For Business Consultants

Manage every client engagement from proposal to invoice.

FinnDesk gives business consulting firms one workspace to run client relationships, track engagement deliverables, manage proposals and bill for every hour of work — without losing anything between tools.

Engagement tracker with milestones, tasks and deadlines
Proposal management with digital approval workflow
Time tracking linked directly to client invoices
CRM pipeline for leads and new business

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30%

Faster proposal-to-engagement conversion

25%

More billable hours captured per consultant

4.9★

Average rating from consulting practices

The challenge

The operational drag that slows consulting practices down.

Proposals stuck in email threads

Drafting, revising and chasing proposals over email means you never know whether a prospect has read it, approved it or lost it.

Engagement scope creep

Without a task-level view of what was agreed versus what is being done, scope creep is invisible until the engagement is over and the client pushes back on the invoice.

Unbilled work

Consultants do excellent work that never gets invoiced because there is no system connecting what they do to what gets billed. Utilisation reports are guesses.

Losing leads between engagements

New business conversations happen while the team is deep in delivery. Without a CRM, warm leads go cold while no one is watching.

How FinnDesk helps

FinnDesk runs the business side so you can focus on the advisory side.

From first meeting to final invoice — every step of the engagement lifecycle in one system.

Proposal management

Build proposals in FinnDesk, share a link with the prospect and get a digital sign-off. Approved proposals convert directly into engagements with tasks and milestones auto-populated.

Proposal Management

Engagement task tracking

Break each engagement into deliverables and assign them to consultants. Every team member knows exactly what to do this week, and managers can see progress across all active engagements.

Tasks & Compliance Scheduling

Lead and pipeline management

Track every prospect from first conversation to signed proposal. Automated follow-up reminders mean no warm lead gets forgotten while the team is in delivery.

Leads

Accurate client invoicing

Time logged against tasks converts to line items on the invoice. Milestone billing, retainers and project-based fees all supported. Integrates with Xero, QuickBooks and Zoho Books.

Invoice & Billing

FAQ

Business Consultants — your questions answered.

Still unsure whether it fits how your team actually works? Ask us the awkward version of the question — we would rather answer it now than after you have migrated.

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Can FinnDesk handle project-based billing and retainer billing at the same time?

Yes. You can run project clients (invoiced at milestones or completion) and retainer clients (invoiced monthly) in the same system. Each client has its own billing configuration.

Does FinnDesk have a client portal where clients can see engagement progress?

Clients can receive updates via email and WhatsApp. A dedicated client portal is on the roadmap. In the meantime, sharing proposal and invoice links gives clients a professional experience without requiring a login.

Can we track utilisation rates for individual consultants?

Yes. Task completion data and logged time roll up to utilisation reports by consultant, by team and by engagement. You see who is billable, who is over capacity and where you have room to take on more work.

How does the lead tracking module work?

Leads have a stage pipeline (enquiry, meeting scheduled, proposal sent, negotiation, won/lost). Each lead has notes, follow-up tasks, documents and contact history. Converted leads become client records automatically.

Can multiple consultants collaborate on the same client engagement?

Yes. Engagements can have multiple team members with different task assignments. Everyone sees their own tasks; managers see the full engagement view.

Get Started

Run a tighter consulting practice.

Start your 14-day free trial. No credit card. Set up your first client engagement in minutes.