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HOA Fiscal review

A broad HOA operations suite with accounting, payments, reserves, and managed services.

6.3/10Editor score
HOA Fiscal6.3 Visit HOA Fiscal

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

HOA Fiscal is association-management software for self-managed homeowner and condominium associations. It brings fund accounting, assessments, special assessments, late fees, owner payments, budgets, meetings, elections, violations, architectural reviews, work orders, reserve studies, resale certificates, and document management into one web-based product. Its audience is boards that want to run financial and operational work themselves while retaining the option to assign financial operations to Dynamite Management through a Managed plan.

Pricing is organized around Essentials, Automate, and Managed options. Essentials is listed at $89, $189, and $329 per association per month, with fund accounting, assessments, elections, meetings, reserve studies, work orders, and an owner portal. Automate is listed at $179, $369, and $619 monthly, adding online owner payments, autopay, automatic ledger settlement, printed and mailed checks, and an AI assistant. Managed starts at $500 monthly and is also listed at $750, adding monthly close and reconciliation, bill payment workflow, collections escalation, and a named financial manager. A 30-day trial is available without a card, giving associations time to assess the workflow before committing.

The product’s breadth is its clearest advantage for boards that need more than dues collection. Violation notices, fines and appeals, architectural review requests, vendor bidding for work orders, reserve funding projections, resale documents, and revision history support recurring association administration in the same system. The tradeoff is a web-only platform with no integrations included in the product profile, which may matter to associations building a connected software stack. HOA Fiscal suits associations seeking accounting depth, reserves, owner self-service, and optional financial help; organizations prioritizing a broad integration ecosystem should consider alternatives.

HOA Fiscal pros and cons

  • Where it wins
    • Full fund accounting, assessments, reserves, and financial workflows
    • Owner payments, autopay, portals, documents, and payment history
    • Managed plans add reconciliation, collections, and a named financial manager
  • Where it doesn't
    • Web-only access limits platform and ecosystem fit
    • No free plan is available
    • Managed plans for 100+ units are quoted

HOA Fiscal fact sheet, pricing and score →

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