Consulting Billing Software
Monthly retainer billing + project fees + hourly billing. Consulting firms need all three with saved card + auto-charge.
7 days free · No credit card · Built in Florida
$8,420
47
Acme Office Park
Monthly maintenance
$485
Riverside Apartments
Quarterly service
$1,200
Downtown Plaza
Monthly recurring
$320
West End Hotel
Bi-weekly contract
$680
Real Smarfle UI · Live data from your consulting CRM
Why generic billing software fails consulting owners
Generic billing tools weren’t built for consulting. Smarfle was.
Generic billing software
What everyone else gives you
- Monthly retainer billing manual = late + lost retainer revenue
- Hourly billing under-tracked = consultant revenue leak
- Project fee deposits + milestones inconsistent across engagements
Smarfle for Consulting
Built for your actual workflow
- Monthly recurring auto-charge against saved card eliminates the chase
- Time tracking on project auto-flows to invoice as billable hours
- Each milestone tagged to project with separate invoice + reports
How consulting billing works in Smarfle
From the first touch to the closed loop. No missing pieces.
- 1
Customer signs up for recurring service
Via portal subscribe button or office-generated first invoice. Card saves to Stripe Customer.
- 2
Auto-charge runs on schedule
Daily cron processes recurring invoices, charges saved cards off-session. consulting owner sleeps; revenue lands.
- 3
Failed cards trigger retries + emails
Stripe auto-retries 3-4 times. If all fail, customer gets an email link to update their card. No manual chase.
- 4
Customer gets receipt + invoice instantly
Each successful charge fires a receipt email + creates a Paid invoice in Smarfle. Aging report stays clean.
- 5
Owner sees monthly recurring revenue
Subscription dashboard shows what's coming next 30 days. Cashflow forecasting actually possible.
Where consulting billing breaks down
The friction every consulting owner recognizes.
Monthly retainers billed manually = late payments
Manual invoicing slips. Recurring auto-charge eliminates the chase.
Hourly billing under-tracked
Consultant doesn't log every hour = under-billed. Time tracking on WO + auto-pull to invoice fixes it.
Project fee deposits + milestones inconsistent
Big project = deposit + milestones. Without project tracking you under-bill at the wrong time.
Cut AR by 80% on recurring revenue
Auto-charge saved cards for recurring service contracts. Failed payments auto-retry + email customer. The chasing-payments task disappears.
<24h
AR cycle (recurring)
70%+
Failed payments recovered
5-8h/wk
Hours saved chasing
Based on typical consulting operations. Your numbers may vary.
Features powering consulting billing
Each one a deep-dive in its own right.
Recurring billing on auto-pilot
Set up monthly, quarterly, or annual service plans. Customer signs up once, Smarfle bills the same card every cycle, no manual invoicing required.
Learn moreSave card on file
Stripe Customer + saved payment method per client. After their first payment, future charges run off-session. No link to click, no card to re-enter.
Learn moreAuto-charge saved cards
Daily cron auto-charges saved cards for recurring invoices. Owner gets confirmation email when payment lands; client gets a receipt. Failed cards trigger an email asking the client to update.
Learn moreStripe Connect (your account, not ours)
Money goes straight to your bank via Stripe Connect Express. We charge 0.5% platform fee on top of Stripe's 2.9% + 30¢. ACH for invoices over $1k drops to 0.8% (cap $5).
Learn moreConsulting Billing Software CRM questions
Other consulting tools
Smarfle ships billing software alongside the rest of your CRM.
Billing Software for other industries
Same billing engine, tuned for each vertical.
Try Consulting Billing Software free
7 days to test the full platform with your real consulting workflow. No credit card.
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