BillMate is built for consultants and consulting firms that need an easy client CRM plus accounting-ready invoicing. Send proposals and quotes, convert them to invoices in one tap, bill retainers and milestones, track payments and expenses, and export professional PDF invoices—on iOS and the web.
Proposals → invoices, retainers, client history, expense tracking, and polished PDFs
Everything you need to manage client relationships, invoicing, and cash flow—without messy spreadsheets.
Create consulting proposals and quotes with line items, rates, taxes, terms, and acceptance fields—ready for client approvals.
Convert accepted proposals to invoices in one tap—items, rates, taxes, and client details carry over automatically for faster billing.
Invoice deposits, retainers, and milestone payments with clear references on professional PDFs—perfect for phased consulting work.
Bill hourly consulting and materials with flexible rates and tax settings—ideal for contractors, advisors, and agencies.
Maintain client profiles, billing contacts, history, references, and revenue—so your consulting CRM stays organized and scalable.
Track expenses by project and view cash flow next to unpaid invoices and revenue—built for consultant accounting workflows.
Built for independent consultants, boutique firms, and agencies
Prefer a bigger screen? Use the fully synced web dashboard to manage consulting clients, invoices, expenses, and reporting from any desktop browser.
Manage client relationships with a clear overview. The web dashboard gives you room to analyze performance and keep your consultant accounting organized.
Keep all contacts, history, and billing details in one place. Client profiles help consultants stay organized, reduce admin, and speed up approvals.
Create consulting invoices, quotes, and proposals with a powerful web editor
Upload and categorize expenses from your computer to keep consultant accounting simple and tax-ready.
Choose the plan that fits your consulting business. All plans include full consultant CRM and invoicing features.
Perfect for trying BillMate or handling short-term consulting projects.
Most flexible option for consultants and growing consulting firms.
Best value – save over 30% compared to monthly. Ideal for consultants who invoice year-round.
Stop spending billable hours chasing payments. BillMate provides dedicated tools to help consultants recover unpaid invoices and protect cash flow.
Get Protected TodayWhether you're an independent consultant managing retainers or a growing firm handling multiple client engagements, BillMate keeps your invoicing, proposals, and client records connected.
Send professional proposals, get them signed off, and convert to milestone or retainer invoices in one tap. Full client history in the CRM means every engagement starts with context.
Invoice for time and materials, day rates, and project deliverables. Multi-currency support handles international clients and the legal tools protect you when corporate clients pay late.
Manage long-term retainer relationships with clean monthly invoicing, full engagement histories, and professional PDFs that reflect the standard your clients expect.
Run separate consulting practices under different brand names from one account. Completely separate invoicing, CRM, and expense records per entity — all from a single login.
Keep on top of self-assessment by logging travel, CPD, subscriptions, and equipment costs alongside your invoices. Everything is categorised and ready for your accountant at year end.
Health and safety, HR, compliance, and technical consultants all use BillMate to quote engagements, invoice at milestones, and maintain a full audit trail of client billing activity.
A consultant CRM that keeps invoicing, accounting admin, and client management in one workflow
Freelance Designer
Consultant
Construction Business
Marketing Agency
Plumber
Copywriter
IT Contractor
Event Planner
HR Consultant
Management Consultant
Marketing Consultant
Financial Consultant
Strategy Consultant
IT Consultant
Learning & Development Consultant
Operations Consultant
Brand Consultant
Business Development Consultant
Change Management Consultant
Recruitment Consultant
Health & Safety Consultant
Digital Transformation Consultant
Sustainability Consultant
Sales Consultant
Executive Coach
Risk & Compliance Consultant
Research Consultant
Supply Chain Consultant
PR Consultant
Project Management Consultant
Leadership Consultant
Technology Consultant
Organisational Development Consultant
Yes! You can add your logo, choose from multiple professional templates, change colors to match your brand, and customize payment terms and footer notes.
When you send an invoice link, BillMate tracks when the client opens it. You'll receive a notification instantly, so you know they've received it.
Absolutely. You can set up custom tax rates (like VAT) and apply them to specific items or the entire invoice. The app calculates totals automatically.
Yes. BillMate supports multi-currency invoicing. You can select the currency for each client, and the system handles the formatting and symbols correctly.
BillMate sends automated reminders first. If payment is still overdue, our built-in Legal Support feature helps you escalate the issue and recover unpaid funds professionally.
Yes, BillMate is built for multi-business owners. You can create separate profiles for each business, with unique logos and invoice sequences, all under one account.
Your data is encrypted with bank-level security and stored in the cloud. It's automatically backed up, so you can access your invoices from any device safely.
Yes, you can export all your invoice data to CSV, PDF, or Excel formats, making it easy to share with your accountant or import into other software.
Download the iOS app for on‑the‑go billing or sign up to the online CRM to manage clients, invoices, and expenses from the web.