Invoicing Software That Accelerates Cash Flow and Profitability

Invoice with confidence. Projectworks brings together invoicing software, billing software, and project invoicing in one connected platform for consulting and services firms. You see real-time financial visibility, reduce billing friction, and ensure every hour and cost is captured and billed.

Highly rated professional services automation

Powerful Invoicing and Billing Software for Consulting Firms.

Consulting and services firms struggle when billing processes are slow, manual, or inconsistent. Without a streamlined approach, hours go unbilled, costs are missed, and client disputes arise. Projectworks solves this through owerful invoicing and billing software built to match how you work and how you charge.

Make Billing Faster and More Accurate

Slow manual billing means delays in cash flow and mistakes in client charges. Projectworks’ billing software for consultants is designed to speed up your billing cycle while preserving accuracy and client trust.

  • Prefill invoice data from tracked time and expenses to save hours each month
  • Preview and adjust invoices before sending so errors are caught early
  • Use editable templates and breakdowns to tailor invoices by project, phase, or cost type
  • Issue credit notes, partial invoices, or adjustments easily when client changes or corrections are needed

Connect Project Invoicing to Financial Forecasts

Billing should not be an afterthought—it needs to feed into growth planning. Projectworks links project invoicing to margins, WIP, and forecasts so consulting leaders always know where they stand.

  • Compare actual invoice values against budgets and forecasts to surface gaps before they grow
  • Monitor margin trends by project, client, or consultant to guide better resource allocation
  • Project revenue recognition against time and expense data to ensure financial integrity

project financial software

Align Billing with Client Conversion & Sales Pipeline

Traditional billing systems isolate finance from sales. Projectworks ensures your invoicing and billing software stays connected to project planning and sales pipeline, so you bill what you’ve sold and sold what you’ve billed.

  • Build quotes and proposals that convert into invoices without retyping or copying
  • Forecast revenue in your CRM and sync it with your invoicing system
  • Track proposal to invoice conversion rates and spot revenue leakage in sales processes

Create a new quote button

Integrations That Streamline Billing Ecosystem

Disconnected tools create friction, errors, and manual work. Projectworks integrates your invoicing system with your core finance and systems stack so billing becomes reliable and automated.

  • Deep integration with Xero and QuickBooks for seamless dispatch and reconciliation.
  • Connect your CRM tools like Salesforce or HubSpot so your quotes, pipeline, and billing stay aligned.
  • Avoid double entry and errors through automatic data flows between time & expenses and billing.

all projectworks integrations

IN THE WORDS OF CUSTOMERS ACROSS THE GLOBE

We spent time reviewing a lot of different project management solutions and settled on Project Works for its simplicity, price, integrations with our other software and the speed of implementation. The team are enjoying using the system and we are benefiting from the new level of data we have to run the business. Recommend Project Works highly.

Pip Davies
Global Director of Finance and Commercial
Edge Impact

"We outgrew Harvest, and Projectworks is just what we need! We needed a solution that was simple for the team to use...We've had positive feedback from the whole business since adopting Projectworks."

David Stagg
Director

"Projectworks improved our profitability by 5-8% within 2 months of implementation."

James Davidson
Principle
Rendement Consulting

“We're so happy that we're using this software and we'd pick it again and again. We find new bits of software that we didn't notice before and it makes our jobs even easier. Would recommend 100%”

Anne
Office Manager in US
Architecture & Planning

“We have tried a number of different tools including Mavenlink, WorkflowMax and Accelo. Projectworks is our favorite by far.”

Natasha Kearney
Finance Manager
GKC Limited

“As we explored Projectworks, we had many 'wow, this is powerful' moments. The insights and benefits you get in the software are well worth it”

Tony Katsigarakis
COO
OneTeam Services

"Projectworks has been a dream. A super quick and smooth migration where the Projectworks team not only met but exceeded every deadline. The team is super responsive and constantly releasing beta features. Excited for what's next!"

Jason Hyndman
Head of Finance and Commercial
Edison Consulting

"Projectworks is a powerful project management system, and we are glad we decided to migrate to this platform. We previously used 2-3 different software platforms to achieve what we can now do using Projectworks alone."

Andie D
Posted on G2

"What we got with Projectworks was really aligned with the way we wanted our business to work. It's truly a system built for services business. It is what we would have built if we were to have done it ourselves."

Cam Brookes
Co-Founder and Managing Director
Kiandra

“Simple to use, very intuitive, dashboard and system looks great. All our employees find it very simple to use and easy to find metrics at the click of a button. Everything is in real time so we know it is also accurate.”

Jemima Butt
Operations Director
MBB Group

"I've got angels singing. Projectworks looks so clean, such a cool product to use”

Adrienne Clarke
Operations & Project Support
Envelope Engineering

Explore More features of the Projectworks Platform

Resource Management

Plan and assign resources with complete oversight. Get your consultants off the bench and maximize their billable time.

Time and Expenses

Live, connected time and expense tracking forms a single source of truth for 360 project visibility. Built for consulting firms.

Report on Financials

You need project visibility. Ditch scattered, error-prone spreadsheets and track margin, utilization, and more in real time.

Ready to Transform Your Professional Services Firm?

Projectworks gives consulting and services firms invoicing software that’s not just about sending bills - but driving accuracy, cash flow, and profitability. With all billing, forecasting, and client management in one place, you can bill faster and more accurately, reduce revenue leakage and make margin-aware decisions.

.

Get a Personalized Demo

We'd love to give you a personalized walkthrough of Projectworks and answer any questions you might have. Just book a time that works for you!

Try Projectworks for free

Prefer to try Projectworks for yourself? Start a free trial with no credit card needed, and you’ll be up and running in no time.