TripSuite Launches New Accounting and Invoicing Tools

Ask any luxury travel agency owner or advisor what their least favorite part of the business is. Chances are it has something to do with the back-end. The reconciliation, the invoicing, the toggling between spreadsheets and CRMs and accounting software…

And the tabs…THE TABS!

Jacey Jones, cofounder and CEO of TripSuite, understands this with a sharpness that seems to be setting her company apart.

“From the beginning, our goal was to build the operating system for agencies – a CRM, commissions, and accounting, all in one,” Jones told Luxury Travel Advisor. “What we didn’t realize was just how much infrastructure we’d need to replace.”

Now, just two years after launch, TripSuite is serving almost 30 travel agencies with a combined $1.5 billion in annual sales and is close to delivering on the long-promised dream of a modern, unified platform.

TripSuite initially integrated deeply with QuickBooks Online, boasting what Jones described as “the most extensive QuickBooks integration in the industry.” However, many agencies resisted.

“People would say, ‘We’re too big for QuickBooks’ or ‘We don’t want to bounce between systems,’” Jones explained. “We kept hearing it enough that we knew we had to build something of our own.”

Three months later — a so-called “eternity” by TripSuite’s standards, where many new features typically ship in weeks — the company rolled out TripSuite Accounting. Built from the ground up and based on Jones’s own extensive expertise in finance, it includes Plaid-enabled live bank feeds, AI-powered categorization, and full financial statements all embedded directly inside the TripSuite dashboard.

Agencies can still choose between QuickBooks and TripSuite Accounting, but most new clients are opting for the fully integrated option according to Jones.

“I’m not trying to tell clients how to do accounting,” she explained. “We’re trying to meet them where they are and give them continuity.”

TripSuite’s newest launch offers client payments with a redesigned invoicing experience.

As of mid-July, advisors can send PDFs or secure payment portal links, letting clients pay via ACH or card, including saved cards for frictionless repeat bookings.

The new features include:

• ACH payments via Plaid
• Saved cards on file
• Multicurrency invoicing
• Upgraded security protocols, including stronger client authorizations
• An “intuitive” invoice builder

“We’ve simplified invoicing so advisors can focus on clients, not admin,” read TripSuite’s announcement on LinkedIn.

Building the Full Stack, One Release at a Time

Jones admits the road to an “all-in-one” system has required more work than expected. “We haven’t pivoted,” she said, “but we’ve definitely expanded. We had to build way more than we thought.”

Recent and upcoming rollouts underscore that expansion. Email integration is on deck, followed by a major AI-powered itinerary and proposal builder debuting at Virtuoso Travel Week.

And in early September, TripSuite plans to launch a new “wallet” feature that enables agencies to send international wires directly from the platform.

That last one could be a game-changer, especially for agencies handling net rates.

“We’re not marking up foreign exchange,” Jones noted. “The provider we use has lower fees than what most agencies deal with now, and we’re cutting the admin work dramatically.”

Despite the pace of rapid development, TripSuite’s roster remains surprisingly lean. The company operates with just 12 employees, including engineers, designers, and support staff who deal only at the agency level — an intentional approach to allow the business to scale.

Looking Ahead: Beyond the U.S.

With Canadian agencies already on board, TripSuite’s sights are set on other English-speaking markets like the UK, Australia, and New Zealand. But further international expansion will require localized compliance for tax, invoicing, and foreign exchange regulations.

“It’s not just a language issue,” Jones said. “It’s a whole different playbook on the accounting side.”

Still, for a company that began less than three years ago and now processes data for more than a billion dollars in annual sales, the pace is nothing short of admirable.

“We don’t just talk about being an all-in-one system,” Jones said with a grin. “We’re actually building it.”

Advisors looking for more information on TripSuite can contact [email protected]

Jacques Ledbetter is a Luxury Travel Advisor contributor and founder of The Luxe Ledger newsletter. Join the conversation when this story posts there tomorrow on LinkedIn.

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