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Consulting Firms

Your Revenue Is Hiding in Your Pipeline. We Help You Find It.

Consulting firms live and die by utilization rates, pipeline velocity, and billing accuracy. When those three variables are managed manually — even partially — revenue leaks at every stage from deal close to final invoice.

Book an Industry Demo

Operational Problems

The challenges consulting firms face every day.

Pipeline Lives in Spreadsheets

Without real-time pipeline visibility, forecast accuracy suffers. Deals slip and revenue recognition is delayed.

Consultant Bench Visibility Is Zero

Finance knows who’s on contract. Operations knows who’s available. Sales doesn’t know either — so placements are reactive.

Long Billing Cycles Crush Cash Flow

Contract-to-invoice cycles that take weeks destroy cash flow. Manual reconciliation adds friction and errors.

How EXP Helps

Recommended EXP Applications

Start with the app that solves your biggest challenge. Connect more as you grow.

EXP ERP

Start Here

Projects and Utilization in One Place

Manage projects, engagements, and utilization with portfolio health visible at a glance.

Explore

Sales Suite

Add When Needed

Real-Time Pipeline That Forecasts

AI-assisted deal tracking with close probability scoring and recommended next actions.

Timepilot IQ

Add When Needed

Bench and Utilization at a Glance

Every consultant’s hours and availability visible in a single dashboard.

AI Revenue

Add When Needed

Contract-to-Invoice in Days

Engagement hours auto-reconcile against contract terms. Invoices generate at billing milestones.

Industry Workflow

How Information Moves Through EXP

From the first step to the last, see which EXP application handles each part.

1
Opportunity·A consulting engagement is scoped and closed
Sales Suite
2
Project·The project and consultant assignments are created
EXP ERP
3
Time·Consultant hours are captured by project
Timepilot IQ
4
Billing·Invoices generate at billing milestones
AI Revenue
5
Accounting·It syncs to your accounting system
External

COMPLIANCE

Compliance Considerations

EXP is designed to support the operational and financial-control requirements relevant to consulting firms. We only claim compliance support that can be substantiated — confirm your specific configuration during your demo.

SOC-2
INTEGRATIONS

Connects With Your Existing Tools

EXP complements the systems your industry already runs on.

QuickBooks Xero NetSuite
BUSINESS IMPACT

ROI & Business Impact

Verified capabilities, industry statistics, and clearly labeled illustrative outcomes.

60%

improvement in pipeline forecast accuracy (illustrative)

Illustrative

3 Weeks

average reduction in sales cycle length (illustrative)

Illustrative

Days

contract-to-invoice cycle time, down from weeks (illustrative)

Illustrative

FAQ

Frequently Asked Questions

See EXP for Consulting Firms

Book a focused 30-minute demo built around your industry and your specific operational challenge.

571-445-5941 info@expbs.com Mon–Fri 9AM–5PM EST