Track every hour, allocate overhead, bill retainers and overages, and see what you actually keep per client.
New leads arrive via your booking page or direct outreach. Capture the opportunity and move them into your pipeline.
Create a proposal with deliverables, timeline, and pricing. Smart estimates draw from your history so you price with confidence.
Start timers for client work, meetings, and travel. Standard and overtime rates apply automatically based on your rate configuration.
Invoice from tracked time with minimum billable hours enforced per rate type. No more underbilling short sessions.
See revenue, labor cost, overhead, and true margin per client. Know which engagements actually make you money.
Standard, overtime, and rush rates. Track client work, meetings, and travel separately with automatic rate application.
Build proposals informed by your engagement history. See average hours and margins from similar past projects.
Set up recurring billing for retainer clients. Track hours against allotments and invoice overages automatically.
Set minimums per rate type. Short calls and quick reviews get billed at your minimum — no more leaving money on the table.
Assign shared expenses (software, office, subscriptions) to specific clients or distribute proportionally across engagements.
Revenue minus labor minus overhead equals the number that matters. See true margin per client at a glance.
Log drives to client sites and meetings. IRS standard rate applied automatically for accurate expense tracking.
Schedule C categories, quarterly estimates, and export packages for your accountant. QuickBooks and CSV formats.
Collect deposits upfront, bill milestones, or invoice monthly. Automated reminders keep cash flow predictable.
Explore a demo account pre-loaded with realistic consultants data — proposals, invoices, expenses, and profitability reports.
Explore the demo