter +
- Board planning & scenarios +
- AI Investment Advisor +
- Advanced reports +
- Priority support +
Enterprise
+For large communities and management firms.
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+ Custom
+ contact us
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- Unlimited units +
- Everything in Professional +
- Priority support +
- Custom integrations +
- Dedicated account manager +
- SLA guarantee +
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How it compares
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| Capability | +Spreadsheets | +Legacy HOA accounting | +HOA LedgerIQ | +
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| AI cash-flow forecasting | — | — | Included |
| Reserve fund scoring | — | Limited | Included |
| AI investment advisor | — | — | Included |
| One-click board reports | Manual | Manual | Included |
| Signed audit trail | — | Partial | Included |
| Setup time | Hours per month | Weeks | Under 30 min |
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- Trusted workflow for
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- Self-Managed HOAs
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- Property Management Firms
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- Community CPAs
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- Board Treasurers
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Frequently asked questions
+Answers, before you ask.
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- Most HOA Boards
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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.
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+ How long is the free trial?
+Every plan includes a 14-day free trial. No credit card required to explore the platform, no setup fees, and no long-term contracts.
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+ Is my financial data secure?
+Yes. HOA LedgerIQ uses bank-level 256-bit encryption in transit and at rest. Every transaction is timestamped and signed for a complete audit trail that satisfies CPA and reserve-study reviews.
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+ Do I need to be an accountant to use it?
+No. The platform is built for board treasurers, property managers, and homeowners — not just CPAs. The AI assistant answers complex financial questions in plain English.
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+ Does it replace our reserve study?
+It works alongside it. LedgerIQ keeps your funding plan live against actual cash flow, so the reserve study stays useful between formal updates rather than going stale on a shelf.
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+ Can property management firms manage multiple communities?
+Yes. The Professional and Enterprise plans support multiple communities in a single management workspace with consolidated reporting.
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+ How quickly can we get started?
+Most communities are live in under thirty minutes. Connect bank and investment accounts, upload prior-year financials, and the AI builds your initial forecast automatically.
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Can I cancel anytime?
+Yes. There are no long-term contracts. Cancel from the dashboard with no penalties.
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- 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.
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- ✓ 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 -
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What investment strategy should we implement given our forecasted cash flow?
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- ✦ 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?
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- ✦ 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.
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- Ready to stop flying blind?
+Start your free 14-day trial. Be live before the next board meeting.
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+ Start free trial
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- Simple Pricing
- Pick the plan that fits your community
-No setup fees. No contracts. All plans include a 14-day free trial.
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