Integrations

Available on Pro and Enterprise: 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 (Pro and Enterprise)
• Automatic autopay enrollment and processing (Pro and Enterprise)
• Refunds and payment dispute handling
• Real-time payment status and receipt emails

Connect your QuickBooks Online account with a single sign-in. You can bring in opening balances from QuickBooks' own reports, with a preview before anything is saved, and import past transactions. While this import is new, saving is done together with our support team. When you connect you choose whether open dues invoices and approved vendor bills are also sent to QuickBooks every day, with payment status coming back, or whether the connection is import only, where nothing is written to your QuickBooks file. It is not a two-way mirror: the QuickBooks page lists exactly what moves.

• One-click OAuth connection from the board portal
• Match your QuickBooks accounts to accounts here; none beyond the standard chart is added until you confirm
• Pull 5 transaction types: journal entries, purchases, deposits recorded to an account, bills, bill payments
• Opening balances from QuickBooks' accrual Balance Sheet and Profit and Loss, previewed before anything is saved
• Running a transaction import again skips what it already brought in

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