Workflow Automation

Workflow Automation

Efficiently move bookings from sales to service to finance with increased productivity


  1. Team Management

    Manage Sales and Finance team workflows to secure payments on bookings from start to finish.

  2. Task Force Management

    Maintain year-round sales momentum with one-click booking ownership transfers between team members.

  3. Smart To-Do Lists

    Leverage proprietary algorithms to optimize property workflows and help your team focus on the day's most important tasks.

Payment Processing

Payment Processing

Manage payments by automating and streamlining tracking via a singular, feature- and data-rich interface


  1. Direct Bill Workflows

    Simplify Direct Bill management with customized workflows that support internal approval processes while delivering a seamless client payment experience.

  2. Customizable Payment Options

    Take charge of your revenue with custom payment options under your control.

  3. AutoPay for Clients

    Offer your clients AutoPay programs, so that both you and your client never have to worry about missing a payment.

AR + Accounting Management

AR + Accounting Management

Seamlessly reconcile and track bookings so no invoice ever goes unpaid


  1. Reduce Aging AR

    Eliminate aging AR with real-time updates and transparent AR management on ROH.

  2. Instant Reconciliation

    Say goodbye to batch reconciliation. No more guesswork—payments mirror exactly what you see on your bank statements.

  3. Data Sync with ERP

    Auto-post transactions to your general ledger.

Booking Documentation

Booking Documentation

Track the lifecycle of contracts and documents in conjunction with payment schedules, all in one place


  1. Life-Cycle Contract Management

    Manage contracts alongside payments with multi-signer capabilities and approvals.

  2. Banquet Event Order Form (BEOs)

    Easily execute and store BEOs to properly track evolving value of every booking.

  3. Folios

    Attach folios to final invoices and automatically trigger detailed receipts.

Data and Insights

Data + Insights

Receive revenue and cash forecasts in real-time from our proprietary algorithms built with your data


  1. Sales Forecasting

    Tap into proprietary forecasting data models for dynamic projections on sales growth and performance.

  2. At-Risk Payment Monitoring

    Rely on real-time invoice monitoring, enabling proactive action before payments become delinquent.

  3. Team Performance Tracking

    Measure your team's performance against property goals, with added benchmarking against industry trends for comprehensive performance analysis.

Centralized Back-Office

Centralized Back-Office

Consolidate cost structures by standardizing sales and finance processes and data across your portfolio


  1. Dynamic Portfolio Management

    Consolidate client payment inflows across multi-property and multi-business unit portfolios.

  2. Cross-Functional Booking Management

    Sales and Finance teams can access tailored views of a booking throughout its lifecycle, from first contract to final invoice.

  3. Holistic Property Views

    Enhance your existing tech stack and finally gain full control over all payments.

Elevated Client Experience

Elevated Client Experience

Deliver a best-in-class digital checkout experience


  1. Custom Branded Payment Experience

    Offer a custom-branded secure, digital payment experience with multiple ways for clients to pay.

  2. One-Click Signing

    Accelerate contract turnaround with one-click sign and comprehensive contract management solutions.

  3. Client-Focused Service

    Provide a client-first experience with automated payment reminders and auto-generated payment receipts.

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