$ reconciliation --close-against-what-happened
A meetings manager, on an expertise interview
Close the event against what actually happened. The banquet check goes on the function it paid for, the dashboard shows estimate, actual and variance, and finance gets the workbook in the shape it needs.
spec sync · transcript
Close the event by reading, not rebuilding
Actuals on the line
Capture actuals per line or per invoice. The dashboard shows estimate, actual and variance without a pivot table.
Coded as you go
Cost centers carry your GL structure, so a line is coded the day it is estimated. Reconciliation reads the codes; it does not assign them.
Export for finance
Data export produces a workbook of every tab you can see, plus attachments if you want them, in a shape accounting can take straight in.
Carry it forward
Duplicate the event, keep the structure, and start the next cycle from numbers that were real.
A Spec Sync builds your first board from one real BEO or function sheet.
“Instead of multiple versions of Excel sheets and PDFs, I had a single source of truth.”
Jack Voorhees
Senior Director of Events, URMIA
Five stars on G2
Case study · ASIS GSX
“It’s faster. It’s more accurate. And I don’t have to chase the details anymore.”
ASIS International moved GSX’s specs, budget and reconciliation into Pholeo, and ran the show onsite without binders for the first time in fifteen years.
Lauren Koleszar, CMP
Meetings Manager, ASIS International
FAQ
Straight answers. If yours is not here, ask it on the Spec Sync.
Each invoice or banquet check is entered as an actual against the lines it paid for. Estimate, actual and variance show per line, per function, per area and per cost center, and the export carries them to finance.
Event Builder reads BEOs and banquet documents into a draft you review. The actuals are then accepted onto the matching lines rather than typed from a PDF.
Codes live on the cost center, with sub-codes if you use them, so every line is coded from the day it is estimated. The ASIS GSX case study describes the reconciliation workflow for a four-part GL structure.
Yes. Tag the line, leave the note and the attachment on it, and filter the event to what is still open.
That depends on the event and the vendors. What changes is the shape of the work: reading a comparison instead of rebuilding one. One customer’s case study is the honest reference, not a promise.
A workbook with the tabs you choose, grouped by GL code, cost center or area, plus the attachments if you include them.
Share one spec and we will build your first board with you.
