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.

TruePlan Benefits

DYNAMIC
PLANNING

SIMPLIFY DATA
AGGREGATION

IMPROVE
DECISIONS

PREDICTIVE MODELS

AUTOMATION

COLLABORATION

Elevate your financial planning process

Execute your budget and forecast process with confidence. Otelier TruePlan delivers a consistent, standardized process to build singular plans at the property and portfolio levels.

Standardize industry-specific drivers to use across your portfolio

Create consistency in the planning process

Compare plans against previous versions

Budget and forecast more efficiently

Jumpstart your financial planning process. Otelier TruePlan automatically consumes audited actuals from your accounting system to inform and produce plans with the right level of fidelity.

Get data at the daily and monthly level per account

Reduce human error and manual work

Eliminate manual data work aggregation

Create accurate forecasts to drive decisions

Make quick and informed decisions with accurate data to maximize revenue and profitability. Otelier TruePlan provides the data and what-if scenarios you need to make better financial decisions.

Utilize predictive models

Collaborate across teams

Explore what-if scenarios

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. 

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.

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.

Always Innovating to Keep You Ahead

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

What Our Customers Say

Bryan DeCort
Chief Operating Officer Hotel Equities
Bryan DeCort
Chief Operating Officer Hotel Equities
Our performance is significantly enhanced when we invest in and provide our associates with real-time data, powered by innovation and technology.
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Resource Hub

Discover key trends, connect your team to best-in-class practices, and uncover strategies that ignite insights.

Real-time Data Helps Hotel Equities Dominate Budgeting Season

Operational Shift: Less Paperwork, More Guest Attention at McNeill Hotel Company

Change Management is Critical to Successful Digital Hotel Night Audit Adoption at First Call Hospitality