That’s fine — there’s no subscription to cancel. Your data stays yours, and we’ll tell you well in advance of any change to your account.
Take the First Step Toward Smarter Solutions
One flat fee for the whole beta period — and it comes off your first invoice when you move to a paid plan.
What Beta Members Get
Full product, real studies, and a direct line to the team building it.
Early-Access Pricing
Your $197 beta fee is credited toward your first invoice when you move to a paid plan.
Full Feature Access
Every module, with data integration included. Nothing held back, nothing disabled.
Live Onboarding Support
We help you set up your first property and study — a real person, not a help article.
Direct Input on the Roadmap
Tell us what to build next. Beta feedback goes straight to the team and shapes what ships.
Unlimited Reserve Studies
Build as many studies as you need throughout the beta — no per-report charges while it runs.
Your Data Carries Over
Everything you build during the beta stays yours and moves with you to your paid plan.
One Fee for the Whole Beta
No subscription. No per-report charges. No card on file beyond this.
$197
one-time · covers the full beta period
- Credited toward your first invoice when you move to a paid plan
- Everything in the beta included — no add-ons, no upsells
- Leave any time — your data stays yours
Beta enrollment closes late fall.
What's Included
What the platform does today, and what is still being finished. Beta members get all of it.
| Feature | What It Does | - |
|---|---|---|
| Property information setup | Describe a community once — name, type, address, units, buildings — and every screen, calculation and report inherits it. |
Included |
| Property documents | Keep the prior study, budgets and invoices attached to the property, so the evidence behind the plan is always one click away. | Included |
| Property criteria | Set inflation, funding goal, horizon and allocation once, and the forecast follows the association's governing documents instead of a generic default. | Included |
| Portfolio Manager | Group dozens of communities under one portfolio and keep them organized instead of hunting through screens. | Included |
| Item Manager | Build a complete component inventory — useful life, quantity, cost and replacement year for every asset the association owns. | Included |
| Zee AI chat assistant | AI-augmented, in-context guidance for your Property and Item Manager, so your team gets an answer without leaving the screen. | Included |
| Cash Flow Analyzer | Project the reserve fund up to 40 years ahead and see exactly which year the balance falls short — before the board does. | Included |
| Cash instrument management | Track every account holding the association's money — balance, interest, compounding and tax — so the projected balance is honest. | Included |
| Funding goal scenarios | Model Full, Threshold, Baseline and Statutory funding strategies per NRSS standards | Included |
| Automatic contribution recommendation | The platform calculates the contribution that keeps the plan on goal — a defensible starting point your specialist confirms, not a number anyone has to guess. | Included |
| NRSS-aligned funding methods | Cash Flow method that follow CAI's National Reserve Study Standards — no proprietary formulas to explain away. | BETA |
| Methodology explainer | Every number opens up to show the method behind it, so reviewers, boards and auditors can follow the reasoning. | BETA |
| Property reports | Generate a complete reserve study report straight from live data, ready for professional review. | Included |
| Report template selector | Start from pre-built report templates instead of rebuilding the document from scratch for every study. | Included |
| Branded, white-label report output | Every study goes out under your firm's logo, colours and typography — in PDF and in Word — not under ours. | Included |
| Exhibits and appendices bundled with the report | Every edit to a study and to the report text is kept — so months later you can show why a figure moved. | Included |
| Multi-format export | Deliver the finished study as PDF, MS Word or ODT — whatever the client, the board or the state filing expects. | BETA |
| Multi-user team accounts | Analysts, inspectors and reviewers all work with their specific accounts on a consistent set of data — no emailed spreadsheets, no version conflicts. | Included |
| Database-per-tenant isolation | Your association data sits in its own database, not in a shared table with everyone else's — isolation you can put in front of a client's IT review. | Included |
| Mobile App for field work | Assign an inspection, run it in the field, finalize it — and the site inspection section of the report writes itself from what the inspector recorded. | Included |
| Self-service billing | Sign up, choose a plan and manage the subscription yourself — no procurement round trip to get started. | BETA |
Status shows where each capability stands in the current beta build. Items marked BETA are in active development and can still change before launch.
Frequently Asked Questions
Straight answers before you join.
Yes. You can add users on your own and assign roles to them. There is no restriction to the number of users you can add.
Everything, for the whole beta period — the full product, every module, unlimited reserve studies, and live onboarding support. There’s no subscription and no per-report charge while the beta runs.
We’ll walk you through moving to a paid plan before our fall launch. Your $197 is credited toward your invoices.
Yes. Every property, reserve item, and study you build during the beta stays yours and moves with you when you move to a paid plan.
It’s a beta, so expect rough edges in places — that’s the point. You get the full product early, and your feedback goes straight to the team building it.
