Product Wireframes

Interactive demos of the Bursar platform — built for California HOA boards.

app.bursar.io — Board Dashboard

Welcome back, Scott

Pending Invoices

87%

Compliance Score

Upcoming Deadlines

$42.1K

Reserve Balance

Upcoming Compliance Deadlines

Mar

Annual Budget Disclosure

Civil Code §5300 · 14 days away

Mar

Q1 Reserve Study Review

Civil Code §5550 · 28 days away

Apr

Annual Policy Statement

Civil Code §5310 · 45 days away

Recent Activity

✅ Invoice #1247 approved by Maria Chen — $2,340

📄 Meeting minutes uploaded — Feb 10 Board Meeting

⚠️ SB 326 inspection report due in 30 days

💳 Assessment payment received — Unit 42 — $450

📋 New maintenance request — Pool pump repair

app.bursar.io — Invoice Approval

Pending Invoices 12

⚡ AI Alert: Invoice #1251 flagged — amount is 43% higher than vendor's average. Review recommended.

Pacific Landscaping Co.

INV-1248 · Monthly maintenance · Feb 2026 · 📸 3 photos attached

$1,875

Bay Area Pool Services

INV-1249 · Equipment repair · Feb 2026 · 📸 5 photos attached

$2,340

⚠️ Quick Fix Plumbing LLC

INV-1251 · Emergency repair · Feb 2026 · 📸 1 photo · AI FLAGGED

$4,200

SecureGate Systems

INV-1250 · Gate sensor replacement · Feb 2026

$890

Co-signer: Maria Chen (Treasurer) · Awaiting your approval on 4 invoices

app.bursar.io — Compliance Calendar

Davis-Stirling Compliance

87% Compliant

Requirement	Status	Due Date	Code Section	Action
Annual Budget Disclosure	Due Soon	Mar 1, 2026	§5300
Reserve Study Update	Current	Jun 15, 2027	§5550	Up to date
Annual Policy Statement	Due Soon	Apr 1, 2026	§5310
Election Procedures	Current	Nov 2026	§5100-5145	Next election
SB 326 Balcony Inspections	Overdue	Jan 1, 2026	§5551
Financial Records Retention	Current	Ongoing	§5210	7+ years stored
D&O Insurance	Current	Renewal: Sep 2026	—	Policy on file

app.bursar.io — Document Vault

Document Vault

Document	Category	Updated	Version
📄 CC&Rs — Amended 2024	Governing Docs	Sep 12, 2024	v3.1
📄 Bylaws	Governing Docs	Mar 1, 2023	v2.0
📊 2025 Reserve Study	Financial	Jan 15, 2025	v1.0
📋 2025 Annual Budget	Financial	Nov 30, 2025	v1.0
📝 Board Meeting Minutes — Feb 2026	Minutes	Feb 12, 2026	v1.0
🛡️ D&O Insurance Policy	Insurance	Sep 1, 2025	—
📋 Vendor Contract — Pacific Landscaping	Contracts	Jan 1, 2026	v1.0
🏗️ SB 326 Inspection Report	Inspections	Pending	—

app.bursar.io — Meeting Intelligence

Meetings

📅 Next meeting: Board Meeting — Mar 12, 2026 at 7:00 PM · Notice sent to all members (4+ days ahead ✅)

Auto-Generated Agenda (Mar 12)

1. Call to Order & Quorum Verification
2. Approval of Feb 10 Meeting Minutes
3. Financial Report — Treasurer (Maria Chen)
4. Pending Invoice Review — 12 invoices ($14,305)
5. Compliance Update — Annual Budget Disclosure (due Mar 1)
6. SB 326 Balcony Inspection — Vendor Selection
7. Architectural Review — Unit 17 patio enclosure request
8. Open Forum — Homeowner Q&A
9. Adjournment

Past Meetings

Date	Type	Attendees	Minutes	Actions
Feb 10, 2026	Board Meeting	5/7 (quorum ✅)	Published	3 completed, 1 pending
Jan 13, 2026	Board Meeting	6/7 (quorum ✅)	Published	5 completed
Dec 9, 2025	Annual Meeting	42 members	Published	Election results filed