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.
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 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.
What's Included
What the platform does today, and what is still being finished. Beta members get all of it.
| Feature | What It Does | - |
|---|---|---|
| Number of properties, reserve items and users | No caps on number of properties, reserve items or users during the beta. | Included |
| Number of reserve studies and document exports | No caps on number of reserve studies and document exports during the beta. | Included |
| Credited back towards your first invoice | Full amount is credited toward your first invoices when you move to a paid plan | Included |
| Cash flow method funding plans | Full, Threshold, and Baseline funding goals per NRSS standards | Included |
| Funding Goal solver | The EZRS goal solver finds the lowest contribution that meets your stated goal, to the cent. | Included |
| Projection for every year | Effective age, fully funded balance and percent funded projected across every year, uncapped above 100% | Included |
| 30-year cash flow projection | stepped month by month, reconciled every period | Included |
| Reserve Study Type | Level of service I (Full), II (Update, with site visit), III (Update, no site visit), and IV (Prelimnary, not yet constructed) recorded per study | Included |
| Disclosures | Every required disclosure captured and printed — method, goal and floor, financial assumptions, operating-budget threshold, cost source per component, long-life components carried unfunded, maintenance and structural inspection | 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 |
| Proportional | By unit size — larger homes pay more. Needs accurate square footage per model. | Included |
| Fixed | An equal share per unit. Simple, and common where homes are similar. | Included |
| Points (Model) | A point value per floorplan — weight by something other than floor area. | Included |
| Entitlements (Units) | A recorded entitlement per unit, mirroring the governing documents. Needs per-unit data. | Included |
| Percentage (Units) | An explicit percentage per unit from the declaration. Must total 100%. | Included |
| Reserve Study Reports | Generate a complete reserve study report straight from live data, ready for professional review. | Included |
| Exhibits and appendices bundled with the report | Attach the engineer's report, the prior study and the invoices — they ship inside the deliverable, with a manifest, not as a separate email. | 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 |
| Report history and per-module audit trail | 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. | Included |
| Data Import | Import reserve items, properties and cash instruments from Excel or CSV | Included |
| Scenario modeling | Project the reserve fund up to 40 years ahead and see exactly which year the balance falls short. Scenario modeling with our Cash Flow Analyzer, incl. comparing different funding goals and the impact on per-unit contributions. | Included |
| Field Inspection / Site Visit | Field inspections from a mobile device | Included |
| 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 |
| 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. | BETA |
| 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. | BETA |
| 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 property'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 property / association owns. | Included |
| Cash instrument management | Track every account holding the association's money — balance, interest, compounding and tax — so the projected balance is honest. | Included |
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.
