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HOA Board Members Reports

Thoughtful's automation technologies offer several advantages for automating financial reports and distributing them to each Board Member. Automating this process allows financial statements to be generated and spread more quickly and accurately. The software eliminates the need for manual data entry, reducing the risk of errors and improving accuracy. Additionally, Thoughtful's technology provides a centralized platform for all financial reports, making it easier for Board Members to access and review historical data. Automation also reduces the time required to manually prepare and distribute information, freeing up staff time for other essential tasks. Furthermore, Thoughtful's automation technologies ensure compliance with all relevant laws and regulations, providing peace of mind for Board Members and financial staff. By using Thoughtful's automation technologies, companies can improve their financial reporting process, increase efficiency, and provide a better experience for their Board Members.


Property Management


  1. Log in to Property Management Software.
  2. For each association, prepare the Statement of Income and Expense, Balance Sheet, General Ledger, Accounts Payable Report, Cash Disbursements Ledger, Bank Reconciliation, and Account Delinquency Reports.
  3. Email to predefined distribution list per each association.
  4. Update exceptions and results log.

Popular Applications

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