Follow available activity
Review reported deposits and expenses with dates, amounts, and descriptions when supplied by connected sources.
How the Transparency Product works
A clearer view of community financial activity.
The Transparency Product organizes available bank activity and connected records in a permissioned, read-only view. Your community keeps the processes it uses for approvals and payments.
A clearer financial record
See more of the what, when, where, and who.
Instead of piecing together scattered updates, people can review the financial activity the community chooses to connect and share. The details shown depend on the source records and each person’s access permissions.
Open related records
Find supporting information alongside activity when the community connects or shares those records.
See budget context
Understand category allocations and spending pace when budget information is made available.
Access follows community permissions
Each person can see the financial activity and related records their community makes available to their role.
People remain in control.The Transparency Product presents information. It does not approve spending, apply configured payment checks, or move community funds.
A possible view of your community’s finances
Here’s what it could look like for your community.
Here’s one way the Transparency Product could bring available financial activity, budget context, and connected records together. This interactive illustration uses sample data and isn’t connected to a live community. You can explore the screens, but you can’t approve payments or move funds here. Your board’s existing process stays in place.
Swipe across the preview to explore the full view.Illustrative view. The preview uses sample records and is not connected to a live community. Its controls do not approve payments or move community funds.
Questions a clearer record can help answer
Follow the information your community makes available.
Operating expenses
For a pool pump, review the available transaction details and budget category, then consult the community’s existing records for quotes and approvals.
Reserve spending
For a roof repair, see connected financial activity and any shared reserve information. The community’s governing documents and approval process remain the source for decisions.
Special assessments
Where records are provided, follow assessment-related deposits and project spending in the same organized view.
Vendor payments
See the payee and related work records when the information is present in connected or shared sources.
The product does not verify that work was completed or determine whether a payment was properly approved.
The Transparency Product
One product for a clearer community financial record.
Learn what information can be organized, how access works, and how the product fits alongside your community’s existing process.