Features
All functionality at a glance — every item is currently in planning.
Master Data & Property Management
- Create properties/buildings (address, units, floor areas)Planned
- Manage units (apartment, parking space, commercial, etc.)Planned
- Owner management (contact details, co-ownership shares)Planned
- Tenant management (for rental/special property management)Planned
- Advisory board / HOA board managementPlanned
- Contract management (service providers, maintenance, rental/owner contracts)Planned
- Service provider / contractor databasePlanned
HOA & Rental Accounting
- Chart of accounts specifically for HOAs (separated by cost allocation vs. reserve fund)Planned
- Annual statement per WEG model statement 3.0Planned
- Budget plan creationPlanned
- Service charge statementPlanned
- Utility/operating cost statement (rental management)Planned
- Special assessmentsPlanned
- Actual/target reserve fund calculationPlanned
- Invoice capture incl. OCR/text recognitionPlanned
- Tax report generationPlanned
Payments
- Bank account integration (EBICS/HBCI)Planned
- Automatic daily account reconciliationPlanned
- Automated direct debitsPlanned
- Bank transfers directly from the systemPlanned
- Smart booking suggestions/rulesPlanned
- Automatic receipt matching to transactionsPlanned
Document Management
- Central document storage per property/unitPlanned
- Automatic storage sync (optional: SharePoint or similar)Planned
- Invoice/receipt recognition (image/text)Planned
Communication
- Ticketing system for requests/casesPlanned
- Email integration (digital inbox/outbox)Planned
- Mail merge function with text templatesPlanned
- Physical mail dispatch (ePost integration or similar)Planned
- Customer portal for owners/tenants (document access, status)Planned
- Optional: WhatsApp integration, chatbotPlanned
Owners' Meeting
- Invitation creation with text templatesPlanned
- Dispatch (digital/postal)Planned
- Minute-takingPlanned
- Resolution log/managementPlanned
- Optional: hybrid/online participation with votingPlanned
Case & Task Management
- Damage reports (incl. insurance claim workflow)Planned
- Contractor coordination/commissioningPlanned
- Follow-ups/automatic remindersPlanned
- Meter, maintenance, and elevator managementPlanned
- Time tracking (internal, for administrators)Planned
Reporting & Analytics
- KPIs per propertyPlanned
- Cross-portfolio analyticsPlanned
- Service provider benchmarkingPlanned
Integrations & Other
- Open API for third-party systemsPlanned
- GDPR-compliant data storage (EU servers)Planned
- Role/permission management (administrator, board, owner, tenant)Planned
- Multi-tenancy (multiple HOAs/properties per instance)Planned