Project economics stay visible
Track time, rates, costs and billing status before invoices leave the firm.
For boutique consulting firms
Run client work, project margin and billing from one firm workspace.
Replace spreadsheet handoffs with a workspace where owners, employees, subcontractors and finance teams can see how consulting work becomes revenue, cost and margin.
Invoice readiness
Billable revenue
$128k
Subcontractor costs
$24k
Unbilled time
18h
Client billing pipeline
Northstar AdvisoryStrategy retainer78%$42,800
Aster DigitalXero implementation64%$18,250
Harbour RiskSubcontractor review71%$31,600
Owner approvedSupplier cost checkedXero fields mapped
Built for the way small professional services firms actually operate.
Subcontractor costs stay controlled
Teams Plus gives external consultants a structured submission and approval workflow.
Finance gets cleaner Xero data
Move approved billing data into Xero without rebuilding the project story from email and spreadsheets.
Firm account features
Everything a boutique consultancy needs between delivery and finance.
Firm Free, Organisation Pro and Organisation Teams Plus give owners, employees, admins and subcontractors a structured workflow for time, margin, invoice preparation, bill approval and Xero.
Firm workspace
Run clients, projects, internal employees, rates, invoices, billing controls and workspace settings from one organisation account.
Project-based timesheets
Employees and consultants log time directly against clients and projects, keeping billable work connected to the commercial record.
Project margin analytics
See project revenue, internal effort, subcontractor costs and gross margin before finance sends the invoice.
Client invoice preparation
Turn approved time and cost detail into invoice-ready billing packs with supporting project context attached.
Xero invoice sync
Start with Xero CSV export on Firm Free, then use Organisation Pro to create draft invoices directly in Xero and keep invoice status aligned.
Payment status visibility
Refresh Xero invoice status so owners and finance users can see what is drafted, sent, paid or still outstanding.
Referral fee automation
Track referral fee obligations and automate the follow-up around paid client invoices on paid firm plans.
External subcontractors
Teams Plus adds external consultant invites, project assignment, subcontractor bill review and Xero bill sync.
Role-based permissions
Owners, admins, employees and external consultants see only the workspace areas intended for them.
Audit logs
Keep traceability across approvals, edits, exports, subscription changes, billing events and user activity.
Security roles
The firm stays controlled as more people touch the workflow.
Owners and admins can manage commercial settings and billing. Employees can log the work they are responsible for. External consultants only see the subcontractor workflow intended for them on Teams Plus.
Owner and admin control
Permissions keep operational work visible without making every commercial record available to every user.
Internal employee workflows
Permissions keep operational work visible without making every commercial record available to every user.
External consultant access
Permissions keep operational work visible without making every commercial record available to every user.
Finance and audit visibility
Permissions keep operational work visible without making every commercial record available to every user.
Consulting Console
Run the firm with the same system that creates the invoice.
Replace disconnected spreadsheets with a calmer operating layer for time, projects, margin, subcontractors and Xero workflows.