In every management office there is one person everybody walks over to when they need a number.
They are excellent at it.
They should not be the database.
So a community's financial records now sit in the same place as its orders, its units and its owners. Five screens.
Invoices. Who is owed, how much, when it falls due, whether it is open, paid or overdue, whether it repeats, and every payment made against it.
Chart of accounts. The general ledger drawn as a tree you can open: account number, name, type, and a balance on every branch.
Cost centers. Income and expense allocated to departments, so landscaping is a thing you can point at rather than a rumour.
Transaction accounts. Checking, savings, money market. A balance on each, and the date each one last moved.
Insurance. Coverage type, carrier, coverage amount, expiry date, and a panel that counts the policies about to lapse before anybody has to notice.
A certificate that expired eleven days ago is not a document. It's a claim waiting to be denied.None of these numbers were retyped by us. They are the accounting system's own records, read through the same connection the rest of the platform already uses.
Which matters at exactly one moment.
A resale package is a financial document. It gets asked what the dues are, what the community holds, whether it is insured and for how much, and it gets asked while a closing sits waiting.
And the person everyone walks over to gets to go back to their actual job.
Next: what happens when somebody asks whether that is even a violation.