Consulting Firms

Bill smarter. Grow faster.

Time-based invoicing, retainer billing, expense tracking, and profitability reports — designed for consulting businesses.

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rail.cothery.com/dashboard

$86k

Monthly Revenue

92%

Utilization Rate

8

Active Engagements

Engagement Start

5

Time Tracking

12

Expense Logging

11

Invoice Generate

12

Your Financial Workflow

From invoice to payment — every dollar is tracked

Engagement Start

1

invoices

Time Tracking

15

invoices

Expense Logging

15

invoices

Invoice Generate

6

invoices

Client Payment

6

invoices

Profit Analysis

9

invoices

Client Management

Know every client. Track every dollar.

Track billable hours per consultant, manage retainer balances, log expenses by engagement, and measure realization rates.

Per-consultant billable hour tracking and reporting

Retainer balance management with draw-down alerts

Engagement-level expense tracking and allocation

Realization rate and effective hourly rate analytics

G

GlobalTech Solutions

Strategy — 142hrs billed
Strategy engagement — $250/hr, est. 200 hours. 142 hours billed so far ($35,500). Retainer balance: $14,500 remaining. Lead consultant: James W. Expenses to date: $2,400 (travel). Next review: March 15.
Payments On Time Contract Active Auto-Invoice
INVOICE SUMMARY This Month

Strategy Consulting — Feb Hours (62hrs)

Ref: INV-3001

$15,500

Paid

Travel Expenses — Client Site Visits

Ref: INV-3002

$2,400

Paid

Strategy Consulting — Mar Hours (48hrs)

Ref: INV-3003

$12,000

Due in 8 days

Total Invoiced $29,900
Outstanding Balance $12,000

Invoicing & Reports

Send invoices. Get paid. See everything.

Professional invoicing with automatic payment reminders, online payment collection, and real-time financial reporting that tells you exactly where your money is.

Create polished invoices in under 60 seconds

Automated payment reminders at custom intervals

Online payment links for instant client payments

Real-time P&L, cash flow, and aging reports

Everything you need, built in

All the tools consulting firms need to manage finances

Smart Invoicing

Create professional invoices with templates and one-click sending.

Expense Tracking

Categorize every expense for tax-ready financial records.

Recurring Invoices

Set it and forget it — automatic invoices on your schedule.

Client Portal

Clients view invoices and pay online from their own dashboard.

Multi-Account

Track multiple bank accounts and credit cards in one place.

Financial Reports

P&L statements, cash flow, aging reports, and tax summaries.

Ready to take control of your consulting firms finances?

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