Operations + Finance

The financial operating system for property management

Every property management tool stops at operations. You export, reconcile, assemble reports by hand. BasePro is different — your operational data and your financial data are the same data. A booking is a receivable. A maintenance order is a payable. An inspection is an insurance claim. No export. No reconciliation. One system.

One data stream, three layers of value

Operational data enters once and flows into financial action and portfolio intelligence automatically.

Financial Pipeline

// MONTHLY CLOSE — Smith Holdings Portfolio · March 2026

finance.receivable.aggregate(portfolio: SMITH_HOLDINGS, period: MAR_2026)8ms
tax.withholding.calculate(iva: 16%, isr: 1.25%, retenciones: applied)3ms
banking.reconcile(accounts: [USD_4821, MXN_7293], tolerance: $0.01)34ms
reports.generate(type: PL, format: PDF, branding: SURFSIDE_PM)120ms
finance.disbursement.calculate(owners: 3, net_after_fees: true)89ms

// 23 bookings reconciled · $47,200 gross · $0.00 variance · report sent to 3 investors

The connected architecture

Operations and finance share the same data layer — not through integrations, not through exports, natively.

Data Interconnection

The Foundation

Connected workflows generating operational data. Every booking, inspection, maintenance order, and compliance record is linked. This connected data is the raw material that makes everything else possible.

Automated Payments

Next

When automated payment rails connect to this data layer: collections triggered by booking receivables, vendor payments initiated from completed maintenance, owner disbursements from reconciled data. Payments from the operational context, not a separate system. This is what we're building.

app.basepro.io

Bank Accounts

USDPrimary

Chase Business

**** **** **** 4821

$24,350.00

Available balance

MXNOperations

BBVA México

**** **** **** 7293

$187,420.50

Available balance

From

USD ****4821

$5,000.00

Rate: 1 USD = 17.24 MXN

To

MXN ****7293

$86,200.00

Last reconciled: Mar 15, 2026 · Next: Mar 22

Financial data capture — live now

Every transaction is captured, categorized, and connected to the property, booking, or maintenance order that generated it. This data layer is live in every BasePro account.

AR/AP Tracking

Every transaction linked to the property, booking, or maintenance order that generated it. AR/AP aging at a glance. Receivables and payables tracked from the moment they're created.

Multi-Currency Tracking

Bank account tracking in USD, MXN, COP, EUR. Per-investor portfolio grouping. Cross-currency consolidated reporting. Running balances tracked per account. The data foundation for automated payment rails.

Tax Configuration

Three-level hierarchy: organization defaults, property overrides, booking-source exceptions. Automatic tax calculation on every transaction. The configuration layer for future automated compliance.

Push-Button Reports

Branded PDF from live data in under 5 seconds. P&L, AR/AP aging, occupancy, owner statements, maintenance costs. One-click investor reporting.

What we're building next

Connected operational data is already flowing. Everything below is a natural extension.

Automated Collections

Q4 2026

Bookings already become receivables. The next step: rent reminders, late payment escalation, and collection tracking — all triggered from booking data already in the system.

Smart Disbursements

Q2 2027

Owner shares already calculate from reconciled data. The next step: automated owner payouts and vendor payments initiated directly from completed maintenance orders.

Insurance Intelligence

Q3 2026

Inspections already capture photos, asset history, and compliance records. The next step: connecting that evidence directly to insurance claims. One click, not one binder.

Tax Automation

Q1 2027

Tax configuration already applies to every transaction. The next step: compliant invoice generation and automated filing preparation across jurisdictions.

Why architecture matters

Financial intelligence requires connected operational data. BasePro's workflows share a single data layer — every booking, inspection, maintenance order, and compliance record is linked. Financial intelligence isn't bolted on. It's the natural result of building operations on a connected foundation.

Property operations. Financial intelligence. One system.

Operations and finance. One platform.

Operations and finance in one connected system.