Product Use Cases For Consulting Firms Pricing For CA / Partners Case Studies
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FOR CONSULTING FIRMS & ADVISORY PRACTICES

The Client Profitability & Cash OS for Consulting Firms.

See revenue, receivables and client profitability in one place. Invoicing, collections and cash flow built for how consulting firms actually bill: monthly retainers, milestone payments and fixed-fee engagements.

Free forever for 2 clients No credit card GST-ready invoicing built in
Collections ₹38.9L  ▲ 19%
Overdue ₹8.6L  11 invoices
Reconciled 96%  this month
Illustrative product preview · Fictional sample data
Good morning, Rohan 👋
Here's your client portfolio overview
This Month ▾
Total Revenue
₹64.2L
▲ 12% vs last month
Open Receivables
₹21.4L
Across active invoices
Collections
₹38.9L
▲ 19% vs last month
Overdue
₹8.6L
11 invoices
Client Revenue & Cash
ClientRevenueReceivedOutstandingStatus
Harbor Retail Group₹18.6L₹15.2L₹3.4LOn track
Linden Logistics₹14.3L₹9.1L₹5.2LReview
Cobalt Pharma Ltd₹9.8L₹3.0L₹6.8LAt risk
Maple Foods Co₹7.4L₹6.2L₹1.2LOn track
Orion Energy Partners₹6.1L₹2.1L₹4.0LAt risk
Clients
21 active client relationships
All Clients ▾
Active Clients
21
+2 this quarter
Avg. Collection
29 days
Across paid invoices
Overdue Clients
3
Needs follow-up
Up for Renewal
4
Next 60 days
Client Directory
ClientEngagementsReceivableInvoice StatusRenewal
Harbor Retail Group2 active₹3.4LMostly paidOn track
Linden Logistics3 active₹5.2L1 overdueReview
Cobalt Pharma Ltd1 active₹6.8L2 overdueAt risk
Sales & Invoices
GST-ready invoicing and collection status
This Month ▾
Invoiced
₹64.2L
38 invoices
Collected
₹38.9L
▲ 19% vs last month
Outstanding
₹21.4L
Within terms
Overdue
₹8.6L
11 invoices
Recent Invoices
InvoiceClientAmountDueStatus
INV-1142Harbor Retail Group₹5,40,00014 SepPaid
INV-1141Linden Logistics₹3,20,00021 SepSent
INV-1138Cobalt Pharma Ltd₹4,10,00005 Aug55d overdue
Bank & Cash
Reconciled transactions across accounts
This Month ▾
Cash in Hand
₹31.8L
Across 2 accounts
Reconciled
96%
This month
Unmatched
4
Needs review
Inflows
₹38.9L
This month
Recent Bank Activity
DateDescriptionClientAmountStatus
18 SepNEFT CreditHarbor Retail Group₹5,40,000Matched
15 SepUPI CreditMaple Foods Co₹1,20,000Matched
Reports
Client, revenue and receivables reporting
This Quarter ▾
Revenue Growth
▲ 14%
Quarter over quarter
Top Client Share
29%
Of total revenue
Avg. Days to Pay
29
Days
Scheduled Reports
3
Active
Report Library
ReportScopeFrequencyFormatStatus
Client ProfitabilityAll clientsMonthlyPDFScheduled
Receivables AgeingAll clientsWeeklyExcelScheduled
01 Built for retainer & milestone billing Designed for firms invoicing multiple clients across retainers, milestone payments and fixed-fee engagements.
02 GST-ready invoicing by default Every invoice generated is GST-compliant, with e-Invoicing support where applicable. No separate software needed.
03 Your data stays yours Your financial data stays private to your organisation, with role-based access for your own team.
Common challenges 00 / 06

Running finance for a consulting firm is harder than it should be.

Several engagements per client, fees billed in different ways, and cash that is hard to see until the quarter closes.

Keep scrolling
01

Revenue split across engagements

A single client can have a retainer, a project and an add-on running at once, which makes total revenue and margin hard to see.

02

Milestone invoices that slip

Fees tied to deliverables get raised late when nobody is tracking which milestone has actually been reached.

03

Slow-paying corporate clients

Large corporate clients often pay on long cycles, leaving cash tight between billing runs.

04

Unclear client profitability

Knowing which clients are worth the effort means pulling data from invoices, ledgers and spreadsheets.

05

Expenses and reimbursements

Travel and out-of-pocket costs on client work are easy to lose track of across teams and months.

06

No real-time visibility

Partners often learn about collection problems only when the books are closed.

The MoneyGence solution

One Financial Platform for Your Entire Consulting Firm.

MoneyGence brings every client's financial information together, from first invoice to final collection, so nothing is scattered across spreadsheets and inboxes.

  1. 01ClientsEvery account in one place
  2. 02Contracts & EngagementsRetainer, fixed-fee or T&M
  3. 03InvoicesGST-ready, raised on time
  4. 04ReceivablesWhat's due, what's overdue
  5. 05RevenueCollected, by client
  6. 06ProfitabilityWhere you actually earn
Client & engagement visibility

Know exactly where every client stands.

Every client account in MoneyGence rolls up its own engagements, invoices, payments and outstanding balance, so you can see, client by client, what's billed, what's collected and what's still at risk.

Retainers, projects and add-ons grouped under one client
Contract and renewal tracking per client
Outstanding amounts flagged automatically
Cobalt Pharma Ltd ₹6.8L  at risk
Illustrative product preview · Fictional sample data
Clients
21 active client relationships
All Clients ▾
Active Clients
21
+2 this quarter
Avg. Collection
29 days
Across paid invoices
Overdue Clients
3
Needs follow-up
Up for Renewal
4
Next 60 days
Client Directory
ClientEngagementsOutstandingInvoice StatusStatus
Harbor Retail Group2 active₹3.4LMostly paidOn track
Linden Logistics3 active₹5.2L1 overdueReview
Cobalt Pharma Ltd1 active₹6.8L2 overdueAt risk
Maple Foods Co2 active₹1.2LWithin termsOn track
Invoicing & receivables

Get Paid Faster. Stay on Top of Receivables.

GST-ready invoices, client-wise billing and a clear view of what's due, so cash-flow awareness doesn't depend on chasing your inbox.

Invoiced
₹64.2L
Due
₹21.4L
Received
₹38.9L
Invoice status visible by client, not buried in email threads
Payment reminders for outstanding and overdue invoices
Bank reconciliation matches payments to invoices automatically
Client Profitability & Cash, This Quarter
Harbor Retail Group
On track
Revenue₹18.6LReceived₹15.2LOutstanding₹3.4L
Linden Logistics
Review
Revenue₹14.3LReceived₹9.1LOutstanding₹5.2L
Cobalt Pharma Ltd
At risk
Revenue₹9.8LReceived₹3.0LOutstanding₹6.8L
Maple Foods Co
On track
Revenue₹7.4LReceived₹6.2LOutstanding₹1.2L
Revenue billedReceivedIllustrative sample data
Revenue & profitability

See which clients are actually driving your business.

Instead of one combined revenue number, MoneyGence breaks revenue, collections and outstanding balance down by client, so you can see where your business is genuinely making money, and where it isn't.

Revenue and collection trends over time
Client-ranked revenue and outstanding balance
Scheduled reports delivered on your own cadence
Why consulting firms choose MoneyGence

Built for how service businesses actually run their finances.

Centralised financial visibility, by client
ClientsContractsInvoicesReceivablesRevenueProfitability

Every client's revenue, invoices, receivables and payments live in one place instead of scattered across spreadsheets, accounting software and email.

01
Every engagement under one client

See retainers, projects and add-ons together instead of piecing revenue together from separate files.

02
Milestone and retainer invoices in one place

Raise GST-ready invoices for each milestone or billing cycle and track each one against the client.

03
Expenses and approvals tracked

Finance Inbox keeps reimbursements, advances and vendor bills moving through a clear approval flow.

04
Partner-ready reporting

Schedule client and revenue reports so leadership sees the same numbers every month.

How it works

From scattered spreadsheets to one clear system.

STEP 01Connect your financial data

Set up your organisation and import existing client data from Tally if you have it.

STEP 02Organise clients & contracts

Add your clients and their engagements: retainer, milestone-based or fixed-fee.

STEP 03Track invoices & receivables

Raise GST-ready invoices and see what's outstanding, by client, in real time.

STEP 04Monitor revenue & profitability

See revenue, collections and outstanding balance ranked by client.

STEP 05Make better decisions

Use scheduled reports and real-time visibility to act before problems compound.

Product showcase

See Your Business Financials Clearly.

One workspace for revenue, receivables, invoices, clients and reports. Click a tab to explore.

Paid INV-1142  ₹5,40,000
INV-1138 55d overdue
Illustrative product preview · Fictional sample data
Good morning, Rohan 👋
Here's your client portfolio overview
This Month ▾
Total Revenue
₹64.2L
▲ 12% vs last month
Open Receivables
₹21.4L
Across active invoices
Collections
₹38.9L
▲ 19% vs last month
Overdue
₹8.6L
11 invoices
Client Revenue & Cash
ClientRevenueReceivedOutstandingStatus
Harbor Retail Group₹18.6L₹15.2L₹3.4LOn track
Linden Logistics₹14.3L₹9.1L₹5.2LReview
Cobalt Pharma Ltd₹9.8L₹3.0L₹6.8LAt risk
Clients
21 active client relationships
All Clients ▾
Client Directory
ClientEngagementsReceivableInvoice StatusRenewal
Harbor Retail Group2 active₹3.4LMostly paidOn track
Linden Logistics3 active₹5.2L1 overdueReview
Maple Foods Co2 active₹1.2LWithin termsOn track
Sales & Invoices
GST-ready invoicing and collection status
This Month ▾
Recent Invoices
InvoiceClientAmountDueStatus
INV-1142Harbor Retail Group₹5,40,00014 SepPaid
INV-1141Linden Logistics₹3,20,00021 SepSent
INV-1138Cobalt Pharma Ltd₹4,10,00005 Aug55d overdue
Receivables
Outstanding amounts by client
All Clients ▾
Outstanding by Client
ClientOutstandingOldest DueDays OverdueStatus
Cobalt Pharma Ltd₹6.8L05 Aug55At risk
Linden Logistics₹5.2L21 Sep4Review
Harbor Retail Group₹3.4L28 Sep0On track
Reports
Client, revenue and receivables reporting
This Quarter ▾
Report Library
ReportScopeFrequencyFormatStatus
Client ProfitabilityAll clientsMonthlyPDFScheduled
Receivables AgeingAll clientsWeeklyExcelScheduled
Use cases

Built for every kind of consulting practice.

01Management Consulting

Track retainers and project fees across several corporate clients in one view.

02Strategy & Advisory Practices

Keep advisory retainers and one-off engagements separate but visible side by side.

03HR & Organisation Consulting

See billed and collected fees for each assignment and each client.

04Business & Operations Consulting

Follow milestone invoices from raised to paid, client by client.

05Boutique & Independent Consultancies

Replace spreadsheets with one place for clients, invoices and receivables.

06Multi-Partner Firms

Give every partner the same view of client revenue and outstanding balance.

Frequently asked questions

Questions consulting firms ask about MoneyGence.

Clear answers about clients, invoicing, receivables and what MoneyGence actually does.

Can MoneyGence manage retainer and project clients together?
Yes. MoneyGence supports Retainer, Contractor, Project and One-Time client types, so a consulting firm can see all of them in one dashboard while tracking each client's invoices and receivables separately.
Can I raise invoices for each milestone?
Yes. You can raise a GST-ready invoice whenever a milestone or billing cycle is reached and track it against that client until it is paid.
Can I see which clients are most profitable?
Yes. MoneyGence's client revenue and cash view ranks clients by revenue, collections and outstanding balance so you can see where your firm is actually making money.
Can I import my existing financial data from Tally?
Yes. MoneyGence supports importing your existing client ledger data from Tally exports (CSV or XLSX), so you don't have to start from a blank slate.
Can I track consultant expenses and reimbursements?
Yes. Finance Inbox lets your team raise and track reimbursements, advances, vendor bills and payment releases through an approval workflow.
Does MoneyGence replace my CA or accounting workflow?
No. MoneyGence is a financial visibility and workflow layer for your firm. It does not replace your CA's professional advice, statutory filings or audit responsibilities.
Is invoicing GST-compliant for consulting services?
Yes. Invoices generated in MoneyGence are GST-ready by default, including support for e-Invoicing (IRN generation) where applicable.

Bring Clarity to Your Consulting Firm's Finances.

See every client's revenue, receivables and profitability in one place. Free forever for your first 2 clients.

Book a Demo

See how MoneyGence tracks clients, invoices, receivables and profitability for consulting firms. Pick a good time and our team will walk you through it.

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