David Associates
Cash Balance Dashboard · Authorized Access Only
Incorrect username or password.
David Associates · Real Estate Management
For authorized personnel only
DAVID ASSOCIATES
Real Estate Management
Grand Total
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Total Operating
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Across properties
Total Reserve
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Across properties
Open Alerts
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No properties found.
DAVID ASSOCIATES
Real Estate Management
Edit Property
Update balances and accounts
Manage Users
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Manage Property Access
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Add New Property Manager
Full Name
Username
Password
DAVID ASSOCIATES
Real Estate Management
Edit All Balances
Update any field and hit Save All Changes — syncs to Supabase instantly.
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Intellix CSV Upload
How it works
1. Export your CSV from Intellix (same format as usual)
2. Upload it here — balances update instantly for all matched accounts
3. As Of dates update automatically to today
4. Unmatched accounts are shown for review
Drop Intellix CSV here
or click to browse
Intellix Mapping
Admin only. Bank account numbers stay masked by default and are used only to match Intellix CSV uploads to dashboard accounts.
Property Dashboard Account Mapped Bank Acct Actions
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Alert Settings
Adjust alert thresholds
Change the main operating alert limit here instead of SQL. Saving refreshes the alert cards right away.