HOA AlchemyMobile Apps for Associations
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Financial Management

Take Full Control of Your Community's Finances

From automated invoicing and real-time bank feeds to tax filing and AI-powered reserve forecasting — HOA Alchemy gives your board and residents complete financial transparency.

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40+Built-in Reports
99.5%Collection Rate
$0Setup & Migration
2 minBank Sync Delay
Invoicing & Payments

Automated Billing That Saves Hours Every Month

Set up recurring assessments, special assessments, and late fees once — HOA Alchemy handles the rest. Residents pay online through their portal via ACH, credit card, or AutoPay. USPS direct mail reaches homeowners who prefer paper invoices.

  • ✓ Recurring & one-time invoicing
  • ✓ Auto-apply late fees & interest
  • ✓ Online payments — ACH, credit/debit card
  • ✓ AutoPay enrollment for residents
  • ✓ Email + USPS mail delivery
  • ✓ Coupon book generation
38
Recurring ACH
2
Recurring Credit Card
3
Recurring Check
22
Non-Recurring
65
Total
0
Non Payers
Search...
Recurring All
Type ACH
# Type Schedule
2320120ACH/E-check - MONTHLY
Status: ACTIVE
Next Payment: 05/02/26
Success: $1,495.00 (13)
Remaining: $115.00 (1)
2320121ACH/E-check - MONTHLY
Status: ACTIVE
Next Payment: 04/30/26
Success: $1,610.00 (14)
Remaining: $115.00 (1)
2320123ACH/E-check - MONTHLY
Status: ACTIVE
Next Payment: 05/02/26
Success: $1,715.00 (15)
Remaining: $115.00 (1)
65 Results
Accounting

Full Accrual & Cash Basis Accounting — Built for HOAs

No more shoehorning your community's books into software that wasn't designed for associations. HOA Alchemy provides a full general ledger, customizable chart of accounts, and journal entries tailored to HOA and condo accounting standards. Sync it all with QuickBooks Online or use our built-in accounting as a standalone replacement.

  • ✓ Cash & accrual basis reporting
  • ✓ Customizable chart of accounts
  • ✓ General ledger with full audit trail
  • ✓ Journal entries & adjustments
  • ✓ Multi-fund accounting (operating + reserves)
  • ✓ Real-time QuickBooks Online sync
Core Reports
Financial Summary
Budget vs Actuals
Balance Sheet
River Park Estates
Refresh
Current Year
Assets
Current Assets
Petty Cash$2,167.02
Certificate of Deposit #1282$25,798.17
Certificate of Deposit #0788$25,463.53
Checking #7319$40,015.74
ICS Cash Sweep #3616$0.00
Total Current Assets$93,444.46
Total Assets$93,444.46
Budgets & Reports

40+ Reports and Budget Tools at Your Fingertips

Build annual budgets in minutes, compare actuals vs. budget in real time, and generate board-ready reports with one click. Treasurers and managers get the data they need without the spreadsheet headaches.

  • ✓ Charges Assessed
  • ✓ Budget vs. Actual
  • ✓ Owner Ledgers
  • ✓ Profit & Loss, Balance Sheet, GL
  • ✓ A/R aging & delinquency reports
  • ✓ Export to PDF & Excel
Search reports...
AP
Vendor Ledger
Invoices and payments recorded for a vendor during the selected period
Reserve Expenses
Reserve expenses recorded during the selected period.
AR
Deposits
Displays payment batches deposited into bank accounts with totals and related entries.
Delinquency
Outstanding dues and aging buckets
Owner Ledgers
Charges and payments recorded for an owner during the selected period
Owner Payments
Payments received from owners, including applied and advance balances
Charges Assessed
Total charges levied across all owners during the selected period
Bank Integration

Your Bank Accounts — Live Inside Your Dashboard

Connect your FDIC-insured bank accounts and see real-time balances, transactions, and statements — without ever leaving HOA Alchemy.

  • ✓ Live balances & transaction feeds updated throughout the day
  • ✓ View check images & statements in-app
  • ✓ Transfer balances between accounts with board approval
  • ✓ One-click bank reconciliation
  • ✓ Complimentary lockbox payment processing
Account Balances
Live Bank Balances
Checking ****0641
$17,747.79
LiveView 3/30/2026 Statement
Certificate of Deposit ****4806
$135,685.49
LiveView 3/30/2026 Statement
Total Deposits
39
Owner Payments
$7,287.89
Vendor Invoices
$19,649.60
Tax Compliance

1099s, 1120-H, and IRS Filing Made Simple

Stop dreading tax season. HOA Alchemy pre-populates vendor data for 1099s, prepares your 1120-H election, and lets you e-file or export to your CPA — all from within your dashboard.

  • ✓ Automated 1099-NEC preparation & e-filing
  • ✓ 1120-H tax election support
  • ✓ Vendor W-9 collection & management
  • ✓ Year-end financial package
  • ✓ Audit-ready documentation
Tax Center — 2025
1099-NEC12 vendorsReady to File
1099-MISC3 vendorsReady to File
1120-H1 filingIn Progress
Reserve Forecasting

AI-Powered Reserve Projections — Plan 30 Years Ahead

Never be caught off-guard by a major capital expense. HOA Alchemy's reserve forecasting uses historical data and AI to project funding needs, recommend contribution levels, and flag underfunded components before they become emergencies.

  • ✓ 30-year reserve projections
  • ✓ AI-powered funding recommendations
  • ✓ Component inventory monitoring
  • ✓ What-if scenario modeling
  • ✓ Reserve study report generation
  • ✓ Percent-funded health score
Reserve Expenses
Jan 1, 2025 – Dec 31, 2025
Reserve expenses recorded during the selected period.
RESERVE CONTRIBUTIONS
$88,462.00
Funds transferred to reserve accounts during this period
INVOICES PROCESSED
16
Number of reserve invoices recorded during this period
TOTAL INVOICE PAYMENTS
$268,876.50
Total amount paid toward reserve invoices during this period
Invoice DateInvoice AmountPaid toPayment status
5/19/2025$10,000.00
Werner Roofing & Exteriors
0069651
Paid
5/19/2025$10,000.00
Werner Roofing & Exteriors
0069648
Paid
5/6/2025$6,702.58
McGinty Concrete LLC
CARRIGEHILLS1
Paid
8/19/2025$6,902.57
McGinty Concrete LLC
CARRIGEHILLLLS1
Paid
9/23/2025$44,854.96
J&J Appliances and Furniture
washer and dryer
Paid
9/24/2025$11,750.00
Alpha & Omega Chimney Services
6226 Cobblers chimneys
Paid
6/25/2025$13,086.75
Werner Roofing & Exteriors
0079113
Paid
10/14/2025$33,552.58
Werner Roofing & Exteriors
0106920
Paid
10/14/2025$21,171.08
Werner Roofing & Exteriors
0106922
Paid
16 Results
Common Questions

Financial Management FAQ

Ready to Modernize Your HOA's Finances?

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Explore More Features

HOA Alchemy is a complete platform. See what else it can do for your community.

Property Management

Violations, work orders, vendor management, architectural requests, and inspections.

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Communications

Mass email, SMS, phone broadcasts, message boards, AI chatbot, and website builder.

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Integrations

QuickBooks, Twilio, Forte, Plaid, and an open REST API for custom connections.

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Field Operations

Live GPS location, breadcrumb trails, route replay, geofencing, and shift analytics.

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Resident Portal

Online payments, requests, document library, digital voting, and resale packages.

Learn more →
Everything You Need

One Platform. Every Feature Your Community Needs.

From accounting to resident portals to live field location — HOA Alchemy replaces your entire software stack.

Financial

Invoicing, budgets, live balances & payables

Management

Violations, work orders, inspections & meetings

Communications

SMS, push, email, calls & announcements

Integrations

Twilio, Forte, Rhombus & Intuit

Location

GPS, geofencing & route replay

Portals

Payments, requests, documents & digital voting