Everything your agency needs in one platform
From double-entry accounting to travel-native invoicing, refunds, reconciliation, and enterprise access management — every feature, grouped by category.
Accounting
Double-entry bookkeeping, chart of accounts, periods, and multi-currency — the ledger everything else in Travix Cloud posts against.
Accounting
Double-Entry Ledger
Every voucher posts balanced debit and credit entries to an immutable ledger. A SHA-256 hash chain links each entry to the one before it, so tampering doesn't go unnoticed — and corrections always happen through reversals, never a silent edit.
- Trial balance always balances — debits equal credits
- Cryptographic hash chain for tamper detection
- Drill from any report line to source voucher entries
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Accounting
Chart of Accounts
A hierarchical account tree with 6-digit ERP codes, ready-made system ledgers for travel agencies, and account locking. Your default chart shows up the moment you onboard — no blank-slate setup to deal with.
- System and standard COA blueprints ship on tenant creation
- Lock or deactivate accounts to control posting
- Auto-generated codes with parent-aware type inheritance
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Accounting
Vouchers & Journals
Invoices, payments, receipts, and manual journals all move through the same voucher workflow — draft, submit, approve, post. Opening balances, payable bills, and ticket voids are all included.
- Single lifecycle for all financial documents
- Draft vouchers have no ledger impact until posted
- Multi-invoice receipt allocations and reversal support
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Accounting
Accounting Periods & Closing
Define your fiscal periods, close them with a trial-balance snapshot, and lock every posted voucher inside. Reopening is restricted to super admins and gets fully audited when it happens.
- Period close generates an immutable trial-balance snapshot
- Posted vouchers in closed periods cannot be edited
- Controlled reopen with full audit trail
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Accounting
Multi-Currency & Exchange Rates
Store historical FX rates and transact in foreign currencies while still reporting in your base currency. Original amounts and exchange rates stick around on every posting, no matter what.
- Historical rate table with latest and convert endpoints
- Inline FX on travel documents where currencies differ
- Base-currency reporting with audit-grade originals
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Travel
Airline, hotel, visa, insurance, and Umrah invoicing built into the same voucher and ledger pipeline as general accounting — not a bolt-on module.
Travel
Travel Invoices
Multi-service travel invoices for airline, hotel, visa, Umrah, and insurance — each line has its own domain-specific fields and posts balanced AR, revenue, COGS, and supplier AP entries the moment it's approved.
- PNR, hotel nights, visa type, and passenger details per line
- Mixed-service invoices on a single voucher
- Server-side airline fare engine with commission splits
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Travel
Umrah Vouchers & Shirka
Printable operational Umrah vouchers — flights, accommodation, transport, and a full pilgrim list — managed right alongside your Shirka operators. Prefill a voucher straight from a travel invoice, then finish the itinerary from there.
- Smart form auto-generates a pilgrim row per adult, child, and infant
- Auto-computed nights, masked sectors/PNRs, and QR-coded print layout
- Prefill flights, hotels, and transport from an existing travel invoice
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Travel
Refund Management
Process full, partial, and item-level refunds with automatic reversal postings. Customer ledger, vendor ledger, and AR balances all update the moment you post — no manual journal workarounds needed.
- Reversal entries linked to the original invoice
- Item-level refund with remaining balance tracking
- Approval workflow for high-value refunds
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Travel
Customer & Vendor Ledgers
Running-balance sub-ledgers for every customer and vendor you have. Filter by date, type, or currency, export to CSV or PDF, and click any row to jump straight to the source document.
- Real-time balance after every posting
- PKR and foreign-currency toggle on the same ledger
- Set opening balances and navigate back to source modules
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Travel
Daybook, Cashbook & Bankbook
Agency-style daily books for your front-desk and finance staff. A chronological view of cash and bank activity with running balances — the operational view your team already trusts.
- Daybook for chronological daily transactions
- Separate cashbook and bankbook views
- Tied to the same ledger — no reconciliation gaps
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Travel
Commission Tracking
Manage agents, accrue commissions on sales, review summaries, and move commissions through approve and paid states. Commission GL accounts resolve automatically on travel invoices, so nobody has to chase it down.
- Agent registry with per-sale commission records
- Approve-then-pay workflow with status tracking
- Commission summary reports by agent and period
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Travel
Service Items Catalog
A reusable catalog of tickets, hotel bookings, visa applications, and Umrah packages. Prefill invoice line items from it and let it power your service-performance reporting at the same time.
- CRUD catalog scoped to your tenant
- Prefill travel invoice lines from saved items
- Feeds service-performance and profitability reports
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Finance Ops
Reconcile counterparty ledgers and chase overdue receivables — the operational finance work that sits between bookkeeping and collections.
Finance Ops
Ledger Reconciliation
Import a counterparty ledger — customer AR, vendor AP, or a bank account — as CSV or Excel, map the columns, and match it against your GL sub-ledger with exact and fuzzy matching.
- Wizard flow: select account → upload → map → review
- Detects date drift, amount mismatches, and orphan lines
- Manual match/unmatch with CSV diff export
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Finance Ops
Debt Recovery
Chase overdue receivables with a follow-up queue fed straight from AR aging. Create, send, and track follow-ups across channels until an invoice gets collected or written off.
- AR aging drives the follow-up work queue
- Channel and status tracking per follow-up
- Overdue invoices can trigger recovery automatically
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Reporting
Financial statements, travel-specific reports, and a live dashboard — all generated from the same ledger data your trial balance reconciles to.
Reporting
Financial Reports
P&L, balance sheet, cash flow, trial balance, general ledger, and AR/AP aging — all generated from live ledger data, with date-range filters and CSV export built right in.
- Reports reconcile to trial balance every time
- Drill-down from report line to account ledger
- Export to PDF and Excel with export audit logging
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Reporting
Travel Reports
Service-level breakdowns for airline, hotel, visa, and insurance revenue, plus customer profitability, service performance, and trend analysis whenever you need it.
- Revenue by service type, agent, and customer
- Travel-specific report pages per service category
- Trend analysis and period-over-period comparisons
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Reporting
Operations Dashboard
A home dashboard with AR aging, cash-flow trend, pending approvals, and your notification center — all drawing from the exact same ledger as your financial statements.
- Summary cards and cash-flow chart on login
- Real-time updates via WebSocket notifications
- Quick links to actionable items
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Security
RBAC and ABAC access control, branch and team structure, session management, and multi-tenant isolation enforced at every layer.
Security
Access Management
Enterprise-grade IAM with RBAC and ABAC — 13 system role templates, a hierarchical permission catalog, teams, branches, data scopes, a session registry, and a policy engine with real financial guardrails.
- Unified authorize pipeline: plan → feature → permission → policy
- Branch and team structure with OWN_BRANCH data scoping
- Session and device registry with admin revoke
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Security
Authentication & Session Security
TOTP-based two-factor authentication, OTP-based password reset, brute-force lockout, and a session registry with per-device revoke. Support impersonation always requires a reason and gets tagged for audit.
- 2FA (TOTP) with a pending-verification flow, not a password bypass
- OTP password reset revokes every active session on completion
- Super-admin impersonation is time-boxed, reason-logged, and visibly banner-flagged
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Security
User & Role Management
Day-to-day user admin — invite, deactivate, reset passwords, assign roles — kept separate from the bigger Access Management module, so small teams get a fast, focused screen instead of an enterprise console.
- CRUD users with activate/deactivate and forced 2FA
- Custom tenant roles with a permission matrix editor
- Available on every plan, not gated behind Enterprise
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Security
Branch Management
Model your organization as a branch hierarchy with an exclusive head office, give each user a home branch, and let multi-branch staff switch locations for the session without ever logging out. Vouchers, customers, and reports all carry a branch, so operations and reporting stay location-aware.
- Head-office and branch hierarchy with self-relation parent branches
- Session-scoped branch switching — no re-login to change context
- Vouchers and customer records scoped by branch for reporting and access control
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Security
Multi-Tenant Security
Every table carries a tenantId. Isolation gets enforced at the middleware, repository, and guard layers — cross-tenant access isn't just discouraged, it's architecturally prevented.
- JWT carries tenant context on every request
- Repository queries always filter by tenantId
- WebSocket rooms scoped per tenant for live events
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Automation
Approval workflows, team-based routing, and OCR document intake reduce manual steps without losing the audit trail.
Automation
Approval Workflows
Set up multi-step approval chains for vouchers before they post. Matching workflows create approval tasks and notify approvers automatically — finance stays in control without slowing operations down.
- Ordered steps with per-step status tracking
- Pending approvals surfaced on dashboard and in-app
- Approve or reject with full audit trail
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Automation
Team-Based Approval Routing
Route an approval step to an entire team instead of one named approver. Any team member — or a designated lead — can act, so approvals keep moving through vacations and staff turnover instead of stalling on one person.
- Approval steps target a team, not just an individual role
- Any team member — or a marked lead — can clear the step
- Works alongside role-based approval steps in the same workflow
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Automation
Document OCR
Upload receipts and supplier invoices for automatic field extraction. Review and correct what comes out before it posts, so manual entry stays minimal without you losing control.
- Queued processing with reviewable results
- Human-in-the-loop confirmation before use
- Integrates with document storage and vouchers
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Audit
An immutable record of every mutation, exportable for compliance review.
Integrations
REST API, webhooks, and CSV-based import/export to connect Travix Cloud to the rest of your stack.
Integrations
REST API & API Keys
A full REST API with OpenAPI documentation at /api/docs. Issue scoped API keys that carry the same tenant isolation and permissions as any JWT-authenticated user.
- Interactive Swagger UI for every endpoint
- API key management with revoke and scoped permissions
- Bulk ingest for customers, invoices, and payments
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Integrations
Webhooks
Subscribe to domain events — invoice.created, payment.received, voucher.status.changed — with signed payloads, delivery logs, and automatic retry when something fails.
- HMAC-signed payloads for verification
- Delivery history with per-attempt status
- Connect Travix Cloud to your existing tools in real time
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Integrations
Import & Export
Bring in your existing customers, vendors, and chart-of-accounts data through downloadable CSV templates or the bulk-ingest API — with server-side validation and a dry run before anything actually posts. When you need to move data out, export vouchers, ledger entries, or a full tenant snapshot for analysis, backup, or offboarding.
- Downloadable CSV templates for customers, vendors, and accounts
- API-driven bulk ingest with per-row validation errors, not a silent failure
- Full tenant export for backup or offboarding
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Platform
The operational foundation — feature flags, document storage, notifications, backups, billing, monitoring, and mobile-responsive access.
Platform
Feature Flags
Toggle features per tenant and subscription plan — including travel item types like airline and hotel. Enable a module without waiting on a code deployment.
- Plan-level defaults with per-tenant overrides
- Frontend reads flags to show or hide features
- Gradual rollout for new capabilities
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Platform
Document Storage
S3-backed file storage, organized by category. Upload, download via signed URLs, and attach documents to invoices, OCR jobs, and reconciliation imports.
- Category-based organization per tenant
- Signed download URLs with metadata lookup
- Backs OCR, attachments, and export archives
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Platform
Real-Time Notifications
In-app, email, and live WebSocket notifications for approvals, postings, and system events. Per-user preferences and unread counts keep everyone on the same page.
- Socket.IO delivery scoped by tenant room
- Email and in-app channels with user preferences
- Unread count and mark-all-read from the header
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Platform
Smart UX
Cut down on data entry with smart defaults, party autofill, saved templates, and line-item suggestions. Forms learn from your customers, vendors, and past vouchers as you go.
- Autofill customer and vendor details on document forms
- Saved templates for recurring invoice patterns
- Next-action and line-item suggestions
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Platform
Backups & Recovery
A full database backup lifecycle with integrity verification and test restores. Create, verify, and restore backups — your financial data survives infrastructure failures, not just in theory.
- Scheduled backups with status tracking
- Verify integrity before relying on a backup
- Test-recovery procedures with documented runbooks
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Platform
Subscription Billing
Stripe-powered checkout and billing portal — subscribe, switch plans, and manage invoices without ever leaving Travix Cloud. Webhook-driven sync keeps your plan status and feature flags accurate automatically.
- Self-serve checkout for Starter and Professional plans
- Stripe Billing Portal for cards, invoices, and cancellation
- Plan changes sync feature flags immediately — no support ticket needed
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Platform
Health & Monitoring
Liveness, readiness, and startup probes, plus a Prometheus metrics endpoint — the same operational visibility we use to keep Travix Cloud running, available to your own infrastructure team too.
- Standard health-check endpoints for uptime monitoring
- Prometheus-compatible metrics for existing observability stacks
- Backs zero-downtime deploys on our own infrastructure
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Platform
Mobile-Responsive Web
Full platform access from any modern browser, on phone or tablet. Native iOS and Android apps are on the roadmap — responsive web already works today.
- Approve vouchers and check balances on mobile
- Ledger views and daybook work on any screen size
- Native apps planned — responsive web available now
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See it live
Watch how a travel invoice becomes a balanced ledger entry
A short walkthrough of invoicing, multi-currency posting, and the ops screens that sit beside finance — or book a live demo with our team.
From the desk
What travel finance teams notice first
Agencies switching from spreadsheets and bolted-on booking tools care about one thing: whether the books and the trips stay in sync.
“We stopped re-typing airline tickets into a separate ledger. The invoice posts AR and supplier AP in one step — month-end stopped being a scavenger hunt.”
Finance manager
Multi-branch agency, Lahore
“Umrah groups used to live in WhatsApp folders. Passports, hotels, and vouchers are finally on the same record as the invoice that paid for them.”
Operations lead
Umrah operator, Karachi
“Reconciliation against airline statements used to take a weekend. Matching the import to the GL is the first time I have trusted the aging report.”
Owner-operator
Travel agency, Islamabad
On the roadmap
Enterprise-tier capabilities in active development — see docs/LAUNCH_STAGES.md for the full backlog if you're evaluating for a large deployment.
Accounting
Coming soonMulti-Branch General Ledger
Branch-level books that roll up into one agency-wide ledger — for agencies running more than one office or franchise location.
Reporting
Coming soonBudgeting & Forecasting
Set budgets by account and period, then track actual-vs-budget variance right alongside your existing financial reports.
Platform
Coming soonWhite-Label Branding
Your own custom domain, logo, and color theme on customer-facing documents and portals — for agencies and resellers who want Travix Cloud running under their own brand.
Security
Coming soonSOC 2 & ISO 27001 Certification
Formal third-party certification of the security architecture we already run — multi-tenant isolation, encryption, and audit logging — for enterprise procurement requirements.
Integrations
Coming soonExpanded Developer Platform
Deeper webhook automation (conditional triggers, retries with backoff policies) plus additional API tooling beyond what the REST API and webhook system already cover.
Security
Coming soonAccess Policy Builder
Save and reuse custom ABAC policies through a visual builder, plus a team-invitation flow — building on the access-management module already shipping today.
Ready to run your agency on one ledger?
Join travel businesses that replaced spreadsheets and bolted-on tools with a platform built for how agencies actually work — locally and internationally.