From automated payments to real-time reports generated in seconds, ManageCasa makes HOA accounting a breeze.
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Streamlined Accounting
Accounting for HOAs
ManageCasa tracks all payments, charges, and expenses in real time. Say goodbye to spreadsheets and bookkeeping errors.
Designed for Real Communities
ManageCasa’s accounting software is designed specifically for HOAs and COAs—not small businesses or consumer billing.
Track what Matters Most
Funds, reserves, assessments, and operating income are tracked separately and accurately... Giving you clean books, clear controls, and confidence in every report.
Bank Reconciliation
Connect your bank accounts to automatically import transactions. Reconcile faster using ManageCasa’s reconciliation tools—including AI-assisted BankSync—so balances stay accurate without manual spreadsheets.
Real-time Reporting
Monitor income, expenses, balances, and delinquencies as they happen. Dashboards update instantly across properties and funds. No need to wait for month-end closes.
Chart of Accounts
Start with built-in HOA accounting defaults or tailor your chart of accounts to match your governing documents. Every charge, payment, and expense is automatically categorized in real time.
Fund & Ledger-Based Accounting
Track operating funds, reserves, and special accounts independently. ManageCasa automatically separates association funds from management income using dedicated ledgers, ensuring clean books and audit readiness.
Board-Ready Financial Statements
Generate income statements, balance sheets, cash flow reports, owner statements, and delinquency reports in seconds. Reports are always up to date and easy to share with boards, auditors, or accountants.
1099 & Compliance Support
Prepare and export 1099 reports for vendors directly from ManageCasa. Vendor payments, totals, and classifications are tracked automatically throughout the year to simplify compliance.
Audit Ready
Every transaction, adjustment, and change is logged automatically. Track who did what and when, reverse transactions when needed, and maintain a full audit trail without extra work.
Automated Payments
Collect HOA Dues and Assessments Online
Issue charges digitally and collect payments through the homeowner portal. No need to rely on checks, lockboxes, or manual posting. Payments are automatically applied to the correct owner, unit, and ledger.
Scheduled Charges & Assessments
Set up recurring or one-time charges for dues, assessments, fees, or special items.
Automatic Payment Follow Up
ManageCasa tracks unpaid balances and triggers reminders based on your rules, without manual outreach.
Owner Portal Payments
Homeowners can view balances, statements, and make payments securely online.
Built-In Payment Security
All payments are processed through PCI Level 1–compliant infrastructure with secure data handling end to end.
Tracking Late Fees & Payments
Never lose another hour manually tracking invoices and payments to figure out where to apply late fees. ManageCasa configures late fees and early payment status and balances.
Autopay
Never miss a payment again with automated charges like dues and assessments.
Seamless Email & Mail Delivery
Invoices are automatically emailed to homeowners. You can also opt to send via USPS direct mail with RealMail.
Multiple Payments Accepted
Accept homeowner payments electronically through ACH and credit or debit cards.
Your Processing Fees, Your Rules
Choose whether ACH or card processing fees are absorbed by the association or passed through to homeowners. Homeowners see fees clearly at checkout—no surprises, no manual adjustments.
Board-Ready Reports
Live Financial Visibility for Boards
ManageCasa gives HOA boards and managers real-time access to accurate, easy-to-understand financial reports. All reports are generated directly from live accounting data, helping associations stay compliant, informed, and audit-ready without relying on spreadsheets.
live balances, charges, and payments
Built for HOA boards, managers, and auditors
Property & Owner Reports
Review financial activity at both the property and owner level, including balances, charges, payments, and transaction history. Help boards and managers answer questions and maintain transparency.
Financial Statements
Generate standard financial statements directly from your accounting data, including summaries of income, expenses, and account balances. Reports stay up to date automatically as transactions occur.
Export & Share Reports
Export reports to PDF or Excel for easy sharing with board members, accountants, and auditors. Use consistent formats for meetings, compliance, and record keeping.
Budget Tracking & Comparisons
Create budgets and monitor performance by comparing planned amounts against actual activity. This helps boards track spending, identify variances, and stay aligned with approved financial plans throughout the year.
Delinquency Report
Track outstanding balances with aging and delinquency reports that show unpaid amounts and payment status. These reports support collections, board oversight, and informed financial decisions.
Expense, Vendor & Bill Management
Manage Vendors & HOA Expenses in One Place
ManageCasa helps HOAs track bills, store vendor documents, and pay vendors efficiently. All without disconnected tools or manual bookkeeping. Payables are recorded directly in your HOA accounting system for accuracy and transparency.
Vendor Payments Connected to Your Accounting
Pay vendors directly through ManageCasa using connected bank accounts, while keeping expenses properly categorized and recorded.
Vendor payments via ACH or check
Payments recorded automatically in your ledgers
Recurring Bills & Expense Tracking
Reduce repetitive data entry by setting up recurring bills and expenses for utilities, services, and ongoing HOA obligations.
Schedule recurring vendor bills
Keep expenses consistent and organized
Integrated 1099 Reporting
ManageCasa automatically tracks vendor payments throughout the year and supports accurate 1099 generation to simplify tax compliance.
Vendor payment tracking
1099-ready reporting
Documents Attached to Transactions
Attach invoices, receipts, and contracts directly to the transaction they belong to. Documents stay tied to the financial record for audits, board review, and fast lookups.
PDFs attached to transactions
Clear audit history
Easy retrieval by property or vendor
Management Fees & Internal Charges
Manage Vendors & HOA Expenses in One Place
Automatically apply and record management fees and internal HOA charges directly within ManageCasa’s accounting system.