VeraHeim Docs / AI features
VeraHeim uses AI where it actually saves time for a volunteer board — not as a chatbot gimmick, but as a tool that handles the tedious parts of running an HOA.
Where AI helps
Upload a folder of PDFs, Word docs, and scanned images. AI reads each document, classifies it (bylaws, minutes, financial report, correspondence), extracts key dates, and files it in the right category with the right visibility setting.
What used to take a weekend takes an hour.
Before a board meeting, AI assembles the agenda packet: prior minutes for approval, open violation cases, pending ACC applications, financial summaries, and any items the board flagged. It drafts the agenda and formats the notice.
The secretary's Friday night prep session, automated.
Violation notices, assessment demand letters, meeting announcements, and general correspondence. AI drafts them using the correct statutory language for your state, pre-fills the relevant details, and presents them for board review before sending.
You review and approve. AI does the writing.
When you upload an owner spreadsheet, AI maps columns to the right fields. When you import old minutes, it extracts motions and votes. When you add financial records, it categorizes transactions. Less manual data entry, fewer mistakes.
Import the mess. Get clean records.
How it works
Every AI action is reviewable. AI drafts, classifies, and suggests. A board member reviews and approves before anything is sent or published.
Your data stays in your workspace. Documents and records are processed within your community's workspace. They're not used to train models or shared with other communities.
AI improves as you use it. The more documents, meetings, and records in your workspace, the better AI gets at understanding your community's specific context and conventions.