Why this tool
It centralizes operational and finance tasks that otherwise create delivery drag.
Editorial summary
Verified Nov 2026. All-in-one workspace for proposals, tasks, contracts and billing. No free plan (7-day free trial, no card). Core $19/mo, or $190/yr (about $15.83/mo): solo use, 9 active clients. Pro $49/mo ($490/yr): unlimited clients, 30 contributors. Max $199/mo ($1,990/yr): unlimited contributors, white-label and SSO included.
It centralizes operational and finance tasks that otherwise create delivery drag.
Avoid if you already run an integrated finance and operations stack with no tooling gaps.
Confidence
Workflow fit
Capture work for Ops & Finance.
Get first value in 30 min setup.
Connect with 3 integrations.
Integrations
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Guides
Your tool needs change at every growth stage. A practical guide to the technology, processes, and decisions that take you from solo consultant to small firm — without losing what made you great.
Building Your Consulting Knowledge VaultStop recreating work you have already done. Build a personal knowledge system that captures, organizes and reuses your research, frameworks and past deliverables.
The Consultant's Pricing Playbook: From Hourly to Value-BasedA framework to evaluate five pricing models, calculate what to charge, and build tiered packages — with formulas, scripts, and sourced benchmarks for solo consultants.