Manage strategic advisory engagements, senior consultant time tracking, reimbursable travel expenses and professional fee invoicing in one seamless platform.
Consultant travel, lodging and out-of-pocket expenses get buried in receipts and never billed back to clients.
Combining fixed advisory retainers with hourly excess rates creates confusing spreadsheets and manual invoice errors.
Understanding partner and associate availability across multiple active client advisory mandates.
1
Client Lead
2
Engagement
3
Advisory Hours
4
Travel Expenses
5
Client Invoice
6
Finance
1
Client Lead
2
Engagement
3
Advisory Hours
4
Travel Expenses
5
Client Invoice
6
Finance
Manage key stakeholder contacts, proposal stages and corporate advisory engagement histories.
Explore ModuleCapture travel, dining and lodging receipts to bill back to client accounts smoothly.
Explore ModuleTrack unpaid retainer balances, client deposit reserves and aging advisory receivables.
Explore ModuleEngagement scope tracking and contract repository
Hourly and daily consultant rate time tracking
Reimbursable expense logging with receipt uploads
Blended retainer and time-and-materials billing models
Executive financial summaries and partner P&L reporting
Secure document management for confidential advisory briefs
Attach every flights and hotel receipt to client projects so out-of-pocket spend is fully reimbursed.
Deliver clear, transparent statements of advisory hours and expenses to build executive trust.
Automate upfront monthly retainer invoices to ensure cash reserves are locked in.
See how Dextrify connects proposals, projects, GST invoices and finance for consulting firms.