For consulting teams

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.

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

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

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.

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 us

Get early access

Leave your address and we will get in touch about access and pricing.