Reporting
Coming soon
Hotel Monthly Financial Review Toolkit
Turn hotel financial results into a clear, organized, professional monthly review.
Excel and PDF
Bundles
Complete Hotel Finance Tools Bundle
Run reporting, variance analysis, month-end and budgeting from one consistent set of tools.
All four tools together, plus a hotel-finance prompt library and department-head reporting templates, at a lower combined price.
$149
Coming soon
This tool is not available to buy yet. Join the free checklist list and you will hear when it is released.
- Microsoft Excel workbooks (.xlsx), Microsoft Word forms (.docx) and more
- If a file will not download, arrives damaged, or is materially different from its description, contact support and we will replace it or refund it.
- Minor corrections and improvements to a product you already own are provided free through your original download link.
- Monthly Financial Review Toolkit
- Department Variance Explanation Kit
- Hotel Month-End Close Checklist
- Hotel Budget Planning Workbook
- Bonus prompt library
- Bonus department-head templates
What this is
The four tools were built to work together. The month-end checklist ends where the monthly review begins, the variance kit feeds the commentary that the review needs, and the budget workbook produces the figures that the review compares against. Bought together they describe one process rather than four separate files.
The bundle adds two items that are not sold separately: a hotel-finance prompt library covering the phrasing used in reviews, forecast notes and owner reporting, and a set of department-head reporting templates for the operational side of the conversation.
This is the option most buyers choose when they are documenting a finance process for the first time, standardising across a group of properties, or handing a process over to a new controller.
What is included
- Hotel Monthly Financial Review Toolkit
- Department Variance Explanation Kit
- Hotel Month-End Close Checklist
- Hotel Budget Planning Workbook
- Bonus hotel-finance prompt library
- Bonus department-head reporting templates
- Bundle quick-start guide
- Digital product license
Why it helps
- One consistent structure across budgeting, month-end, variance analysis and reporting.
- Two bonus items that are not available separately.
- A single download and a single license to keep track of.
- A calculated saving against buying the four tools individually.
Problems it helps with
- Four unrelated files with four different layouts.
- A finance process that has never been written down in one place.
- Handing over reporting to a new controller with nothing documented.
- Standardising how several properties report to the same owner.
Who it is for
- Controllers and directors of finance taking on a new property
- Management companies standardising across a portfolio
- Independent hotel owners setting up finance routines
- Finance teams documenting a process for the first time
How you use it
- Complete the checkout and download the bundle package.
- Start with the bundle quick-start guide, which explains the order to set the tools up in.
- Set up the budget workbook and the month-end checklist first, since the other two read from their output.
- Bring the variance kit and the monthly review toolkit into your next close.
Files, compatibility and requirements
| File formats | Microsoft Excel workbooks (.xlsx); Microsoft Word forms (.docx); PDF instructions, examples and prompt library; ZIP package containing every file |
|---|---|
| Compatibility | Designed for recent desktop versions of Microsoft Excel and Word, with PDF material for any standard reader. Review the files before using them operationally. |
| You will need | Microsoft Excel and Word on a desktop computer; A PDF reader for the instructions and examples |
| Delivery | Digital download by email from Payhip, usually within a few minutes of payment. |
| Version | 1.0, last updated 1 July 2026 |
License
Single-property license covering all included files. Multi-property and management-company licensing is available on request.
You may edit the files, use them inside your organization and keep backup copies. You may not resell, redistribute, publish or upload them anywhere others could obtain them. Read the full license.
Refunds and support
If a file will not download, arrives damaged, or is materially different from its description, contact support and we will replace it or refund it. Read the refund policy.
Email support for download problems, file questions and licensing. Email support@hotelfinancetools.com. We aim to respond as promptly as possible.
Important notes
This is an administrative and educational template. It is not accounting, tax, audit, legal or investment advice, and it does not replace your own professional judgment or your company's procedures.
You are responsible for reviewing every formula, assumption, classification and output before using the file operationally. Results differ between properties and between accounting systems, and no financial outcome or compliance position is guaranteed.
Hotel Finance Tools is not affiliated with, endorsed by, or connected to any hotel company, hospitality association, accounting firm or accounting standard-setting body. Read the full disclaimer.
Questions about this tool
How is the saving calculated?
The website adds up the current prices of the four individual tools and subtracts the bundle price. The figure shown is always calculated from live prices, never typed in.
Can I buy the bonus items separately?
No. The prompt library and the department-head reporting templates are included only in the bundle.
I already own one of the tools. Can I upgrade?
Contact support with your original order reference before buying and we will confirm what is possible with the checkout provider.
Works well with
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Complete Bundle
Run reporting, variance analysis, month-end and budgeting from one consistent set of tools.
Coming soon
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