What insights can Baselane provide into my cash flow and property performance?

With Baselane Smart, you gain advanced tools, including an auto-tag assistant, advanced tagging rules, receipt auto-matching, and live cash flow analytics, which provide a more comprehensive view of your portfolio and increased control over your finances.

Baselane provides a comprehensive financial overview of your real estate portfolio, complete with real-time cash flow analytics, enabling you to make informed decisions easily.

Say goodbye to makeshift spreadsheets, spending hours learning a new tool that isn’t intuitive, and paying for costly software that wasn’t built for real estate investors.

Our platform can automatically tag your transactions across all Baselane and connected accounts, assigning them to the correct expense categories and properties with AI-powered bookkeeping. 

You also have control over advanced tagging rules, allowing you to automate recurring transactions while determining exactly how they are categorized and assigned. This helps you save time and stay focused on growing your portfolio.

With advanced tagging rules, you can set up rules based on:

• Transaction description
• Bank account or card used
• Transaction type (withdrawal or deposit)
• Exact amount or amount range
• Priority for category, property, or both

You can also prioritize which rule takes effect when multiple rules apply, ensuring your financial reporting reflects exactly how you want to track your portfolio.

Reporting 

Use this tab to:

• View cash flow metrics such as net cash flow, net operating income (NOI), and more
• Break down cash flow with both preset and custom filters.
• Review property performance with side-by-side comparisons, Schedule E report, table view, and charts.
• Generate and download CSV reports for any property and timeframe.

Property

Track your asset value by property to monitor appreciation and market value over time.