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Virtual Event

How CAM Companies Are Winning Budget Season

Schedued for May 28th at 1 PM ET / 10 AM PT

What if your next budget draft wrote itself?

Join us for a live demo of HOAi's Draft Budget workflow. You'll see how HOAi Agents pull actuals, contracts, and reserve studies from Vantaca, apply your company's rules, and produce a fully proposed budget — automatically. Managers review and refine the draft in plain language. No formulas. No rebuilding spreadsheets from scratch.

In this session, we'll cover:

  • What the board-ready Excel output looks like and how it flows back into Vantaca

  • How to modify budget lines in natural conversation — "increase landscaping by 5%" and watch it update

  • How to configure your company's preferences — projection methods, fee increases, assessment caps, and more

Budget season is coming. This is how you own it.

Register Now

Meet the Speakers

Kaitlin Choate

Forward Deployed Engineer, HOAi

Kaitlin Choate

Forward Deployed Engineer, HOAi

Shelby Moore

Product Manager of Agent Experience, HOAi

Shelby Moore

Product Manager of Agent Experience, HOAi