Financial Disclaimer

Effective date: June 17, 2026
Last updated: June 17, 2026

Civentry helps boards see and understand their association's finances. It is an informational and organizational tool. It is not a financial professional, and it does not give financial advice. Please read this before relying on anything you see in the platform.

Civentry is not a financial professional

Civentry and Daddisyn Labs, LLC are not a CPA, accountant, auditor, reserve study specialist, financial advisor, investment advisor, attorney, tax professional, or community management company. Civentry does not provide financial, accounting, auditing, tax, legal, or reserve-study advice.

Everything in the platform is informational

Dashboards, budget projections, dues calculations, variance analyses, red flags, and reserve figures are informational tools to support board discussion, not professional determinations and not advice.

• Source data. Civentry's outputs are only as accurate as the documents you upload. Boards are responsible for verifying source data.
• Reserve study analysis is based solely on the reports you upload and does not replace an official reserve study prepared by a qualified reserve professional.
• Budget tools produce planning estimates. A budget is not an approved budget unless and until your board formally adopts it.
• Dues calculations are estimates to inform discussion, not assessments.
• Projections and forecasts (such as cash-flow projections) are estimates based on historical data and simple modeling. They become more grounded with more history, but they remain estimates and may be wrong. Civentry surfaces how much history supports a projection so you can judge it accordingly, but the judgment is yours.

Statutory and governing-document compliance is your responsibility

Community associations are subject to state laws governing their finances, reserves, budgets, and disclosures, in California, the Davis-Stirling Common Interest Development Act, and comparable statutes in other states. Civentry does not ensure compliance with Davis-Stirling or any other state community-association law, and its outputs are not the official studies, budgets, disclosures, or filings those laws may require. Any statutorily required reserve study, budget, assessment, financial statement, or disclosure must still be prepared, adopted, distributed, and filed as the law and your governing documents require, by your board and its qualified professionals.

Your responsibility

Boards are responsible for verifying source data, for the financial decisions they make, and for compliance with their governing documents and applicable law. Consult qualified professionals, accountants, reserve specialists, attorneys, or your management company, before making any material financial decision.

No reliance

You agree not to rely on Civentry's outputs as a substitute for professional advice or for your own independent verification and judgment. This disclaimer supplements, and is consistent with, the disclaimers and limitation of liability in our Terms of Service.

Questions

hello@civentry.com, Daddisyn Labs, LLC, Moorpark, California