The CRM + accounting back office for travel agencies
FareOS SME closes the gap between your booking desk and your accounts department. Lead pipeline, GST invoicing, double-entry accounting, BSP reconciliation, and corporate travel policies — wired together in one platform.
Journal Entry
JE-2024-0812 · 23 Jun 2024
Debit Dr
Credit Cr
Sharma Enterprises
Corporate · 12 pax
INV-2024-0194
GSTR-1 Ready · ITC Eligible
7modules
In one platform
GSTR-1& 3B
Return reports built in
SHA-256
Tamper-evident audit trail
Multi-tenant
Per-agency subdomains
CRM & Sales
Your pipeline, from first call to booked ticket
Every enquiry enters a tracked pipeline. Every interaction is logged. Every follow-up is set. Nothing falls through because an agent forgot.
Enquiry & lead pipeline
Stage-based pipeline moves enquiries from first contact through quote sent to booking converted. Every stage is visible, every handoff is logged.
Activity timeline
Calls, emails, WhatsApp messages, notes, meetings, and quotes land in a single chronological thread — so any agent can pick up where the last left off.
Follow-up reminders
Schedule callbacks and follow-ups against any lead. Missed reminders surface at the top of the agent queue.
Corporate client management
Model your SME accounts: companies, employees, cost centres, departments, budget caps, billing profiles, and per-company booking history in one place.
Lead scoring engine
Each lead gets a 0–100 score derived from expected revenue, source quality, and engagement signals — so your team calls the right enquiries first.
Shareable itinerary links
Send a client a shareable quote link that locks in the agreed fare and markup. Pricing is preserved at the moment of sharing — no surprises at checkout.
One booking model
Accounting & Finance
Accounts that close themselves
From the moment a booking confirms, FareOS SME does the accounting: invoice, ledger entry, tax split, and payment record — in one transaction.
Indian GST invoicing
Invoices auto-generate from every booking. CGST, SGST, and IGST split correctly based on supply type. GSTIN and PAN validated. HSN/SAC codes looked up. Financial-year invoice numbering. Posts to ledger immediately.
GSTR-1 & GSTR-3B reports
Pull GSTR-1 (outward supply) and GSTR-3B (monthly summary) reports directly from the platform — formatted for the GST portal, no manual assembly.
Double-entry accounting
Full chart of accounts with default seeding. Create, post, and reverse journal entries. View trial balance. Every financial event produces two-sided entries — no shadow ledger required.
Ledger & statements
Customer and agency ledger views, bill-wise outstanding, aging analysis, and one-click statements. Record payments against outstanding invoices.
Credit & debit notes
Raise credit notes for cancellations and debit notes for additional charges. Both post to the ledger and update the client's outstanding balance automatically.
Wallet & B2B credit
Agency wallet with debit, credit, top-up, and live balance. B2B credit-limit enforcement at the booking step. Payment confirmation and verification workflow built in.
Markup & refund rule engine
Domestic and international markup rules, credit-limit-aware and route-aware. Preview the effective price before publishing. Refund calculation runs against the same rule set.
TDS & commission tracking
Deduct, deposit, and generate TDS certificates. Track airline payables, supplier settlements, and commission payables. Commission-leakage analysis shows where margin is walking out the door.
Travel policy enforcement
Set max fare, allowed cabin, advance-booking days, and violation mode — SOFT (warn and allow) or HARD (block until approved). Policy runs at search time, not after booking.
Multi-step approval chains
Route approvals through one or more approvers with out-of-office delegation. Approvers receive secure signed links — no login required to approve. One click, booking proceeds.
Reconciliation & Controls
No more month-end marathons
BSP files, bank feeds, and booking records reconcile against each other automatically. Exceptions surface — not spreadsheets.
BSP reconciliation
Import BSP CSV or HOT files and reconcile against your bookings. Mismatches surface with the specific booking, amount, and variance — ready for you to action.
Bank-feed reconciliation
Upload bank statements and let the system auto-match transactions to payments, top-ups, and supplier settlements. Confirm matches or flag exceptions for manual review.
Anomaly detection
Booking reconciliation scans for margin variance, tax mismatches, and duplicate payments across your entire booking history — surfacing the ones that need attention.
Tamper-evident audit trail
Every financial event is hashed into a SHA-256 chain. Integrity verification confirms that no record has been altered since it was written.
Operations reporting suite
Dashboard, agent performance, SME spend, GST summary, policy-violation log, daily sales, provider-wise bookings, outstanding statements, and aging — all in one reporting module.
Corporate travel policy & approvals
Define max fares, allowed cabins, advance-booking days, and SOFT/HARD violation rules per company. Multi-step approval chains, out-of-office delegation, and secure signed approval links.
How it fits together
Four steps. One platform.
FareOS SME is not four tools glued together — it is one system where each step feeds the next.
- 1
Capture the lead
Enquiry enters the pipeline — walk-in, B2C form, or agent-created. The scoring engine rates it. A reminder is set. The timeline starts.
- 2
Book across products
Convert the enquiry to a booking: flight, hotel, holiday, cab, visa, SIM, or insurance. Policy validation runs if the client is a corporate account.
- 3
Invoice with GST
Invoice auto-generates the moment the booking confirms — CGST/SGST/IGST split, HSN/SAC code, financial-year number. Posts to the ledger in the same transaction.
- 4
Reconcile & report
BSP files, bank feeds, and bookings reconcile against each other. Reports run on demand: GSTR-1, aging, agent performance, provider-wise — the full picture.
Frequently asked questions
Does FareOS SME handle Indian GST and GSTR filing?add
Yes. FareOS SME auto-generates GST-compliant invoices from every booking, splitting CGST, SGST, and IGST based on the supply type. It validates GSTIN and PAN, looks up HSN/SAC codes, and applies financial-year invoice numbering. GSTR-1 (outward supply) and GSTR-3B (monthly summary) reports are built in — formatted for the GST portal, no manual work required.
Can it reconcile BSP files from the airline reporting body?add
Yes. Import BSP CSV or HOT files and FareOS SME reconciles them against your booking records automatically. Mismatches — amount variances, unmatched tickets, tax discrepancies — are surfaced with the specific booking detail so your accounts team can resolve them without spreadsheet hunting.
Does it support agency wallet and B2B credit limits for sub-agents?add
Yes. The agency wallet supports debit, credit, top-up, and live balance tracking. B2B credit limits are enforced at the point of booking — a booking that would exceed the credit ceiling is blocked before the supplier request goes out. Payment confirmation and verification is handled inside the platform.
Is FareOS SME multi-tenant — can multiple agencies run on the same platform?add
Yes. FareOS SME is built for multi-tenant operation. Each agency gets its own subdomain (e.g. apple.fareos.com), strict org-level data isolation, and APISIX-delegated authentication with HMAC-signed context. One platform, entirely separate agency environments.
See FareOS SME running your back office
Book a demo and we'll walk through your agency's workflow — pipeline, invoicing, BSP, and the lot.