Discovery Phase Proposal

Bali Superhost

One platform for every owner. Unified reporting, approvals, documents, and villa activity, replacing 7+ scattered systems.

Prepared By
Cristoforo Perrone
Node AI
Prepared For
Ian Liu
Managing Director, Bali Superhost
Date
March 2026

The Situation

01 / Where You Are Today

Bali Superhost manages 1,000+ properties across Bali with a growing team, a recent partnership with Kozystay, and a reputation for quality. The work is there. The operational infrastructure to scale it isn't.

What's Working
Guesty handles bookings and revenue reliably
ERP covers work orders, purchasing, inventory
Villa database stores property and owner data
Strong marketing (91% engagement, 64K sessions)
Pricelabs dynamically adjusts pricing via Guesty
What's Broken
Owners access 7+ platforms to see their own data
Monthly reports built manually in Google Sheets
Purchasing approvals via WhatsApp, no audit trail
Villa chronology exists but "the presentation is not good"
5,000 WhatsApp groups with no automation possible

"We have so many system linked together. You don't have like one place I can show them all. From the owner perspective is also quite confusing and from the management perspective is also quite confusing for us."

The Hidden Cost

02 / What This Is Costing You

The scattered systems aren't just inconvenient. They're expensive.

500+
Staff hours lost per month
Manual report generation across 1,000 properties. ~30 minutes each, every month.
5,000
WhatsApp groups unmonitored
Purchasing approvals, pricing requests, and maintenance updates buried in chat threads.
7+
Platforms owners navigate
To see their own data, owners bounce between Guesty, Google Drive, WhatsApp, and email. No single source of truth.
0
Self-service for owners
Every question, every report request, every approval requires your staff to act as middlemen.

The reality: You already have a team handling reporting, owner communications, and approvals. They're drowning in manual work — copying data between systems, assembling spreadsheets, relaying information through WhatsApp. A platform doesn't replace your people. It frees them to actually manage properties instead of managing spreadsheets.

This isn't just an efficiency problem. It's an owner experience problem. The owners paying you to manage their most valuable asset have no single place to see what's happening with it. That gap between the quality of your service and the quality of their visibility is where doubt grows.

What We Found

03 / System Audit

Following our call on March 9th, we went deep. We audited every system you shared, the Digital Landscape document, the API documentation for your villa database, and the internal GA4/advertising report. We also independently researched the Guesty API, Respond.io capabilities, and Pricelabs integrations to understand exactly what we can connect to, how, and where the limitations are.

Your Digital Landscape — Mapped

We identified 40+ tools across your operations spanning 9 departments. For the scope of this engagement, here are the systems that matter most:

System Role Key Data API Status
Guesty Central booking & revenue platform Reservations, payouts, calendar, guest data, limited owner portal REST API  OAuth 2.0, webhooks for real-time events. Requires Pro plan or above.
Villa Database Central property data (Chinese dev team) Villa listing by area (confirmed via API). Owner info, legal entities, facilities, chronology (shown in call demo, not yet in shared API) Partial  API confirmed (server.bshoffice.com). 4 endpoints visible (areas, villa list, villa detail, auth). All marked "developing." Full access requires NDA.
Internal ERP Operations backbone Work orders, purchasing, inventory, maintenance projects. HR and CRM modules in development. Unknown  Ian confirmed it "can generate similar information." No API docs shared yet.
Pricelabs Dynamic pricing engine Nightly rates, market data, occupancy signals, competitor pricing Customer API  Native sync with Guesty every 24h.
Respond.io WhatsApp Business API layer Guest & owner messaging, conversation history Plan Unknown  API requires Growth plan ($159/mo) or above.
Looker Studio Marketing dashboards GA4, ad performance, booking funnels Connected  Fed by manual Python/Pandas pipeline.
Slack Internal comms & ticketing Owner requests, staff assignments, approvals Full API  Webhooks + bot support.
Flywire / Alipay / DOKU Payment processing Transaction records, payment status Varies  API access varies by provider.

What We Learned About Your Data Flow

Your current reporting pipeline is:

Guesty
Raw data
Python
Pandas / NumPy
Sheets
Storage
Looker
Visualization

This works for internal marketing dashboards, but it breaks down for owner reporting because:

Key Technical Finding: Guesty Owner Statements

Guesty generates basic owner statements internally, but there is no API endpoint to retrieve them programmatically.

This means even with full Guesty API access, owner statements must be reconstructed by pulling data from separate endpoints (reservations, expenses, payments) and assembling them.

This is likely why your team is doing it manually in Google Sheets — Guesty doesn't offer a way to automate it either. This is a problem we can solve.

Key Technical Finding: WhatsApp Groups

Respond.io (and the WhatsApp Business API in general) does not support group chats. It handles 1:1 conversations only.

Meta's WhatsApp Cloud API added group support in late 2025, but restricted it to businesses with 100,000+ monthly business-initiated conversations. This means the 5,000 WhatsApp group problem cannot be solved by plugging AI into your existing Respond.io setup. We need a different approach, which we outline in our proposed solution.

The Solution

04 / What We'd Build

Based on everything we've analyzed, here's our vision. We're leading with the two things you emphasized most: a unified owner portal and automated reporting. These are the core of the engagement. Everything else builds on top.

The Core: Unified Owner Portal + Automated Reporting

A single web application where every owner logs in and sees everything about their properties in one place — with monthly statements that generate themselves.

Today
With the Portal
Guesty portal (revenue only) Revenue + expenses + net income
Google Sheets (manual reports) Auto-generated statements (PDF + web)
Google Drive (scattered files) Searchable document vault per villa
WhatsApp (no audit trail) One-tap approvals with full audit trail
Phone calls (for everything else) Full villa activity feed with photos
Dashboard
Revenue, expenses, net income, occupancy, and bookings at a glance.
Overview
Revenue
$42.8K
+12.3%
Expenses
$8.4K
+5.1%
Occupancy
78%
+6pts
Monthly Statements
Auto-generated reports combining Guesty revenue and ERP expense data.
March 2026
Gross Revenue$42,800
Management Fee (15%)-$6,420
Expenses-$8,400
Net to Owner$27,980
Villa Activity Feed
Chronological timeline of check-ins, maintenance, work orders, and projects.
Activity
Check-in: Sarah Mitchell2h
Maintenance: Pool pump1d
Work order closed: Roof leak2d
Document Vault
Contracts, legal entities, insurance, and inspection reports per villa.
Documents
Management AgreementPDF
PT Seraya Bali IndahLegal
Property InsurancePDF
Purchasing Approvals
One-tap approve or deny with photos, costs, and full audit trail.
Pending (2)
Pool pump
Villa Seraya
$340
OK
NO
Garden landscaping
Villa Lina
$580
OK
NO
Notifications Hub
Everything requiring the owner's attention in one feed.
Feed
Approval: Pool pump ($340)2h
Approval: Garden ($580)1d
March statement ready2d
Work order closed4d
Owner Self-Service
Pricing requests, dividend payouts, date blocking, and direct messaging.
Pricing Request
Current Rate
$310/night
Requested Rate
$350/night
Submit Request
Guest Reviews & Ratings
Review data from Airbnb and Booking.com displayed per villa.
Reviews
4.8
142 reviews
"Absolutely stunning villa. The rice field views are incredible..."
Sarah M. / Airbnb / Mar 2026

The Engine: Automated Report Generation

This powers the portal's monthly statements and eliminates your team's most time-consuming manual process. This is where the real time savings happen.

1
Schedule
Scheduled job runs monthly (configurable date and frequency)
2
Pull Revenue
Fetches all reservation and payout data from Guesty API for each villa
3
Pull Expenses
Fetches all expense and work order data from ERP API for each villa
4
Calculate
Computes net owner income: revenue minus management fees minus expenses
5
Generate
Produces a formatted report (PDF + interactive web view) matching your current template
6
Publish
Posts to the owner portal and sends email notification
7
Notify
Optionally sends a WhatsApp message via Respond.io: "Your March report is ready. View it here."

What this replaces: The entire manual Google Sheets workflow. No more pulling data from Guesty, cleaning it in Python, pasting it into spreadsheets, and emailing PDFs. Owners also get year-to-date summaries, flexible time period views (monthly, quarterly, YTD), and a full analytics dashboard with performance metrics like RevPAR, average daily rate, and channel breakdowns.

Beyond Launch: Where This Goes Next

The owner portal and automated reporting are the foundation. Once they're running, we can layer on AI, automation, and intelligence that no other property management platform offers.

AI Concierge
A dedicated BSH WhatsApp number where owners ask questions like "What's my occupancy?" or "Next booking?" and get instant answers powered by portal data. No group chat dependency.
Revenue Forecasting
Predict next month's revenue based on confirmed bookings, pending inquiries, and seasonal trends. Owners see projected income, not just historical data. No other owner portal does this.
Smart Maintenance Alerts
AI monitors work order patterns and flags recurring issues before they become expensive. "Villa Seraya has had 3 plumbing issues in 6 months." Proactive, not reactive.
Automated Owner Onboarding
New owner signs a contract, portal auto-creates their account, imports villa data, and sends a welcome email with login credentials. Zero manual setup. Scale without adding headcount.

Ship the core first. Prove the value. Layer on automation.

Architecture

05 / How It All Connects

Background sync jobs pull data from your existing systems on a schedule. The portal reads from a central database — fast, reliable, and independent of any single system's uptime.

Owner Portal
Dashboard · Reports · Approvals · Documents · Activity
Central Database
Auth · Realtime · Storage · Sync Engine
Guesty
Revenue
Bookings
Payouts
Villa DB
Properties
Owners
Chronology
ERP
Expenses
Work Orders
Respond.io
WhatsApp
Notifications
Slack
Staff Alerts
Routing
Hourly
Booking sync
Daily
Property sync
Daily
Expense sync
Real-time
Approvals
Monthly
Statements

What We Need

06 / To Complete the Scope

We've taken this analysis as far as we can with publicly available information. To produce a precise scope, timeline, and cost estimate, we need the following.

NDA + Developer Access

You shared API documentation for the villa database (built by your development team). We found 4 endpoints: authentication, area listing, villa listing (493 villas), and villa detail — all marked as "developing." The villa detail endpoint doesn't yet return data in the shared documentation. You've confirmed that full access to both systems will be available after signing the NDA. To complete our technical audit, we need:

Send us the NDA and we'll sign it immediately. Once we have access, we can complete the technical audit within 3-5 business days.

Confirmations Needed

Item Why We Need It Who Can Answer Status
Guesty Tier API access requires Pro plan or above. If you're on a lower tier, we need to plan around this. Guesty account manager Unknown
Respond.io Tier API access requires Growth ($159/mo) or above. Webhooks require Advanced ($279/mo). Account settings Unknown
Unique Owners Affects portal design, authentication, and notification volume. Owner relations team Unknown
Owner Languages Determines if the portal needs multilingual support. Owner relations team Unknown
API Questions Once we review the documentation, we may have technical questions. We'll send these to you and you can relay to your team as needed. Ian After Review

We also noticed N8N AI Agentic Builder is listed as "In Development" in your digital landscape. We'd like to understand what automations your team is already building there so we don't duplicate work and can potentially integrate with it.

Next Steps

07 / Moving Forward
1
Sign NDA & Grant Access
Full villa database API docs + confirmation on ERP API availability. This week.
2
Confirm Plan Tiers
Quick check on Guesty and Respond.io subscription levels. This week.
3
Technical Review
We review the full API documentation and flag any questions for your team. Within 5 days of NDA.
4
Full Technical Audit
We map every endpoint, data model, and integration point. 3-5 days after access.
5
Detailed Scope & Cost
Phased timeline, deliverables, and pricing. Within 2 days of audit.
6
Alignment Call & Kickoff
Finalize scope together and start building. Following week.

We're moving fast because we know you need this yesterday, not in two years.

Our Commitment

Once we've signed the NDA and completed the technical audit, we deliver a complete blueprint: system architecture, data mapping, integration plan, and a detailed product requirements document. This is yours regardless of whether you move forward with us.

If you decide to build with us, we move to development immediately. If not, you walk away with an in-depth technical blueprint your team can execute on. Either way, you get value from the engagement.

nodeagency.ai
cristoforo@nodeagency.ai