Built by an HOA treasurer

HOA finances,
minus the headache.

Upload your reports, let the AI do the squinting, and actually understand where the money goes.

No credit card to start · Your first answers in minutes

app.civentry.com/dashboard

Dashboard

Your financial picture, at a glance

Updated just now

Operating Cash

$25,764.59

$1,240vs last month

Reserve Balance

$454,408.94

28% funded

vs $1.6M fully-funded target

Under budget

Budget vs Actual

Under by $6,905

$62,180 actual · $69,085 budget

Delinquency

$32,303

36 units · 30% rate

Built to hand your hours back.

Every feature does one job: handle the tedious part, and leave the decisions to you.

Skip the boring part.

Someone has to read all forty pages of the board packet. Good news: it doesn't have to be you.

See the whole picture.

Cash, budget, and reserves at a glance, instead of three spreadsheets and a prayer.

You make the calls.

Civentry does the math and hands you the answer. It doesn't get a vote, which is probably for the best.

01Dashboard

The whole picture, no scavenger hunt.

Cash, reserves, budget, and who's behind on dues, all surfaced the moment you log in. The answer's no longer on page 17 of Financials_FINAL_v3.pdf.

app.civentry.com/dashboard

Operating Cash

$25,764.59

$1,240vs last month

Reserve Balance

$454,408.94

28% funded

vs $1.6M fully-funded target

Under budget

Budget vs Actual

Under by $6,905

$62,180 actual · $69,085 budget

Delinquency

$32,303

36 units · 30% rate

02Reserves

The reserve study, minus 97 pages.

A hundred pages of reserve study, and you need about three numbers from it: how funded you are, what you’re on track for, and the contribution that keeps a special assessment off the table. Civentry surfaces them.

Reserve Health Score

AT RISK
28%funded

$454K

reserves today

$1.6M

fully funded

Recommended Monthly

+$480/mo

Raising the reserve contribution by $480 a month closes the gap over ten years, no special assessment.

$1,150$1,630per month

Component replacement timeline

Next 10 years

Exterior paint

2027 · $48K

Roof replacement

2029 · $220K

Asphalt resurface

2031 · $310K

Pool re-plaster

2034 · $62K

03Budget

Catch overspending before the board does.

Budget versus actual, every category, overages flagged automatically. The insurance hike shouldn't be a surprise you discover live, in front of everyone.

Budget vs Actual

FY2026 · year to date

Under by $6,905
Landscapingunder $3,800

$14,200 of $18,000

Insuranceover $640

$22,640 of $22,000

Utilitiesunder $520

$11,980 of $12,500

Repairs & maintenanceunder $1,600

$7,400 of $9,000

Managementon budget

$14,400 of $14,400

Projected year-end$8,140 surplus

04Meeting prep

Walk in ready. Skip the homework.

Civentry writes a plain-English brief before every meeting: what's up, what's down, and what a resident's about to grill you on. You'll sound like you read the whole packet. We won't tell.

Treasurer Brief

Q2 · FY2026

Income

Dues are landing on time. $61,940 collected this quarter, a 98% on-time rate.

Expenses

Spending is $6,905 under budget, mostly deferred landscaping. Insurance renews in March (+12%).

Reserves

Reserves sit at 28% funded against a $1.6M target, below the 70% comfort line. A $480/mo bump closes the gap over ten years.

Collections

36 units are past due ($32,303). Three accounts crossed 90 days and may need the attorney.

Generated by AI · Approved by the board · Jun 1, 2026

05Transparency

Transparency, without the oversharing.

Give residents a clean, board-approved view of the finances. They see where the money went. They don't see who's three months behind on their dues.

Resident access

Residents get a board-approved, read-only snapshot. No owner names, no unit-level detail.

Resident link

civentry.com/r/maplewood-commons

They see reserves on plan and the budget under, never an owner’s balance.

06CC&R Assistant

Four cats and a pergola? Ask the documents.

Residents ask the strangest things, and the answer's always buried in 200 pages of CC&Rs. Ask Civentry instead. Plain answer, exact clause, a few seconds.

Ask the CC&Rs

Does a resident need approval to build a pergola?

Directly addressed

Yes. Any exterior structure, a pergola included, needs written approval from the architectural committee before work begins.

“No exterior structure, addition, or alteration shall be commenced until the plans have been approved in writing by the Architectural Review Committee.”

CC&Rs · Article V · Section 5.2 · Clause (a)

The origin

Civentry was built by an HOA treasurer who’s good enough with money to save his association plenty of it, but not lucky enough to get out of the job. The finances were never the hard part. The hours were. So he built the tool that hands those hours back.
For treasurers who can’t quit.

Pricing

Priced for volunteer budgets.

Pay for the hours you get back, not a per-door enterprise contract.

2 months free

Free

Kick the tires. No card required.

$0/mo

Free forever

Get started
  • 1 user (just you)
  • 6 months of history
  • Financial dashboard
  • Basic AI summary
  • 3 document uploads / month

Solo

For the treasurer flying solo.

$9/mo

billed monthly

Get started

Everything in Free, plus:

  • 12 months of history
  • AI summary and board meeting talking points
  • 5 document uploads / month

Solo+

Solo, with the good stuff.

$19/mo

billed monthly

Get started

Everything in Solo, plus:

  • 24 months of history
  • Red flags and variance analysis
  • Reserve study analysis
  • Annual budget tools
  • 10 document uploads / month
Cancel anytimeNo setup feesBuilt for HOA budgets

You can’t quit.
Civentry’s the next best thing.

Get the tedious part off your plate, and your evenings back.

No credit card to start · Your first answers in minutes