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Budgets, fees and special levies
The itemised budget is shared out automatically by participation share or by expense group and turned into community fees: monthly, quarterly or however each community collects them. Special levies in a single payment or in instalments, and a reserve fund kept in check against its legal minimum.
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Bank reconciliation
Upload the bank statement and the program matches each transaction to its receipt or invoice. Rules for recurring charges (electricity, water, lift) and an alert when the bank balance and the book balance don't agree.
Accounting and year-end settlement
Accounts for each community without having to be an accountant: income and expenses by budget item, banks, debtors and suppliers. Year-end settlement with each owner's balance and clear accounts for the meeting, showing what every expense was for.
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Arrears, from start to finish
Non-payment notice, demand letter, interest approved by the owners' meeting, payment agreements, statement of the debt, the secretary's certificate countersigned by the president, prior formal demand and the paperwork ready for the lawyer.
Building deadlines
Technical building inspection, lifts, fire extinguishers, electrical installation, boilers, swimming pool, insurance and digital certificates: each community with its own calendar and reminders before anything expires.
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Taxes and invoicing
Forms 347, 184, 111 and 190, 115 and 180, 303 and 390 for each community, certificates for owners and the invoicing of your own fees, ready for VERI*FACTU.
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Meter readings
Water and central heating shared out by consumption: fixed amount, bands, minimums and exemptions. Readings are imported from a spreadsheet or entered by residents themselves from their phones.
Rentals and single-owner buildings
Leases, rents and rent reviews, receipts for the tenant, recharged expenses and the settlement to the landlord with your fees. Communities and rentals in the same program.
Communications and documents
Letters, emails and notices to all owners in one step, with a record of what was sent. Document manager for each community, templates, and signing of minutes and contracts.
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Irene, your AI assistant
Ask her in writing or out loud what majority a resolution needs, how to claim against a defaulter or how to do something in the program. And let her read your suppliers' invoices for you.
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We bring your data across
Import from your current software: communities, properties, owners, participation shares, direct debit details, outstanding receipts, balances and accounts, with the figures checked and reconciled before you start working.