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Solutions · Agentic AI for condo and HOA management companies

Meet Capstan. More capacity for your next community.

Give your managers and accounting team a faster way to find answers, build budget forecasts and prepare board presentations. Capstan helps reduce the everyday work that grows with your portfolio.

Capstan
Capstan answering a question, building a forecast and preparing an editable presentation for Maple Ridge Condominiums

Trusted by property management companies, boards, and self-managed communities across North America.

3.5M+ Residents served·98% Quality of support·99% Ease of setup·99.9% Platform uptime

See what your team can get done with Capstan.

Watch Capstan turn community information into useful answers, budget scenarios and presentations your team can review and use.

Financial answers

Get financial answers with fewer handoffs.

Choose a community and ask about overdue fees, owner balances or invoices awaiting approval. Capstan retrieves information from live records, helping managers answer board questions and reducing routine requests to accounting.

Ask Capstan:

“Which owners in this community are behind on their fees, and how much is outstanding?”

Capstan listing the owners behind on their fees for Maple Ridge Condominiums, with unit, owner, days and balance

Budget building

Build budgets faster.

Start a multi-year budget forecast using your community's financial information. Adjust assumptions and compare scenarios, giving your team more time to explore the options with the board.

Ask Capstan:

“Build a five-year forecast for this community and show the assumptions.”

Then ask:

“What changes if operating expenses increase by 4% each year?”

Capstan five-year forecast for Maple Ridge Condominiums, revised after a follow-up question

Board presentations

Spend less time building the board presentation.

Turn reviewed financial information into a report or editable PowerPoint. Give your team a draft they can refine, with more time to check the numbers and advise the board.

Ask Capstan:

“Prepare an editable board presentation from this financial summary. Show me the draft for review.”

Capstan turning the Q3 financial summary into an editable board presentation draft, with Edit and Confirm and save

Make routine work easier.

Capstan inbox with a weekly delinquency summary, monthly invoice approvals and a quarterly reserve fund snapshot

Keep recurring updates on schedule

Schedule summaries to arrive in your Capstan inbox, helping your team stay informed with less repeat preparation.

Capstan giving a new staff member a direct link to the exact screen they need

Help new staff get up to speed

Capstan helps new staff navigate the platform with direct links to the exact screen they need. They can get started on tasks with less reliance on experienced colleagues.

Capstan finding the GreenScape Landscaping invoice behind the October landscaping charge

Find the supporting document

Locate the invoice, contract or statement behind a question and bring the relevant information into the conversation.

Human oversight

Your team stays in control.

Capstan respects each person's existing permissions. Your team can review and edit drafts, and confirm before saving or sending. Recurring tasks follow the schedule you approve.

Capstan asking to confirm before saving a presentation: uses only records you can access, draft reviewed and edited by you, nothing is sent without your OK

Give your team more time for the communities you manage.

See how Capstan can help your managers and accounting team handle everyday questions, prepare budgets and support boards with less manual work.