The Financial Operating System for Consulting Firms
Command advisory engagements, partner billing rates, travel expenses, client retainers, and double-entry bank ledgers with zero arithmetic drift.
100% Free · No credit card required · Zero arithmetic drift
Definition
What It Is
Money OS for consulting firms is a rigorous financial and practice management system connecting billable advisory hours, project scopes, and pass-through travel expenses to double-entry general ledgers.
Who It's For
Target Audience
Management consulting boutiques, IT strategy advisory firms, operations consultancies, and specialized fractional executive practices.
Core Advantage
Why It Matters
Provides practice leaders with instant visibility into partner and associate realization rates without relying on complex, outdated enterprise ERPs.
Advisory Practice Performance
Strategic Transformation Engagement
Monthly Advisory Retainer · Healthcare Client
Capabilities
Architecture for Advisory Practices
Advisory Retainer Management
Structure recurring monthly advisory retainers with predefined advisory hour quotas and clearly defined out-of-scope triggers.
Partner & Associate Rate Cards
Set hierarchical rate cards per client engagement for Managing Partners, Senior Consultants, and Research Associates.
Travel & Reimbursable Expenses
Track client travel, hotel accommodations, and advisory research expenses with direct bank debits and automated invoice billing.
Two-Layer Financial Governance
Multi-tier timesheet and expense sign-offs ensure all billable entries undergo engagement manager and finance partner review.
Practice Realization Metrics
Compare standard card rates against realized revenue per engagement to track write-downs, discounts, and profitability.
GST & TDS Invoicing Precision
Harvest advisory deliverables into compliant tax invoices with proper SAC codes and TDS withholding reconciliation.
Process
Consulting Practice Engagement Lifecycle
Engagement Letter Setup
Configure contract terms, Retainer or T&M models, consultant billing rate cards, and reimbursable expense rules.
Advisory Delivery & Time Entry
Consultants log billable client hours; travel and research expenses are authorized against linked checking accounts.
Invoicing & Partner Reporting
Generate formal tax invoices, collect payments via Razorpay, and review realization and margin metrics in real time.
Architecture
Related Financial Pillars
Frequently Asked Questions
Direct answers for agency operations and financial teams.
How does Money OS calculate practice realization rates?
Realization is calculated by dividing actual billable revenue collected by the potential revenue of hours worked at standard organizational rate card values.
Can consulting firms invoice clients internationally with Money OS?
Yes. For international clients, Money OS supports clean commercial export invoices without domestic GST, while properly tracking foreign currency settlements in your general ledger.
Is Money OS for consulting firms free?
Yes, 100% free during beta. Practice teams can manage unlimited engagements, partners, and clients with zero subscription costs.