Manage Client Invoicing, Expense, and Project Profitability
Your Finance team handles client invoicing, expense tracking, and profitability analysis for all consulting engagements. You need an efficient system for quoting, time-to-invoice, and financial reporting. OneDesk centralizes your entire financial workflow.
Trusted by Consulting Firm teams around the world
Slow and Inaccurate Client Billing Processes
Consulting finance requires accurate, timely invoicing based on contract terms and tracked billable time. OneDesk ensures all billable time is captured and correctly categorized. Streamline the invoicing process to speed up cash flow and reduce client disputes. Ensure project profitability.
Ticketing for Client Billing and Staff Expense Support
Provide a private portal for staff to submit expense reports or budget inquiries. Turn client emails about invoices or payment status into trackable tickets instantly. Set up priority for urgent invoice payment deadlines. Custom views let the Accounts Payable team see one queue and the Client Billing team see another.
Manage Project Accounting and Client Audits
Treat complex client engagement audits or annual financial closeouts as a structured project. Use task lists to ensure all necessary documentation is collected on time. Assign accountability for each step of the process. Track progress against financial deadlines. Ensure compliance and accurate project reporting.
Automate Invoicing Preparation and Approval Chains
Automatically route a draft client invoice over a certain amount to the engagement Partner for approval. Set up rules to generate an invoice ticket once a project milestone is reached. Send automated reminders to clients for overdue payment. Automation speeds up the cash cycle and enforces billing compliance.
Quote for Consulting Services and Invoice Time
Generate professional quotes for new consulting services or retainer renewals. Log billable time for all staff across all client engagements for accurate invoicing. Track non-billable time for sales and internal administration. Use the system to analyze profitability per client and per service line.
AI Billing Assistant
Answering billing questions is tedious. OneDesk’s AI can summarize account activity for a client. It can help draft professional payment reminders. Use AI to analyze profitability by client. It gives you insights to run a better agency.
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FAQ
OneDesk has affordable pricing based on your product, plan, and number of user licenses.
See our pricing page for full details.
OneDesk is available both in the cloud and on-premise. Pricing for OneDesk On-Premise is the same as for our Cloud Enterprise plan, but is only available for annual or longer-term subscriptions. To evaluate OneDesk, please sign up for a 14-day free trial of our cloud software. If after evaluation of the software, you would like to purchase on-premise licenses, please Submit a Request we will send you an invoice for the number of users you require.
Of course! You can visit our feature index page for a full list of features. To compare product or plan features see our feature comparison page.
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See for yourself how OneDesk can help your team.
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