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Consulting Software with Financial Management (2026)

Last updated: April 2026

Consulting Software Key Features

    Based on 162 user opinions, we identified 6 features that are important for any product in Consulting Software

  • Task Management

    Create, manage and track all task activities and progression

    Average user rating

    4.5

  • Multiple Projects

    Ability to handle several projects simultaneously

    Average user rating

    4.5

  • Billing & Invoicing

    Create, manage, and send invoices or bills to customers

    Average user rating

    4.6

  • Workflow Management

    Create, design and manage workflows for repetitive tasks

    Average user rating

    4.4

  • Timesheet Management

    Track the amount of time spent on a job or task

    Average user rating

    4.5

  • Project Tracking

    Monitor the progress of projects from start to finish

    Average user rating

    4.6
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User rating

38 software options

Asana logo

Project tracking and workflow management platform

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Asana is a work management tool designed for consulting where you can connect all your work in one place and bring teams together, anywhere. From lists to boards, to calendars and gantt charts, organize work your way. Join millions of teams across 190 countries who use Asana to get more done.

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monday.com logo

Project management software

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monday.com helps you manage your projects and tasks all in one place. Plan ahead visually, discuss everything, keep your clients in the loop, and stay organized

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Wrike logo

AI powered workflow management platform

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Exceed client expectations with trusted consulting management from Wrike. Automate your requests, visualize your deadlines with Gantt charts, collaborate in real-time with both internal and external stakeholders, and increase on-time delivery.

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NetSuite logo

AI-powered cloud-based business management suite

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Increase visibility into your professional services organization, improve resource utilization, elevate on-time project delivery, and drive profitability with NetSuite ERP's fully integrated PSA solution, which provides powerful tools to help you manage your projects, resources, and finances.

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BQE CORE Suite logo

Cloud-based firm management tool for A&E firms.

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Integrated time billing and project management for business and IT consultants.

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Avaza logo

All-in-one, client-focused project management for teams.

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Manage client projects by scheduling resources, assigning tasks, tracking time and expenses and billing in one place. Available in the cloud, from any device.

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Bitrix24 logo

All in one business management workspace

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Bitrix24 is an all-in-one business management platform that integrates CRM, project management, and collaboration tools in a single workspace. The system offers task management with Kanban boards and Gantt charts, communication features including video calls and chat, plus website building capabilities with ecommerce functionality. Bitrix24 includes HR management tools for employee tracking and workflow automation, all accessible via mobile applications.

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Kantata logo

Always Deliver Amazing

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Kantata PSA puts an end to unpredictable projects so professional services teams always deliver amazing.

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Streamtime logo

Project & task management for creative teams and businesses

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Streamtime is project management, quoting and invoicing for creative teams and businesses. Plan and track time on the web or in the Streamtime iOS app.

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Scoro logo

Manage projects, resources, and finances in a single system

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Scoro unites projects, resources, and finances in one system, so you don’t need to juggle multiple tools for planning, tracking, and billing for your work.

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Striven logo

Collaborative ERP for business process management

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Striven is a comprehensive business management software suite. It provides a range of features to support organizations across various industries, such as construction, manufacturing, professional services, and field services. The software offers real-time access to critical business data, helping to eliminate issues with missing, lost, or inaccurate information.

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Accelo logo

Transform the way you manage client work

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Accelo is used and loved by professional service businesses around the world to manage their day-to-day operations with profitably in mind. The end-to-end cloud-based platform manages all aspects of project delivery.

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ConnectWise PSA logo

PSA tool designed for as-a-service businesses

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ConnectWise PSA (formerly ConnectWise Manage) is a business management platform designed to run technology solution business, connecting everything to allow for superior service delivery, know businesses better, discover full-visibility billing, and handle handoffs without hiccups.

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Productive logo

Project lifecycle management for agencies and consultancies

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Productive is an end-to-end agency management tool that gives you a birds-eye view of your agency business.

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Autotask PSA logo

IT Business Management Software Platform

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Autotask PSA is an intelligent IT business management platform providing a singular view across the entire business (services, internal operations, customers, and prospects) to improve efficiency, accountability, insight, and profitability.

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OfficeTools logo

Run your tax and accounting practice from a single solution

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OfficeTools provides everything you need to run your tax and accounting practice from a single solution.

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ITM Platform logo

Project, Program and Portfolio Management Software

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ITM Platform is the consulting software that can be deployed within two weeks, aligning your project portfolio to the business strategy. Teams will learn how to use the project and work management tools within a day, providing portfolio managers with access to the metrics that matter.

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Unanet ERP AE logo

Project-based ERP for mid-to-large size AE firms

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Unanet A/E, powered by Clearview, is purpose-built ERP for architecture and engineering firms and offers a powerful combination of Project Management, Business Intelligence, Time and Expense Tracking, Financials, Integrations, and CRM tools in one single source to run your business more effectively.

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Unanet ERP GovCon logo

Web-based integrated project management and ERP solution

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Unanet is an integrated project management solution which offers tools for resource planning, accounting, workforce collaboration, timesheet management and more

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Mosaic logo

AI-powered resource management, reporting, and forecasting

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Mosaic is AI-powered resource management software that gives real-time visibility into workload, capacity, and demand. Balance teams, forecast revenue, and improve utilization with a planning-first platform that replaces spreadsheets and static ERP reports.

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Accountability logo

Project-based ERP for advertising & marketing agencies

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Accountability is a project-based ERP solution built exclusively for advertising and marketing agencies. Integrated job management and accounting give agency leaders real-time visibility into project and client profitability, staff utilization, and overall agency financial health.

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Financial Management Cloud logo

Certinia ERP Cloud

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Streamline, simplify, and automate your financial management on the Salesforece platform. Our customer centric ERP Cloud software gives you a flexible general ledger, automated billing processes, and brilliant intelligence all in one place.

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PROMYS logo

Cloud-based CRM, Help Desk, and PSA software.

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Cloud-based Professional Services Automation (PSA) software with integrated CRM, Help Desk, quoting, billing, inventory, subscription management, executive insights, and sales forecasting modules.

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Total Synergy logo

Business and project management software for AEC businesses

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Synergy is business and project management software enabling architecture, engineering and construction design businesses to effectively manage every job on time and for profit.

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VOGSY logo

Multiple countries, multiple currencies, one resource pool.

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All–in-one CRM and ERP for international project teams.

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