Business Consultants: Run your consulting firm from proposal to paid invoice
BridgeERP gives consultants one place for the pipeline, proposals, engagements, timesheets and invoices built from the hours worked.
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Invoicing
Accounting
CRM
Sales
Projects
Timesheets
Proposals priced in hours and deliverables
A quotation lists the consultant and analyst hours and the fixed deliverables, with VAT.
SalesAn engagement proposal
The warehouse cost review for Pwani Logistics is quoted as 40 senior hours, 60 analyst hours and a final report, in KES with VAT.
Explore Sales →By the numbers
What ships inside
Counted in the product.
- 4
- things a sold service can create: nothing, a task, a project, or a project with its tasks
- 5
- ways to count what was delivered, from timesheets and milestones to manual quantities
- 9
- billing types on a timesheet line, from billed on timesheets to non-billable
Inside the app
What is inside
The apps a consulting firm runs on, and what each does for an engagement.
Pipeline
Opportunities move from new to won with the client, the expected fee and the closing date.
Proposals
Quotations price consultant hours and fixed deliverables, with validity date and VAT.
Engagement projects
Confirming a proposal creates the project and a task for each line billed on time.
Tasks and budgets
Every workstream has a deadline and allocated hours, and shows the hours already spent.
Timesheets
Consultants log hours on tasks in a weekly grid, with a note on the work done.
Billing from hours
Hours logged on billable tasks flow to the order line and onto the next invoice.
Documents and signatures
Keep engagement files with the project and send letters for electronic signature.
Knowledge
Keep methods, templates and lessons learnt in shared articles the whole firm can read.
Step by step
From first call to paid invoice
How an engagement runs in BridgeERP, and which app does each step.
- Step 1
Opportunity
A client need becomes an opportunity with the expected fee and closing date.
CRM - Step 2
Proposal
The quotation prices hours and deliverables and is sent for approval.
Sales - Step 3
Engagement
Confirming it creates the project and the billable tasks for the team.
Projects - Step 4
Timesheets
Consultants log their hours on the tasks every day, with a short note on the work done.
Timesheets - Step 5
Invoice
The hours delivered so far are invoiced to the client.
Invoicing
Every engagement at a glance
Engagements show the client, the dates and the tasks still open.
ProjectsEngagements under way
Three client engagements, a growth strategy, a lending readiness review and a shared services design, each with its client, start and end dates and open tasks.
Explore Projects →Hours logged against the budget
Each task shows the hours allocated, the hours spent and who spent them.
TimesheetsA workstream with its timesheets
The financial model task has 60 hours allocated, and the timesheets show the analyst's days on cost drivers and scenarios.
Explore Timesheets →Invoices built from the hours
The order counts the hours delivered from timesheets on each line, so nothing billable is missed.
SalesHours delivered and invoiced on the order
The Mazao Agro order shows the consultant and analyst hours delivered from timesheets and already invoiced, while the workshop and report are still to deliver.
Explore Sales →Who uses it
Who uses it, and what they see
One system for the partners, consultants and the finance desk.
Managing partner
Follows the pipeline, approves proposals and sees which engagements run over their hours.
Consultant
Works on assigned tasks and logs hours with a short note every day.
Engagement manager
Plans the tasks and deadlines of each engagement and keeps the client informed.
Finance officer
Invoices the hours delivered, follows payments and closes the month.
Works with
Runs with the rest of BridgeERP
Apps a consulting firm draws on.
In your country
Built for firms in any country
What changes from country to country, shown on the demo's Kenyan consulting firm.
Fees in your currency
Rates, proposals and invoices are in the company currency, KES on the demo.
VAT on professional fees
Quotations and invoices carry the VAT set for the company, 16% on the demo.
Clients across the country
On the demo, clients from Nakuru, Mombasa, Eldoret and Garissa sit in one contact list with their city.
Getting started
Getting started
How a consulting firm moves onto BridgeERP.
Set your rates
Create hour-based services for each grade, billed on timesheets, and fixed deliverables.
Add the team
Enter consultants as employees so their hours can be logged and costed.
Load open engagements
Enter running projects with their tasks, deadlines and allocated hours, so time is logged from day one.
Invoice from hours
Log the week's timesheets, then invoice the hours delivered on each order.
Questions
Questions about Business Consultants
Not covered here? Contact us.
Can I bill clients on the hours worked?
Yes. Services billed on timesheets take the hours logged on their tasks onto the next invoice.
Can a proposal mix hours and fixed deliverables?
Yes. A quotation can hold hour-based lines and fixed-price lines such as a final report.
Does confirming a proposal create the project?
Yes. A service can create a project and a task for the engagement when the order is confirmed.
Can I see when a task runs over its budget?
Yes. Each task shows its allocated hours and the hours already spent.
Are non-billable hours tracked too?
Yes. Internal and non-billable time is logged the same way and reported by billing type.
Can engagement letters be signed online?
Yes. Documents can be sent for electronic signature from the Sign app.
Tax compliance
Invoices your tax authority accepts
In Kenya, Uganda, Rwanda, Burundi and Zambia, each invoice, receipt and stock movement goes to the tax authority's own system when you post it. Ghana and Pakistan come next, and we connect 73 more countries on request.
- KenyaReady
eTIMS KRA
Invoices, credit notes, POS receipts and stock movements
- UgandaReady
EFRIS URA
Invoices, POS receipts and stock
- RwandaReady
EBM RRA
Invoices, POS receipts, stock and imports
- BurundiReady
EBMS OBR
Invoices, POS receipts, stock and manufacturing
- ZambiaReady
Smart Invoice ZRA
Invoices, POS receipts, stock and imports
Business Consultants, app by app
One connected flow instead of separate systems — the work moves from one team to the next without re-typing anything.
Every stop is a real app in your plan, and the hand-offs between them are the product.
- Customers & sales
- Operations
- Finance
- Platform & insight
CRM
Leads, opportunity pipeline, activities and sales forecasting.
CRM →
Ready when you are
Open the plan builder with the right apps for this industry already selected, or see it running first.