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What Hoamly does not do today.

One list, so you hear it from us before a demo. If any of these is a hard requirement, we are not the right choice yet.

The list

Not todayWhat is live instead
Two-way QuickBooks, Xero or Sage syncHoamly's own general ledger: chart of accounts, journals, drill-through, standard reports
Annual budgets, budget versus actual, variance alertsOperating and reserve fund types on accounts
A separate funds ledger, reserve schedules, reserve projectionsOperating and reserve fund types on accounts
Report export (PDF, CSV), scheduled reports, a board financial packet, a year-end audit packageStandard reports on screen; a meeting packet PDF
Lockbox file import, mobile check deposit, bank-statement file importPlaid bank feeds; card, ACH, autopay and pay-by-email links through Stripe
Partial payments and refundsPayment plans with installments
Payments applied in each state's legal orderLate-fee, notice, deadline and proxy rules for California, Florida and Texas
A self-serve import wizardAssisted data load by the Hoamly team
A public API, webhooks, Slack, Zapier or Make connectorsStripe, Plaid, Auth0 and email delivery
Two-factor sign-in, single sign-on, a custom domainEmail-and-password sign-in through Auth0 on your own subdomain
No SOC 2, SOC 3, ISO 27001 or PCI DSS attestation of Hoamly's ownThe controls on the security page, stated plainly
State rules for states other than California, Florida and TexasRules for those three states
An app-store appThe portal in a phone's browser
No write actions by staff Ask AI; no AI matching of payments to bills; no email-to-request converter; no no-code AI skills builderAsk AI that answers with citations and confirms before it acts

Direction, with no dates, is on the roadmap. Test your own situation with the fit check.