Transparency Product

A clearer view of community financial activity.

Transparency Product gives authorized community members a read-only view of available financial activity, according to access permissions. Approvals and payments continue through the tools your community uses.

The problem

Community money needs a record people can follow.

When someone asks why a vendor was paid, the answer may depend on records maintained in several places. Transparency Product provides a read-only view of available financial activity, according to community access permissions. It does not manage approvals or move funds.

Limited visibility

Residents may know what they paid in dues but still have to ask around to find out what a particular expense covered.

Unclear approval trails

A new board member needs to understand why a spending request was approved, but the decision is hard to find.

Contested votes

When voting records are incomplete or hard to find, outcomes can be harder to verify.

58%1

of survey respondents selected improved communication and transparency as an effective way to strengthen board leadership and homeowner engagement.

33%2

identified financial and budgeting expertise as a skill gap on their community's board.

1. The 58% figure comes from the Foundation for Community Association Research's February 2026 Snap Survey. Respondents selected strategies they found effective for strengthening board leadership and homeowner engagement. 2. In the same survey, respondents identified board skill gaps. The survey had 587 respondents from 39 U.S. states, including board members, managers, and others in the community association industry.

What you can understand

See how community money is budgeted, spent, and explained.

Transparency Product organizes the financial information a community makes available—from annual budget categories to transactions, approvals, and vendor records. What you can see depends on connected information and community permissions.

  • Understand the annual budget

    See how much is allocated to each category—such as landscaping—when budget information is connected and shared.

  • See how spending is tracking

    Compare reported spending with a category’s budget to understand its pace, based on the information available.

  • Follow the what, when, and where

    Review transaction dates, amounts, descriptions, payees, and other details when provided by connected financial sources.

  • Understand approval history

    See who approved what and how often when approval records are shared with the community.

  • Connect vendors with the work

    Understand which vendor was paid and what work the payment covered when related descriptions and records are available.

  • Get reports in the way you prefer

    Receive financial reports by text, email, or another configured method, based on your community’s setup and access permissions.

One clearer financial picture, for the whole community.

For the board

Review budget allocations, spending pace, approvals, transactions, and vendor work in one organized view.

For residents

Understand where community money goes and what available records say about the work behind it.

For prospective residents

Give people considering the community a clearer picture of its finances, so they can decide whether it is the right fit.

The community decides what information to share and who can access it. Report delivery methods depend on setup.