Financial Operations
The integration layer institutional buyers require.
AR/AP linked to operations, not reconciled from exports. CFDI 4.0 Path B automation for Mexican operations. Multi-currency reconciliation across CLABE, ABA, SWIFT, and IBAN. Audit-ready from day one — the reconciliation ledger anchors operations, finance, and compliance to one schema that a quarter-end close can actually rely on.
Portfolio A
4 Properties · 2 Currencies · Exclusive Bank Account
USD Balance
$142.9K
+$12,400 this month
MXN Balance
MX$845.2K
+$68,000 this month
Monthly Revenue Trend
The Problem
Financial chaos across properties
Booking income in one place. Vendor invoices in another. Owner distributions calculated in spreadsheets. Tax obligations tracked on sticky notes. When an investor asks for their statement, it takes you hours to assemble.
Without centralized finances, money leaks through untracked expenses, late payments, and manual reconciliation errors.
Core Modules
Three modules for complete financial control
Every financial workflow, connected.
Bank Accounts
Chase Business
**** **** **** 4821
$24.4K
Available balance
BBVA México
**** **** **** 7293
MX$187.4K
Available balance
From
USD ****4821
$5,000.00
Rate: 1 USD = 17.24 MXN
To
MXN ****7293
MX$86,200.00
From → To
Handle MXN, USD, COP, and more. Per-portfolio bank accounts, automatic exchange rate tracking, and cross-currency reconciliation.
How It Works
From transaction to report — no manual exports between them
Financial data flows automatically.
A booking generates income. Maintenance creates an expense. The vendor invoice is matched. The owner's share is calculated. The investor report updates live. You click 'Send.' Done.
Portfolio A
4 Properties · 2 Currencies · Exclusive Bank Account
USD Balance
$142.9K
+$12,400 this month
MXN Balance
MX$845.2K
+$68,000 this month
Monthly Revenue Trend
Key Capabilities
Financial intelligence built in
Automatic income recording from bookings
Vendor AP matching to maintenance orders
Multi-currency support with exchange tracking
Push-button investor and owner statements
Multi-jurisdiction tax compliance
Live P&L across entire portfolio
Related capabilities
Finances connect to every operation.
The integration layer institutional buyers require.
You are here
Where this data goes next
Every transaction captured here is the raw material for the intelligence layer: reconciliation-driven receivables, reconciled disbursements, claim evidence compiled from inspection data, and compliance automation — all consequences of the connected financial layer you're already running.
See the intelligence-layer roadmap →A Day in Your Life
Laura sends investor reports in 30 seconds
Carlos manages a mixed portfolio — 8 vacation rentals billed in USD, 3 long-term leases in MXN, one investor who wants reports in both. BasePro tracks each transaction per property, auto-tags platform fees vs direct income, and generates a consolidated multi-currency P&L with one click.