Software for PH condo management in Panama.
Maintenance fees, delinquency, vendors and board reports. Collect on time and walk into the owners' meeting with numbers nobody disputes.
Managing a PH is collecting, and collecting is chasing.
What weighs most on Panamanian management companies.
Delinquency grows without warning
With no automatic cutoff or reminders, overdue receivables only get noticed once they're serious.
Each PH keeps its own books
Several buildings, several accounts, and a monthly close built by hand for each board.
The board asks for numbers and it takes days
Account statements, expenses by category and budget execution prepared at the last minute.
Fees, expenses and reports by building.
It's implemented in stages, in the order that least disrupts your operation.
Recurring billing
Maintenance fee generated and sent automatically every month, by unit and by ownership share.
Delinquency with reminders
Balance aging by owner and automatic notices before and after the due date.
Control by category
Vendors, maintenance and services charged to the right PH and the right category.
Actual vs. approved
Comparison against the budget approved at the owners' meeting, up to date.
Board package
Account statement, income, expenses and delinquency ready to present.
Several buildings at once
Each PH with its own separate books and a consolidated view for the management company.
Everything that applies to a PH management company, and how far each piece goes.
Fifteen services you can hire separately or together, under a single account owner. Each one has its own page with the scope in writing.
The system and collections
What keeps the operation running every day.
ERP system built on Odoo
The system that lowers delinquency without chasing people by phone.
- Fee per unit with an up-to-date account statement
- Expenses by building, with budget vs. actual
- Reserve fund kept separate and documented
- Delinquency with aging and payment agreements
Electronic invoicing in Panama
Billing the DGI accepts, running from day one.
- Electronic invoice folios monitored before they run out
- Electronic signature certificate managed
- Integration module with the ERP
- Support when the DGI rejects a document at month-end close
What the board is going to ask for
The owners' meeting asks for the report anyway, ready or not.
- Delinquency by unit and aging
- Budget vs. actual by building
- Reserve fund status
AI agents
Each one says what it does and what it doesn't. The limit is in writing.
The resident checks their account statement
It gives them the balance and the payment link without calling the office.
What it doesn't do: It doesn't forgive debt or agree to payment plans.
Answers the PH looking for a management company
Gathers size, units and needs before handing it off.
What it doesn't do: It doesn't commit to fees or terms.
The overdue fee notice goes out without anyone calling
Staggered reminders with the amount and a payment link.
What it doesn't do: It doesn't negotiate deadlines or waive interest.
“How much does Tower B owe?”
Asked in plain language, answered from real data.
What it doesn't do: It doesn't show anything the person asking isn't allowed to see.
The vendor's invoice comes in without being typed
It's read and charged to the right building and category.
What it doesn't do: It doesn't approve the expense: it leaves the draft for review.
Answers the phone for the upset resident
Takes the complaint with the unit identified.
What it doesn't do: It doesn't commit to a solution or a date.
AI governance
The rules for what an agent can say on behalf of your business.
What the AI can say on your behalf
In writing before you switch it on, not after the first problem.
- What it answers about price, complaints and terms
- What it has to escalate to a person
- Which customer data it can use and which it can't
Who authorizes a change
With partners or several branches, it keeps everyone from changing the agent's script on their own.
- Person responsible for approving script changes
- Log of what changed and when
- Periodic review of what it answered
Monthly AI usage report
Without that number you don't know if it's working for you or you just like it.
- How many conversations it resolved on its own
- How many it escalated and why
- Where it got things wrong and what that cost that month
Where it runs, network and security
The layer nobody notices until something slows down.
The resident portal, always available
Account statement and receipt at hand, without calling.
- Portal per building with its own branding
- Tested backups
- Monitoring that alerts before they call you
Cameras, access control and Wi-Fi for the building
The board asks for it and there's almost never anyone to maintain it afterward.
- Video and access control installed and managed
- Common-area Wi-Fi separate from the office network
- Cabling and backup power in the equipment room
Protecting residents' data
You handle each family's ID number, contact details and financial status.
- ESET on the management office computers
- Managed and reviewed firewall
- Access control for resident records
Custom work and support
When the standard isn't enough, and who answers after go-live.
The account statement your board of directors asks for
Every PH has its own format and its own owners' meeting.
- Custom format per building
- Delinquency and reserve annexes
- Documented code, in your name
Who answers when it goes down
And not on a Tuesday at 10 a.m., when everything works.
- Assigned account owner who knows your operation
- Response times written into the contract
- Hands-on support through the first month-end close
We don't publish a price for this for the same reason we don't publish one for the system: it depends on the size of your operation, how much data needs to be migrated and how custom it needs to be. A one-hour consultation sets the scope and a fixed price.
From where you are to where you want to be.
Assessment
We look at how you operate today and where time or money is being lost. A fifteen-minute call to define the next step.
Data load and setup
We load units, ownership shares, owners, fees and vendors for each PH.
Assisted go-live
We train the team that will use it and support you through the first month-end close.
Ongoing operation
Support with an assigned account owner and contractual response times.
What people ask before signing up.
Can I manage several PHs in the same system?
Yes, each with its own separate books and independent reports, plus a consolidated view.
Are fees generated automatically every month?
Yes, with recurring billing per unit and automatic delivery to the owner.
Does it issue electronic invoices with the DGI?
Yes, integrated with the authorized PACs in Panama.
How we quote.
We don't publish a price list because it would be made up: two companies in the same industry can need very different things. What we do guarantee is how you get to the number.
Quote after the assessment
After the call, if the case calls for it, a one-hour consultation sets the scope and a fixed price. If the scope changes, it's quoted separately and you approve it first.
Processes, data and users
Recurring fees, collections, expenses, budget and reports per PH. How many people will use it, how much data needs to be migrated and how custom it needs to be.
Support by plan
Ongoing operation runs on a monthly plan, with an assigned account owner and contractual response times. It's contracted separately from the implementation.
Let's bring your delinquency down.
A fifteen-minute call and you walk away with a clear next step — even if the answer is that you don't need us yet.
Book your assessment
Leave us your details and we'll set it up for the next business day.
You're talking to Génesis, Valtriom's AI