AI-Augmented Reserve Study Software for Smarter Capital Planning

Replace static reserve studies and fragile spreadsheets with living, defensible capital plans built for scale.
AI-Augmented Reserve Study Software for Smarter Capital Planning

Spreadsheets Are Breaking Reserve Planning

Manual models. Outdated assumptions. Limited visibility.
~70% of HOAs Are Underfunded

~70% of HOAs Are Underfunded

Long-term capital obligations exceed available reserves.
Unplanned Repairs Cost 2–3x More

Unplanned Repairs Cost 2–3x More

Deferred maintenance compounds expenses.
Aging Assets. Rising Scrutiny.

Aging Assets. Rising Scrutiny.

Boards and regulators expect forward-looking capital clarity.
The result: surprise capital costs, special assessments, deferred maintenance, and growing financial and governance risk.

Easier Reserve Planning
Starts Here

Traditional Planning

Traditional Planning

  • Infrequent updates
    Infrequent updates
  • Manual rebuilds
    Manual rebuilds
  • Spreadsheet dependency
    Spreadsheet dependency
  • Property-by-property visibility
    Property-by-property visibility
With EZRS<sup>®</sup>

With EZRS®

  • Continuously updated capital plans
    Continuously updated capital plans
  • Scenario modelling without rebuilds
    Scenario modelling without rebuilds
  • Standardized methodology across portfolios
    Standardized methodology across portfolios
  • Audit-ready reporting on demand
    Audit-ready reporting on demand
With EZRS<sup>®</sup>
EZRS® replaces spreadsheets with AI-augmented capital planning.

Built for Reserve Professionals and Multi-Property Portfolios

Cross-Property Oversight

Standardize reserve methodology across properties and teams.
Cross-Property Oversight

Audit-Ready Reporting

Generate HUD PNA, CIP, bond, and board-ready reports directly from live capital data.
Audit-Ready Reporting

Scenario Modeling at Scale

Model 5–40 year capital plans with real-time scenario testing and professional control.
Scenario Modeling at Scale

Unified Capital & Maintenance

Align long-term forecasts with day-to-day maintenance to prevent gaps and surprises.
Unified Capital & Maintenance

AI-Augmented. Professional-Led.

EZRS® incorporates AI capabilities to streamline modelling workflows, support scenario analysis, and improve planning clarity — without removing professional control.

  • Supports scenario comparisons
  • Assists with forecasting workflows
  • Enhances visibility into funding outcomes
  • Maintains human oversight and accountability

Technology enhances the process. Professionals lead the strategy.

AI-Augmented. Professional-Led.
bg-image icon hexagon icon hexagon icon hexagon icon hexagon icon hexagon icon hexagon

“Hi I’m Zee!”

Your AI-augmented assistant that helps you quickly understand data, explore scenarios, and make more confident planning decisions.