Plan and forecast with hotel drivers
Build Rooms, F&B, Events, Payroll, departmental expenses and cash assumptions monthly, then govern Budget and Forecast versions through controlled lifecycle states.
Controlled beta · Planning + Financial Control + Asset Management
Plan the budget. Control actuals. Review performance. Manage the asset.
A hotel finance workspace for independent and small hotels. Build and govern budgets and forecasts, publish monthly Actuals, compare against Budget, Forecast or Last Year, investigate material movements, assign actions, close the month, and add owner-level asset analytics when supporting data is available.
Budget & Forecast
Property-scoped Actuals
Performance Review & close
Asset Management analytics
The beta is a financial-planning and management-support tool, not a general ledger, statutory accounting system or substitute for management review.
Built for hotel operatorsPlanning and monthly financial control without an enterprise implementation project.
Controlled calculationsServer-side financial engines remain authoritative for calculated outputs.
Transparent betaWhat is live, partially complete and still future work is stated separately.
Your hotel finance data stays yoursNo sale of hotel budget data for advertising.
Why an independent hotel should use it
Keep planning, month-end control and owner review on the same property record.
Independent hotels often separate the budget, monthly Actuals, variance review, actions and owner reporting across spreadsheets and email. The platform now connects those jobs while keeping the accounting P&L authoritative and missing evidence explicitly unavailable.
Run month-end from Actuals
Start with Actuals even if no Planning Budget exists. Upload a control P&L or trial balance, add operating evidence when useful, reconcile, publish and protect closed periods.
Explain performance, not just variance
Compare Actuals with Budget, Forecast or Last Year, review MTD/YTD trends, use materiality and the diagnostic Stairwell, then record evidence, commentary and owned corrective actions.
Extend the same facts into asset decisions
Reuse financial and operating Actuals for owner-level views of commercial performance, CapEx, benchmarks, asset condition, utilities/ESG, valuation and guest-quality evidence when those supporting packs are loaded.
One property, one current Actual source.
Planning Budget-vs-Actual, Financial Control Performance Review and Asset Management reuse the same property-scoped Shared Financial Data rather than maintaining parallel Actual stores.
Two workflows, one data spine
Start with Planning, or start with Actuals.
A hotel can build a budget first or use Financial Control without a Planning Budget. Shared property identity and Shared Financial Data let the two workflows meet later without re-entering Actuals.
Choose the job you need to do: Set up the property → Plan and forecast, or load Actuals → Review performance → Close and act.
Set up the property
Confirm fiscal year, currency and shared operating structure. The same property can support Planning, Financial Control and Portfolio views.
Plan & forecast
Build monthly hotel operations, review source-linked analytics, govern Budget versions and construct Forecast versions from completed Actual months plus remaining plan months.
Control the month
Load Actuals, choose comparison baselines, review MTD/YTD performance, add evidence, diagnose material movements, assign actions, approve and close the management package.
Review the asset
Add only the supporting datasets you have and use the same core Actuals for owner-level operating, CapEx, benchmark, condition, ESG and investment analysis.
Current production beta
The platform has moved beyond budgeting. Here is what is actually live now.
Registered testing accounts can use the implemented Planning, Financial Control, Performance Review and Asset Management workflows. Remaining gaps are listed separately so the landing page does not present roadmap work as shipped.
Available now
Planning + Financial Control + owner analytics
- Hotel PlanningMonthly Rooms, F&B, Events, Other Revenue, Payroll, departmental expenses, below-GOP/cash assumptions, consolidated P&L and KPI reporting.
- Controlled Budget & Forecast versionsCreate, copy, submit, approve, lock and reopen governed planning versions with lineage and active reporting basis.
- Budget Review analyticsExecutive KPIs, monthly revenue/GOP trends, flow-through, heatmaps, Rooms mix, F&B capture, Labour and departmental cost views with source drill-down and review notes.
- Actuals ManagementProperty-scoped Actuals through control-P&L upload, mapped trial balance, or modular operating packs; Finance Approver publication, replacement history and period-close guards.
- Actuals Upload CenterOptional Rooms KPIs, room segmentation, F&B outlets/events, capture ratios, menu engineering, labour/productivity and other-operated data can be added separately as available.
- Comparison BaselinesUse an approved Planning Budget, Uploaded Budget, published Forecast, explicit Prior Year or prior-year Actual by reference. Missing periods remain unavailable rather than zero.
- Performance ReviewMTD/YTD P&L and operating review, Revenue/GOP trends, flow-through, departmental margins, Rooms, F&B and Labour evidence plus shared visual analytics.
- Diagnostic Stairwell & actionsMateriality, anti-double-counting diagnostics, evidence gaps, issue classification, commentary, owners, due dates and Finance Approver verification.
- Controlled month-end packageSubmit, approve, close and reopen with audit controls; closed management packages remain versioned and pinned to the source datasets used at close.
- Asset ManagementOwner operating snapshot plus optional CapEx, commercial benchmark, asset condition, utility/ESG, valuation and guest-quality datasets with decision analytics.
- Portfolio, Administration & guided testingAdditional test properties, read-only portfolio context, admin controls, public demo, page tours and feedback/support routes.
Still in development
Important boundaries that are not finished yet
- Comparator-grain attribution remains partialDetailed Actual evidence exists at segment/outlet grain, but deterministic Actual-vs-comparator attribution at the same detailed grain still needs further work where both sides supply that depth.
- Forecast sources are not fully convergedPlanning Rolling Forecast versions and Financial Control published Forecast baselines are still separate sources; the performance contract does not yet consume Planning Rolling Forecast versions directly.
- Advanced native-file import is deferredThe beta uses controlled eHMS templates, paste/manual entry and mapped trial balance. Broader source-system/native-file automation is a Pilot 2 decision after usage telemetry.
- Detailed professional budgeting continues to deepenGuided planning is usable; more complex departmental, staffing and below-GOP planning depth continues to mature.
- No daily operating MIS yetThe current product is monthly financial planning/control and owner analysis, not a daily hotel operations dashboard.
- Broader AI analysis remains future workA limited human-reviewed AI variance-commentary path exists, but read-only insight generation, controlled planning proposals and autonomous agent workflows are not yet the production AI layer.
- Commercial multi-property tenanting is not finalMultiple test properties and Portfolio work today; final commercial tenant isolation, authorization and packaging remain separate roadmap work.
The current beta is suitable for structured product testing, not statutory books-and-records use. Financial Actuals from the hotel’s accounting system remain authoritative.
Next development
What the next product increments should focus on
These are the remaining roadmap areas after the September 2026 Financial Control and Asset Management build. They describe direction, not committed release dates.
Comparator-grain attribution
Use matched segment, outlet and other operating detail on both Actual and comparator sides to isolate rate, volume, mix and conversion drivers without fabricated allocations.
Unify forecast sources
Decide and implement the bridge that lets governed Planning Rolling Forecast versions feed the same Financial Control performance contract used by published Forecast baselines.
Advanced source-file onboarding
Use pilot telemetry to decide which accounting/PMS export formats justify native mapping, while keeping the certified control P&L and reconciliation rules unchanged.
AI insight layer
Develop read-only management insights first, then controlled AI proposals that require human approval, and only later consider agentic actions with explicit permissions and audit trails.
Daily operating MIS
Add a separate daily operating layer only after the monthly financial-control workflow is stable and the required daily data contracts are proven.
Commercial multi-property tenanting
Take the current multi-property test foundations through final tenant isolation, organization-level roles, authorization and commercial packaging.
Deeper professional planning
Continue advanced departmental, staffing and below-GOP planning where real hotel cases show that the Guided workflow needs additional control depth.
Financial Control — available in beta
Want to pilot your month-end workflow on the live product?
Actuals Management, Comparison Baselines, Performance Review, diagnostics, actions, controlled close and Asset Management are open to registered testers. We are still looking for hotel feedback on advanced import, detailed attribution and the practical owner-review workflow. No account is required to discuss a pilot.
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 financial and operating 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 finance data is used to operate, secure, troubleshoot and improve the 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 platform 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, asset/owner representatives and operating leaders who want structured planning and monthly performance control without starting an enterprise 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, Forecast and Financial Control available in this beta?
Yes for registered testing accounts. Actuals Management, Comparison Baselines, Performance Review, controlled month-end review/close, Forecast workflows, Asset Management and Portfolio are open for testing. Some detailed attribution, advanced import and commercial-scale controls remain in development.
Can I use Financial Control without building a budget?
Yes. A property can start from Actuals, compare with Last Year or an uploaded Budget/Forecast, and adopt the Planning workspace later without re-uploading the same property Actuals.
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 hotel workspace
Create a private hotel workspace and use Planning, Financial Control and the implemented performance-management modules at your own pace.
- Initial operating target of about 20 participating hotels
- Planning and controlled Budget/Forecast versions
- Actuals, baselines, Performance Review and month-end actions
- Asset Management, Portfolio and controlled outputs
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 your hotel into Planning or Financial Control.
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.