See margin as you go
Billable and cost rates on every project mean margin is visible from the first hour logged, not at month end.
For boutique consulting firms
Know your margin on every project, and bill it without the spreadsheet.
One workspace for your employees, external consultants and finance team. Time goes in once and comes out as margin, client invoices, external consultant bills and Xero drafts.
Illustrative example
Billable revenue
$128k
Consultant costs
$24k
Unbilled time
18h
Client billing pipeline
Northstar AdvisoryStrategy retainer78%$42,800
Aster DigitalXero implementation64%$18,250
Harbour RiskRisk review71%$31,600
Rates and costs setExternal consultant bill releasedDraft sent to Xero
Built for the way small professional services firms actually operate.
External consultants bill on your terms
Teams Plus releases external consultant billing only when the client invoice reaches the status you set, such as paid.
Xero without re-keying
Invoices and bills go into Xero as drafts with the client, project and PO reference already on them.
Firm account features
Everything a boutique consultancy needs between delivery and finance.
Start on Firm Free. Move to Organisation Pro for 10 internal users, unlimited projects and direct Xero sync, or Teams Plus to add free external consultants.
Firm workspace
Clients, projects, people, rates, invoices and settings in one organisation account.
Project-based timesheets
Time is logged against a client and project, so every hour carries its commercial context.
Project margin reporting
Revenue, internal cost, external consultant cost and gross margin by project for users with financial access.
Client invoices from time
Select billable time for a client, and the invoice is built with numbering, totals and PO reference.
Xero invoice sync
CSV export on Firm Free. Organisation Pro creates draft invoices directly in Xero and matches existing ones by number.
Payment status from Xero
Refresh status from Xero to see what's drafted, authorised, sent, paid or voided.
Referral fee automation
Set a percentage or fixed referral fee on a project. When the client invoice reaches the right status, the fee is calculated and the referrer notified.
External consultant billing
Teams Plus adds external consultant invites, project assignment, pay-when-paid release rules, bill approval and Xero bill sync.
Role-based access
Owners, finance, project managers, employees and external consultants each see only what their role allows.
Audit logs
Approvals, edits, exports, Xero actions, emails and billing events recorded with who, what and when.
Security roles
The firm stays controlled as more people touch the workflow.
Rates, costs and margins are sensitive. Access is set by role, so each person sees only what their job needs.
Owner and admin control
Owners and admins manage rates, billing, Xero, subscriptions and who can see financial data.
Employee access
Employees log time against projects they're assigned to. Rates, costs and margin stay hidden unless you grant access.
External consultant access
External consultants see only the projects they're assigned to and their own bills, never the firm's other clients or margins.
Finance and audit
Finance users manage invoices, bills and Xero. Every material change is written to the audit log.
Consulting Console
See where your margin goes before the invoice does.
Start free with up to 5 projects. Upgrade when you want Xero sync or external consultant billing.