Property register
Blocks, units, owners and directors in one place, with spreadsheet import (CSV or Excel) for your existing records.
Features
Practical tools for managing property records and the books for every block.
Books for every block
Each OMC has its own double-entry ledger, chart of accounts and accounting periods you can lock. Entries are never edited or deleted; corrections are made by reversing entries.
Budgets and schedules
Service charge and sinking fund schedules, split by percentage, fixed amount or equally, with shares that always add up exactly.
Service charge invoices
Generate invoices for every unit from an approved budget, with a preview first.
Receipts and allocations
Record payments and allocate them to the oldest unpaid invoices automatically, or choose yourself.
Accounts Receivable and unit statements
See who owes what, by age, and print or download statements.
Reports you can hand to your accountant
Trial balance, unit balances and Accounts Receivable, downloadable as CSV.
Secure sign-in
A six-digit code sent to your mobile, plus authenticator-app two-factor for admins.
Team roles
Invite colleagues to your agency as admins or staff.
Free migration help included
We help move your blocks, units, owners and opening balances from your current software or spreadsheets, at no extra charge.
Accounts payable
Supplier bills, payments and Accounts Payable.
General ledger and journal reports
General ledger and journal reports.
Tasks
Assign work to yourself or a colleague, linked to a block, with a status and due date.
Recurring calendar
Remember the yearly jobs, like roof surveys and insurance renewals.
Owner and member portal
Owners sign in to see their balance, invoices, notices, budget and documents.
Support tickets
Owners report issues, you reply and turn them into tasks.
Document storage
Document storage.
AGM tools
AGM tools.
AML compliance records
AML compliance records.
Live bank feeds
Live bank feeds.