Turn on Invoice Crawler, Rental Tracker, and more.
Request custom work
Tell us what to automate or integrate for you.
Current Projects
Live status of what we’re building for you.
No active projects yet. Once we start building for you, live status shows here. Book a meeting to get started.
Needs Your Approval
Proposals and agreements waiting on your signature.
Nothing to approve right now. Proposals and agreements appear here to review and sign, and every decision is logged in Activity.
Setup Checklist
Get the most out of Sliceo.
○
Set your company name & logo· Settings
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Connect CINC
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Add your first product· Billing & plans
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Invite your team
Refer & Earn
Know another management company that could use Sliceo?
Refer a management company - when they sign on as a client, there’s a thank-you in it for both of you.
Buy or Sell a CAM Business
Exploring an acquisition or an exit? Sliceo confidentially matches buyers and sellers of community-Association management companies - and handles the tech transition.
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This Month
What Sliceo did for you - updates as your automations run.
No usage yet. Once your products are live, invoices retrieved, hours saved, and policies tracked show up here.
Tech Stack Audit
See exactly where your systems overlap, leak time, and cost you money - with clear recommendations.
$500 per audit
We map every tool you run, find the gaps and double-entry, benchmark your stack against best-in-class CAM operators, and hand you a prioritized set of written recommendations - what to fix, connect, or automate first, and why.
✓ Full inventory of your systems & integrations
✓ Gaps, overlaps & automation opportunities, ranked by ROI
✓ Written recommendations and a roadmap you keep
✓ Audit requested - we’ll reach out to schedule and start mapping your stack.
Your BoardMatch Profile
Publish a standardized profile so Boards can compare you clearly - linked to Sliceo so your wins roll into your reports.
Not set up
Set up your BoardMatch profile once. Boards see you in a standardized, side-by-side format, and your match activity links back to Sliceo.
✓ Your BoardMatch profile is live and linked to Sliceo. We’ll track your matches and income trends.
Your Sliceo Report
What Sliceo is doing for you - hours saved, work automated, and system health. Updates automatically as your automations run.
Last 90 days
Hours saved
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Items automated
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Invoices pulled
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Integrations healthy
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Documents stored
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Activity - last 14 days
Logins, approvals, uploads, and every automated action on your account.
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System & Integration Health
Live status of every integration Sliceo runs for you.
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Work Automated by Product
How much each Sliceo product has handled for you in this window.
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Active Products
Everything switched on for your account.
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Messages with Sliceo
Message your Sliceo team directly - questions, requests, or updates. We're notified right away and reply here.
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Current Projects
Live status of what we’re building for you.
No active projects yet. After a kickoff, each build shows here with live status and progress. Book a meeting.
Estimates & Approvals
Proposed work waiting on your go-ahead.
No estimates yet. When we scope work for you, it appears here to approve or decline in one click.
Past Projects
Delivered and closed out.
No completed projects yet.
Add Products & Services
Turn on any Sliceo product, or request something custom. Changes appear on your next Stripe invoice.
Invoice Crawler
From $5
association / month · beta
Collects every online utility and vendor invoice and routes it to the right place. Single association $25/mo.
Rental Tracker
$50
association / month · coming soon
Rental caps, lease registration, and insurance tracking - always audit-ready.
Minute Maker
Free
beta pilot
White-labeled AI board minutes in about 30 minutes, manager-reviewed.
Violations IQ
From $199
one-time / association · final beta
Bot reads your governing documents and programs violations into CINC. Volume discounts.
Tell us what you want automated or integrated and we’ll scope it.
✓ Request sent - your account manager will follow up with a scoped estimate.
Subscriptions & Billing
Your Sliceo product subscriptions and recurring services, billed through Stripe.
No active subscriptions yet. Add a product above and it appears here, with Association counts and renewal dates.
Payments are processed securely by Stripe. Sliceo never stores your card details.
Payment Methods
Pay by ACH bank transfer or by card - a Sliceo-branded screen, secured by Stripe. ACH has no added fee; card payments include a convenience fee that is passed through to you.
No payment method on file yet. Add a bank account (ACH, no fee) or a card to enable automatic billing.
Recent Invoices
Charged automatically to your card on file in Stripe.
No invoices yet. Your first invoice generates when you add a product or approve work.
Secure documents
Share financials, agreements, and files with your Sliceo team. Private to your organization, encrypted at rest.
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Data room
A confidential space for M&A diligence. Sellers upload here; approved buyers get controlled, time-limited access.
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APIs & access
Securely share the API keys and logins Sliceo needs to run your integrations. Encrypted in a vault - Sliceo reveals them only with a password, and every change is logged.
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Sliceo Partner Network
Best-in-class services we stand behind. Click to explore, or request a warm introduction - we make it for you and track it.
Vetted
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Refer a Management Company
Know a management company that could use Sliceo? Refer them - when they sign on as a client, there’s a thank-you in it for both of you.
✓ Referral sent - we’ll reach out. When they sign on, there’s a thank-you in it for you both.
Support
Open a request and track it to resolution. Powered by Zoho Desk.
No open requests. Anything you submit shows here with its status.
Ticket
Subject
Priority
Status
Help & Resources
Guides and answers, any time.
Getting started guide
Connect CINC and enroll your Associations.
Rental Tracker handbook
Leases, caps, and insurance tracking.
Billing & subscriptions FAQ
Changing counts, invoices, and payment methods.
Team Members
Invite your team and set what each person can access - from lease admins to your accounting team.
Member
Access level
Last login
Status
YOU
You
Account owner
Account admin
Active
You
Access Levels
What each role can see and do.
Account admin
Full access, including billing, subscriptions, and inviting team.
Accounting
Billing, invoices, and payment methods in Stripe.
Lease admin
Rental Tracker - leases, rental caps, and insurance tracking.
Project manager
Projects, estimates, and approvals.
Operations manager
Day-to-day tools - violations, invoices, and integrations.
Viewer
Read-only access across the account.
API Access
Every Sliceo product and system is API-first - pull your data and push events into your own tools.
Developers
https://api.sliceo.co/v1
No key generated yet
Authenticate with a Bearer token: Authorization: Bearer <key>. Keep it secret - treat it like a password. Rotating a key is logged in Activity.
Data endpoints
Associations, invoices, leases, policies, projects, and billing.
Webhooks
Subscribe to events - invoice retrieved, policy expiring, estimate approved.
Rate limits
Generous per-account limits with clear headers on every response.
Activity & Update History
A running log of every system customization, integration change, product change, and approval on your account - so you always know what changed, and when.
Account created
Your Sliceo workspace is ready.
Just now
How are we doing?
Your honest read helps us get better - takes about 20 seconds.
How likely are you to recommend Sliceo to another management company?
0
Not likelyExtremely likely
Thank you - your feedback goes straight to the Sliceo team.
Share feedback or request a feature
Company Profile
How your account appears across Sliceo - branded to your management company.
No logo yet
PNG, JPG, or SVG. Applied across your portal, documents, and homeowner-facing pages.
✓ Logo applied - your branding now appears across your portal.
Start a new message to a client (threads in their portal and emails them) or send a one-off email to any address.
hello@ Inbox (Microsoft 365)
Your shared mailbox, live in the portal - read and reply without leaving Sliceo. Switches on when Microsoft 365 is connected.
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Support Desk
Client tickets with numbers, statuses, internal notes, and replies. Search by company or subject. Everything logs to the client's history.
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Select a ticket to view the conversation, add internal notes, and reply.
Product Roadmap & Feature Tracker
Everything we're building and everything on the list. Move items across Idea → Planned → Building → Shipped, and add your own.
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Client NPS
Net Promoter Score from client surveys - promoters (9-10) minus detractors (0-6).
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Client Feedback & Requests
Everything clients send from their portal. Triage it, and promote good ideas straight into the roadmap above.
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Integrations & Secrets
Every connection's live status, plus token/secret expiry tracking. Sliceo emails you before anything lapses so you can rotate keys in time.
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Tracked secrets & tokens
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Platform Analytics
Logins, engagement, integration health, and pipeline across every account.
Client accounts
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Active users (30d)
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Items automated (30d)
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Signed proposals
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Open pipeline
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Logins - last 14 days
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Integration health (all clients)
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Top products by active subscriptions
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Website Visitors
Unique visitors and page views to sliceo.co - by day and by state. Your team's own traffic is automatically excluded, and no IP addresses are ever shown.
Unique visitors
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Page views
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States reached
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Team IPs excluded
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Unique visitors by day
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Top states
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By country
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System Health & Usage
Live usage against each system’s limits, with upgrade recommendations before anything breaks.
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Client Integration Health
Track each integration you run for a client (GitHub, n8n, Hostinger, Cloudflare…) - status + last resync show live in their portal.
Pick a client to see and manage their integrations.
Add / update an integration
Automation Control Plane
Every Sliceo agent in one system - last run, status, and what runs itself.
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Accounting & Income
Recurring revenue by product, company, and state, plus one-time signed work - your books at a glance. Export a QuickBooks-ready CSV for your accountant.
QuickBooks: this CSV imports today for your accountant. Live two-way QuickBooks sync gets wired in the key-connection session.
Time Tracking
Log time per client, project, and person - feeds retainer drawdowns and invoices. Import your history from a Harvest CSV export.
Total hours
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Billable hours
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Retainers
Bill a client a fixed recurring fee or a prepaid balance that draws down as you log work - chosen per client. Billing runs through your connected Stripe.
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Subscription Billing
Set a recurring Stripe price per product so clients can subscribe self-serve from their portal.
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Invoice Builder
Build detailed, line-item invoices with discounts and tax. Save as a draft or send through Stripe. Sent invoices show a live timeline and PAID/LATE status.
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Create an Invoice
The full Invoice Builder is your main tool - line items, discounts, tax, PO number, payment terms, recurring, drafts, and your 2026-N numbering. The quick one-off below is just for a single amount.
Or send a quick one-off (amount + description)
Collections & Past-Due Lockout
Flag a client past-due to lock their portal to a pay-only screen and send a branded reminder. Failed Stripe payments flag clients here automatically too.
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Mark a client past-due
Proposals & E-Signatures
Send a proposal a client can review and sign electronically in their portal. They get a branded email and a pop-up alert on login.
Quick send from a template
Loads the filled proposal into the editor below so you can review and edit before sending.
Your templates
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Add a template
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New proposal
M&A Marketplace - Buyers & Sellers
Vet buyers, onboard sellers, and send the NDA or listing agreement for e-signature. Buyers must be approved and sign an NDA before any data room access.
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Data Rooms
A confidential VDR per seller. Grant approved buyers controlled access - on/off, time-limited, password-protected, and locked when the room closes (except the paying buyer).
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Team Calendar
Confirmed meetings and when the team is busy across the Sliceo domain, so nobody double-books.
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Upcoming Meetings
Confirmed calls and meetings booked through your Sliceo links, soonest first.
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Action Items
Auto-captured from meeting minutes by Minute Maker, plus anything you add. Check them off as they’re done.
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Discovery & Intro Calls
Paid $500 discovery calls (refund in one click) and free intro calls awaiting your confirmation.
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Growth Trends
Month over month - toggle the year.
Recurring Revenue by Product
Where your MRR comes from this month.
Invoice Crawler
222 Associations × $5/mo
$1,110.00/mo
Rental Tracker
54 Associations × $50/mo
$2,700.00/mo
Integration maintenance
Across all clients
$3,600.00/mo
Total MRR$7,410.00/mo
Violations IQ setups
One-time · this month
$4,500.00
BoardMatch Performance
Match-fee income from linked Sliceo customer profiles - historical trend.
Active profiles
14
Linked Sliceo customers
Matches won (QTD)
9
Boards chose a linked firm
Match-fee income (YTD)
$38,600
Your share of match fees
Avg. match fee
$2,150
Per win
Match-fee income by month
Mar
Apr
May
Jun
Jul
Aug
Projects
What you're building for each client, with a live status they see in their portal.
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Clients
All active accounts and their monthly recurring. Click a company to open its profile.
Client ⇅
Assoc. ⇅
Products
MRR ⇅
Status
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Client Credentials Vault
Request API keys, tokens, and logins from clients (with how-to-get-it instructions). They submit securely; values are encrypted at rest and revealed only with your password. Every change is logged.
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My Booking Page
Your personal Calendly-style link. Open times respect your hours, existing bookings, buffers, and (optionally) your calendar feed - so nobody books over you.
Block personal time
Reserve time so nobody can book it - useful before your calendar feed is connected.
Reset a User’s Password
Generate a temporary password for any account. Share it with the user - they’ll be prompted to change it on next login.
My Email Signature
Your signature is appended to emails and messages you send from Sliceo - title, phone, and a booking link.
All Users & Last Login
Every user across all companies, most-recently-active first.
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Sales Pipeline
Leads by stage. Move a lead through New → Contacted → Qualified → Proposal → Won/Lost. Open pipeline value shown below.
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Client Messages
Message threads with each client. Reply here; they see it in their portal and get an email.
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Select a client thread on the left to view and reply.
Audit Log - All Companies
Every logged action across the website and portals.
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Client Documents
Documents clients uploaded to the vault. Enter a company ID to view theirs.
Enter a company ID above to view its documents.
Brand Assets
Logos and brand books clients upload live in their Documents (category "Brand"). Open a client profile to view or request theirs. Campaign tools and scheduled announcements are a planned build (see Roadmap).
Marketing campaigns, drip sequences by client type + tech stack, and scheduled announcements are queued in the Roadmap. Brand assets attach per client in their profile Documents.
Blog / Insights uploader
Write a post and publish it live at sliceo.co/insights/your-slug - no site deploy needed.
Site Banners
Add an announcement bar to the public website - a Sliceo-branded strip or a plain color. Turn one on and it appears site-wide within a minute. Only one banner shows at a time.
Live preview
Job Postings
Postings you mark active publish live to your careers page. Applications arrive below.
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Job Applications
Applications submitted through the careers page.
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CRM - All Inbound Contacts
Everyone who has reached in - M&A leads, applicants, referrals, discovery calls, and buyers/sellers - in one timeline.
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Partner Attribution
When a visitor clicks over to a partner and that same visitor is later tied to a management company, the match shows here - so a partner can confirm "first click-over on this date, since matched to this company." IPs are masked and your team's traffic is excluded.
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Communication Templates
Every system email Sliceo sends. Edit the subject and HTML for any of them - your changes are used on all future sends. Use {{variables}} for merge fields.
Preview
What People Ask
Questions visitors asked the AI assistant. Unanswered ones are flagged - fuel for the Help Center.
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Lead Intelligence
Every visitor to sliceo.co - grouped, scored, and clickable for the full history: pages visited, traffic source, and what you should know.
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Approvals Queue
Estimates sent to clients, awaiting go-ahead. Click any to open Proposals & E-Signatures.
Summit · Payments ↔ CINC
$4,800 one-time + $250/mo
Sent ›
Summit · Homeowner e-blast
$1,900 one-time
Sent ›
Cedar & Oak · VOIP ↔ CINC
$3,200 one-time + $300/mo
Sent ›
Lakeside · Rental Tracker +25 assoc
+$1,250/mo
Sent ›
Needs Attention
Things to act on today. Click any to jump to it.
Meridian · payment failedPast due ›
$700 invoice failed Aug 1. Stripe is retrying; dunning email sent.
Cedar & Oak · Rental Tracker rolloutIn build ›
18 of 40 Associations configured.
4 estimates awaiting approvalPipeline ›
$9,900 one-time + $1,800/mo in proposals out this week - follow up.
Set up
How many associations are you setting this up for?
Ask Sliceo
Answers use only your company's account data and stay private to you.
