Professional services automation for consulting firms
From proposal to final invoice: scope the work, staff the team, track time and expenses, bill by milestone and know the margin of every project while it is still running.
What changes
Proposals clients can accept
Build budgets by level and turn them into proposals clients can accept.
The right people on the work
Plan who works on what, and see capacity before you commit.
Margin you can trust
Budget, actual and forecast on every project, updated as time is logged.
What you can do
Proposals and budgets
Price projects by level, role or service, as a package or per unit, and produce a proposal document from a template.
Resource planning
A team schedule per project shows who is booked, for how long and where you are over capacity.
Timesheets and approvals
Weekly timesheets with timers, approval flows and reminders keep the data complete.
Expenses
Receipts, advances and approvals, with rebillable expenses flowing into the client invoice.
Milestone and time billing
Bill by budget phase, milestone or approved time, and track collections.
Project reporting
Budget against actual, utilization and profitability by project, client and team.
How the work flows
- ProposeBudget and proposal.
- StaffTeam schedule.
- DeliverTime and expenses.
- BillMilestones or time.
- LearnProfitability review.
Frequently asked questions
Can we price by role or level?
Yes. Rates can be set by level and service, and budgets can be built as a package or per unit.
Do you have resource planning?
Yes. Each project has a team schedule that shows bookings and capacity.
Can expenses be billed to the client?
Yes. Mark expenses as rebillable and they flow into the next invoice for that project.
How long does onboarding take?
We agree the timeline with you after the demo. Your proposal includes a migration plan, and we move your clients, projects and open invoices for you.
See it on a workspace like yours
A 30-minute video demo, then a tailored proposal within one business day.