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BUDGETING & FORECASTING

Streamline the financial planning process

Simplify the budgeting and forecasting process with purpose-built hospitality drivers and predictive models. With Otelier TruePlan, you can collaborate seamlessly for more accurate and efficient budgeting and forecasting. Work toward single plans across your portfolio, seeded with historical data to kick start your process – no manual data mining required. 

Learn more about the hospitality software enabling hoteliers to spend less time working in spreadsheets and more time on hospitality.

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Product Overview

TruePlan Benefits

DYNAMIC
PLANNING

SIMPLIFY DATA
AGGREGATION

IMPROVE
DECISIONS

PREDICTIVE MODELS

AUTOMATION

COLLABORATION

Enhanced Support

Priority service when you need it most, from Otelier’s white glove support team.

Enhanced Support SLAs

Proactive Data Feed Monitoring

Issue and Performance Reporting

Managed Services

Ongoing partnership to work with you through the expected changes in your platform over time and guidance to keep your system current and accurate

Regular upkeep of system changes (i.e. POS, PMS) without delay

System health and engagement reporting + onboarding of changes to source systems

Maintenance of custom dashboards, integrations and more

Specialist Services

Explore the full potential of Otelier products and customize services to meet your unique needs.

Expanded Integrations, Reports and Dashboards

Training and Enablement Tailored to Your Specific Needs

Business Process Automation

TruePlan Features

Room Revenue Analysis

Calculate revenue plan for rooms and average daily rates by segment. 

What-If Scenarios

Test different scenarios and see how they affect your top and bottom line. 

Industry-Leading Drivers
Access 25 hospitality-specific drivers to fine-tune your forecasting.
Seamless Integrations

Seed budgets and forecasts with PMS and accounting system data. 

Add-on: Financial reconciliation to elevate your workflow

Rec powers up any Otelier product and makes bank, OTA, and third-party reconciliations easy and scalable for hoteliers.

Explore Rec
Improve the OTA reconciliation process

Reconciliations

Drive efficiency and unlock revenue with effortless bank and OTA reconciliation workflows.

Make income journal audits a breeze with Otelier Rec.

Income Journal

Ensure precise data in your hotel’s accounting system with automated daily income audit journaling tools. 

Always Innovating to Keep You Ahead

Connect with us to learn more about how to build accurate budgets and forecasts. 

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What Our Customers Say

Prince Singh
Chief Operating Officer, Five Rivers Hospitality

Prince Singh

Chief Operating Officer, Five Rivers Hospitality
GMs are often spending three-plus hours per day on admin. With Otelier’s operational insights, you can literally cut that time down to less than an hour, or more than 50 percent for sure.
Read Success Story
Amish Patel
CEO, JDH Developers

Amish Patel

CEO, JDH Developers
It helps our accounting department reconcile on a daily basis, each morning, to see if any money is missing, identify chargebacks, and make sure deposits match up.
Watch Interview
Kyle McCaig
Director of Technology Service Delivery, MCR Hotels

Kyle McCaig

Director of Technology Service Delivery, MCR Hotels
We’re trying to see where those pain points are – things that are having to be done manually, things that are emailed, things that are printed, things that are stored on one computer and hopefully find their way to the right place – and automate all of those pieces.
Ankur Borda
Technical Lead

Ankur Borda

Technical Lead
I’ve been with the company since its early days, witnessing its remarkable growth into an amazing workplace. The experiences gained have been invaluable. Working with like-minded individuals pushes me beyond my comfort zone, enhancing both my knowledge and capabilities. At Otelier, I contribute to impactful developments that make our clients’ lives easier.
Learn About Us
Manomi Hettiarachchi
Director of Products QA

Manomi Hettiarachchi

Director of Products QA
Being a part of Otelier has been an extraordinary experience. The blend of a nurturing environment and cutting-edge innovation creates the perfect storm for professional development. Every day brings new challenges and learning opportunities, making me proud to be part of a team that not only drives industry innovation but also invests deeply in its people.
Learn About Us
Rob Smith
Chief Financial Officer Crescent Hotels & Resorts

Rob Smith

Chief Financial Officer Crescent Hotels & Resorts
The manual processes of printing, storing, and sending reports were inefficient. Now, we’re not having to print reports, we’re getting things done digitally. With the reductions in accounting staff in our industry, this time saver is huge.
Read More
James Wilson
Director of Business Intelligence, Outrigger Resorts and KSL Resorts

James Wilson

Director of Business Intelligence, Outrigger Resorts and KSL Resorts
We’re looking at our data every day down to the micro level. We’re doing five year projections. So there’s always continual planning and making sure that we’re on par for what our business is looking to achieve over the next couple of years.
Learn More
Sofia Baglini
Commercial Insights Manager, Mandarin Oriental

Sofia Baglini

Commercial Insights Manager, Mandarin Oriental
We wanted to transition from Excel spreadsheets into more advanced Business Analytics to gain a better understanding of our business and the data behind it.
Read More
Billy Copelan
Director of Revenue Management, Sea Island Resorts

Billy Copelan

Director of Revenue Management, Sea Island Resorts
First, being able to capture all the data is huge. Then, being able to put it into usable forms for all of our leadership in different areas – that is the key to total revenue optimization across the entire resort.
Read More
Jeremy Slone
Brittain Resorts & Hotels

Jeremy Slone

Brittain Resorts & Hotels
With generative AI, it’s not just graphs and charts, but we can do short analysis of those numbers and put them in a more common language.
Read Case Study
Kyle McCaig
MCR Hotels

Kyle McCaig

MCR Hotels
We’re trying to see where those pain points are – things that are having to be done manually, things that are emailed, things that are printed, things that are stored on one computer – and automate all of those pieces.
Read Case Study
IntelliSight dashboard enables customizable views.

Otelier Intel Suite helps you maximize profitability and revenue.

Bundle Otelier IntelliSight and TruePlan to streamline your financial planning processes and transform data into actionable insights, effortlessly.

Product Overview
Track signature compliance across properties with DigiAudit.

Otelier Ops Suite simplifies hotel operations for greater efficiency.

Bundle Otelier DigiAudit, IntelliSight, and Rec to help you streamline night audit compliance, smooth bank and OTA reconciliations, and better understand property performance.

Product Overview

Discover how hoteliers improve performance with Otelier

Learn how hotels of all sizes are using Otelier’s software platform to create value

Explore Best Practices

50%

Reduced time on administrative tasks

Read How

30%

Less time spent budgeting & forecasting

Read How

$40K+

Cost savings per
property

Read How

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