Integrations

PCI-compliant dues collection, autopay enrollment, and refund management. Homeowners pay by credit card, debit card, or ACH bank transfer. Transactions automatically sync to your financial records.

• PCI DSS Level 1 certified payment processing
• Credit card, debit card, and ACH transfers
• Automatic autopay enrollment and processing
• Refunds and payment dispute handling
• Real-time payment status and receipt emails

Connect your QuickBooks Online account with a single sign-in. Import your chart of accounts, pull in historical transactions, and keep your books in sync. Your CPA sees the same numbers you do.

• One-click OAuth connection from the board portal
• Import chart of accounts and map to GL
• Pull 5 transaction types: journal entries, purchases, deposits, bills, bill payments
• Import opening balances from trial balance reports
• Idempotent sync — re-run without duplicates

Send official notices, violation letters, dues reminders, and fine notices through the mail. Letters are printed, stamped, and mailed through the USPS. Track delivery status from your dashboard.

• Send letters directly from the board portal
• 5 built-in letter templates (notice, violation, dues reminder, fine, general)
• USPS delivery tracking with status updates
• Webhook-based status polling — no manual checking
• Return address pulled from your community settings

Upload CSV, OFX, or QFX bank statements and let the system categorize transactions for you. Three-tier auto-categorization matches transactions to GL accounts. Review everything before it posts.

• CSV, OFX, and QFX file format support
• Three-tier auto-categorization: your rules, built-in patterns, then uncategorized
• Create custom categorization rules that persist across imports
• Review-then-post workflow — nothing hits the ledger until you approve
• Batch posting with automatic journal entry creation

Automated email delivery for dues receipts, payment reminders, notice notifications, event invitations, architectural review updates, and board communications. Per-community FROM addresses keep things organized.

• 30+ email templates for every workflow
• Per-community FROM address and branding
• Automatic triggers: payment receipts, late reminders, event RSVPs
• Board-to-homeowner notices and announcements
• Delivery logging with status tracking