What it does
- Chart of accounts with automatic and manual journals.
- Drill-through: the general ledger opens the source document.
- Operating and reserve fund types on accounts.
- Bank connections through Plaid with a daily transaction import.
- Reconciliation where staff confirm or reject each match.
- Standard reports: financial overview, balance sheet, profit and loss, trial balance, AR aging, AP aging. Plus a staff dashboard.
Not in this module today: Annual budgets, a separate funds ledger, report export, QuickBooks sync. Everything that is not here yet.
The general ledger for one association in October 2026, with the three lines posted from an approved invoice and the document each line came from one click away.
Connected to
- Accounts payableUpload an invoice or let it arrive in the invoice inbox; Hoamly reads it, codes it to the general ledger with a confidence score, applies high-confidence codes automatically, flags likely duplicates and routes it for approval.
- Billing and paymentsSet dues once; charges, late fees and statements follow the calendar, and homeowners pay by card, ACH, autopay or a link in the email.
- Board meetingsHoamly tracks the notice period, drafts the agenda, records the votes, transcribes the meeting and drafts the minutes for the secretary to approve.
See it on one of your own associations.
A 45-minute walkthrough with your controller and a community manager in the room, then a written quote.