Generate your entire board meeting packet in one click.

Revenue, expenses, reserve fund status, collections, and work orders — formatted, organized, and ready to present. No more 3-hour assembly sessions the night before.

Start Generating Reports

Everything your board needs, in one packet

Revenue & Expense Statement

YTD income, expenses by category, budget vs. actual variances, and net operating surplus or deficit — all in a clean, readable format.

Reserve Fund Status

Current reserve balance, percent funded, year-over-year trend, and upcoming capital projects. The board sees reserve health at a glance.

Collection Report

How many units are current, 30-day late, 60-day late, and 90+ days. Total outstanding balance and collection rate percentage.

Work Orders Summary

Open maintenance requests, completed items since last meeting, and vendor costs. Every board member arrives prepared.

How it works

Click "Board Packet"

One button on your dashboard. Candor pulls together every report from your latest financial data, reserve study, and activity logs.

Everything generates automatically

Income statement, reserve summary, collection status, and maintenance overview — all formatted and organized in seconds.

Print or share

Download as a PDF to email to board members, or pull it up on screen during the meeting. Either way, everyone has the same numbers.

The night-before scramble vs. one-click reports

Before Candor

  • Treasurer spends 3 hours copying numbers
  • Management company sends reports a week late
  • Board members get packets at the meeting
  • Half the meeting is spent explaining the numbers

With Candor

  • One click generates the full packet
  • Reports use the latest imported data
  • Board members review before the meeting
  • Meetings focus on decisions, not data review

Your next board meeting, prepared in one click

Import your financials once. Generate board packets forever. Free to start — no credit card required.

Get Started Free