Reduce spreadsheet dependency
Plan Rooms, F&B, Events, Payroll, departmental expenses and other costs through one monthly hotel budget instead of maintaining parallel files and formulas.
Controlled beta · initial target about 20 hotels
Build your hotel budget without managing it across multiple Excel files.
A guided budgeting workspace for independent and small hotels. Bring in historical context, build monthly revenue and costs, record assumptions, compare the new plan with prior performance, review the consolidated P&L and cash position, and download a controlled budget output.
Monthly hotel planning
Prior-year comparison
Private authenticated workspace
Budget reports & export
The beta is a planning and management-support tool, not a general ledger, statutory accounting system or substitute for management review.
Built for hotel operatorsFinance discipline without an enterprise implementation project.
Controlled calculationsServer-side financial engines remain authoritative for calculated outputs.
Transparent betaAccessible beta functions and later platform modules are stated separately.
Your planning data stays yoursNo sale of hotel budget data for advertising.
Why an independent hotel should use it
Keep the budgeting exercise together—and keep it useful after approval.
Independent hotels often build the budget through separate spreadsheets, copied versions, email comments and assumptions that become difficult to trace. The planner keeps the operating plan, historical context and explanations in one controlled workflow.
Compare while deciding
Use controlled prior-year actuals as planning context while setting the new budget rather than rebuilding comparison worksheets manually.
Preserve the reasoning
Record material assumptions with the budget so future reviews can see why occupancy, ADR, staffing or costs changed—not only the final number.
See one hotel result
Bring departmental plans into consolidated hotel P&L, cash and KPI views, run consistency checks, then export the finished budget for management review.
The objective is a continuing planning record, not another annual spreadsheet.
The wider platform foundation already extends toward actuals, forecasting and performance management; those modules will be opened to controlled-beta participants only after the budgeting workflow is validated.
A guided budgeting process
From historical performance to a complete operating budget.
The application guides the hotel through the inputs that matter while calculations and reporting relationships remain controlled by the budgeting engine.
Getting started: Download the template → Upload prior-year actuals → Set initial assumptions → Build and refine the budget.
Set up the hotel
Confirm fiscal year, currency and operating structure, then prepare historical information used as planning context.
Build monthly operations
Budget room nights and ADR, F&B and other revenue, payroll, departmental costs and relevant fixed or cash assumptions.
Explain and compare
Use prior-year comparisons and the Assumptions Register to keep commercial and operating logic connected to the numbers.
Review and download
Check the consolidated result, review P&L, cash, KPIs and decision views, then download the complete budget output.
Features, expanded beta testing access and roadmap
Test every implemented module now. Keep unfinished work clearly separated.
During the current internal beta, registered testing accounts can access all currently implemented planning and performance modules. Functions that are still incomplete remain identified separately rather than being presented as finished.
Available now
Full application testing — controlled beta
- Hotel setup and historical contextFiscal settings plus controlled prior-year actuals, including two comparison years where data is available.
- Monthly revenue planningRooms, F&B, Events and Other Revenue through guided operating inputs.
- Payroll and expense planningMonthly staffing/cost inputs, departmental expenses and below-GOP/cash assumptions.
- Assumptions RegisterKeep the rationale for material budget decisions beside the plan.
- Budget Analysis & ReviewPrior-year context, KPI/decision views, consistency checks and management-attention items.
- Consolidated budget reportingHotel P&L, cash, KPIs and controlled budget outputs for review and circulation.
- Actuals ManagementUpload financial or operational actuals, map source accounts and trial balances, reconcile, publish and manage accounting periods.
- Budget vs ActualReview monthly performance against Budget and Last Year using the existing management-reporting comparison engine.
- Forecast / Rolling ForecastCreate governed forecast versions, combine completed Actual months with remaining forecast months and compare planning versions.
- Additional properties & PortfolioCreate additional testing properties and use the read-only Portfolio view to exercise multi-property workflows.
- Guided onboardingDemo workspace, page-level tours and beta feedback/support channels.
Still in development
Not yet complete enough to treat as finished product scope
- Detailed professional budgeting continues to deepenAdvanced departmental depth, staffing logic and below-GOP controls continue to mature beyond the Guided workflow.
- Financial Control diagnostics are not completeActuals, variance and forecast foundations are open for testing, while deeper diagnostic sequencing, evidence workflow and detail enrichment remain development work.
- Commercial multi-property tenanting is not finalAdditional properties and Portfolio can be tested now, but final commercial tenant isolation and authorization remain separate roadmap work.
- No recurring monthly-cycle automation yetThe Phase 3 close-to-review-to-forecast management cycle remains implementation work.
- No daily operating MIS yetThe current beta is not a daily hotel operations dashboard.
- AI Budget Assistant remains future workThe visible AI assistant preview does not provide a production conversational planning workflow yet.
Testing access is intentionally broader than the eventual commercial beta policy so the intern team can exercise the application end to end before release decisions are made.
Further development
Where the pilot is heading
Roadmap items below describe product direction and do not imply a committed release date.
Start from your actuals
Load a monthly P&L and run a controlled month-end review without building a budget first. A hotel that only wants performance control should not have to complete a planning exercise to get there.
Compare against what you actually have
Measure the month against Budget, Forecast or Last Year — whichever you hold. No budget is a legitimate answer, not an error, and a missing figure is shown as unavailable rather than counted as zero.
Bring your own baseline
Upload a budget, a forecast or a prior year prepared outside the platform. Where last year’s actuals are already loaded, they become the comparison without being uploaded a second time.
Explain the movement, not everything
Add rooms segment, outlet or department detail when a material variance justifies the effort — for one month or backfilled for past periods. Detail reconciles to the P&L; it never overwrites it.
Recurring monthly management cycle
Connect period close, performance review, variance actions and forecast updates into one repeatable monthly management workflow.
Detailed budgeting
Continue deeper F&B, Events, staffing, departmental cost and below-GOP controls for more complex hotels.
Commercial multi-property tenanting
Take the testable additional-property and Portfolio foundations through final tenant isolation, authorization and commercial packaging.
AI Budget Assistant
Broader conversational analysis and controlled proposals remain future work. The platform also contains an optional human-reviewed AI variance-commentary path in management reporting; see the Privacy Notice for the data-processing boundary.
Financial Control — in development
Run month-end without a budget? Tell us how you do it today.
Financial Control foundations are now open to registered beta testers, including Actuals, Budget-vs-Actual and Forecast workflows. The deeper diagnostic and evidence workflow is still being built, so we are still talking to hotels about how they close a month against last year, forecast or no formal baseline. No account is required to share that workflow.
Initial controlled cohort
We are starting with a target of about 20 participating hotels.
This is a practical onboarding and support target, not an enforced registration ceiling or a technical database limit. We intend to bring hotels in progressively, observe performance and feedback, and keep the cohort manageable while the beta changes quickly.
A controlled operating target—not the infrastructure ceiling.
Read the beta participation rulesWhat we ask in return:Use the workflow on realistic hotel planning cases, challenge the calculations and usability, and share practical feedback. Participation does not require publishing your hotel’s financial figures.
Data privacy & trust
Use real hotel planning data only when you are comfortable with the beta safeguards.
The private workspace requires authentication and the current production database is hosted in an EU region. The product is designed for aggregated hotel financial and operating information—not guest-level or sensitive personal records.
Private workspace
Registered budgets are associated with the account that owns them. The public demo is separate from private hotel workspaces.
Purpose-limited use
Hotel budget data is used to operate, secure, troubleshoot and improve the budgeting service. We do not sell hotel planning data for advertising.
Controlled support access
Authorized administrators may access account or workspace data when reasonably necessary for support, security, debugging, backup/recovery or legal obligations.
No guest data required
The budgeting workflow does not require guest names, card information, identity documents or other guest-level personal information. Do not upload them.
AI use is disclosed
An optional AI-drafted variance-commentary path can send defined financial variance context to Anthropic when configured and invoked. It cannot change financial tables and requires human review.
Exports remain available
Use the application’s outputs to retain management copies outside the platform. You remain responsible for your official approved records.
Privacy NoticeWhat we process, cloud providers, optional AI drafting, access, retention and your choices.
Beta Terms of UseAccount responsibilities, financial disclaimer, acceptable use and beta limitations.
Beta Participation RulesCohort approach, acceptable data, tester responsibilities and support expectations.
Why we are building this
A practical companion to hotel finance guidance—not another software project for its own sake.
Hotel Budget Planner is being developed as part of eHotel Management School (eHMS), an independent hospitality learning and decision-support initiative. The starting point is a recurring problem in independent hotels: budgeting discipline matters, but enterprise planning systems can be disproportionate and spreadsheet models become fragile, version-heavy and difficult to explain.
The aim is to turn practical hotel-finance guidance into a usable workflow: clear assumptions, monthly operating drivers, controlled calculations, comparison with history, management review and an output that hotel teams can understand.
Visit the eHMS book & guide libraryCommon beta questions
What a hotel should know before joining.
Who is this beta intended for?
Independent and small hotel owners, general managers, financial controllers and operating leaders who want a structured monthly planning process without starting an enterprise planning implementation.
Can another hotel see my budget?
Private budgets are account-owned and are not part of the public demo. Authorized administrators may access data when needed for support, security and platform operation; see the Privacy Notice for the full boundary.
Should I upload guest or employee personal data?
No. The application is designed for aggregated hotel planning and operating figures. Do not upload guest names, payment-card information, passports or unnecessary personal employee records.
Are Actuals and Forecast available in this beta?
Yes for registered testing accounts. Actuals Management, Budget-vs-Actual, Forecast and Portfolio are currently open so the application can be tested end to end. Some deeper Financial Control and monthly-cycle workflows are still in development.
Is this an accounting or audit system?
No. It is a financial-planning and management-support tool. Your accounting ledger and approved financial records remain authoritative.
Why target about 20 hotels initially?
The target is for controlled onboarding and support, not because 20 hotels exhaust the database. We want enough real usage to expose different hotel needs while keeping issue resolution and product changes manageable.
Can I try it without using my hotel data?
Yes. The public demo can be explored without registration and is intentionally separated from private hotel workspaces.
Will AI change my numbers?
No. The existing optional variance-commentary path produces a draft for human review and cannot write financial tables. Broader AI assistance remains future work.
Try it before using hotel data
The demo is available when you want to explore the workflow first.
The demo is a secondary learning path. Your own budget remains in a private workspace with controlled historical import, saved assumptions, review and downloadable budget outputs.
Start your own hotel budget
Create a private hotel workspace and work through the budgeting and performance-management modules at your own pace.
- Initial operating target of about 20 participating hotels
- Expanded internal testing access to implemented modules
- Budget, Actuals, Forecast and comparison workflows
- Review, assumptions, Portfolio and controlled exports
Explore the sample budget
Open the public sample workspace to understand the screens and workflow without using hotel data. When ready, return to the website or move into your own registration.
- No hotel upload required
- See the budgeting modules
- Use page-level guided tours
- Return to the website at any time
Initial beta cohort
Use the demo, review the safeguards, then decide whether to bring in your hotel.
We are aiming for about 20 participating hotels initially so we can validate real operating use cases without losing the direct feedback loop that a beta should have.