Everything the association runs on, in one platform
Money, owners, documents and day-to-day operations in a single system — so a charge, a request, a document and the notice that announced it all point at the same unit.
Assessments, collections and the books
Association accounting is not generic accounting. Charges belong to units, statute fixes how a payment is applied, and every figure has to survive a board meeting.
Accounting
End-to-end AP/AR for associations: assessments, invoices, receipts, vendor bills and approvals, with a full audit trail behind every posted amount.
MoreLate fees and interest
Late fee on the monthly assessment, interest on the unpaid balance, applied per unit and per period. Payments applied in the order Florida Statute 718.116 requires.
AutoPay
Owners enrol once and the assessment is charged automatically each period from a bank account or card, with the receipt posted to the unit's ledger.
Bank reconciliation
Bank feeds matched against receipts with the unit carried through, so a payment never lands on the wrong owner and month-end does not start with a hunt.
MoreBudget planning
Build, compare and track the association's budget, with clear variance against what was actually collected and spent.
Financial reports
Balance by unit, aging, collections and month-end packets, board-ready in PDF or CSV, with the detail behind every number one click away.
Owner ledger
Every charge, payment and adjustment on the unit, in order, downloadable by the owner and by the office — the same ledger, not two versions of it.
Online payments
Credit card, debit card and ACH from any device, processed securely and applied to the unit immediately.
Reach the community and prove you did
Florida governance turns on notice. Everything sent from CasWise leaves a record of what went out, to whom and when.
Owner portal
Balance, statement, payments, requests and documents, 24/7 from any device, with the owner's own contact details kept up to date by the owner.
MoreNotifications
Email, text message and portal alerts from editable templates, with delivery tracking so a notice can be evidenced later.
MoreMass notifications
A notice to the whole community, one building or one segment of owners, queued and sent in the background without freezing the system.
Omnichannel inbox
Text messages, WhatsApp and portal conversations arriving in one inbox, attached to the owner and the unit they came from.
Calls from the system
Outbound calling integrated with the owner record, so the conversation is logged against the unit instead of a personal phone.
Push to the phone
Portal alerts delivered as push notifications, so an urgent community notice does not wait for the next time someone checks email.
Announcements
Community announcements published to the portal with their own dates, so what is current is obvious and what expired stops showing.
Surveys and voting
Resident feedback in minutes: anonymous voting, response limits and instant results the board can act on.
The day-to-day, with a trail behind it
Requests, violations, applications and vendors stop living in inboxes and become records anyone entitled to see them can follow.
Requests and incidents
Unified ticketing for maintenance, architectural review and general inquiries, with timers, attachments and real-time status for the resident who opened it.
MoreViolations and compliance
Violations tracked with photos, letters, fines and timelines, so the file is complete the day it is questioned rather than reconstructed afterwards.
MoreTenant applications
Applications collected online with the documents attached, so the board reviews a complete file instead of chasing paper across a month.
MoreParking and storage
Parking spaces and storage units held as their own inventory, assigned to units and owners, so an assignment is a record and not a note in someone's file.
MoreVendors and bidding
Vendor records, contracts and bids centralized, so procurement can be compared and defended instead of remembered.
Maintenance
Work orders on common areas and equipment, assigned and tracked to completion, with the cost landing where the accounting expects it.
Owner and unit records
One contact per owner, co-owners on the same unit, and the mailing address, phone and email the association actually has to use.
Calendar and events
Community calendar and association events published to the portal, with the meeting notices and documents that belong to each one.
MoreWhat the association has to be able to produce
Document repository
Bylaws, board minutes, contracts, insurance and architectural files in one repository, with folder permissions and version history.
MoreBoard-only access
Permission-based controls that keep confidential governance material with the directors entitled to it, and out of the general portal.
Video meetings
Board meetings and owner sessions scheduled, notified and documented, with the agenda and supporting papers attached to the invitation.
Dashboards
Units, owners, open requests, announcements, events and violations on one screen, each figure a link into the records behind it.
Association storage
Files kept in the association's own storage — SharePoint, Drive or the platform itself — without the repository changing for the people using it.
Backups
Scheduled backups of the association's data, kept off the server, and restorable — verified, not assumed.
Help center
A manual inside the platform, with the screens and the steps, so a new board member does not need a training session to start.
AI assistant (MCP)
A Model Context Protocol server so Claude, ChatGPT or Gemini can answer questions against the association's live data, with OAuth and permissions the association controls.
MoreRoles and permissions
Owner, board member, manager and accountant each see their own scope, in the same records, without a second copy of the data.
Built for every role. Powerful for every community.
CasWise is designed for owners, board members, property managers and accountants, so payments, requests, documents and finances live in one place instead of four.
- Fast, guided onboarding from whatever you use today
- AP/AR, bank reconciliation and a full audit trail
- Real-time figures and board-ready PDF or CSV packets
- A 24/7 owner portal for payments, requests and notices
- Centralized bidding and vendor management
- A document repository with permissions and versioning
See it running with your own association
Tell us how many units you manage and how the community is run today. We will walk you through the portal, the accounting and the reports with your own numbers in them.