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Consultants & advisory firms

Turn billable work into clearer business finance.

Keep client invoices, business expenses, bank activity and cash-flow decisions together while you focus on advisory work.

CherryMoney illustration for Consulting finance

Where finance gets messy

The pressure points are specific to consulting businesses.

01

Keep client work, invoices and business costs connected to the same finance record.

02

See what is unpaid and what cash is expected without rebuilding a separate tracker.

03

Keep receipts, mileage, supplier bills and bank activity reviewable throughout the year.

How CherryMoney helps

Use the parts of the finance stack that match the work.

Capabilities depend on your plan and configuration, so the page stays grounded in what is available rather than promising an industry-specific module that does not exist.

01

Quotes & invoices

Create customer documents, follow payment status and keep income records together.

02

Expenses & evidence

Capture business costs, mileage and supporting evidence so review starts with better records.

03

Bank reconciliation

Review connected bank activity and reconcile transactions where Open Banking is enabled.

04

Cash-flow visibility

Use the forecast horizon and reports included in your plan to see pressure earlier.

Recommended route

Accounting is the clearest starting point for this workflow.

Use the product page to compare the plans currently published from CherryMoney Admin.