Financial Management
Financial Management Designed for Boards
Full-service association accounting that replaces "black box" reporting with real-time clarity. We provide the tools you need to make informed decisions with absolute confidence.
Real-Time Data. Real-World Control.
Traditional management firms rely on outdated, paper-heavy reporting. At AmLo, we empower our Boards with a digital-first financial ecosystem. You have 24/7 access to the heartbeat of your community’s finances from any device.
- Integrated Board Portal: Access balance sheets, income statements, and general ledgers with a single click.
- Read-Only Banking: Direct, verified access to your operating and reserve accounts for ultimate peace of mind.
- Automated Audit Trail: Every transaction is tracked, logged, and backed by digital documentation, simplifying your year-end tax and audit process.
Accounts Payable
Strict Approval Workflows. No invoice is paid without Board authorization. Our digital AP system ensures every expense is coded correctly and approved by the designated Board member before disbursement.
Accounts Receivable
Seamless Assessment Collection. We offer homeowners modern payment options, including ACH, credit card, and digital lockbox services, ensuring high collection rates and steady cash flow for the association.
Financial Reporting
Comprehensive Monthly Packets. Receive detailed, easy-to-read financial reports by the 15th of every month, including budget-to-actual variance analysis and bank reconciliation statements.
Protecting Your Community’s Capital
Managing an association’s funds is a significant fiduciary responsibility. AmLo provides the oversight necessary to ensure your community remains financially resilient for years to come.
- Budget Development: We work closely with the Board to craft realistic annual budgets based on historical data and projected needs.
- Reserve Fund Oversight: We assist in coordinating reserve studies and ensuring that capital replacement funds are being set aside as planned.
- Collections & Delinquency: We manage the delinquency process with professional firmness, following your association’s specific collection policy to protect the interests of all homeowners.
