Home Features Pricing Blog What's New Help Sign In Get Started Free
Built for travel agents
Free plan available

Travel Agent Accounting & Bookkeeping Software

UrTravelPro Books is travel agency bookkeeping software designed specifically for the way travel agents work. Track commissions, supplier payments, and client transactions with powerful tools built around your business — not generic small-business accounting.

Get Started Free →

No credit card required · Setup in under a minute

0
Financial Reports
0
Banks Supported
0
Account Types
0
Team Roles

Most accounting software is built for general small businesses. UrTravelPro Books is different — it's travel agent accounting and bookkeeping software that understands how travel agencies actually earn and spend money. From commission tracking and supplier reconciliation to multi-company access for advisors with multiple LLCs, every feature on this page was built around the realities of running a travel business.

Dashboard

Your travel agency finances at a glance

Real-time expense tracking, monthly trends, category breakdowns, and top vendor analysis — all in one view designed for travel agents.

UrTravelPro Books dashboard showing YTD income, expenses, net profit, cash balance, income vs expenses chart, bank accounts, and recent transactions for a travel agency
Financial Dashboard — your travel agency finances at a glance
Transactions

Travel agent transaction management

Record every commission, supplier payment, and client charge with the flexibility travel agents need for real-world bookkeeping. Handle FIT bookings, group travel, and recurring vendor payments without fighting your software.

Manual Transaction Entry

Travel agents can record commissions, supplier payments, and client charges in seconds with smart defaults and inline categorization.

  • Single-line or split transactions
  • Inflow / outflow tracking
  • Reference numbers, payees, and notes
  • Status tracking (draft, posted)

Split Transactions

One transaction, multiple categories. Perfect for travel agents tracking commission splits, mixed-purpose card charges, or vendor payments that hit several accounts.

  • Unlimited line items per transaction
  • Per-line categories and memos
  • Automatic balance validation

Filter & Search

Find any transaction in seconds with deep filtering across every field that matters.

  • Date ranges (today, MTD, QTD, YTD, custom)
  • Filter by status, account, category, payee
  • Search description, payee, notes, amount
  • Save view preferences per session

Export Anywhere

Take your data with you. Export to the formats your accountant or spreadsheet expects.

  • CSV export (with safe formatting)
  • Excel export
  • Print-friendly views
  • Filtered exports — only what you need
Banking

Bank feeds & CSV import for travel agency bookkeeping

Connect your bank directly for automatic syncing, or upload CSV files manually. Either way, your travel agency transactions flow into Books with smart mapping, duplicate detection, and bulk categorization.

1

Upload Your Bank CSV

Export a CSV from Chase, Bank of America, Wells Fargo, or any bank. Drop it into the importer — up to 10MB.

2

Map Columns Automatically

The importer auto-detects column headers and remembers your mapping for next time. Saved templates per account.

3

Review & Catch Duplicates

Preview every row before committing. Duplicates are flagged automatically — within the file and against your history.

4

Categorize & Post

Bulk-assign categories, payees, and statuses. Auto-match transfers between accounts. Post when ready — or roll back if needed.

UrTravelPro Books CSV column mapping tool — map your bank export fields to import travel agency transactions automatically

Bank Feeds — connect once, sync forever

Skip the CSV downloads. Connect your bank directly through Plaid (the same provider behind Venmo, Robinhood, and most fintech apps). Transactions flow in automatically and balances update on every login.

12,000+ US banks Near-real-time sync Read-only access Up to 24 months history Exact duplicate detection
Reports

11 financial reports for travel agents

Travel agent accounting reports your CPA actually wants — Profit & Loss, Balance Sheet, Trial Balance, and 8 more. Generated from your data and exportable as PDF or Excel for tax time.

Profit and Loss report for a travel agency showing income from booking commissions and itemized expenses
Accountant Package modal — download all travel agency financial reports as a ZIP of PDFs for tax time
Profit & Loss report + one-click Accountant Package export
Profit & Loss Balance Sheet Statement of Cash Flows Statement of Owner's Equity Trial Balance General Ledger Transaction Detail Account Summary Income by Category Expenses by Category Uncategorized Transactions

Flexible Date Ranges

Pick from preset periods or set custom dates for any report.

  • Today, this week, this month
  • MTD, QTD, YTD, last year
  • Custom from / to dates

PDF & Excel Export

Every report exports cleanly to PDF or Excel — formatted for both printing and analysis.

  • High-quality PDF rendering
  • Excel with proper formatting
  • Print-optimized layouts

Accountant Package for Tax Time

Travel agent tax season made simple. One click downloads every report your CPA needs for the fiscal year as a single ZIP file of PDFs.

  • P&L, Balance Sheet, Trial Balance
  • Cash Flow, Owner's Equity, General Ledger
  • Configurable fiscal year
Travel agent expense tracking dashboard showing monthly expense trends, category breakdown donut chart, and top vendors
Expenses Dashboard — monthly trends, category breakdown, and top vendors

Reports are generated from your data. Always review before sharing or filing.

See it for yourself

Sign up in under a minute. No credit card. No commitment.

Start Free →

Free plan available · Upgrade anytime

Reconciliation

Reconcile your travel agency bank accounts

A guided bank reconciliation workflow built for travel agents who juggle multiple supplier accounts, merchant accounts, and client trust accounts.

Travel agent bank reconciliation workflow showing deposits, cleared transactions, and running difference for a travel agency checking account

Guided Workflow

Set your starting and ending balances, then check off transactions as you find them on your statement. We'll keep score in real-time.

  • Period-based reconciliations
  • Live difference tracking
  • Save as draft and resume later

Statement Storage & Reports

Attach your bank statement PDF directly to each reconciliation. Export a complete reconciliation report showing every cleared transaction and the final reconciled balance.

  • PDF, JPG, or PNG statement uploads
  • PDF export per period
  • Full reconciliation history
Chart of Accounts

A chart of accounts built for travel agencies

Customize your travel agency chart of accounts to track commissions, supplier payments, FIT bookings, group travel revenue, and merchant fees — or import the one you already use.

Hierarchical Accounts

Organize accounts into parent / child groups. View as a tree or as a flat list — your choice.

  • Parent / sub-account hierarchy
  • Tree and flat list views
  • Custom account codes
  • Five fundamental account types

Import from QuickBooks or Xero

Bring your existing chart of accounts from any system that exports to CSV. Supports QuickBooks colon notation for nested accounts.

  • Auto-detect column headers
  • QuickBooks colon notation (Parent:Child)
  • Type alias mapping
  • Safe rollback
Import Chart of Accounts from QuickBooks CSV — map columns like account name, type, code, and parent account
Journal Entries

Double-entry journal entries

Manual adjustments for depreciation, accrued commissions, year-end reclassifications, or owner draws — with debit and credit validation built in.

New journal entry form showing balanced debits and credits with account selection, descriptions, and post or save as draft options

Multi-Line Balanced Entries

Build entries with unlimited lines. The system enforces balanced debits and credits before you can post.

  • Per-line debit / credit / memo
  • Automatic balance validation
  • Draft and posted statuses
  • Auto-numbered references (JE-0001)
  • Unpost to fix mistakes
  • Search by reference or description
Collaboration

Multi-company travel agency bookkeeping

Run multiple travel agencies from one login. Invite your bookkeeper, accountant, or business partner with role-based access. Perfect for travel advisors with multiple LLCs, host agency relationships, or sub-brands.

Multi-Agency Access

Travel advisor with multiple agencies, host arrangements, or DBA brands? Switch between companies instantly without logging in and out. Each company's bookkeeping stays completely separate.

  • Unlimited companies per user
  • One-click company switching
  • Fully isolated data per company

Three Roles for Your Team

Travel agencies often share bookkeeping duties between owners, admin staff, and an outside accountant. Give the right level of access to the right people without exposing sensitive data.

  • Owner — full control
  • Admin — manage transactions and users
  • Accountant — view and categorize

Per-Company Settings

Set company name, timezone, currency, and fiscal year start independently for each business you manage.

  • Configurable timezone
  • Configurable currency
  • Custom fiscal year start
Security

Serious security for travel agency data

Travel agency financial data deserves real protection — not checkbox security theater.

Mandatory 2FA

Every user must enable two-factor. TOTP or passkey — no exceptions.

AES-256 Encryption

Files encrypted at rest. HTTPS in transit. Secrets vault-encrypted.

Full Audit Log

Every action logged. Who, what, when, where. Immutable and exportable.

Tenant Isolation

Database-level isolation. Fail-closed scoping. Continuously audited.

And More

Everything else a travel agent needs

Files & Search

File Attachments

Attach invoices, receipts, and statements to transactions. PDF, images, spreadsheets — up to 20MB each.

Global Search

One search bar for transactions, payees, accounts, and journal entries. Results grouped by type.

Client & Supplier Tracking

Revenue per client, spend per vendor. Quick-create payees from any transaction.

Support

In-App Support Tickets

Open a ticket, attach files, set priority, track replies — all without leaving the app.

Public Roadmap

See what's shipping next on our What's New page — live release log and roadmap.

  UrTravelPro Books helped me save over $250 in my first month just by showing me exactly where my expenses were going. I had no idea how much I was spending on software subscriptions until I saw the category breakdown.
Lisa M., Independent Travel Advisor

Trusted by independent travel advisors, host agency owners, and travel agency bookkeepers.

Who It's For

Built for every type of travel professional

Independent Advisors

Home-based or IC travel agents who need to separate personal and business finances.

  • Track host agency commissions
  • Categorize business expenses for tax time
  • Generate reports your CPA actually needs
  • One-click Accountant Package for filing

Travel Agency Owners

Agency owners managing multiple advisors, accounts, and business entities.

  • Multi-company access from one login
  • Role-based access for your team
  • Per-company settings, timezone, and fiscal year
  • Bank feeds for hands-off transaction import

Bookkeepers & CPAs

Accountants who serve travel agency clients and need clean data delivered on time.

  • Accountant role with scoped access
  • One-click Accountant Package (ZIP of PDFs)
  • Full audit log of every change
  • Clean double-entry books, not spreadsheet chaos
Compare

Why travel agents switch from general accounting software

QuickBooks and Xero are great tools — for general businesses. Here's why travel agents need something purpose-built.

QuickBooks / Xero UrTravelPro Books
Travel-specific chart of accounts Generic — you build it yourself Pre-built for commissions, suppliers, FAM trips, host fees
Commission income tracking Manual setup required Built-in categories for cruise, air, hotel, tour commissions
Accountant Package Export reports one by one One-click ZIP of every report your CPA needs
Multi-company access Separate logins or paid add-on Switch companies instantly from one account
Learning curve Built for accountants — steep learning curve Plain language, designed for travel agents who aren't accountants
Features you'll actually use Invoicing, payroll, inventory — features travel agents don't need Only what travel agents need — nothing extra in the way
Bank feeds Yes Yes — 12,000+ US banks via Plaid
CSV bank import Yes Yes — with saved templates and duplicate detection
Price for a solo travel agent $30–$65/mo Free plan available
Pricing

Simple pricing for travel agents

Start free. Upgrade when you're ready. No surprises.

Monthly
Annual Save ~20%
Free
$0 / month
Perfect for getting started or solo advisors with low volume.
  • 1 user
  • 1 company
  • 25 transactions / month
  • 100 MB storage
  • CSV bank import
  • All 11 reports
Get Started Free
Pro
/ month, billed annually
For established agencies with multiple entities and team members.
  • 5 users + 2 accountants
  • 5 companies
  • Unlimited transactions
  • 10 GB storage
  • Unlimited bank feeds
  • All 11 reports
  • Fastest support response
Start Free, Upgrade Later

All plans include double-entry bookkeeping, bank reconciliation, journal entries, and the full Accountant Package. No hidden fees.

FAQ

Travel agent bookkeeping questions, answered

Common questions from travel agents and travel agency owners about UrTravelPro Books.

Is UrTravelPro Books really built for travel agents?

Yes. UrTravelPro Books is travel agent accounting and bookkeeping software designed by people who understand how travel agencies operate. Features like multi-company access, commission tracking, supplier payment workflows, and the chart of accounts structure are all built around the way travel agents actually run their books — not generic small-business accounting.

Can I use this if I'm an independent travel advisor with a host agency?

Absolutely. Independent travel advisors and home-based travel agents are exactly who UrTravelPro Books is built for. You can track commission income from your host agency, categorize business expenses, generate reports for tax time, and keep your travel agency bookkeeping completely separate from your personal finances.

Do I need accounting experience to use travel agent bookkeeping software?

No. UrTravelPro Books is designed for travel agents who want to keep their own books without becoming accountants. The interface uses plain language, the chart of accounts comes pre-configured, and the bank import wizard handles most of the categorization work for you. When tax time comes around, the Accountant Package gives your CPA everything they need.

Can I import my existing chart of accounts from QuickBooks?

Yes. UrTravelPro Books supports importing your chart of accounts from QuickBooks, Xero, or any other accounting system that exports to CSV. The importer recognizes QuickBooks colon notation for parent/child accounts and maps account types automatically. Switching from another accounting software to travel agent bookkeeping built for your business has never been easier.

How much does UrTravelPro Books cost?

Books has a permanent free tier that includes 25 transactions per month, 1 user, 1 company, and 100 MB of attachment storage — no credit card required. Paid plans start at $14.99/mo for Growth (750 transactions, 2 users, 2 companies, Plaid bank feeds) and $32.99/mo for Pro (unlimited transactions, 5 users, 5 companies, unlimited Plaid). See the full breakdown on our pricing page.

Is my travel agency data secure?

Yes. UrTravelPro Books uses 256-bit AES encryption for stored files, mandatory two-factor authentication for every user, and database-level isolation so one travel agency's data can never be seen by another. Every action is recorded in an audit log that cannot be edited or deleted.

Does UrTravelPro Books replace my CPA?

No — and that's intentional. UrTravelPro Books is travel agency bookkeeping software, not accounting advice. It helps you organize your financial data and generate the reports your CPA needs. We always recommend having a tax professional review your reports before filing.

Ready to simplify your travel agency bookkeeping?

Join the travel agents already using UrTravelPro Books. Free plan available. No credit card required.

Get Started Free →

Setup takes about a minute · Free plan available · No credit card required

QuickBooks is a registered trademark of Intuit Inc. Xero is a registered trademark of Xero Limited. Plaid is a registered trademark of Plaid Inc. Chase, Bank of America, and Wells Fargo are registered trademarks of their respective owners. Google Authenticator is a trademark of Google LLC. 1Password is a registered trademark of AgileBits Inc. Venmo is a registered trademark of PayPal, Inc. Robinhood is a registered trademark of Robinhood Markets, Inc. All other trademarks are the property of their respective owners. UrTravelPro Books is not affiliated with, endorsed by, or sponsored by any of the companies mentioned above.