UK management consultancy
8 days to 4 hours
Monthly invoicing
Monthly invoicing from 8 days to 4 hours
Contracts & associatesFinance & invoicingReporting & MI
Who we help · Consultancies and associate-led firms
Run more engagements without growing the back office.
Contracts, SOWs, associates, invoicing and reporting, connected across HubSpot, Xero and SharePoint.
In short
We automate the operations of consultancies and associate-led firms: contracts and SOWs, approvals, associate onboarding and records, invoicing and management reporting, connected across the CRM, finance and document systems you already use. One UK consultancy cut its monthly invoicing run from 8 days to about 4 hours.
What we hear
Where the hours go.
Every engagement means paperwork
Contracts and SOWs drafted by hand for each client and each associate.
Associates are hard to keep track of
Rates, contracts, availability and invoices scattered across spreadsheets and inboxes.
Month-end takes days
Chasing associate invoices, checking them and re-keying into Xero.
Margin is a guess until quarter-end
Utilisation and profitability only visible after someone builds a report.
What we automate
Typical automations for firms like yours.
- Contracts and SOWs generated from HubSpot or Salesforce deals
- Approval and e-signature routing with status tracking
- Associate onboarding, records and contract history
- Expected, received and missing invoice tracking
- Approved invoices posted to Xero
- Engagement margin and utilisation reporting
Proof
Work we've done in this space.
Explore by area
The areas that matter most here.
- 01
Contracts and associates
Contracts and SOWs generated from CRM data, approved, signed and filed without anyone copying fields between documents.
Seconds
Contract generation, previously hours
- 02
Finance and invoicing
Expected, received and missing invoices tracked in one place, checked against what was agreed and pushed into your finance system.
8 days to 4 hrs
Monthly invoicing run
- 03
Reporting and management information
Management and client reports built automatically from the systems that hold the numbers, with AI drafting the commentary.
Live data
Management reporting, no month-end spreadsheet build
Questions
Common questions.
We use HubSpot and Xero. Do we need anything else?
Usually not. Most of the value comes from connecting what you already have. We'd only suggest a new tool if it's clearly cheaper than the workaround, and we'd tell you what you could switch off.
We work with hundreds of associates. Will it scale?
Yes. The consultancy in our case study manages 200–300 associates. The point of automating is that adding the next hundred doesn't add the next admin hire.
Can associates submit invoices without logging into anything new?
Yes. Invoices can arrive by email as they do today; AI reads and matches them to the right associate and engagement.
Free Operations Audit
Find out what's worth automating.
Book a free 45-minute Operations Audit. You'll get a written summary of your top three automation opportunities, with estimated hours saved, within 3 working days.
Book a free Operations Audit
If there's nothing worth automating, we'll tell you.
What happens next
- 1Pick a time that suits you
- 2Tell us briefly which process hurts most
- 3We map it together in 45 minutes
- 4Your written summary arrives within 3 working days