Every dollar tracked.
Every document accessible.
OpenBookHOA gives board members, property managers, and homeowners a single platform for financial transparency, document management, and compliance — so trust is built into every interaction.
Features
Everything your HOA needs in one place
From document storage to financial oversight — OpenBookHOA replaces scattered spreadsheets, shared drives, and paper files with a single source of truth.
Document Hub
Upload, organize, and tag all HOA records — bylaws, meeting minutes, CC&Rs, financial reports. AI-powered indexing makes everything searchable.
Open Ledger
Every transaction linked to source documents. Import bank statements, track expenses by category, and flag suspicious activity automatically.
Financial Transparency
Budgets, invoices, and vendor payments visible to authorized members. Reserve balances and YTD spending at a glance.
AI-Powered Search
Ask questions about your documents in plain language. AI extracts, classifies, and summarizes content so you find answers fast.
Role-Based Access
Board members, property managers, and homeowners each see what they need. Multi-tenant isolation keeps every community's data separate and secure.
Vendor Management
Centralize vendor contacts, track payments by vendor, link invoices to transactions, and maintain a complete payment history.
Budgets & Assessments
Set annual budgets, track spending against categories, manage homeowner assessments, and monitor delinquencies.
Meetings & Events
Schedule board meetings, community events, and maintenance activities. Track agendas, minutes, and voting records.
Maintenance Tracking
Create work orders, coordinate with vendors, schedule preventive maintenance, and track completion across your community.
AI indexes your documents so homeowners can find what they need
Upload bylaws, meeting minutes, CC&Rs, and financial reports. Our AI reads, classifies, and indexes every document — making your entire archive searchable in seconds. Tag documents by type, year, and category for organized access.
- AI-powered text extraction and classification
- Tag-based organization (document type, year, quarter)
- Full-text search across all indexed documents
- Bulk upload with automatic AI processing
An open ledger that links every dollar to its source
Import bank statements, categorize transactions, and link payments to invoices and vendors. Homeowners see where their dues go. Board members spot anomalies with automatic flagging of suspicious transactions.
- Bank statement import (CSV and AI-assisted)
- Transaction categorization and flagging
- Invoice-to-transaction linking
- Income, expense, and net change tracking
Built For
Designed for everyone in the HOA ecosystem
Whether you serve one community or fifty, OpenBookHOA adapts to your role and your scale.
Homeowners
See exactly where your dues go. Browse documents, review the open ledger, and search records — all without having to request anything from the board.
- View financials and documents anytime
- Search records with AI in plain language
- Submit record requests with deadline tracking
- Know your rights under Florida HOA law
Board Members
Give homeowners confidence in how their dues are spent. Upload documents, track budgets, manage vendors, and respond to record requests — all from a single dashboard.
- Financial transparency builds trust with homeowners
- Compliance tracking prevents legal exposure
- AI-powered search saves hours of digging through files
- Audit trail protects the board
Property Managers
Manage multiple communities from one platform. Each HOA gets its own space with tailored settings, document storage, and financial tracking — with you in control.
- Multi-tenant: switch between HOAs instantly
- Centralized vendor and invoice management
- Configurable features per community
- Reduce back-and-forth with homeowners
Management Companies
Scale your portfolio without scaling your headaches. OpenBookHOA gives your team the tools to manage documents, finances, and compliance across every association you serve.
- Portfolio-level oversight and admin controls
- Standardized processes across all HOAs
- API access for integration with your tools
- White-glove onboarding support
Compliance
Built around Florida HOA law from day one
OpenBookHOA isn't a generic platform adapted for HOAs. It was built specifically to address the transparency, record-keeping, and compliance requirements that Florida HOAs face under FS 720.303.
10-Day Deadline Tracking
Florida Statute 720.303 requires HOAs to fulfill record requests within 10 business days. OpenBookHOA tracks every request and alerts you before deadlines.
Bank Statement Audit Trail
Access to bank statements attached to transactions is logged. Know who viewed sensitive financial documents and when — protection for the board and peace of mind for homeowners.
Transparent AI Processing
We disclose exactly how AI is used, which providers process your data (Anthropic, OpenAI), and what limitations exist. AI outputs always require human review.
Data Protection
Account numbers on bank statements are automatically redacted before display. Role-based access ensures homeowners see what they're entitled to — nothing more, nothing less.
Pricing
Transparent pricing for transparent communities
Every paid plan includes a 14-day free trial. No credit card required. No hidden fees, no long-term contracts.
Starter
Start bringing transparency to your HOA
Perfect for small communities getting organized.
Get Started Free- All features included
- Up to 50 units
- 1 GB document storage
- 50 AI requests/month
- Email support
No credit card required
Standard
Everything you need for real HOA transparency
Give homeowners visibility and reduce disputes.
Start 14-Day Free Trial- All features included
- Up to 300 units
- 10 GB document storage
- 500 AI requests/month
- Email support
No credit card required
Professional
Built for serious HOAs & property managers
Manage multiple communities with confidence.
Start 14-Day Free Trial- All features included
- Unlimited units
- 50 GB document storage
- 2,000 AI requests/month
- Priority support
No credit card required
Managing multiple HOAs?
If you run a portfolio of associations, tell us a bit about your needs and we'll put together custom pricing.
All plans include SSL encryption, daily backups, and 99.9% uptime SLA. Prices shown exclude applicable taxes.
Need more AI requests?
Add 1,000 requests for $10 on any plan.
What counts as one AI request?
- ·Import an invoice with AI extraction
- ·Review or summarize a document with AI
- ·Import a bank statement with AI parsing
- ·Ask AI a question about your documents
Built for transparency, not control
OpenBookHOA helps boards build trust by making financials visible, organized, and easy to understand.
Ready to bring transparency to your HOA?
Join the communities that trust OpenBookHOA for their financial transparency and document management. Get started in minutes.