Bank Integration

Your Bank Accounts — Live Inside Your Dashboard

Connect thousands of supported banks and get real-time visibility into your association's finances. With direct API integration to Alliance Association Bank, enjoy check images, statements, and complimentary lockbox processing—all without leaving HOA Alchemy.

Bank-Level AES-256
PCI-DSS
SOC 2
Alliance Bank Partner
5,000+
Supported Banks
Live
Real-Time Balances
Direct API
Alliance Bank
Free
Lockbox Processing
Live Account Balances

Every Account, Every Balance — Updated in Real Time

See all your association's bank accounts in one place with real-time balance updates. HOA Alchemy supports multiple account types including checking, savings, certificates of deposit, and money market accounts.

  • Real-time balance updates
  • Multiple account types
  • Masked account numbers for security
  • Live status indicators
  • Quick access to statements
Checking
****0641
Live
$17,747.79
Savings
****2156
Live
$52,341.25
Certificate of Deposit
****4806
Live
$135,685.49
Money Market
****3421
Live
$89,234.66
Total Deposits
39
Owner Payments
$7,287.89
Vendor Invoices
$19,649.60
Imported Transactions
Alliance Landscaping Inc.
Invoice #2024-156
-$3,450.00
Apr 2, 2026
Owner Assessment Deposit
From Unit 405
+$350.00
Apr 1, 2026
Electric Utility Co.
Auto-matched
-$1,245.50
Mar 31, 2026
Transaction Import

Transactions Arrive Already Sorted — No Manual Entry Required

Every day, HOA Alchemy automatically imports transactions from your connected bank accounts. Our intelligent system categorizes transactions, matches them to vendor invoices, and flags exceptions for your review.

  • Daily automatic sync
  • Smart transaction categorization
  • Automatic invoice matching
  • Exception flagging
  • Customizable import rules
Reconciliation

Close the Books in Seconds, Not Hours

Forget tedious manual reconciliation. Open any bank account and click "Reconcile" to instantly compare imported transactions against your ledger. Our system auto-matches transactions it can, highlights discrepancies, and generates detailed reconciliation reports.

  • Instant bank-to-ledger matching
  • Auto-match capable transactions
  • Manual review for edge cases
  • Discrepancy highlighting
  • Downloadable reconciliation reports
Reconciliation Report
Checking ****0641
Reconciliation Status
Ledger Total
$17,445.29
Bank Balance
$17,747.79
✓ 47 transactions matched automatically
⚠ 2 transactions need manual review
Check Images & Statements
Recent Checks
Check #4521
Roof Maintenance LLC - $5,200.00
View
Check #4520
ABC Insurance Co. - $2,150.00
View
Bank Statements
March 2026
Checking ****0641
Download
February 2026
Checking ****0641
Download
Check Images & Statements

Stop Logging Into Your Bank to Find Paperwork

View check images directly in HOA Alchemy without navigating to your bank portal. Download bank statements, search historical archives by date, amount, or check number, and keep everything organized in one place.

  • Check images inline
  • Bank statement downloads
  • Historical archive search
  • Search by date, amount, check #
  • Secure document storage
Alliance Bank Direct API

The Only HOA Platform with a Direct Alliance Bank Connection

For associations banking with Alliance Association Bank, HOA Alchemy offers direct API integration—no intermediaries, no delays. Get check images and bank statements delivered directly into the platform, plus complimentary lockbox payment processing that eliminates manual check handling and reduces payment processing costs.

  • Direct API integration (not Plaid)
  • Check images in-app
  • Bank statements in-app
  • Complimentary lockbox processing
  • Real-time data accuracy
  • Faster transaction sync
Alliance Association Bank Direct API
Direct API Connection
No intermediaries, faster sync
Check Images
View cleared checks instantly
Lockbox Processing
Complimentary payment handling
Real-Time Data
Minutes vs hours for sync
Premium Integration for AAB Customers

Frequently Asked Questions

Ready to Bring Your Bank Accounts Live?

Connect your accounts and start reconciling in minutes. Alliance Bank integration available.

Explore More Features

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

One Platform. Every Feature Your Community Needs.

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