Timesheets in Excel, plans in a calendar, contracts in email
Four sources of truth means no source of truth. Reconciling them is a monthly ritual that produces no value.
Professional Services Management
Run your consulting work from plan to payment.
Plan who works where, capture the effort, report it to your client, bill the right amount in the right currency — and see what you have actually collected.
Everything between the work and the payment.
One chain, one platform
Most teams run these steps in different tools. Efforvia keeps them on the same record, so the numbers never drift apart.
- 01 Plan Who works where, and when
- 02 Work Activities, hours, man-days
- 03 Approve Weekly submission and review
- 04 Report Client-ready activity reports
- 05 Commercials Contracts, rates, entitlement
- 06 Bill Invoice drafts, multi-currency, VAT
- 07 Collect Payments, partials, outstanding
- 08 Analyze Profitability, cash, utilization
The problem
Your work shouldn’t live across spreadsheets, calendars and email.
Every one of these is correct on its own. None of them knows about the others — and that is where the money leaks.
You learn the contract is used up after it is used up
A 50-day contract with 25 days worked and 30 days already planned is not 25 days remaining. It is 5 days over — and you find out when you invoice.
Activity reports written the night before the client meeting
The work was recorded weeks ago. Turning it into something a client can read should not be manual labour.
What you billed and what you collected are different files
Invoiced is not collected. Without both in one place, the gap between them stays invisible until it is a cash problem.
What it does
From the first hour to the money in the bank
Every module reads the same record. Log one activity and the contract terms, currency, VAT and entitlement all update with it.
Plan your people
Know where your team is going before the month starts.
Week, month and yearly views. Recurring plans for repeating patterns, copy a day, week or month, and a preview that shows exactly what will be created before you confirm.
- Capacity profiles: part-time, holidays, employment dates
- Overallocation warnings — visible, never blocking
- Contract forecast: actual plus planned, so overrun shows early
- Planned versus actual, by customer, project or person
Track the work
Capture work without turning timesheets into administrative work.
Activities, hours and man-days against customers, projects and tickets. A Today screen built for the way consultants actually log their day.
- Timer, quick entry, week and calendar views
- Automatic man-day calculation from your own definition of a full day
- Project membership decides who sees what
- Weekly submission, manager approval, period lock
Manage client commercials
Always know how much contracted capacity is left.
Contracts are versioned, so changing terms never rewrites past periods. Every period bills under the terms that applied at the time.
- Daily, hourly, fixed fee, retainer and milestone billing
- Entitlement tracking: period allowance, carry-forward, expiry, overage
- Rate management with contract-derived payment terms
- Per-customer payment rules — a fixed day of the month, shifted to a business day
Report professionally
Turn daily work into clear, client-ready reports.
Activity reports with revisions and an approval flow, exported through templates you set up per customer.
- Draft → sent → approved, with revision history
- Customer-specific Excel templates
- Report wizard with an Excel preview before you send
- Atomic, gap-free report and invoice numbering
Bill accurately
Bill every client accurately, in the currency you agreed.
Billing periods produce invoice drafts from approved, reported work — not from a spreadsheet someone maintained by hand.
- Multi-currency with central bank rates fetched automatically
- Local-currency equivalent at the invoice date rate
- VAT breakdown by treatment and rate
- Expenses recharged to the client, kept separate from reimbursements
Collect and know your numbers
Understand what you are owed and what you have actually collected.
Payment tracking with partial payments and write-offs, plus the forecast of when the money is expected to arrive.
- Receivables, partial payments, outstanding balance
- Cash forecast based on each customer’s real payment behaviour
- Profitability by customer, project and person
- Separate operational and commercial dashboards
Why it is not a time tracker
Worked is not billed. Billed is not collected.
Efforvia models every one of these as a separate number, because in real consulting work they are never the same. Most tools collapse them into one and hide the difference.
- Worked 12 MD Recorded by the consultant
- Reported 11 MD Approved by the client
- Billable 10 MD Under contract terms
- Invoiced €6,000 Issued
- Collected €4,500 Actually received
Example Illustrative figures. The gap between any two of these is a question worth answering — and you cannot answer it if your tool only stores one.
Independent consultants
Powerful enough for teams. Simple enough for one.
If you are the whole company, you still need to answer the same questions — just faster, and without an admin day every month.
See it for solo work- How much did I work, for which client?
- How many days are left on this contract?
- What do I report before the meeting?
- What should I invoice this month?
- Which invoice has not been paid?
- Multi-client time tracking with automatic man-days
- Contract entitlement tracking
- One-click activity reports in your client’s own template
- Invoice drafts generated from reported work
- Payment tracking and cash forecast
Consulting teams
From individual work to team visibility.
The same platform, with the controls a firm needs: who sees what, who approves what, and who changed what.
See it for teams- Which projects is the team on next month?
- Are the reports finished and approved?
- How much of this contract is used?
- What are we billing, and what came in?
- Which client is actually profitable?
- Resource planning with capacity and utilization
- Project membership and access scopes
- Report approval and weekly timesheet approval
- Role-based permissions with custom role groups
- Financial data hidden from users without permission
- Audit history on every change that matters
Security
Built with security in mind.
We do not hold a certification, and we will not claim one. Here is what is actually in the product.
Companies cannot see each other
Every record is scoped to its organisation at the database layer, not by a filter someone remembered to add.
Role-based access with custom roles
Define your own role groups and assign permissions. A consultant sees their own work; a manager sees the team; finance sees the numbers.
Financial data is removed, not hidden
If you do not have permission, the amounts are not in the response at all. Hiding them in the interface would leave them in the API.
Audit history
Role changes, approvals, settings, expense decisions and plan changes are recorded with who, when and what changed.
Secure sessions
Token rotation, session revocation on password change, and rate-limited sign-in per account and per address.
Verified automated backups
Daily backups with an integrity check on every run. Encrypted connections end to end.
Ready to see the whole chain in one place?
Efforvia is in early access. Tell us about your work and we will set you up personally — including moving your existing data.
Talk to usGet early access
Leave your address and we will get in touch about access and pricing.
Questions
Straight answers
Is Efforvia accounting software?
No. It handles the work, the contract terms, the invoice draft and what you collected. Your accountant still issues the legal invoice and keeps the books.
Can I use it on my own?
Yes. Everything works for a single user, and nothing about the interface assumes a team. Team features appear when you add people.
Which currencies are supported?
Any currency you contract in. Central bank rates are fetched automatically, and the local-currency equivalent is frozen at the invoice date rate so it never changes retroactively.
Do you support retainer contracts?
Yes. Period entitlement, carry-forward with a cap, expiry and overage are tracked as movements, so you can always see how a period was consumed.
Can I export to my client’s own report format?
Yes. Excel templates are defined per customer, so each client receives the format they asked for.
How do I get started?
Efforvia is in early access, so onboarding is personal: we set up your organisation, move your existing data and walk your team through it.
How much does it cost?
Pricing is not published yet. Plans are based on the number of users, billed monthly, with a discount for annual payment. Request early access and we will send you the numbers as soon as they are set.