The operational backbone.
Money, work, and people — accounting, collections, maintenance, workforce, and compliance — moving through one connected operation with a verifiable history behind every action. Your business does not revolve around accounting. The experience should not either.
You didn't get overwhelmed because you lacked accounting software.
You got overwhelmed because every new headache meant another vendor, another login, another contract, and another person to manage it. Your accounting lives one place. Your gates, your packages, your violations, your staff, your residents — everywhere else.
And when a board gets frustrated with the gaps, they leave.
Accounting
A full association accounting core — funds, budgets, AP, AR, and reporting — with the repetitive layer automated. Upload or email an invoice and Clara reads it, codes it to the right account, matches the vendor, and routes it for approval.
Because accounting and operations share one connected history, every charge, work order, and approval is already connected to its financial record. Nothing is re-keyed. Nothing drifts out of sync.
- Full fund accounting for associations
- AP with digital approval workflows
- Bank reconciliation
- Recurring invoice generation
- Budget tracking against actuals
- Audit-ready records
- Reads and codes invoices automatically
- Auto-reconciles bank transactions
- Matches checks and splits payments
- Auto-generates recurring invoices
- Prepares and posts bills
- Flags anomalies before they become problems
Collections & Payments
You set the delinquency stages and the tone once — your policy, your letters. From then on, collections run themselves: the day an account crosses a threshold, Clara sends the notice, makes the call, explains the balance, and offers a payment plan.
Owners get clear answers and easy ways to pay. Your team sees only the accounts that need a human decision — with every conversation already logged.
- Delinquency stages you define
- Online resident payments
- ACH and card autopay
- Payment plan management
- Automatic late fees
- Complete collections history
- Automatic delinquency notices
- Axela hand-off for 60+ day accounts — free collection proceedings
- Calls and emails delinquent owners at your predetermined stages
- Explains balances and answers account questions
- Sets up payment plans
- Runs monthly autopay (ACH and card)
- Applies late fees automatically
- Logs every conversation
Maintenance & Work Orders
Requests arrive categorized and routed. Vendors are coordinated, inspections scheduled, and costs tracked — and the record completes itself when the work does.
The resident sees live status. The board sees spend against budget. The vendor gets what they need to do the job. One event, one record, visible to everyone it touches.
- Work order triage and dispatch
- Vendor coordination
- Inspection scheduling
- Move-in and move-out processing
- Cost tracking per property
- Status visible to residents and boards
- Property inspections — scheduled, performed, logged
- Vendor coordination with complete history
- Triages and dispatches work orders
- Coordinates vendors
- Schedules inspections
- Processes move-ins and approvals
- Tracks costs against budget
Workforce Management
Every employee knows their assignments, priorities, and next steps — and leadership sees workload, progress, and accountability across the whole team, in the office and in the field.
Not to police people. To protect the ones doing the job right, surface where help is needed, and keep the same standard across every community you serve.
- Assignments and priorities per employee
- Time tracking and workflows
- Field operations support
- Task verification and time stamps
- Workload visibility for leadership
- Consistent process across communities
- Employee profiles, schedules, credentials, and assigned properties
- Smart punch clock, attendance, and location-aware time records
- Vendor records, insurance documents, performance, and work history
- Tracks employee time and workflows
- Assigns and prioritizes daily tasks
- Verifies completed work with time stamps
- Surfaces workload imbalances to leadership
Violations & Compliance
An inspector photographs an issue in the field. Clara drafts the notice per your governing documents, attaches the photo, sends it, tracks the cure period, and escalates on schedule — second notice, fine, hearing.
Rules applied consistently, architectural requests processed with a complete history — fair, documented, defensible.
- Violation notices and escalations
- Architectural request processing
- Consistent enforcement timelines
- Photo documentation from the field
- Fine management
- Complete audit trail
- Issues violation notices and escalations
- Processes architectural requests
- Drafts documents from your governing rules
- Tracks cure periods and deadlines
- Maintains the complete audit trail
