RESERVE STUDIES · SIRS · CAPITAL PLANNING

The site visit takes a day. The report should not take a week.

Every reserve study firm has the same bottleneck: an hour of reporting for every hour on site. Photos get sorted by hand, field notes get retyped, costs get looked up, and the 30-year plan gets rebuilt in a spreadsheet. We built the engine that does that work, so your analysts start at review instead of data entry.

Your template, your branding, your credential on the report.The engine drafts. Your reserve specialist or engineer reviews, edits and signs.

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#site-visit

ChronexaAGENT

Site visit upload: 214 photos, 5 pages of handwritten notes

Notes
Handwriting read: quantities, install years and condition calls for 46 components
Photos
214 photos sorted to their components and tagged by condition
Check
3 notes unreadable and 2 photos unmatched. Sent to the analyst, not guessed.

Choose an action to see what it writes back across your systems.

THE STACK.
WHAT WE CONNECT.
Your report templateiPad field notesSite photosExcel cost sheetsDropbox & Google DriveYour reserve software

01 / WHERE THE HOURS GO

Inspection is the job.
Retyping is not.

These are the four places the work leaks most often. Most firms have at least two of them running right now.

after_site_visit.log
Photos sorted by hand200+
Notes retyped5 pages
Time before analysis starts4 to 6 hrs
01 / DATA ENTRY

Every visit starts a day of sorting.

Photos land in a folder, notes sit on an iPad, and someone has to match each one to a component before any real analysis begins.

Reporting backlog
02 / CAPACITY

Reporting caps how many studies you can take.

With an hour of reporting for every hour on site, a busy season means turning work away or making clients wait, even when the inspectors have time.

Florida SIRSEvery 10 years
New Jersey studiesEvery 5 years
Firms qualified to signLimited
03 / DEMAND

New laws created more studies than firms can write.

Florida's structural integrity reserve studies and New Jersey's five-year requirement added work faster than the number of people qualified to sign it.

funding_model_v7.xlsx
Plans recalculated by hand3
Formula last checkedUnknown
04 / RISK

One broken cell can travel into a board's budget.

Spreadsheet funding models get copied from study to study. A single wrong reference changes a contribution that a board will vote on.

02 / WHERE IT PAYS BACK

Five steps in every study,
with the time they take.

Ranked by how fast they usually pay back. The free audit puts your own numbers in the last column.

Minutes
to draft a full study once the data is in
30 years
of baseline, threshold and full funding plans
200+
photos sorted to components per study
0
funding numbers written by AI. All calculated.
Use caseTodayWith ChronexaTypical impact
Photo sortingAn analyst drags 200 photos into component foldersPhotos matched to components and tagged by condition on upload90%less sorting time
Field note entryHandwritten notes retyped into the inventoryNotes read and turned into inventory rows with the source page attached4 to 6 hrssaved per study
Costing and livesUnit costs and useful lives looked up per componentPulled from your cost library and standards automaticallyMinutesinstead of hours
Funding plansSpreadsheet rebuilt for each scenarioBaseline, threshold and full funding solved and compared instantlySecondsper scenario
Report writingNarrative and tables assembled by handA branded draft in your template, ready for reviewDays to hoursper report

Typical results from systems we have delivered and comparable deployments. Your audit replaces them with your own numbers.

03 / HOW IT FITS YOUR FIRM

Your process stays.
The busywork leaves.

We connect what you already run first. APIs where they exist, MCP servers and careful automation where they do not.

Field captureiPad notes, paper forms, photo sets from any camera or app
Your cost libraryRegional unit costs from your own sheets, kept current
Component standardsYour master component list and useful-life tables
Report templateYour cover, sections, disclosures and branding
Existing reserve softwareInventory exported in a format your current tool can import
File storageDropbox, Google Drive or SharePoint, wherever your visits live
Review in one placeFlags and approvals for analysts, with every change logged
Private hostingRun in your own cloud account if client data must stay there

04 / THE CONTROLS

The professional
stays the professional.

The controls are designed in from the first workflow, not added after something goes wrong.

The math is deterministic

Fully funded balance, percent funded and every funding plan are calculated by tested code. AI never produces a number that goes into a funding table.

Nothing is guessed

Unreadable notes, unmatched photos and unusual values go to your analyst with the reason attached, instead of being filled in.

Your credential signs

The engine prepares a draft. A reserve specialist, professional reserve analyst or engineer reviews and signs every study that leaves your firm.

05 / THE ENGAGEMENT

Agreed in writing
before anything is built.

Scope, what counts as working, and the price. Built in your own accounts, documented and exportable. The free audit comes first, and so does the first workflow.

Built for you.
Owned by you.
  • 01A walk-through of how your firm builds a study today
  • 02Your component list, cost library and useful-life tables loaded
  • 03Your report template rebuilt as the draft format
  • 04Photo and field-note intake set up for how your inspectors work
  • 05Funding plans configured to your methods and state rules
  • 06A review screen where analysts clear flags and edit drafts
  • 07Export to your existing reserve software if you keep it
  • 08Hosting in your own cloud account if you need it
  • 09A side-by-side test on studies you have already delivered
What sits outside the scope
  • Signing studies or replacing a credentialed preparer. Your professional stays accountable for every report.
  • Site inspections. Your people still walk the property.
  • Engineering judgment on structural condition. We draft from what the inspector recorded.

RELEVANT WORK

We have built this before.

Benchmarked against finished studies from an established reserve study practice

We built this engine with input from people who prepare reserve studies for a living, and tested it against studies they had already delivered: the same component logic, the same funding method and the same report structure.

Their verdict on the drafts was that the quality was on par with their own work, produced in a fraction of the time. We do not name clients, but we are happy to run the same side-by-side on one of your finished studies.

06 / START WITH ONE WORKFLOW

Send us one finished study.
We will draft it again.

On a short call we walk through how your firm builds a study today. Then we draft one of your past studies from its original notes and photos, so you can compare our draft against what you delivered.

  1. Where your reporting hours go
  2. A side-by-side draft of a real study
  3. A scope and a price, in writing

You will be talking to the engineers who would build it, not an account manager.info@chronexa.io

Rather write it down first?

We read it before the call, so the call starts at your problem.

A FEW GOOD QUESTIONS

Before you start.

What does AI reserve study software actually do?

It handles the work between the site visit and the review: reading handwritten field notes, sorting site photos to components, pulling costs and useful lives from your own tables, calculating the 30-year funding plans and drafting the report in your template. Your reserve specialist or engineer still inspects the property, reviews the draft and signs the study.

Do we have to replace our current reserve study software?

No. Many firms keep their existing tool and use the engine for intake and drafting only, exporting the finished inventory into the software they already use. Others move the whole workflow over. We set it up the way your firm already works.

Is the funding math done by AI?

No. Fully funded balance, percent funded and every funding plan are calculated by tested code using the standard cash flow method. AI is used only to read notes and photos and to draft narrative text. Numbers that go into a board's budget are never generated by a language model.

Does it work for Florida SIRS and New Jersey studies?

Yes. The structural integrity reserve study components, Florida's funding rules and New Jersey's 30-year projection requirement are configured as part of your report template and funding settings. The professional who signs remains responsible for the study meeting the statute.

What happens to our clients' data?

It stays in your account, and if you need it to stay in your own cloud we deploy there. Client data is never used to train a public model, access follows your team roles, and every change to a study is logged.

What does it cost?

There are no packages. We start with a free side-by-side draft of one of your finished studies. After that, pricing is per study or a monthly plan based on your volume, and you approve it in writing before anything else starts.