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Real Estate + CRM + Accounting · Available now

Review property instructions and trace every outcome.

This application coordinates property operation instructions from preparation through independent review, provider submission and evidence-based confirmation. An Operations Analyst records the organization, counterparty, owner, amount and revision.

Start now Download Proto
  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewSubmitted property statements
Real Estate + CRM + Accounting · Property statements

Submitted property statements

Approval conditions

New property statement
Property statements in view
6
Total collected rent USD
3,640
Period end within 14 days
2
PropertyPeriod endCollected rent USDLedger referenceRevisionParent
Harbor Lofts18 Oct820GL-2026-04118490Release October rent for Harbor Lofts
Cedar Court16 Oct360GL-2026-04119620Approve landscaping at Willow Place
Elm Row19 Oct550GL-2026-04120900Record lender escrow draw, North Quay
Willow Place24 Oct710GL-2026-04121140Record lender escrow draw, North Quay
North Quay Offices27 Oct860GL-2026-04122330Fund security deposit refund, Unit 8
6 of 6 records
Harbor LoftsProperty statements · PS-73490
Period end18 Oct
Collected rent USD820
Ledger referenceGL-2026-04118
Revision490
ParentRelease October rent for Harbor Lofts
Review scopePS-73490 · Harbor Lofts

Independent Reviewer checks amount, instrument and mandate for the current revision.

Waiting for Independent Reviewer
ApproveReturn
Example screen with sample data
Tables, ready to use
11
Saved views
14
Roles with set permissions
6
Reports and dashboards
8
Features

Property work in one operating view

Every feature works on the same records. Pick one to see the screen your team works in.

Organizations and people

Keep operating organizations, team members and counterparties attached to the property work they own.

  • Organization ownership
  • Named people
  • Eligibility context
  • Organizations
  • Team members
  • Users
  • Counterparties
  • Instructions
Explore organizations and people
OverviewCounterparty directory
Real Estate + CRM + Accounting · Organizations and people

Counterparty directory

Counterparties

New
NameCodeContact nameEligibility noteOrganization
Harborline Property ServicesCP-HARBOR-01Rosa BennettW-9 and bank details verifiedWillowgate Communities
Cedarfield RoofingCP-CEDAR-02Imran QureshiInsurance certificate currentBrookmere Property Group
Elm Row UtilitiesCP-ELM-03Sofia LinLease authority confirmedNorthfield Residential Trust
Willow GroundskeepingCP-WILLOW-04Marcus OkaforApproved maintenance vendorElmstone Holdings
North Quay LendingCP-NORTH-05Priya HaddadLender mandate on fileElmstone Holdings
6 of 6 records
Harborline Property ServicesCounterparties · CNT-28740
CodeCP-HARBOR-01
Contact nameRosa Bennett
Eligibility noteW-9 and bank details verified
OrganizationWillowgate Communities
Example screen with sample data
Process

From request to verified result

Property instruction to verified outcome ships ready to use. 2 steps need a named approval before the work moves on: Review scope (Independent Reviewer) and Review statement (Finance Reviewer).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Prepare instruction

    Record owner, counterparty, amount and mandate.

    Harbor LoftsPS-73490 · Operations Analyst
    Prepare instructionBy Operations Analyst

  2. Review scope

    An independent reviewer decides the current revision.

    Harbor LoftsPS-73490 · Independent Reviewer
    Review scopeBy Independent Reviewer
    ApprovalIndependent Reviewer checks amount, instrument and mandate for the current revision.

  3. Submit instruction

    Send the authorized identity to the provider.

    Harbor LoftsPS-73490 · Provider Coordinator
    Submit instructionBy Provider Coordinator

  4. Verify execution

    Match provider events and fees to required scope.

    Harbor LoftsPS-73490 · Provider Coordinator
    Verify executionBy Provider Coordinator

  5. Review statement

    A finance reviewer checks the submitted property period.

    Harbor LoftsPS-73490 · Finance Reviewer
    Review statementBy Finance Reviewer
    ApprovalFinance Reviewer checks the property's submitted period and source evidence.

  6. Reconcile outcome

    Read receipts and effects before closing exceptions.

    Harbor LoftsPS-73490 · Operations Analyst
    Reconcile outcomeBy Operations Analyst

Start with Prepare and review an instruction

Inside a record

Provider and finance sources stay accountable

Open any property statement to see the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Period end, Collected rent USD, Ledger reference and Revision.

  2. 2
    Linked records

    Records linked to this property statement.

  3. 3
    Who works on it

    Operations Analyst, Finance Reviewer and Operations Manager, each with their own permissions.

  4. 4
    Process stages

    Every status change, in order.

  5. 5
    Approvals

    Review scope and Review statement, with who decides.

Submitted property statementsHarbor Lofts
Real Estate + CRM + Accounting · Property statements

Harbor Lofts

GL-2026-04118

Log activity
1
Record details
Period end18 Oct
Collected rent USD820
Ledger referenceGL-2026-04118
Revision490
3

Who works on it

  • Operations AnalystManage Instructions, Counterparties, record attachments
  • Finance ReviewerManage review decisions, property statements
  • Operations ManagerManage Instructions, team members
5

Approvals

  • Review scopeIndependent Reviewer
    Approved
  • Review statementFinance Reviewer
    Waiting
Example screen with sample data
Approvals

Every decision tied to its revision

OverviewApprovals
Real Estate + CRM + Accounting · Overview

Approvals

Signed in as Independent Reviewer

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • PS-73490Harbor Lofts
    GL-2026-04118Requested by Operations Analyst
    Waiting0dActions
  • PS-70503Cedar Court
    GL-2026-04119Requested by Operations Analyst
    Waiting1dActions
  • PS-40056Elm Row
    GL-2026-04120Requested by Operations Analyst
    Waiting4dActions
  • PS-24436Willow Place
    GL-2026-04121Requested by Operations Analyst
    Waiting5dActions

Who approves what

DecisionApprover
Review scopeAn independent reviewer decides the current revision.Independent Reviewer
Review statementA finance reviewer checks the submitted property period.Finance Reviewer
2 approval rules · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Real Estate + CRM + Accounting to the work that is theirs. Pick a role to see what it starts with.

Operations Analyst

Prepares instructions, checks counterparties and resolves operating exceptions.

This is the first screen this role sees.

OverviewPending provider response

Pending provider response

Instructions · Operations Analyst

Record numberSubjectExternal instruction IDProvider referenceRevision
INS-78537Release October rent for Harbor LoftsPM-2026-00841PAY-2026-7714290
INS-44241Pay roof repair at Cedar CourtPM-2026-00842PAY-2026-7715690
INS-66748Reconcile utilities at Elm RowPM-2026-00843PAY-2026-7716590
INS-21293Fund security deposit refund, Unit 8PM-2026-00844PAY-2026-7717250
INS-41095Approve landscaping at Willow PlacePM-2026-00845PAY-2026-7718900
6 of 6 records
Example screen with sample data

Roles and permissions

Reports

Questions answered from real records

Answer operating questions from instructions, provider evidence, decisions and receipts.

Overview
Real Estate + CRM + Accounting · Overview

Real Estate + CRM + Accounting dashboard

This quarter

Instructions in view
6

Property statements by status

How far records got this quarter

StageReachedStep
Draft41
Submitted1741%
Approved318%
Rejected133%

Collected rent USD by status

Sample totals per stage

2.0k0
-2000Draft
-5000Submitted
-6000Approved
2.0kRejected
-3000Completed
Example screen with sample data
  1. 01Instruction status by organization

    Group instructions by organization and status, with requested amount by group.

  2. 02Reviewer decision history

    Show decision, reviewer, source revision and reason for each instruction.

  3. 03Provider evidence exceptions

    List rejected evidence with provider event, instruction, quantity and fees.

  4. 04Pending provider instructions

    Show pending instructions with owner, external identity and provider reference.

  5. 05Property statement review

    Compare statement status, property, period end, collected rent and decision date.

  6. 06Operation receipt outcomes

    Group receipts by parent instruction and result state, including failure reason.

  7. 07Counterparty eligibility register

    Show active counterparties, organization, contact and eligibility note.

  8. 08Requested amounts of confirmed instructions

    Group confirmed instructions by organization and counterparty with their requested amounts.

All reports and dashboards

Who it's for

For property operation teams

See how Real Estate + CRM + Accounting fits your kind of team.

Property management teams

Coordinate authorized property operations with owners, counterparties and a visible exception queue.

Multi-entity property operators

Keep instruction ownership, counterparties and property statements tied to the right operating organization.

Property finance review teams

Examine operating statements and the instruction authority behind each property period.

Controls

Trace retries and exceptions

Each stage of property instruction to verified outcome names the role that acts and the status it records, so a change is never anonymous.

OverviewProperty instruction to verified outcome
Real Estate + CRM + Accounting · Process

Property instruction to verified outcome

Each stage, the role that acts and the status it records

Process stages
11
Approval steps
2
Roles involved
5
Tables touched
4
Prepare instruction
Operations Analyst
StatusDraft → Review
RecordsCounterparties, Organizations
Review scopeApproval
Independent Reviewer
StatusReview → Authorized
Submit instruction
Provider Coordinator
StatusAuthorized → Submitted → Pending
RecordsInstructions
Property instruction to verified outcome
  1. Start
    Prepare instructionDraft → Review
    Counterparties
  2. Approval
    Review scopeReview → Authorized
    Independent Reviewer
  3. Step
    Submit instructionAuthorized → Submitted → Pending
    Instructions
  4. Step
    Verify executionPending → Verified
    Provider Coordinator
  5. Step
    Confirm scopePending → Confirmed
    Operations Analyst
Example screen with sample data

See each stage in detail

AI agent

Give each owner a useful assistant

Find property operation exceptions and prepare the next human decision with Proto.

It can

  • Operations Analyst: Show my instructions in review or pending status with their owner, revision and counterparty.
  • Independent Reviewer: List review requests with their requested amount, instrument and available attachments.
  • Finance Reviewer: Find submitted property statements by period end with the parent instruction and ledger reference.
  • Provider Coordinator: Show pending provider requests and evidence awaiting verification.

Stays with a person

  • Proto can organize and draft work using the permissions of the person or service account it runs as.
  • The independent reviewer decides the instruction revision, the finance reviewer decides the statement revision, and the provider and finance sources establish external effects.
  • An assistant response cannot substitute for those decisions or acknowledgments.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Real Estate + CRM + Accounting
  • Authorized provider
  • Property finance source
  • User accounts
  • Attached evidence
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 11 tables
11tables
  • Organizations and people5
  • Instructions5
  • Independent review5
  • Provider execution4
  • Property statements5
  • Receipts and exceptions5
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Set the boundary

    Name the organization, property operation, provider and finance source for the first cycle. Agree who owns each external fact.

  2. Load people and parties

    Add the organization, linked team members and active counterparties. Review eligibility notes and access with real role accounts.

  3. Prepare and review

    Enter one instruction with its mandate, requested amount, owner and counterparty. Have a separate reviewer decide the current revision.

  4. Connect the outcome

    Submit authorized scope through the provider, retain its reference and reconcile actual execution evidence, including a partial or rejected event.

  5. Review the property period

    Submit a statement under the instruction, check its property, period end, collected rent and ledger reference, and verify the receipt under the parent instruction before completion.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Real Estate + CRM + Accounting.

All questions
How do I get started?

Click Get started, then use Proto to configure Real Estate + CRM + Accounting for your business. Start with one organization, one property instruction and one provider outcome before widening the operating cycle.

Who approves an instruction?

An Independent Reviewer checks the amount, instrument, counterparty eligibility and mandate for the current revision, then records the decision and reason.

Can an old approval cover a changed request?

No. A changed instruction revision needs another independent decision before it is submitted.

What happens after a provider submission?

The instruction keeps the external reference while the team waits for actual provider evidence. Verified events must satisfy the required scope before the instruction is confirmed.

What if a provider response is lost?

The team reads the operation receipt and linked effects first. The stable operation key helps an equivalent retry return its original result, while conflicting input is rejected.

How are property statements reviewed?

The Finance Reviewer checks the property, period end, collected rent and ledger reference against supporting evidence for the submitted revision and parent instruction.

How do we correct an executed instruction?

Keep the original execution evidence. A reviewer-approved compensating action addresses executed scope against its original identity.

Can several organizations use the same setup?

Yes. Instructions, counterparties, team members and property statements link to their operating organization. Set each organization's currency and time zone during setup.

Where do exceptions appear?

The Operations Overview includes a paginated exception queue covering instructions, execution evidence, decisions and operation receipts. Open the source records to resolve each case.

What drives the cost?

Ordinary manual use follows the platform pricing policy. Imports, integrations and agent execution use metered credits; implementation is scoped separately. See the current pricing page.

Set up Real Estate + CRM + Accounting your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started

A personal agent for your business

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