Project overview
A multi-tenant SaaS that gives organizations handling shared funds, including subdivisions, HOAs, and community associations, a permanent, tamper-evident record of every income and expense. Finance officers record activity, while members can independently verify what happened to the money without needing to understand accounting.
People and roles
Org Administrator
Owns the organization's account: configures profile, currency, and timezone, invites and manages Finance Officers and Auditors, and generates transparency share links.
Finance Officer
Registers entities and records every Income and Expense as a permanent ledger entry with optional evidence attachments. Mistakes are fixed with a linked Correction, never an edit or delete.
Auditor / Reviewer
Full read visibility into every transaction and correction across the organization, with no data-entry access. This is an oversight role for board members or external reviewers.
Member / Viewer
Verifies financial activity through an unguessable, read-only share link without an account, login, or accounting knowledge.
How it works
Append-Only, Enforced at the Database
Database rules reject edits and deletions to ledger entries. Corrections reference the original entry, which stays visible and unaltered, so people trusted with the books cannot quietly rewrite the audit trail.
No-Account Member Verification
Org-level and entity-level share links give members independent, read-only access to real financial activity without an account. People can verify the records even if they never log in.
True Multi-Tenant Isolation
Each organization is an isolated tenant with its own entities, ledger, users, and share links. Subscription state gates writes only. Existing records stay viewable by every role, including link-holders, even if billing lapses.
Core modules
- Organization Setup
- User Invitations & Roles
- Entity Registry
- Financial Ledger
- Corrections
- Transparency Dashboard
- Member Share Links
- Subscription Billing