Plans for buildings running capital projects.
Every building and portfolio is quoted individually, based on your capital plan, the number of buildings and the payment workflow you need. Tell us about your portfolio and we will send you a written proposal.
Not sure which plan?
Tell us about your portfolio and capital plan — we'll send a written proposal for Board, Board Pro, or Enterprise.
Request a proposalBoard
Everything a board needs to manage renovation projects.
- 1 board
- 3 projects
- Best for small buildings (10–30 units)
- 20 documents
- 5 vendors
- Searchable email timelines
- Email support
Board Pro
Full governance and payment layer for active boards. Payments, approvals, and audit — we scope Pro on a briefing.
- 1 board
- Unlimited projects
- Best for medium buildings (31–100 units)
- Unlimited documents
- Unlimited vendors
- Searchable email timelines
- Cited AI Q&A over project documents
- Internal notes on timelines
- Approval tracking
- Counsel brief export
- Audit trail export
- Invoice detection & vendor profiles
- Board payment approvals (tiered)
- Board-approved ACH vendor payments with full audit trail (0.5% per payment)
- 1099 vendor reporting
- Project obligations and COI expiry tracking
- Payment integrity checks
- Enhanced counsel brief with obligation and payment trail
- Priority support
Enterprise
For property managers with multiple buildings.
- Everything in Board Pro
- Multiple boards
- Large buildings (100+ units) and portfolios
- SSO / SAML (contact us for timing)
- Dedicated account manager
- SLA guarantee
- Custom onboarding
Compare plans
| Capability | Board | Board Pro | Enterprise |
|---|---|---|---|
| 1 board | — | ||
| 3 projects | — | — | |
| Best for small buildings (10–30 units) | — | — | |
| 20 documents | — | — | |
| 5 vendors | — | — | |
| Searchable email timelines | — | ||
| Email support | — | — | |
| Unlimited projects | — | — | |
| Best for medium buildings (31–100 units) | — | — | |
| Unlimited documents | — | — | |
| Unlimited vendors | — | — | |
| Cited AI Q&A over project documents | — | — | |
| Internal notes on timelines | — | — | |
| Approval tracking | — | — | |
| Counsel brief export | — | — | |
| Audit trail export | — | — | |
| Invoice detection & vendor profiles | — | — | |
| Board payment approvals (tiered) | — | — | |
| Board-approved ACH vendor payments with full audit trail (0.5% per payment) | — | — | |
| 1099 vendor reporting | — | — | |
| Project obligations and COI expiry tracking | — | — | |
| Payment integrity checks | — | — | |
| Enhanced counsel brief with obligation and payment trail | — | — | |
| Priority support | — | — | |
| Everything in Board Pro | — | — | |
| Multiple boards | — | — | |
| Large buildings (100+ units) and portfolios | — | — | |
| SSO / SAML (contact us for timing) | — | — | |
| Dedicated account manager | — | — | |
| SLA guarantee | — | — | |
| Custom onboarding | — | — |
How it works
Book a briefing
Tell us about your building or portfolio, capital plan, and payment workflow.
Run a free 30-day guided pilot
We set up BoardRecord on your live project. No credit card.
Review your written proposal
We send a personalized proposal with plan, buildings, term, and price.
Accept and we set up your buildings
Accept the order form, add a card, and we provision your firm and boards.
Frequently asked questions
How is BoardRecord priced?
Every building and portfolio is quoted individually. Pricing depends on your capital plan, the number of buildings, and whether you need vendor payments and approvals. Request a proposal and we send a written quote.
Is there a free pilot?
Yes. Every new building starts with a free 30-day guided pilot on a live capital project, with no credit card. When it ends, your data stays, and we send a written proposal to continue.
Can I add more buildings later?
Yes. Management companies can start with a set of buildings on a written proposal. Additional buildings are added to a follow-on proposal or amendment at the same per-building rate.
How long does setup take?
After you accept the proposal and add a payment method, we provision your firm and buildings. Setup takes a few business days, and we walk you through email routing and the first project.
Do you offer a discount for a longer commitment?
Yes. Proposals include a 12-month minimum billed monthly, typically with a percent discount versus month-to-month pricing. After 12 months the subscription continues month-to-month at the same price and can be cancelled at any time.
Does BoardRecord replace our HOA or accounting software?
No. Keep your existing platform for dues, payments, and full building management. BoardRecord adds project timelines, search, and document Q&A on top of the email you already use.
Do contractors or vendors need to pay?
No. External contractors, architects, and vendors communicate via email — they never need an account or login. Plans are framed around building size (units), not vendor seats.
How is BoardRecord different from AI HOA tools like HomeHerald?
HomeHerald and similar platforms automate daily community operations — dues, violations, and resident chat. BoardRecord is built for capital projects: roof replacements, facade restorations, and special assessments. It works alongside your HOA software, not instead of it.
Does BoardRecord work with our managing agent?
Yes. Managing agents can run capital-project records across the buildings they manage, and boards see the same timeline without chasing status emails. The record belongs to the building, so it stays intact through board and staff turnover.
How do vendor payments work on Board Pro?
Board Pro detects invoices from vendor email, lets the board confirm amounts, and routes payments through tiered board approvals. Vendors onboard via Stripe Connect (email link, no portal login). The building funds payments via ACH from its operating account. Every step is logged to an immutable audit trail.
Is there a fee on vendor payments?
BoardRecord charges a 0.5% platform fee on each vendor payment. Stripe ACH processing fees (0.8%, capped at $5) and Connect payout fees apply at pass-through rates. Your board sees the full breakdown before executing any payment.
Do vendors need BoardRecord accounts to get paid?
No. Vendors complete a one-time Stripe Connect onboarding via email link. They never log into BoardRecord. Payment status and 1099 tax ID collection happen through Stripe-hosted flows.
Ready for a written proposal?
Book a short briefing. We'll send a personalized proposal for your portfolio.