Close Out Meeting Budgets With Validated Folios in Minutes

## The problemWhen meeting planners and sourcing specialists close out events, they reconcile twenty- to one-hundred-page hotel folios by hand, build budget variance comparisons in Smartsheets, and log savings into separate trackers — often double-counting between teams. The financial picture for a single meeting can take days to finalize, and the next planner starts the next budget from scratch.## What this app doesA strategic sourcing workspace that closes meetings in one place. AI parses hotel folio PDFs and categorizes line items for human confirmation, budget-vs-actual variance is computed automatically with thresholds flagged, and sourcing-versus-planner savings are attributed to the right team without duplication. Every closed meeting feeds a growing template library so the next comparable meeting starts with a credible baseline.## Key takeaways- Folio review collapses from hours of manual checking to minutes- Savings captured once, attributed correctly, visible without reconciliation- Compliance variance flags surface automatically by category- Historic templates make future budgets sharper, not blank## Who it's forMeeting planners, sourcing specialists, and event operations leaders in healthcare, financial services, and other regulated enterprises.