For Management Consulting Firms

Deliver every engagement on time and on budget.

FinnDesk gives management consulting firms a single platform to manage client engagements from proposal to final report — with delivery tracking, consultant utilisation, proposals and billing in one connected system.

Engagement delivery tracker with milestones and team assignments
Proposal management with digital client sign-off
Consultant utilisation and capacity planning dashboard
Milestone and time-based billing linked to engagement tasks

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25%

Improvement in consultant utilisation

30%

Faster proposal-to-signature cycle

100%

Engagement milestones tracked in real time

The challenge

The operational gaps that hold consulting practices back.

Engagements that drift from scope

Without task-level tracking of what was agreed versus what is being done, scope creep accumulates invisibly. By the time the partner notices, the engagement is over budget and the client is unhappy with the invoice.

Utilisation that is always estimated

Knowing how billable each consultant actually is requires either a daily timesheet culture or a utilisation tracking system. Most firms have neither and rely on estimates that are systematically optimistic.

Proposals that get lost in email

Crafting a proposal, sending it as a PDF and then chasing via email is a slow loop. Without visibility into whether the prospect has even opened it, follow-up timing is a guess.

Billing that does not capture all the work

Time that is not logged against an engagement does not get billed. In consulting, where the engagement fee is the revenue, unbilled work is the same as unearned work written off.

How FinnDesk helps

FinnDesk connects the delivery and commercial sides of every engagement.

Proposal to invoice, deliverable to billing — all in one place, all connected.

Engagement delivery tracker

Break every engagement into workstreams, deliverables and tasks. Assign to consultants, set deadlines and track progress in real time. Partners have a live view of every active engagement without status calls.

Tasks & Compliance Scheduling

Proposal management

Build and send proposals from FinnDesk. Clients sign off digitally. Approved proposals auto-convert to engagements with the task list and billing milestones already populated.

Proposal Management

Consultant workload and utilisation

See every consultant's current workload, assigned engagements and capacity in one board. Balance teams before an engagement goes live rather than after a consultant is already overwhelmed.

Sprint Planner

Milestone and time billing

Define billing milestones when the engagement is set up. FinnDesk raises draft invoices automatically when milestone tasks are completed. Time-and-materials work logs to invoice line items without manual entry.

Invoice & Billing

FAQ

Management Consulting Firms — 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 engagements that span multiple months and multiple workstreams?

Yes. Engagements can have multiple workstreams, each with their own task list, deadlines and assigned consultants. Progress rolls up to an engagement-level dashboard that partners can monitor in real time.

How does utilisation tracking work?

Tasks assigned to each consultant contribute to their utilisation. FinnDesk shows billable versus non-billable time by consultant, by team and by period. Reports export for review in leadership meetings.

Can we manage subcontractor consultants as well as employees?

Yes. Team members can be designated as employees or contractors. Contractor assignments are tracked alongside employee assignments, and billing can be configured to account for subcontractor costs.

Does FinnDesk integrate with accounting software for financial reporting?

Yes. FinnDesk integrates with Xero, QuickBooks and Zoho Books. Invoices raised in FinnDesk sync to your accounting software, and payment status comes back automatically.

How do we handle confidential engagements where only certain team members should have access?

Each engagement can have a restricted access list. Team members who are not assigned to an engagement cannot see its tasks, documents or client details. Partner-level access spans all engagements by default.

Get Started

Deliver better engagements. Bill every hour.

14-day free trial — no credit card required. Set up your first engagement and see every deliverable in one place.