Caim
Platform — Financial Visibility

Complete financial visibility.
Over your property.

A co-owned property is a shared financial commitment. Every expense, every invoice, every reserve fund contribution needs to be tracked, distributed, and reported with precision — accessible to every owner, at any time.

Expense Tracking

Every expense.
Recorded and distributed.

Every cost associated with the property — maintenance, utilities, insurance, services, and repairs is recorded in a centralized ledger. Each expense is categorized, dated, and distributed proportionally among co-owners according to their ownership percentage. No manual reconciliation. No ambiguity.

  • Full expense history — every transaction recorded with date, category, and amount
  • Proportional distribution — costs allocated automatically based on ownership percentage
  • Supporting documentation — invoices and receipts attached to every expense entry
Financial Ledger
December 2025
Vail Residence LLC
🔧HVAC Service· Dec 12
$1,840Maintenance
💡Utilities· Dec 1
$420Operating
🧹Cleaning Service· Dec 8
$680Services
🔒Security System· Dec 15
$180Operating
December total: $3,120
Per 1/8 share: $390
Within budget72% of monthly budget
Bills & Utilities
Electricity
Monthly · $320 avg
Auto-processed
Water & Sewage
Monthly · $85 avg
Auto-processed
Property Insurance
Annual · $4,200
Due Jan 15
Upcoming Confirmed Payments
Jan 5Electricity · $310
Jan 8Water & Sewage · $90
Jan 15Property Insurance · $4,200
Bill Processing

Invoices processed.
Automatically.

Recurring bills and utilities are processed automatically — no owner acts as intermediary. Each invoice is logged, distributed proportionally among co-owners, and paid on schedule. Every owner has visibility into upcoming payments before they are processed.

  • Recurring bills automated — electricity, water, insurance, and services processed on schedule
  • Advance notification — upcoming payments visible to all owners before processing
  • Full audit trail — every payment logged with invoice and confirmation

Automated bill processing is available for properties with full Caim legal and financial implementation. Properties on coordination-only tiers manage their own billing externally.

Financial Control

Planned.
Protected.

Budget vs. actual.

An annual operating budget is defined for the property at the start of each year. Every expense is tracked against that budget in real time — giving all co-owners a clear picture of where the property stands financially at any point in the year.

Annual budget: $42,000
$28,560 spent$13,440 remaining
Maintenance45% of budget used
Utilities72% of budget used
Services38% of budget used
Updated in real time · Visible to all owners

Reserve fund management.

The reserve fund is established at closing and maintained by the LLC — not by Caim. It covers emergency repairs and protects the group from unexpected expenses. Every co-owner has full visibility into the fund balance, contribution history, and any disbursements.

Reserve Fund Balance
$42,800
Fully funded
Nov 12Contribution · +$2,400
Sep 3Disbursement · -$1,200 · Roof repair
Held by your LLC — not Caim · Refundable when you sell

Automated dues collection.

Monthly ownership dues are collected automatically from each co-owner according to their share. No manual follow-up, no owner acting as treasurer. Every collection is logged and reconciled against the property's financial records.

Owner A · 1/8 share · $100/moCollected
Owner B · 1/8 share · $100/moCollected
Owner C · 1/8 share · $100/moPending
Owner D · 1/8 share · $100/moCollected
Available with full Caim implementation only.
In Practice

End of quarter.
Every number accounted for.

The property generated $8,400 in operating expenses last quarter. Every invoice was processed automatically, distributed proportionally, and logged against the annual budget. The reserve fund absorbed one unplanned repair. Every co-owner received an auto-generated quarterly report — no manual reconciliation, no outstanding questions.

01
Expenses logged
Every cost recorded automatically
02
Bills processed
Invoices paid and distributed on schedule
03
Budget updated
Real-time tracking against annual plan
04
Report generated
Quarterly summary sent to all owners
Ready for complete financial control?

Every number.
Every owner.

Talk to our agent — it identifies your situation and shows you how Caim's financial tools fit your property.