Porchlight Fiscal
For management companies

A shield for your managers, not an audit of your books.

Porchlight Fiscal analyzes the financial packets your company already produces. It doesn’t replace your accounting — it makes the community manager presenting your numbers look prepared, precise, and ahead of the board’s questions.

The manager’s problem

No surprises on board night.

Every community manager knows the moment: a board member finds the one odd number in a 100-page packet and asks about it live. Porchlight Fiscal finds that number first — the miscoded invoice, the unusual credit, the fund running low — and hands the manager the explanation before the meeting. When the question comes, the answer is already on the table.

Four board members studying an HOA operating budget with concern

Catch it before the board does

Watch items surface with names and amounts — “flagged for accounting’s review” — so corrections happen quietly, in the normal course of business.

Hours back per community

Monthly financial prep collapses from a half-day of retyping to an import and a read-through. Across a manager’s portfolio, that’s days returned every month.

A consistent standard

Every community gets the same board-ready report and the same watchfulness — whether the manager is in year one or year twenty.

The suite at a glance

What your managers actually work in.

STABLE
Demonstration Community
Financial health — March 2026
Operating liquidity
$412.8K
5.1 months of expenses
Reserve position
$2.94M
71% funded per study
Fire Sprinkler Testing ran $13K over its annual budget — one-time item, explained.

The Financial Report

A one-page board cover with plain-English statuses, then tabs of detail. Every number opens to its evidence; the PDF prints meeting-ready.

Operating cash
$412.8K
HEALTHY
Collections
97.2%
ON PLAN
Net income
$186.3K
VALIDATE
Needs attention: one CD matured awaiting reinvestment · deposits at one bank above the FDIC limit — coverage unconfirmed.

The Command Dashboard

The daily view between meetings: cash, reserves, collections, and a needs-attention feed that names accounts and amounts.

Landscaping$32K / $50K
Insurance$24.3K / $30K
Pool Service$5.6K / $12K
Reserve Contribution$150K / $200K
FY 2027 Proposed budget drafted from this year’s actuals reserve study applied

The Budget

Next year’s budget built line by line on real actuals, with the reserve study’s funding plan imported directly — and board remarks carried on every line.

ISSUE #47
Clubhouse Roof Leak — Vendor Repair
Maintenance · In Progress · opened 12 days ago
Assigned to
Community Manager
Priority
High
Next steps: Vendor inspection scheduled — awaiting written estimate for board approval.
14 notesTODAY · Estimate received; added to Thursday’s board packet.

Action Items

Every open issue with a time-stamped note history — who has it, what’s next, and how long it’s been open. Board-shareable as a read-only snapshot.

Figures shown are fictional. More on each tool →

Fits how you already work

No system change. No data feed. No integration project.

  • Understands your existing packets — the monthly financial report and delinquency filing your accounting team already produces, analyzed as-is.
  • Your numbers stay authoritative — Porchlight presents and explains them; the underlying statements remain the record.
  • Nothing installed on your network — managers sign in to a secure web address from any browser.
  • Per-community isolation — each association’s data lives separately, sign-in protected and encrypted.
  • No homeowner personal information, ever — the record keeps account numbers only. Names, addresses, emails, and phone numbers are never stored: not shown, not saved, not transmitted.
  • Terms in plain English — every user accepts a written agreement before first use.

Your first-year manager presents like a twenty-year veteran. Your twenty-year veteran gets their evenings back.

The partner program

A partnership, in the tradition you already know.

Management companies already partner with banks and service providers to bring boards better options. Porchlight works the same way: your community managers introduce the Porchlight Suite to the boards they serve, boards subscribe directly — a simple monthly subscription per community with a one-time setup — and your company is compensated as a partner for each community that comes aboard.

Boards subscribe, you partner

The community pays for its own tool; your company’s partnership is recognized with one-time partner compensation per onboarded community.

Built to be disclosed

Partner compensation is structured so it can be disclosed to boards plainly and completely — the way a trusted advisor’s relationships should be.

Your managers win daily

The lasting benefit isn’t the fee — it’s managers who walk into board night prepared, with hours back in their week.

Program details — terms, compensation, and onboarding — are discussed directly. Start that conversation →

Board night comes every month. Your managers walk in ready.

Porchlight Fiscal
Getting started

One monthly cycle makes the case.

Onboard as many communities as you like — each one takes a single import. Run a month end to end, take the report to board night, and let the results make the argument for the rest of the portfolio.

Pick the communities

Any from a manager’s portfolio — one with a reserve study cycle underway makes a great showcase.

Run a month

The manager imports the packet, reviews the dashboard, and takes the report to their next board meeting.

Compare notes

Hours spent, questions fielded, issues caught. Then roll it out as wide as you want.

Talk to us about your communities