Can I track profitability by project or client?

When connected to your accounting software, Trezy can track both revenue and costs at the project or client level. See which projects are most profitable, which clients generate the best margins, and where you're underpricing your services. This helps you make smarter decisions about which work to pursue.

How does Trezy help with hiring decisions?

The scenario planning feature lets you model the impact of hiring new consultants. See how new salaries affect burn rate, how long until new hires become billable, and how much pipeline you need to support the expanded team. Make data-driven hiring decisions instead of gut-feel guesses.

How quickly can I get started?

Most consulting firm owners are tracking cash flow in under 5 minutes. Connect your bank account and Trezy imports up to 24 months of history. Our AI automatically categorizes transactions, recognizing client payments, contractor costs, travel expenses, and other consulting-specific categories. You'll immediately see cash flow patterns and forecasts.

Is my financial data secure?

Absolutely. Trezy uses bank-level 256-bit encryption and complies with PSD2 regulations. We only have read-only access to your accounts - we can view transactions but never initiate payments. Your credentials are never stored on our servers, and all data is encrypted both in transit and at rest.

Consulting

Master Your Consulting Firm's Cash Flow Through Every Project

Stop the feast-or-famine cycle. Trezy helps consulting firms track project revenue, manage retainer payments, forecast utilization gaps, and maintain healthy cash flow through client transitions.

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Cash flow forecasting dashboard for consulting

2,500+

Firms Trust Trezy

30 days

Earlier Visibility

Project-level

Cash Tracking

95%

Forecast Accuracy

The Consulting Challenge

Why Consulting Firms Experience Cash Flow Volatility

Project-based revenue creates unique cash flow challenges. Here's what keeps consulting firm owners awake at night:

Feast or Famine Cycles

Big projects end, leaving gaps before new ones start. Revenue is lumpy while expenses like salaries and rent stay constant. One delayed project can create months of cash stress.

Slow Client Payments

You've delivered the work, but the invoice sits unpaid for 60-90 days. Large corporations stretch payment terms while you still need to pay your team every two weeks.

Utilization Uncertainty

Consultants on the bench cost money but generate no revenue. Without visibility into future utilization, you can't plan hiring or make smart decisions about taking on new work.

Retainer Revenue Complexity

Managing multiple retainer agreements with different billing cycles, payment terms, and renewal dates creates forecasting complexity that spreadsheets can't handle.

Stop letting cash flow uncertainty limit your growth

See how Trezy solves this

The Solution

Complete Cash Flow Control for Consulting

Purpose-built features to handle the unique financial challenges of consulting firms

Project Tracking

Track Cash Flow by Project and Client

See exactly which projects and clients contribute to cash flow. Track invoiced vs. collected amounts, identify slow payers, and forecast when project payments will arrive. Never be surprised by a client's payment timing again.

Project-level cash flow tracking
Client payment pattern analysis
Invoice aging and collection forecasting

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Utilization Forecasting

Forecast Revenue Gaps Before They Hit

Connect project end dates to cash flow forecasts. See exactly when current projects end and how utilization changes will impact revenue. Plan for gaps by building reserves or accelerating business development.

Project completion impact forecasting
Utilization-based revenue prediction
Gap period cash requirement alerts

Manage retainers

Multi-Bank Consolidation

Unified View Across All Banks & Accounts

Connect all your bank accounts and entities in one dashboard. Get consolidated cash positions across operating accounts, savings, and multiple business entities. Perfect for firms with complex financial structures.

Connect unlimited bank accounts
Multi-entity consolidation
Real-time consolidated cash position
Per-account & per-entity breakdowns

Connect your accounts

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FAQ

Common Questions from Consulting Firm Owners

Get answers to frequently asked questions about managing consulting cash flow with Trezy

How does Trezy help manage project-based revenue?

Trezy tracks cash flow at the project level, showing you exactly when invoices are sent, when payments are expected, and when cash actually arrives. You'll see which projects are contributing to cash flow and identify slow-paying clients. The system forecasts when current projects end and how this impacts your cash position, giving you time to fill utilization gaps before they become cash crises.

Can Trezy handle both project work and retainer clients?

Absolutely! Trezy tracks both one-time project revenue and recurring retainer income. You'll see monthly recurring revenue from retainers, project-based revenue, and how they combine to create your overall cash position. The system handles different billing cycles and payment terms for each client type.

How does utilization forecasting work?

By connecting project end dates to cash flow forecasts, Trezy shows you exactly when utilization will drop and how this impacts revenue. If a major project ends in 3 months and you haven't sold new work, the system alerts you to the coming gap. This gives you time to accelerate business development, build cash reserves, or adjust costs before the gap hits.

Does Trezy help with client payment collection?

Yes! Trezy analyzes payment patterns by client, showing you which clients pay quickly and which consistently stretch payment terms. Use this data to identify slow payers, adjust payment terms for new contracts, and forecast when cash will actually arrive based on historical patterns rather than invoice terms.

CUSTOM DEMO

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