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 Stop wasting time with outdated & manual spreadsheets, while optimizing your community's finances.

Built for property managers, board members & CPAs
LedgerIQ Dashboard
Total Collected YTD
$412,850
↑ 8.2% vs last year
Delinquency Rate
3.4%
↓ 1.1% this quarter
Reserve Fund Health
92%
AI Forecast: On Track
AI Insight: Reserve funding on pace for full replenishment by Q3.
Trusted workflow for
Self-Managed HOAs · Property Management Firms · Community CPAs · Board Treasurers

Everything your HOA's
finances demand

From dues collection to reserve fund forecasting, LedgerIQ handles the heavy lifting so your board can focus on the community.

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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Delinquency Tracking & Alerts

Automated late-fee calculations, escalation workflows, and homeowner reminders. Reduce delinquencies without awkward board calls.

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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.

Optimize your Community's Finances

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.

  • Anomaly detection on every transaction
  • Budget vs. actual variance alerts
  • Predictive cash flow modeling
  • Natural language financial Q&A
  • Automated year-end closing insights
What investment strategy should we implement given our forecasted cash flow?
✦ 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 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.

Pick the plan that fits your community

No setup fees. No contracts. Cancel anytime. All plans include a 30-day free trial.

Starter
Perfect for small self-managed HOAs
$49/mo
Up to 75 units
  • Account balance tracking
  • Investment account tracking
  • Dues collection tracking
  • Basic delinquency alerts
  • Monthly board-ready PDF reports
  • Monthly Actuals reconciliation
  • Role based access for board members (Up to 5 user accounts)
  • Email support
  • AI Analytics
  • Reserve forecasting
  • Multi-property management
Get Early Access
Enterprise
For management companies & large communities
Request Quote
Unlimited units
  • Everything in Professional
  • Multi-property management
  • 10-year reserve forecasting
  • Custom API integrations
  • Advanced AI anomaly detection
  • SLA-backed uptime guarantee
  • Custom onboarding & training
Get Early Access