Optimise utilisation, margins, and cash flow for consulting, legal, and engineering firms. Benchmark against industry peers and identify growth levers.
Start Free See All FeaturesUtilisation tracking is fragmented across tools
Cash flow is lumpy and hard to forecast
No visibility into per-project profitability
Consolidated financial dashboard with margin analysis
AI-powered recommendations for pricing and efficiency
13-week cash flow forecasting with scenario planning
Professional services firms (consultancies, law practices, engineering shops, agencies) sell time. That makes the business deceptively simple to run and brutally hard to optimise. Every percentage point of utilisation is a measurable hit to gross margin, every day added to debtor cycles is real working capital tied up, and every poorly priced engagement compounds across the year.
Most firms run on a fragmented stack: time tracking in one tool, billing in another, and a spreadsheet in the middle that someone updates monthly. The lag means you discover a 60% utilisation month four weeks after it happens, when the only lever left is overtime. Advisorli pulls the financial data into a single dashboard so utilisation, realised rates, and margin per practice area are visible weekly, not quarterly.
The bigger unlock is per-project profitability. Standard P&L groups all engagements together and hides the 20% of clients who consume 60% of senior time at break-even rates. Customer profitability analysis (BCG-style 80/20) ranks engagements by adjusted margin, so partners can have evidence-based conversations about repricing, scope creep, and which logos are worth keeping.
On cash, the 13-week forecast is rebased every week against actual closing balance, with AR aging and WIP feeding the receipts side. For partner-distribution decisions and tax provisioning, the forward view replaces gut-feel with a model that updates itself.
See which clients drive the bottom 20% of margin and target them for repricing or de-scoping.
AR aging, WIP, and 13-week receipts in one view to attack debtor days directly.
Utilisation, realised rate, and EBITDA margin compared against peer firms in your jurisdiction.
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