For consultancies, accounting firms, and practices
Proposals that become the engagement budget, associates paid on their invoices, travel claimed against the engagement, milestone invoices through eTIMS, and the margin on every engagement.
Everything a professional services firm runs on Bizflow
One system for partners, engagement managers, consultants in the field, and finance. Start with proposals and engagement budgets, and add the rest when you're ready.
How an engagement runs on Bizflow
An illustrative management consultancy running a three-phase operations review for an insurer. Each step starts from the one before it, so every cost and invoice traces back to the proposal the client accepted.
Checked here: Client, team, and dates on record
Briefs and estimatesConsultants claim travel and snap receipts from their phones at the client's site. Partners and finance see every engagement's budget, invoicing, and margin, live.
At the client's site
In the partners' office
Price the work by phase. When the client accepts, the proposal becomes the engagement, with its budget and the margin you priced.
Associate consultants and subcontractors invoice you. Bizflow checks each invoice on KRA eTIMS, charges it to the engagement, and pays it.
Fee, cost to date, and margin on every engagement, and which clients are slow to pay, from the phone.
KRA-certified eTIMS integrator
Professional fees are VAT-able, and so are the associates, venues, and travel you pay for. Bizflow keeps both sides right with KRA.
Milestone invoices and retainers are signed by KRA eTIMS when they are sent, with VAT at 16%.
eTIMS invoices your associates and suppliers issue to your KRA PIN come into Bizflow as purchases. Match them to the engagement, and only valid invoices count toward input VAT.
Paying field enumerators or a translators' group who can't issue eTIMS invoices? Raise the invoice for them. They accept it, KRA signs it, and the spend is backed by an eTIMS invoice.
KRA PINs, tax compliance certificates, and contracts kept on each associate and supplier, with reminders before they expire.
Credit an invoice through eTIMS, with the KRA reason, against the original invoice.
Your eTIMS sales and purchases feed one VAT summary: output VAT, input VAT, and what you will pay, with every invoice behind each figure.
Your books
Client invoices, associate bills, and engagement expenses reach your books without retyping. Sync to your accounting system, or keep the whole ledger in Bizflow.
Bizflow accounting
Illustrative example
A three-phase operations review quoted at a fixed fee of KES 3.6M, followed from the proposal to the first milestone invoice.
22 Aug
Enquiry logged
Kilele Insurance: claims take 21 days to settle. BR-0244 logged by the partner.
27 Aug
Proposal sent, KES 3.6M
EST-0561: three phases at a fixed fee, invoiced at the end of each phase.
1 Sep
Accepted, engagement set up
Budget KES 2,124,000 for associates, travel, workshops, and research. Margin 41.0%.
15 Sep
Mombasa branch visit
Per diems for 4 days charged to the engagement's travel line.
14 Oct
Associate paid
BILL-1206 from J. Kamau Consulting, KES 290,000, checked on eTIMS and paid from the bank.
Today
Phase 1 invoiced
INV-4120 for KES 1,252,800 with VAT, signed by eTIMS, with a link to pay.
Illustrative example. Names, clients, and figures are made up.
Connect Claude to Bizflow and ask about engagements, margins, associates, and unpaid invoices in plain English. Answers come from your live Bizflow data.
Bizflow AI Connected to ClaudeWhich engagements are below our target margin?
Claude read from Bizflow · Projects · Engagements
Two engagements are below the 30% target. One is close to its budget.
Yes. Each engagement is a project with its fee, a budget for associates, travel, and delivery costs, and a live margin forecast. Every bill and expense is charged to it.
Yes. Price the work by phase in the proposal, and when a phase is delivered, invoice it from the proposal, signed by eTIMS.
Yes. Set up a recurring invoice for each retainer, monthly, quarterly, or yearly. Bizflow raises it on schedule and reminds the client before it is due.
Associates invoice you. Bizflow checks the invoice on KRA eTIMS, charges it to the engagement, and you pay it by bank or M-PESA.
Consultants claim per diems and expenses from their phones, charged to the engagement, with receipts attached and approved by the engagement manager.
Yes. Law firms and marketing agencies each have their own page, with matters, disbursements, and fee notes for law firms, and briefs, event costs, and crew payments for agencies.
Yes. Bizflow is a KRA-certified eTIMS integrator. Invoices are signed when they are sent, supplier invoices issued to your KRA PIN come into Bizflow, and you can raise buyer-initiated invoices for suppliers who can't issue their own.
Yes. Bizflow syncs expenses, petty cash, bills, invoices, and customer payments to QuickBooks Online or Zoho Books, and brings your chart of accounts, tax rates, suppliers, and customers across. Or keep the whole ledger in Bizflow, with journals, bank reconciliation, trial balance, profit and loss, balance sheet, and cash flow.
Professional services firms usually start on Growth, which has projects with budgets and margin, bills, eTIMS invoices, and payment reconciliation. Firms with several partners approving spend move to Business.
Compare all plansGrowthMost firms
KES 12,000 a month
Or KES 10,800 a month, paid yearly
Business
KES 27,000 a month
Or KES 24,300 a month, paid yearly
See your own firm in Bizflow: proposals, engagement budgets, associates, expenses, and invoices in one place.
