Lockbox deposits, vendor payments, reserve transfers — reconciled against your books across every association, every month. ProofDesk matches the bank activity, flags what doesn't line up, and hands you the packet, so "where did that $1,900 go?" never derails a board meeting again. Built for community association managers and self-managed boards.
Real data, nothing to install. Or get early access if you'd rather we set it up on your own records.
Ask it the way you'd ask your bookkeeper — "summarize this month's exceptions for Willow Bend" — and get the answer straight from your records. Works with AI helpers like Claude and ChatGPT, if your office uses them.
| Association | Date | Status |
|---|---|---|
| Stonegate Commons | 2026-09-13 | Not on bank statement |
| Willow Bend HOA | 2026-09-10 | Bank shows $1,450.00 |
| Stonegate Commons | 2026-09-04 | Bank shows $3,210.00 |
Bank activity vs. your books, matched automatically. What lines up disappears from your desk; what doesn't gets surfaced as an exception.
Mismatched amounts, missing invoices, duplicates, unmatched deposits — each one labeled in plain English, so you know what to chase before the board asks.
Every exception gets resolved with a note that sticks. Six months later, when the question comes back, the answer is already written down.
One click to the packet your treasurer actually reads — matched, flagged, and resolved, per association, ready for the meeting.
One board meeting that goes sideways costs more than a year of ProofDesk. Larger management companies from $149/mo.
Bank-to-books reconciliation for HOA and community-association managers. Collect, validate, and export operational proof fast — connectable to your AI assistant.
reconciliation proof for community association managers.
ProofDesk costs $49 per month, per portfolio, not per association, after a 14-day trial. A card is taken at signup and you are not charged until the trial ends. You can cancel at any time in one click.
No. ProofDesk runs in your browser. There is nothing to install and nothing for your IT person to set up — you can try the live demo on this page right now without creating an account.
Yes. If your office already uses an AI helper like Claude or ChatGPT, it can answer questions straight from your records — "who's overdue right now?" — without you opening the board. It can only look things up, never change anything, and every question it asks is written to your activity log. We set the connection up for you.
Search reconciled transactions by association or description. Returns matching records with book amount, bank amount and reconciliation status (matched or the exception type).
List every transaction that does not reconcile — missing from the bank statement, amount mismatch, possible duplicate, no invoice on file, or unmatched deposit. Most serious first.
List unresolved exceptions older than N days (default 7) — the ones a treasurer will ask about at the next meeting.
Get the reconciliation summary: transactions, matched, exceptions, amount mismatches and items missing from the bank statement.
We're onboarding founding managers now. Tell us what month-end looks like for you today.