Master Event Budgeting with Real-Time Precision
Pholeo empowers planners to streamline cost-center tracking, simplify tax calculations, and manage program budgets efficiently.
Gain unparalleled visibility into every aspect of your event’s finances in one intuitive platform.
Smart, Sustainable, and Seamlessly Paperless
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Real-Time Budgeting
As changes and pricing changes for your event, your team will see updates to the figures without even needing to refresh the page.
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Pre-Tax / After Tax
Leveraging Pholeo’s Categories, taxes, service charges, and administrative fees can be managed with 100% accuracy.
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Post-Event Reconciliation
Capture the final invoice and banquet check amounts within your Pholeo, allowing you to compare your estimate to your actuals, easily.
Pholeo allows my team to plan together, no more worrying about breaking a formula and spending hours trying to fix the budget spreadsheet.
With Pholeo the real-time numbers are always just a click or tap away.
Regina Panza
F&B Lead
Advanced Budget Management Tools
Comprehensive Cost-Center Management
Pholeo allows planners to track costs across GL codes, cost centers, and program versus non-program expenditures with ease.
The platform simplifies the reporting process for "events-within-an-event," making reconciliation faster and providing a clear, consolidated financial picture for even the most complex programs.
Dynamic Tax Management
With Pholeo, managing diverse tax structures is no longer a challenge. Planners can create custom tax categories and allocate items accordingly, automating complex calculations that would otherwise require extensive manual effort.
Integrated Actuals Tracking
Pholeo captures actual expenses in real time, whether they come from on-site production teams or final invoices.
By integrating this data directly into the platform, planners maintain a consistent and accurate budget from start to finish, without relying on disconnected tools or systems.
Why Choose Pholeo?
Scalable Solutions for Large Events
Pholeo excels in managing budgets for even the largest events.
By streamlining unlimited cost-centers, Pholeo can make reconciliation effortless while aligning budgets for future programs.
Dashboards
The master dashboard consolidates flat-figure estimates, itemized details, and actual costs into one intuitive interface.
This provides planners with a real-time view of their budget, enabling them to make informed decisions throughout the planning and execution stages of an event.
Efficiency and Accuracy
By integrating all aspects of event budgeting into a single platform, Pholeo helps planners save up to 40% of the time typically spent on managing budgets.
Pholeo Insights
Budgeting FAQs
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Pholeo provides tools to capture and input final invoices or actual expenses directly into the platform. This ensures that post-event reconciliation is seamless and that all data is stored in one location for easy access, reporting, and analysis.
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Yes, Pholeo allows users to generate customized reports that align with specific company or client requirements, including the ability to filter and export data by cost center, GL code, or other criteria.
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Pholeo’s real-time updates allow planners to quickly adjust estimates or actual expenses as changes occur. This ensures that the master dashboard always reflects the most current financial picture, helping planners stay on top of unexpected adjustments.
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Pholeo is designed for collaboration, enabling multiple team members to access and update the budget simultaneously. Permissions can also be set to ensure sensitive information is only accessible to designated users.
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Yes, Pholeo allows planners to categorize and track expenses related to sustainability initiatives, such as sourcing eco-friendly materials or implementing waste reduction strategies. This helps planners report on and align budgets with sustainability goals.
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Pholeo offers onboarding support, including live training sessions, a comprehensive help center, and access to customer success managers to ensure planners can fully leverage the platform’s features from the start. Ask us about our Signature Package!
Ready To Learn More?
Discover how Pholeo can transform your event planning process.
Fill out the contact form, and our team will be in touch to show you how we simplify and streamline event logistics.
