Product

Six parts.One record of every trip.

A lead becomes a quote, the quote becomes a booking, and the booking becomes invoices, payments and ledger entries. Nothing is typed twice, and every plan includes all six parts.

01 · Leads

Every enquiry, read and assigned.

Connect your agency mailboxes. Trabacus One reads each new email, pulls out the trip and creates a lead for the right consultant, so nothing waits in a shared inbox.

Screenshot: inbox with an AI-captured lead

Connected mailboxes

Link each branch's enquiry addresses. Emails file to the branch they belong to.

AI lead capture

Travellers, dates, destinations and budget are filled in from the email. Missing details are flagged.

Assignment by scope

Consultants see their own leads, managers see their team, owners see everyone.

Reassign and approve

Managers move leads between consultants and approve requests in one place.

Pipeline stages

Track each lead from new to quoted, accepted or lost.

02 · Quotes

Live content, your price, one link to the client.

Build the trip from live flights, hotels, transfers and activities, or add services you have contracted yourself. Set your markup and send a quote the client can open and accept.

Screenshot: quote builder with flight and hotel results

Live search

Multi-leg flights, hotels with room types and board, transfers and activities in one quote.

Manual services

Add contracted flights, hotels, transfers and activities with your own rates, per person or per booking.

Other services

Visas, insurance and other extras from your own product list.

Markup and optional items

Apply the quote's markup automatically and mark items the client can choose to add.

Customer preview

The client sees exactly what you see, with prices at your markup, and accepts online.

03 · Bookings

Book from the accepted quote.

When the client accepts, each service becomes a line on the booking. Book live suppliers in one step or record confirmations you made offline.

Screenshot: booking with live and offline services

Live or offline

Book through the supplier connection, or record a booking made by phone or email.

Confirmation details

Keep the supplier, reference or PNR, status, payment due date and notes on each service.

Pricing per service

Adjust markup on any line. Net cost stays fixed for live rates and is editable for manual ones.

Edit until invoiced

Manual services can be changed until they are invoiced, then they lock.

Invoice from the booking

Pick the services to invoice and raise deposits or balances.

04 · Finance

Accounts that keep themselves.

Every invoice, receipt, refund, supplier bill and payment posts to a double-entry ledger as it happens. Your accountant works in the same system as your consultants.

Screenshot: receivables or bank reconciliation

Receivables

Customer invoices, receipts and refunds, with cancellation fees and taxes worked out.

Payables

Supplier invoices, supplier refunds, supplier payments and expenses.

Reconciliation

Match bank lines, allocate payments to invoices and reconcile supplier statements.

Journals

Manual, recurring and imported journals with approval before they post.

Taxes and posting rules

Set up VAT or GST and choose which accounts each service posts to.

Multi-currency

Raise documents in any currency. Daily rates plus your agency's markup convert them to your company currency.

05 · Insights

Reports you don't have to build.

Dashboards and financial statements come from the same data as the bookings, so the numbers are current every time you open them.

Screenshot: agency dashboard

Dashboards

Agency, sales and finance dashboards for owners, managers and accountants.

Sales analysis

Enquiry funnel, conversion and margin by branch, consultant and service.

Financial statements

Profit and loss, balance sheet and trial balance, by branch or for the company.

Ledger and day book

Every posting, traceable back to the document that created it.

Tax reports

Returns by tax registration and period, ready to file.

06 · Control

Run every branch under one company.

Set up your company, branches and people once. Decide who can see and do what, and keep past periods closed.

Screenshot: roles and permissions

Company and branches

One company currency across all branches, each with its own address, timezone and mailboxes.

Users and invites

Invite people by email and give them branches and mailboxes.

Roles and permissions

Choose full, view-only or no access for every menu, per role.

Customers and suppliers

Shared records with contacts, terms, currency and history.

Lock dates

Close past periods so nothing posts into them by mistake.

All six parts are on every plan.

AI features start on Growth. Beyond that, plans differ in users, branches and mailboxes, plus API access and support on the larger plans.

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