Practice Management Software for Business Consultants

FinnDesk is practice management software for business consultants who sell, deliver and bill their own work. Follow every client from first enquiry to signed proposal, run engagements with clear owners and deadlines, and invoice by milestone, retainer or time — all from one workspace.

A lead pipeline with follow-up reminders
Proposals that turn into engagements when accepted
Engagement tasks and deadlines for every consultant
Milestone, retainer and time-based billing

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Modules in one workspace

Unlimited

Clients and engagements

14 days

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Where boutique consulting firms lose time.

Leads go cold during delivery

When everyone is busy on client work, follow-ups slip and promising prospects are forgotten.

Proposals disconnected from delivery

What was sold has to be re-entered into a project tool, and scope details get lost on the way.

No shared view of engagements

Status lives in individual inboxes and spreadsheets, so managers only find problems when a client raises them.

Billable time that slips away

Time spent on engagements is logged late or not at all, and invoices go out lower than the work delivered.

Consulting practice management from first call to final invoice.

FinnDesk connects the whole consulting cycle — pipeline, proposal, delivery and billing — on one client record.

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

Practice management for business consultants, answered

What is practice management software for business consultants?

It is the system a consulting business uses to run itself: leads and proposals, client engagements, team tasks, time and billing. FinnDesk puts all of these on one client record instead of spreading them across a CRM, a project tool and spreadsheets.

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.

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.

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Run your consulting practice from one place.

14-day full-feature trial, no credit card. Add your pipeline and live engagements and see the whole business on one screen.

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