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What the board reads

The statements your board and your CPA both need.

Balance sheet, income statement, budget versus actual, and a reserve schedule, all generated from the ledger rather than assembled by hand the night before the meeting.

Financial reports in SoShiny: balance sheet, income statement and budget versus actual

Most volunteer treasurers build the monthly financial package by hand. It takes an evening, it is different every month depending on who made it, and a typo in the spreadsheet is invisible until an auditor finds it a year later.

SoShiny generates the package from the ledger. The numbers are the numbers, every month, in the same format.

Budget versus actual that tells the truth

Accounts you never budgeted still show their spending. It would be easy, and dishonest, to hide them: a board needs to see the $4,000 that went somewhere nobody planned for, not a tidy report that quietly omits it.

Built with Florida reporting in mind

Florida sets the required year-end financial reporting level by the association's annual revenue. SoShiny reads that from your budgeted revenue rather than from partial actuals, so a mid-year look does not mistake an $800,000 association for a small one just because only a few months have posted.

What you get

Balance sheet
Income statement
Budget versus actual
Reserve schedule
CSV export with account codes
Print for the meeting

How it works

1
Post the month
2
Reconcile
3
Open the reports
4
Send them out

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