ClientFlow gives consultants a clean view of every engagement, every invoice, and every outstanding balance — so you can focus on delivering results, not reconciling spreadsheets.
Features
Create a project for each engagement and link its invoices and payments. Keep the client, scope notes, and balance together.
See collected revenue alongside pending and overdue receivables without rebuilding a spreadsheet.
Store a primary contact, company, billing address, tags, and relationship notes for each client.
Compare collected revenue by client and month, with outstanding balances kept separate.
How it works
Create a client profile and a project per engagement. Add scope notes and relevant dates.
Log an invoice, link it to the project, and mark it paid when the wire clears.
Open the reports tab to see collected revenue, outstanding balances, and your top clients by month.
Join consultants and strategy firms who use ClientFlow to keep their billing clean and their clients happy.