Two-bucket ledger
Built to leave a clear record for the current board and the next person who inherits the job.
FEATURE INDEX · 2026
RE: Controls organized by board risk.
Features built around the records boards actually need.
Start with reserve compliance, then add the dues, reports, governance, and owner records that keep the board from rebuilding its history every time someone asks a hard question.
§ 1 · Reserve compliance
Reserve study tracking
Built to leave a clear record for the current board and the next person who inherits the job.
State rule pack
Built to leave a clear record for the current board and the next person who inherits the job.
§ 2 · Dues & financials
Dues ledger
Built to leave a clear record for the current board and the next person who inherits the job.
Board-ready reports
Built to leave a clear record for the current board and the next person who inherits the job.
Owner balances
Built to leave a clear record for the current board and the next person who inherits the job.
§ 3 · Governance
Meetings
Built to leave a clear record for the current board and the next person who inherits the job.
Votes
Built to leave a clear record for the current board and the next person who inherits the job.
Architectural requests
Built to leave a clear record for the current board and the next person who inherits the job.
Board handoff
Built to leave a clear record for the current board and the next person who inherits the job.
§ 4 · Full feature table
See what each tier includes before you start a trial.
| Feature | Starter | Growth | Scale | Portfolio |
|---|---|---|---|---|
| Two-bucket ledger | Yes | Yes | Yes | Yes |
| Reserve study tracking | Yes | Yes | Yes | Yes |
| State rule pack | Yes | Yes | Yes | Yes |
| Dues ledger | Yes | Yes | Yes | Yes |
| Owner portal | -- | Yes | Yes | Yes |
| Meeting minutes | -- | Yes | Yes | Yes |
| Architectural requests | -- | Yes | Yes | Yes |
| General ledger | -- | -- | Yes | Yes |
| Audit pack exports | -- | -- | Yes | Yes |
| Month-end close | -- | -- | Yes | Yes |
| Portfolio rollups | -- | -- | Yes | Yes |
| Priority support | -- | -- | -- | Yes |
| Custom integrations | -- | -- | -- | Yes |