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02 / Hospitality & luxury developments

Pearle Beach Resort & Spa

Accounting, invoicing and finance platform

An accounting, invoicing and finance platform for the resort. This is a software project, not a building management system.

Status
Live
Years
2023
Client
Pearle Beach Resort & Spa, Mauritius

What we delivered

  • Accounting
  • Invoicing
  • Finance platform

Workflow illustration

documentsreviewfinance recordReferenceDateLine itemsApproved byfield names onlyno amounts shown

The drawing scrolls sideways. Everything in it is written out below.

The documents the work starts from

Accounting work begins with documents arriving: supplier invoices, sales records and the paperwork that accompanies them.

Client context
Pearle Beach Resort & Spa
Period
2023
Scope
Accounting, invoicing, finance
Drawn illustration of the stated scope: documents, a review step and the finance record. Field names only. No amounts, no client documents and no screenshots of the delivered platform.
Text version of this diagram

Three connected panels reading documents, review and finance record, with a small document layout beside the review step showing field names and no values.

  • The documents the work starts from. Accounting work begins with documents arriving: supplier invoices, sales records and the paperwork that accompanies them. Project record: Client context — Pearle Beach Resort & Spa; Period — 2023; Scope — Accounting, invoicing, finance.
  • The point where a person decides. Between a document and a finance record there is a decision: is this correct, is it approved and who is accountable for it. Software supports that step; it does not remove it. The document layout in the drawing shows field names only. No amounts and no client documents are shown.
  • The record the business relies on. Invoicing and accounting end in a record the business can rely on, with the history of how it got there attached to it.

Accounting · Invoicing · Finance

The financial side of a hospitality business

Hapis delivered an accounting, invoicing and finance platform for Pearle Beach Resort & Spa, Mauritius. The project is recorded in 2023.

This is a software project rather than a building system. A hospitality business runs on records as well as rooms, and finance software is organised around information, responsibilities and the work of keeping those records straight.

What shapes a finance platform brief

When planning comparable software, these four things define the scope more precisely than a feature list.

  • The documents involved

    What arrives, in what form, and how often. Paper, email attachments and exports all behave differently.

  • The people responsible

    Who prepares, who checks and who approves. Software has to match that, not replace it with a generic chain.

  • The handover points

    The moments where information changes hands are where errors and delays concentrate.

  • The existing tools

    An accounting package already in use is part of the brief. Replacing it is a decision, not a default.

Bring the workflow you want to improve

Start with an accounting or invoicing task your team repeats, the tools used today and the point where information changes hands. That gives us a focused way to discuss the platform you need.

  • The task that is repeated most often.
  • The tools and spreadsheets in use today.
  • The approvals the business requires.
  • What a good month-end looks like for your team.