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Automation of financial accounting in a hotel

Our client conducts all work with clients in Bitrix24: the system records enquiries from all sales channels, saves contact information about the client into a single database and records the history of communications. Managers can create new bookings directly in Bitrix24, which are displayed in PMS, and vice versa, all requests from PMS turn into deals in Bitrix24. All work with transactions is done in the portal, documents and invoices are automatically generated and sent from Bitrix24.

Automation of financial accounting in a hotel

Our client conducts all work with clients in Bitrix24: the system records enquiries from all sales channels, saves contact information about the client into a single database and records the history of communications. Managers can create new bookings directly in Bitrix24, which are displayed in PMS, and vice versa, all requests from PMS turn into deals in Bitrix24. All work with transactions is done in the portal, documents and invoices are automatically generated and sent from Bitrix24.

-90%
Reduction of payment processing time
-95%
Reducing errors during manual data entry
+50%
Improving the efficiency of managers' work

Details

Region:
Odessa
Status:
Completed
Project Duration:
3 months

The project is aimed at automating financial accounting in the hotel by integrating Bitrix24 system with payment and accounting systems Privat24, Liqpay, Finolog and Poster. Key objectives include:

  1. Optimization of payment acceptance process: Automation of payment acceptance from customers via Privat24 and Liqpay, simplification of booking and settlement processes.
  2. Centralization of payment tracking: Providing a single access to information on payment statuses via Bitrix24 for timely accounting of receipts and payments.
  3. Automatic data synchronization: Integrate with Finolog to automatically update accounting records in real time, minimizing the risk of errors and improving the accuracy of financial reporting.
  4. Improved financial management through Poster: Automate the transfer of sales and expense data to the hotel’s restaurant area, providing full transparency of financial flows.

These measures will enable the hotel to improve financial control, speed up transaction processing and increase customer satisfaction through faster and more convenient payment solutions.

Expert comment

Lead project integrator
quote-icon

"The integration with various payment systems and accounting services has allowed us to significantly improve the hotel's financial management processes, helping to save time and reduce errors."

Work progress

Step 1

Integration of Bitrix24 with Privat24 and Liqpay: Setting up generation of payment links and tracking of payment status in Bitrix24.

Step 2

Integration with Finolog: Transfer of data on payment status, receipt amounts and payment balance from Bitrix24 to Finolog.

Step 3

Integration of Poster with Finolog: Transfer of the amount of cash revenue from the restaurant cash register to Finolog accounting service for tracking cash payments.

Result

Reduction of payment processing time: The automation process has reduced payment processing time by 90%. Reduced manual data entry errors: Process automation reduced errors by 95%. Increased efficiency: Managers became 50% more efficient by automating routine tasks.

Key results

-90%
Reduction of payment processing time
-95%
Reducing errors during manual data entry
+50%
Improving the efficiency of managers' work

The automation of financial accounting in the hotel through Bitrix24 integration with various payment systems and accounting services has significantly increased the efficiency of managers’ work, reduced the number of errors and accelerated the payment processing process. This led to improved financial management and increased customer satisfaction.

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