Collect dues on time, with every association's books kept apart
Associations run on dues, assessments and vendor bills, and owners want to see where their money went. With Finli from your bank or credit union, homeowners pay on autopay, each association keeps its own ledger, and funds settle in the association's accounts.
What gets in the way
Many associations, one office
Managers bill for several associations whose funds must never mix. Separate ledgers and accounts are basic hygiene.
Assessments and late owners
Special assessments and delinquent dues take time to bill and chase, and boards want clear status on every owner.
Vendor bills with approvals
Landscaping, pools, insurance and repairs are paid against board-approved budgets, with records owners can review.
A week at a management company serving several small homeowners associations
- Dues set from budgetMonthly or quarterly dues are set up as recurring invoices for each homeowner in the association.
- Owners on autopayHomeowners pay from a branded page by bank account and can turn on autopay.
- Special assessmentWhen the board approves a roof or paving project, a one-time assessment invoice goes to every owner.
- Late owners remindedAutomatic email and text reminders follow up with owners who are past due.
- Landscaper paidIn early access: pay the landscaping and pool vendors from the association's account, W-9s on file.
- Board reportEach association's dues, payments and balances sit in its own ledger, ready for the board.
Built for HOA management
Dues on autopay
Monthly, quarterly or annual dues as recurring invoices that homeowners pay automatically by bank account or card.
Special assessments
Send one-time assessment invoices to every owner and see who has paid on each owner's record.
Per-association ledgers
Each association's dues, assessments and payments kept in its own ledger, built for management companies.
Homeowner records
Owner contact details, payment history and documents on one record, with notes for your team.
Reminders on past-due dues
Automatic email and text reminders follow up with late owners, and receipts go out for every payment.
Vendor paymentsIn pilot
Pay association vendors from business checking, with W-9s collected and 1099 totals tracked. Now in pilot.
QuickBooks sync
Dues and payments sync to QuickBooks for the association's books.
For banks and credit unions
HOAs hold operating funds and reserves that build over years, and management companies bring many associations at once. A branded dues program keeps each association's collections settling into its own accounts at your institution, which makes reserve accounts, treasury services and capital project loans natural next conversations.
Where these businesses grow next
- Reserve money market and CDs
- Association loans for capital projects
- Treasury management
Keeps each association's dues, assessments and payments in its own ledger, so a management company's associations are never combined in one record.
Talk to our teamCommon questions
Can a management company run several associations?
How do homeowners pay?
Can we bill a special assessment?
More in property services
Finli is offered through your financial institution
Banks, credit unions and community lenders offer Finli under their own name, so your payments settle with the institution you already use. Tell us where you bank and we’ll ask them for you.