FloSimple HOA: Levy Runs, Statements and the Attorney Record
Managed Estates is the recommended package for estates, homeowners' associations and bodies corporate. The first accepted operating cycle is an approved levy run, a reconciled receipt and an owner statement, with one exception and one service request handled end to end.
Priced per stands. The bands are published on the pricing page and the order fixes your band before you sign.
A levy charge run across the stand register, showing the control total and the exceptions that must clear before posting. Illustrative interface example on specimen data.
The first operating cycle
The order names the stands or units in scope, the levy schedule, the interest treatment for overdue balances and the sign-off owner. The cycle is rehearsed on your approved import before it runs for real, and the totals are reconciled against the ledger before any statement leaves the building.
Approved levy run with the charge basis recorded per stand or unit
Receipting and allocation reconciled to the accounting engine
Owner statements showing charges, receipts, interest and balance
One exception and one service request handled through the workspace
Owner statement · FloSimple HOA
Stand 118, statementMarch
Brought forwardR2,410.00
Levy, MarchR1,750.00
Water, 14 klR412.60
Receipt, 03 March-R2,410.00
OutstandingR2,162.60
Reminder recordExport for attorneys
12 Feb 09:02SMSDelivered
19 Feb 09:00WhatsAppRead
26 Feb 09:01EmailOpened
An owner statement showing charged, paid and outstanding, with the reminder record underneath in the form the attorneys ask for at handover. Illustrative interface example on specimen data.
Who this suits
Managing agents and trustees who currently run levies from spreadsheets, an ageing ledger or a mix of both, and who need the board to see a reconciled position without waiting for month end. Portfolios from a single estate to many entities under one managing agent fit the account model.
What it costs
Counted on the stands on your verified register. Archived and non-billable stands are excluded and the treatment is written into the order.
Band
Stands
Per month, excluding VAT
E1
up to 100
£250
E2
101 to 300
£450
E3
301 to 600
£750
E4
601 to 1,500
£1,200
E5
1,501 and above
£0.70 per unit
Counted on stands. The recurring fee covers the workspace, the accounting engine connection and standard delivery. Supplier subscriptions, hardware, card processing and message usage are separate lines with the payer named.
What a scope review is
A scope review is a working conversation, not a sales pitch. You describe your last labour-intensive or failed operating cycle, its source records and the person accountable for fixing it. We show the relevant workflow on safe data, say plainly what has been tested and what has not, and only then recommend one edition and one engine.
What the price covers
One recurring number covering the workspace, the accounting engine connection and standard delivery. There is no separate implementation invoice and no hourly billing on anything in the signed scope.
Included
The property workspace itself, for every operational user you need
The connection to your accounting engine, so the workflow reaches the books without re-keying
Standard setup and configuration of your own rules, rates and tariffs
Agreed data take-on from your current systems, rehearsed before anything moves
Training for your team, and defined ongoing support
Updates to the edition, at no extra charge, for as long as you subscribe
The levy run, tariff versioning, owner statements and the reminder record for attorney handover
Water and fines charged from the files as they arrive, with the reading or the notice attached
Not included
Your accounting engine's own subscription. It is on its own line, with the payer named
Message usage: SMS, WhatsApp, email and number rental, billed on actual use
Card processing and payment-provider fees, at the provider's published rates
Work outside the signed scope, which needs a written variation before it starts
Direct connections to your meter-reading and fines providers. Both feeds start as folder drops
Live metering. Readings arrive as files
Next step
A scope review is a working conversation about your last hard operating cycle. It ends with one recommendation, one engine and a dated payment calendar, or with an honest no.