Every line, every vendor, every margin. One source of truth.
Stop reconciling spreadsheets the night before an event. Event Revenue Pro keeps budgets, directories and reports wired together, so one change updates everything downstream.
The premium spreadsheet
Per-event budgets with vendor lines, day breakouts, markup, tax and margin, all kept in sync. Change one price; everything downstream recalculates.
People-first records
A unified vendor and client directory with uninvoiced balances and historical margins, plus AI-powered vendor & venue search to source your next line item.
Revenue, legibly
Revenue summary, client profitability, AR aging, vendor spend and cash flow. File-ready tax breakdowns by state. Export CSV in a click.
We fixed the parts QuickBooks can't.
Event agencies have financial workflows that generic accounting software was never designed to handle. Event Revenue Pro is.
Your spreadsheet never tells you when it's wrong.
A formula dragged one row too far. A line that fell outside the total. Last season's markup still hardcoded in row 40. None of it errors, and nothing turns red. It just quietly costs you margin, and you find out after the event has closed and the invoice has gone out.
One structured budget builder with real-time margins.
Build event budgets category by category. Enter vendor costs and Event Revenue Pro applies your standard markup to calculate the client price. Every total is derived, never typed. Gross margin updates as you work, and the budget locks once it's approved.
Chasing vendors for invoices and tracking costs manually.
You're copying vendor invoice amounts into spreadsheets, trying to reconcile what you estimated vs. what you actually owe, and manually calculating whether you're over or under budget on every line item. It takes hours, and it's still not accurate.
Vendor cost tracking with markup and payment status.
Every line item shows vendor cost, your markup percentage, and the client-facing price side by side. Track payment status for each vendor across every event. Get notified when a vendor invoice comes in above estimate.
Sales tax is a guessing game for multi-state events.
Your client is in New York, the venue is in Nevada, and the AV company invoices from California. Which rate applies? Which items are taxable? You're looking up jurisdiction rates and hoping you got it right. Multi-state events are a tax compliance nightmare.
11-state tax engine with automatic calculation.
Pre-loaded tax rates for NY, CA, TX, FL, IL, WA, PA, NV, CO, AZ, and MA. Mark line items as taxable, set the state, and Event Revenue Pro calculates the exact amount. Track what has been remitted and what is still pending for each state.
Change one number. Watch everything downstream make sense.
Formulas that don't break.
Edit a vendor's unit price and markup, tax, margin, client total and category rollups recalculate instantly. No bleary-eyed spreadsheet reconciliation at 11pm.
- AInfinite undo; every change tracked with timestamp and author.
- BLine-level or category-level markup. Your call, per line.
- CCopy a past event's budget as a starting point in one click.
Eleven states, one engine.
Know exactly what to remit, broken down by state. Venue-included, service-included and planning fees handled correctly out of the box.
- ATax-inclusive vs. tax-on-top, per line item.
- BVenue tax exemptions respected automatically.
- CQuarterly report, filing-ready, with a full audit trail.
Know who's overbooked before they are.
Assign a lead producer and assistants to every event, then watch weekly workload fan out across the ramp, so you can staff the next win without burning out the team on the last one.
- APer-event producer assignments, with assistant support factored in.
- BWeekly utilization forecast across every active program at once.
- COverbooking surfaces in amber before it becomes a fire drill.
Wired into the tools your finance team already lives in.
Two-way sync with QuickBooks for invoicing and AR, and Harvest for time tracking on every budget. Set it up once and stop copy-pasting forever.
QuickBooks
Invoices, customers, payments. Two-way sync so your books stay current.
Harvest
Time tracked against any line item. Hours roll into actuals automatically.
Built for the people who actually run the event.
Destination management
Multi-day programs across hotels, transport, F&B, entertainment and gifting. Margins visible at every step.
Corporate event planners
Offsites, summits and client dinners. Know what to bill, what was collected, and what's still owed, without an analyst.
Production studios
Track materials, labor, per-diems and travel against a single P&L per production. Close a show in hours, not days.
Why not just use QuickBooks?
QuickBooks is great for general accounting. It was never built for event agencies. Here's what that means for you.
Event Revenue Pro integrates with QuickBooks, so you can use both. Push your finalized invoices straight to your books.
Customer since 2025Event Revenue Pro replaced four spreadsheets and a shared inbox. We build the budget, mark up vendor costs, and see our margin before the quote ever goes out, on programs running well into six figures.Katie Davenport · President & Owner, Meritage Events
Simple pricing. No per-event fees, ever.
- Line items & markup engine
- Client invoicing
- Real-time dashboard
- Community support
- QuickBooks Online sync
- State tax engine · 11 states
- Tax reports
- Partial-payment tracking
- Everything in Starter
- AI vendor & venue search
- Harvest time tracking
- Producer capacity planning
- Audit log
- Everything in Growth
- Unlimited users & budgets
- Role-based access & audit log
- Per-org data isolation
Frequently Asked Questions
Everything event planners, DMCs, and agencies ask before switching from spreadsheets to Event Revenue Pro.
Yes. Event Revenue Pro offers bidirectional QuickBooks Online sync. Push vendor bills from budgets directly to QuickBooks, and pull payment confirmations back automatically via real-time webhooks.
Event Revenue Pro includes a state-specific tax engine covering 11 US states including Texas, California, New York, Florida, Nevada, Illinois, Georgia, Arizona, Colorado, Washington, and Virginia. It handles complex rules like the Texas 5% venue threshold, New York’s Caterer’s Rule, and Washington’s full-charge catering rule. Each line item can be marked taxable or non-taxable individually.
Yes. Event Revenue Pro includes an AI vendor and venue search assistant. From any event budget you can ask in plain English. Try “find hotels near the convention center” or “AV companies for 200 guests”, and it returns venue and vendor suggestions for the event’s city that you can add to your budget in one click. AI vendor search is included on the Growth plan (300 searches/month) and the Agency plan (600 searches/month).
Each event gets a main producer and any number of assistant producers. The Capacity page rolls those assignments into an assignment grid (producers by month) and a 52-week workload forecast that accounts for each event’s contract period, per-producer hour-splits, and paid time off, so you can see who is overbooked before you commit staff to the next event.
A Production Detail Report (PDR) is an internal run-of-show document for an event: an overview, a time-stamped itinerary, key client and internal contacts, and vendor details by category. In Event Revenue Pro it is generated from a guided intake form and pre-populated from the event budget, and each itinerary row has a client-visibility toggle so you control exactly what the client sees.
Event Revenue Pro uses flat-rate per-organization pricing, not per-seat. Starter is $99/month (up to 5 users, 25 active budgets), Growth is $199/month (up to 15 users, 100 budgets, includes QuickBooks and the advanced tax engine), and Agency is $399/month (unlimited users and budgets, all features plus audit log). There is a permanent Free tier, and annual billing gives you 2 months free.
A Destination Management Company (DMC) is a professional services company with local expertise, resources, and relationships to design and deliver events for clients. Event Revenue Pro is specifically designed for DMC workflows: multi-vendor budget management, retail markup calculations, client invoicing with partial payments, producer capacity planning, and sales tax compliance across multiple states.
QuickBooks and FreshBooks are general accounting tools. Event Revenue Pro is purpose-built for event companies. It provides event-specific workflows: build a detailed budget with vendor line items and markups, create client invoices that map to budget categories, track vendor payments, plan producer capacity, run tax reports, and sync the financial summary to QuickBooks. All in one platform.
In event planning, retail markup is the percentage added to a vendor’s cost to arrive at the client-facing price. Event Revenue Pro has a built-in retail markup engine with a configurable default (typically 22%) applied automatically to every line item, overridable per line. The system shows vendor cost and client price side-by-side and calculates gross margin and profit percentage automatically.
Yes. Event Revenue Pro tracks vendor payments at the line-item level within each event budget, with amounts paid vs. outstanding. It also integrates with QuickBooks to push vendor bills and automatically pull payment confirmations back when bills are paid.
Yes. Event Revenue Pro is a Progressive Web App (PWA) that works in mobile browsers on iOS and Android. It can be installed to the home screen, works offline for cached pages, and has a mobile-optimized layout with bottom navigation.
Yes. Event Revenue Pro is multi-tenant: every record is scoped to your organization, so your budgets, clients, and vendors are never visible to another company. Access is controlled by roles (Organization Admin and User), passwords are hashed with bcrypt, authentication uses JWTs, and accounts lock after repeated failed logins. The Agency plan adds a full audit log of every change, and the platform is hosted on Microsoft Azure.