Practice Management Software for Management Consulting Firms

FinnDesk is practice management software for management consulting firms running several engagements at once. Plan each engagement in workstreams and deliverables, balance consultants across projects, track utilisation and bill by milestone or time — with proposals and delivery on the same record.

Engagements planned in workstreams, deliverables and tasks
Consultant workload and utilisation in one view
Proposals that turn into engagements when signed
Milestone and time-and-materials billing

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Modules in one workspace

Unlimited

Clients and engagements

14 days

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What gets in the way of delivery at a consulting firm.

Engagements tracked in slides and spreadsheets

Status lives in weekly decks and individual trackers, so partners see problems late.

Consultants over- or under-booked

Without a shared view of capacity, some consultants are stretched across three engagements while others wait for work.

Utilisation you can only estimate

If time is not logged against engagements, billable utilisation is a guess and pricing decisions are made blind.

Billing that lags delivery

Milestones are reached but invoices go out weeks later, putting pressure on cash flow.

Consulting firm management from proposal to final invoice.

FinnDesk gives partners and engagement managers one view of the pipeline, delivery, people and billing.

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

Practice management for management consulting firms, answered

What is practice management software for management consulting firms?

It is the system a consulting firm uses to run its own operations: pipeline and proposals, engagement delivery, consultant workload, time and billing. FinnDesk puts these in one workspace instead of spreading them across a CRM, a project tool and spreadsheets.

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.

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