AI agents for finance teams in travel agencies

A client pays a deposit on a cruise or tour in March, but the supplier's final payment date is the same week the client plans to book a second trip. Someone has to work out, trip by trip, whose balance is due before the supplier's deadline, and the reminders get written between everything else.

→The agent reads the ledger for each upcoming supplier deadline and lists unpaid balances in order of urgency. It drafts a reminder naming the actual trip, the amount, and the date for the finance lead to approve.

Supplier invoices arrive as PDFs in four currencies from tour operators, hotels, and ground handlers, and each has to be keyed in and checked against the confirmation before payment. A single wrong total that slips through is paid, then argued about for weeks.

→The agent extracts each invoice, compares total and currency with the confirmation on the booking, and flags every mismatch. The finance lead reviews a clean payment run instead of reading each PDF.

Commission is the part of the margin that arrives last and gets forgotten first. A statement lands, someone checks a few lines, and trips that travelled in spring are still unpaid at the end of summer because nobody had time to compare the two lists.

→The agent compares every commission statement with completed departures and lists trips that have not paid. It prepares the chase and the advisor split statements, and a person approves both.

A cancellation means reading a supplier scale, working out the refundable part, recording a credit, reversing commission, and sometimes assembling evidence for a card chargeback. Each one takes a careful half hour and has to be right, because it is real money going back to a client.

→The agent prepares the refund worksheet from the supplier terms, logs the credit, and reverses the expected commission. Finance reviews the figure and decides, and the chargeback pack arrives already assembled.