Features
26+ modules to manage
your condo
Legal compliance, accounting, meetings, maintenance, insurance, documents, and communication — all in one platform built for Quebec syndicates.
Try for free →Management & Compliance
Ensure your syndicate's legal compliance with the Civil Code of Quebec, Bill 16, Bill 25, and Bill 141.
Unified dashboard to track all legal obligations: Bill 141 (insurance), Bill 16 (governance), and Bill 25 (personal data).
- Global compliance score with donut chart
- Obligations by law with statuses and deadlines
- Automatic alerts before expiration
- Exportable PDF compliance report
Full management of your declaration of co-ownership: original act, amendments, lot fractions, and notarization workflow.
- 3-part structure: constituting act, building rules, descriptive statement
- Amendment versioning with approval workflow
- Lot fractions with cadastral numbers
- Notarization and publication tracking
- Consolidated full declaration view
Attach documents from Google Drive, OneDrive, or SharePoint to any module — or upload natively. Cloud file picker integration.
- Link files from Google Drive, OneDrive, SharePoint
- Native file upload to Syndic+ vault
- Attach documents to declarations, meetings, projects
- Cloud file pickers with OAuth scope control
- Document templates (notice, minutes, formal notice)
Automatic syndic certificate generator compliant with Decree 991-2025, with pre-filled financial data.
- Unit selection and 1-click generation
- Auto-filled financial data (funds, charges, disputes)
- History of all generated certificates
- 15-day legal deadline respected
Library of pre-built templates for notices, minutes, resolutions, and contracts. Generate PDF or DOCX files with variables auto-filled from your syndicate data.
- 15+ bilingual built-in templates (notices, minutes, resolutions, contracts)
- Auto-filled variables (co-owner, fiscal year, funds…)
- One-click PDF and DOCX export
- Custom templates created by the board
- Full history of all generated documents
- Plan-gated access (Essential → Growth)
Finances & Accounting
Complete financial management compliant with articles 1070-1072 of the Civil Code of Quebec.
Tracking of common charges, expenses, contingency fund (Bill 16), and self-insurance fund (Bill 141).
- Common charges per unit with payment statuses
- Contingency fund vs recommended target
- Self-insurance fund (≥ highest deductible)
- Plaid bank connection (Management+ plan)
Automatic generation of annual assessment notices per unit, based on each co-owner's share.
- Fiscal year with budget by fund (operating, contingency, self-insurance)
- Automatic calculation by share (fraction %)
- Integrated special assessment
- Sent to co-owners via portal
- Statuses: draft, sent, paid, overdue
Chart of accounts adapted for condos, budget vs actuals, balance sheet, journal, unit charges, and tax obligations.
- Chart of accounts codes 4000-6300 (revenue, expenses, funds)
- Forecast budget with variances and progress
- Balance sheet: assets vs liabilities + net assets (3 funds)
- Double-entry journal
- Charges per unit (required for certificate)
- Tax reminders T2 / CO-17 / GST-QST
- CPA export (PDF, Excel, Sage, Caseware)
Co-owners and board members submit personally-paid invoices from the portal; the board approves and reimburses with an auto-generated journal entry.
- Portal submission with mobile-camera receipt capture
- Four-eyes rule: submitter cannot self-approve
- Auto-approval below a configurable threshold (Management+)
- Automatic accounting journal entry on payment
- Board ↔ submitter conversation thread with attachments
- 7 MCP tools for AI automation
Meetings & Governance
Complete management of meetings, resolutions, minutes, and condo registry.
Plan your meetings (AGM, special, board), manage resolutions, generate and distribute minutes in compliance with Bill 16.
- Guided templates: AGM, special meeting, board
- Resolutions with detailed vote (for/against/abstain)
- Minutes distribution — 30-day Bill 16 deadline with alerts
- Centralized condo registry (minute book)
- Confidentiality management (board vs co-owner version)
- Written resolutions without meeting
Complete co-owner registry with shares, payments, Bill 25 consents, and self-service portal.
- Registry with unit, share, contact
- Payment status (current / overdue)
- Bill 25 consents (PIA)
- Invitation by email or QR code
Secure space for each co-owner: assessment notices, meetings, documents, requests, and board contacts.
- Magic link login (passwordless)
- Personal assessment notice with fee details
- RSVP to meetings (attending, absent, proxy)
- Board members with visible roles
- Submit requests to the board
Invite and manage board members with precise roles (president, secretary, treasurer). Import from Microsoft Entra ID or Google Workspace with role-based access control.
- Board roles: president, secretary, treasurer, administrator
- Invite by email or shareable link
- Import from Microsoft Entra ID (Azure AD)
- Role-based organizational access permissions
- Syndicate account ownership transfer
Building & Maintenance
Preventive maintenance, insurance, and claims management to protect your building.
Major works management: door/window replacement, balcony repairs, retention pits, and more. Bids, work orders, and budget tracking.
- Projects with custom categories (doors, balconies, garage...)
- Items per unit with status (planned, in progress, completed)
- Contractor bid comparison
- Work orders with estimated vs actual cost
- Event timeline
- Link to the central contractor directory
Component inventory, warranties, and planned maintenance — compliant with art. 1070.2 C.c.Q.
- Inventory with condition, lifespan, and replacement value
- Warranty tracking (manufacturer, contractor, plan)
- Planned maintenance with automatic reminders
- Link to the central contractor directory
- Authorized professional (engineer, architect)
- Bill 16 compliant PDF export
Policy registry, deductible tracking for Bill 141 self-insurance fund, expiration alerts.
- Policies with coverage, deductible, and premium
- Highest deductible → self-insurance calculation
- 90/30-day expiration alerts
- Automatic link with certificates
Track per-unit water heater age and location — critical to avoid denied water-damage claims (Bill 141).
- Install date, brand, model, and capacity per unit
- Automatic status: up to date, aging, needs replacement
- Bill 141 Risk banner on /insurance when a heater is overdue
- Dashboard alerts for overdue units
- Co-owner self-service entry via the portal
- Configurable expected lifespan (default 10 years)
Incident declaration, insurance claim tracking with costs and indemnities.
- Declaration with type, severity, and location
- Claim tracking (amount claimed vs received)
- Link with insurance policies
- Statistics by type and year
Manage reservations for the community hall, rooftop terrace, gym, visitor parking, and more. Integrated co-owner portal with approval workflows and conflict detection.
- Create bookable spaces with capacity, hours, and optional fees
- Visual availability calendar in real time
- Co-owner portal: book in a few clicks
- Automatic or manual board approval
- Schedule conflict detection
- Blocked periods for maintenance and board events
- 12 MCP tools for automation
Centralized contractor directory for the syndicate, shared by the Projects and Maintenance logbook modules — one place to add, edit, and remove.
- Full record: company, contact person, specialty, phone, email
- Postal address (street, city, postal code)
- RBQ license number with link to the official registry
- Instant search and sortable table
- Read-only views surfaced in Projects and Maintenance logbook
- 4 MCP tools for automation
Communication & Requests
Structured communication channels between the board and co-owners.
Ticket system for co-owner requests with tracking, priority, and assignment.
- Submission via co-owner portal
- Automatic categorization and priority
- Admin ↔ co-owner discussion thread
- Board-only internal notes
Board announcements to co-owners with categories, pinning, and read statistics.
- Immediate or scheduled publication
- Categories: Information, Works, Reminder, Urgent
- Read rate per announcement
- Optional email notifications
Confidential tracking of legal proceedings, mediations, and formal notices — board only.
- Formal notice, mediation, legal proceedings
- Financial exposure and legal fees
- Strict confidentiality (board only)
- Chronological tracking timeline
Tools & Integrations
Free calculators and connections to cloud and banking services.
No-signup tools for Quebec syndicates: contingency fund, quorum, special assessment, condo fees.
- Contingency fund calculator
- Quorum & vote calculator
- Special assessment calculator
- Condo fees calculator
Granular OAuth scope management. Control exactly what Syndic+ can access: files, contacts, calendar — per provider.
- Per-capability toggles (OneDrive, SharePoint, Drive, contacts)
- Scope selection dialog at connection time
- Google Drive, OneDrive, SharePoint, Dropbox support
- Bank connection via Plaid Canada
- OAuth security — no passwords stored
Centralized notification center aggregating alerts from all modules.
- Compliance, meetings, finances, requests
- Mark as read, direct link
- Preferences by category
- Optional email notifications
Connect AI assistants (Claude, ChatGPT) and custom tools to your syndicate data via OAuth 2.1 and the Model Context Protocol.
- 129 MCP tools covering all modules
- OAuth 2.1 with PKCE — secure token-based access
- Dynamic client registration (RFC 7591)
- Works with Claude Desktop, Claude.ai, and any MCP client
- Client management at Settings → Developer
Centralized digital vault with native upload (PDF, DOCX, images), plan-based quota management, and transparent cloud backends — everything in one place.
- Direct upload to the Syndic+ vault
- Transparent backends: native storage, Google Drive, OneDrive
- Plan-based quota with real-time visual indicator
- Automatic storage of generated PDFs and DOCX files
- Categories and search within the vault
Automation & Coming Soon
Features in development to further automate your syndicate management.
Sign meeting minutes, written resolutions, contractor agreements, and certificates directly in Syndic+. Multi-party signing workflow with full audit trail.
- Meeting minutes and written resolutions
- Contractor agreements and quotes
- Syndic certificates and proxies
- Full audit trail and traceability
- Integration with your existing documents
Automate common charge collection via direct bank debit. Automatic reconciliation with the Finances module and failed debit notifications.
- Automatic monthly debits per unit
- Mandate and authorization management
- Reconciliation with pending payments
- Failed debit notifications
Draft meeting minutes, assessment notices, and formal notices in seconds. Answer legal questions about Quebec co-ownership with AI.
- AI-powered meeting minutes drafting
- Answers on Bill 16, 25, 141
- Suggestions based on your syndicate data
- Integration with your document templates
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