Software to run your consulting practice
Managable is software for consultants — clients, engagements, proposals, invoicing, and your books in one workspace, with Aether, an AI operator, on the admin. Spend your hours advising, not administrating.
Clients & engagements
A profile per client linking every engagement, document, invoice, and payment — searchable in seconds.
Proposals that close
Draft and send proposals and contracts with your signature, track acceptance, and convert to a project.
Multi-currency billing
Invoice across currencies and reconcile each payment to the right invoice automatically.
Bank reconciliation
Connect your banks and Stripe so your books stay closed without weekend bookkeeping.
Documents & vault
Keep engagement docs, NDAs, and client access organized and encrypted in one place.
Aether on the admin
Your AI operator drafts documents and invoices and keeps the books current.
What is consultant management software?
Consultant management software runs the business side of an advisory practice: a CRM for clients and engagements, proposals and contracts to win the work, invoicing to bill it, and reconciliation to keep the books. Managable connects all of it so you are not re-entering the same client across four tools.
- Clients and engagements in a connected CRM
- Proposals and contracts that become projects and invoices
- Multi-currency invoicing and bank reconciliation
- An AI operator for the repetitive admin
Win the engagement, deliver it, bill it — in one flow
A consulting engagement starts as a proposal and ends as a paid invoice. In Managable that is one continuous flow: an accepted proposal becomes a project and an invoice, the payment reconciles itself, and the whole history stays on the client profile.
Moving off spreadsheets and QuickBooks
Many consultants run on a spreadsheet plus an accounting tool. Managable replaces the spreadsheet with a real CRM, projects, and proposals, and keeps the accounting honest with bank reconciliation and books-ready exports — so your accountant still gets clean data. See how Managable compares to QuickBooks and FreshBooks.
What to look for in software for consultants
A consulting tool should connect the relationship to the money and the deliverable — not just track time.
- Client + engagement CRM connected to invoicing
- Proposals and contracts that flow into projects
- Multi-currency billing and bank reconciliation
- Books-ready export to your accountant
- A free plan and exportable data
Add clients
Import or add clients and engagements — each gets a profile and a timeline.
Propose & deliver
Send a proposal, convert it to a project, and do the work from one place.
Bill & reconcile
Invoice the engagement and let the payment match itself to the invoice.
Frequently asked questions
What software do consultants use to run their business?
Independent consultants need to manage clients, engagements, proposals, invoicing, and their books without a heavy stack. Managable puts all of it in one workspace — client CRM, projects, documents, multi-currency invoicing, and bank reconciliation — with an AI operator on the admin.
Is Managable good consultant management software?
Yes. It is built for solo consultants and small firms: track every client and engagement, send proposals that turn into projects and invoices, and keep your books reconciled — one tool instead of five.
Does it handle proposals and engagement contracts?
Yes. Draft proposals and contracts, stamp your signature, send them for acceptance, and convert an accepted proposal straight into a project and invoice — no re-typing the scope.
Can I bill and reconcile across currencies?
Yes. Invoice clients in any currency and let Managable reconcile each payout to the right invoice automatically — ideal for consultants working across borders.
How do I move off spreadsheets or QuickBooks?
Import clients via CSV, connect Stripe for history, and start same-day. Managable runs the operations and exports books-ready data to your accountant or QuickBooks, so you keep the accounting and lose the spreadsheets.
Is it free to start?
Yes. Free Starter plan, paid plans from $14/mo, no credit card to begin.
Run your business in one place.
Run your practice from one place. Free to start, no credit card.