Audit-reconciled · Live portfolio data
Your portfolio, live, not two weeks late.
See occupancy, NOI, and every expense the moment it posts. Your PM operates in the same system; you read the same reconciled numbers, with no PDF assembly, no lag, no taking figures on faith.
Mission control for your portfolio
Live dataPortfolio Value
$2.8M
+4.2% this quarter
Occupancy
87%
+3 pts vs last quarter
Properties
12
Pending Review
1 statement
NOI Trend — 12 months
+18% YTDDistribution Ready
Q1 2026 · 4 properties
Period: Q1 2026 · Synced: Just now · Properties: 12 assets
Portfolio intelligence
Complete property data for every decision.
Every property, every metric, updated live. Your PM works from the same numbers — no PDF assembly, no manual reconciliation, no lag between what happened and what you see.
Portfolio A
4 properties · Exclusive portfolio
Portfolio Bank Account
Chase **** 4821
$42KTRR-12
Occupancy
87%
Monthly Rev
$12.4KCOA-04
Occupancy
72%
Monthly Rev
$9.8KLive across every property
Occupancy, revenue, and expenses post the moment they occur. You read the same reconciled ledger your PM operates from — not a snapshot assembled after the fact.
Performance at a glance
NOI, yield, and cross-property benchmarks in one consolidated view. Drill into any property or pull back to the full portfolio — the numbers hold at every level.
Traced to the source
Every figure links back to its source transaction. Verify any amount, on any property, without asking your PM for a spreadsheet export.
Financial intelligence
The financial layer, and what comes next.
Reconciled books, per-investor portfolios, and statements at the close run today on the same ledger as operations. Payment collection, claim evidence, and compliance automation are building next.
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
Multi-currency AR/AP
See receivables and payables age from real transactions. MXN, USD, and COP in one set of books — no spreadsheet assembly, no manual reconciliation.
Per-investor portfolios
Your properties sit under your own exclusive accounts. Verify occupancy, NOI, and expenses across currencies in one consolidated view — pulled directly from the operating ledger.
Statements at the close
Branded, audit-backed investor statements available the day the books close. Every figure traces to its source transaction — no footnotes, no guessing.
Building next
Reconciled payments, in and out
In designRent collections and owner disbursements queued for one-click approval, drawn from reconciled transactions — not last month's estimate. Nothing moves without your sign-off.
Claim evidence, auto-assembled
In designInspection photos, asset history, and compliance records already captured by the field team, assembled into an audit-ready claim package. You verify; the system assembles.
Compliance automation
In designTax rules apply to every transaction across portfolio and booking-source levels. Document generation and filing prep expand as new markets come online.
BasePro is what the industry is converging on — a single operating ledger that replaces the spreadsheet-to-PDF reporting chain. If you want to understand the shift, read what operators replaced to get here.
What BasePro replaces →Push-button statements
Branded investor statements your PM generates in seconds.
Income breakdown, expense detail, occupancy chart, and maintenance summary — composed from the live ledger the day the books close. You read the verified version; your PM sends it.
- Your brand, your format— Statements carry your PM's logo and property identifiers — ready to share the same day the books close.
- Every figure traced— Each line item links back to its source transaction in the ledger — no footnotes, no assembled-after-the-fact numbers.
- On demand or on schedule— Run a statement any time, or let the system generate and queue them at period close — no manual assembly required.
Surfside Property Management
reports@surfsidepm.com
Distribution Statement
Q1 2026
Portfolio A LP
Capital Account
Per-Property NOI
// operator actions — append-only
// every action traced to its source
Immutable accountability
Every cent traced. Every action logged.
When a work order posts, BasePro locks the chain: who raised it, what it cost, which invoice matched it, and where the expense landed in the ledger. Your PM sees the same record you do. Nothing is assembled after the fact.
APPEND-ONLY · NO EDITS · NO DELETIONS
The opacity problem
Stop reading PDFs that arrived two weeks too late.
Your properties ran a full quarter while you waited. BasePro gives you the same live view your PM works from — occupancy, expenses, and NOI posted the moment they happen.
Q3-2025 Statement
Weeks lateQ3-2025-Statement.pdf
Emailed weeks after quarter-end
Portfolio A
4 properties · Exclusive portfolio
Portfolio Bank Account
Chase **** 4821
$42KTRR-12
Occupancy
87%
Monthly Rev
$12.4KCOA-04
Occupancy
72%
Monthly Rev
$9.8KFirst property to hundredth
Same platform. Governance turns on as your portfolio grows.
Five properties or four hundred — the reporting, audit trail, and reconciliation work the same way. Multi-LLC structures, entity-level consolidation, and capital-call visibility are settings you turn on, not a different product.
1 – 10 properties
Live dashboard, push-button statements, and full audit trail from day one.
10 – 100 properties
Cross-property analytics, multi-currency consolidation, and scheduled investor reporting.
100+ properties
Multi-LLC management, entity-level consolidation, and capital-call visibility — same platform, turned on.
Institutional governance is additive depth, not a separate tier.
Enterprise security
Institutional-grade controls. Zero extra configuration.
256-bit Encryption
All data encrypted in transit (TLS 1.3) and at rest (AES-256). Bank-grade security across every connection.
Immutable Audit Trail
Every action logged with timestamps and evidence. Append-only — cannot be edited or deleted by anyone.
Compliance Automation
Permit tracking, insurance renewals, and regulatory reminders, automated. Audit-ready architecture across the stack.
Academy · Cohort 1 · for asset management
Train the operators who run what you govern.
Six weeks. Twelve modules. Cohort 1 graduates the people on your team who turn governance into operating discipline.
See your portfolio the day the books close.
We open the call in the platform, against your properties. Three-week deployment, not three-quarter adaptation.
Not ready? Explore by role: