- Built for property managers, board members & CPAs
+ Built for board treasurers, presidents, property managers & CPAs
@@ -177,24 +177,26 @@
AI at the Core
Optimize your Community's Finances
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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.
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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 Most importantly, ditch the outdated and error prone spreadsheets.
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✓ Anomaly detection on every transaction
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✓ Budget vs. actual variance alerts
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✓ Budget vs. actual variance reporting
✓ Predictive cash flow modeling
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✓ Natural language financial Q&A
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✓ Automated year-end closing insights
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✓ AI assisted investment recommendations
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✓ Integrated Capital Project Planning
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✓ Budget vs. actual variance reporting
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✓ One Click Board Meeting Reports
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✓ AI rated health scores of Operating and Reserve Funding
What investment strategy should we implement given our forecasted cash flow?
- ✦ LedgerIQ AI
+ ✦ 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?
- ✦ LedgerIQ AI
+ ✦ 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.
@@ -206,16 +208,16 @@
Simple Pricing
Pick the plan that fits your community
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No setup fees. No contracts. Cancel anytime. All plans include a 30-day free trial.
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No setup fees. No contracts. All plans include a 30-day free trial.
Starter
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Perfect for small self-managed HOAs
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Perfect for small community HOAs
$49/mo
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Up to 75 units
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Up to 100 units
✓ Account balance tracking
✓ Investment account tracking
@@ -223,11 +225,12 @@
✓ Basic delinquency alerts
✓ Monthly board-ready PDF reports
✓ Monthly Actuals reconciliation
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✓ 5-year reserve forecasting
✓ Role based access for board members (Up to 5 user accounts)
✓ Email support
— AI Analytics
— Reserve forecasting
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— Multi-property management
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— Mixed Purpose Community management (SFH, Condo, Apartment)
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.
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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