Iconic House: consolidated financial reporting, fed automatically
Boldys AI audited, then built, the financial reporting tool of Iconic House, a luxury villa rental group: accounting, bookings, payroll and re-invoiced fees brought together in a single dashboard, by house, by entity and consolidated.
Iconic House ran 7 houses and 9 legal entities on manual Excel exports. Boldys AI audited its financial flows, then built a custom tool that automatically syncs Pennylane, HubSpot, Mews and MySilae: P&L by house, cash flow and budget vs actual, with drill-down to the source accounting entry.
Results
The problem
Iconic House rents seven exceptional houses in France, spread across several legal entities. Reporting relied on manual extractions from nine Pennylane accounts, reworked in Excel and then cross-checked against HubSpot. The result: no consolidated view, gaps between accounting and bookings, an occupancy rate calculated by hand and no automatic tracking of actuals against budget.
The solution
Boldys AI started with an audit: mapping of the financial flows, calculation rules defined with the finance team, prototype validated with the client. The tool was then built to measure: Pennylane (accounting), HubSpot (stays sold), Mews (re-invoiced fees) and MySilae (payroll) are synchronized into it automatically. It produces the P&L by house, by entity and consolidated, cash flow with intercompany flows and debt, budget vs actual tracking and a dedicated view for house managers. Every figure can be traced down to the original accounting entry, and fixed costs are detected automatically, for the user to validate.
The platform in action
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