Most advisory firms are billing.Far fewer are seeing real margin.
Hours are logged late. Utilization is murky. Rate cards get applied wrong. Juntrax is built for advisory firms that bill by the hour and want every billable minute, every rate card, and every receivable on one platform — so margin stops disappearing between QBRs.
Hours worked on engagements 01
Hours on a timesheet 02
Approved at correct rate 03
Invoiced to client 04
Five leaks in every advisory firm
— silent until QBR.
If you bill by the hour, these are the silent margin killers. Most firms ignore them until QBR. By then, the money is gone.
The bench leak
Consultants between engagements that nobody is tracking. By the time you notice utilization has dropped, it has been three months and the partner pipeline is dry.
The scope creep leak
Juniors say yes to extra workstreams without a scope amendment. The partner finds out at month-end. The client refuses to pay extra. Margin booked, then surrendered.
The late timesheet leak
Consultants log hours two to three weeks late. Invoices delay. Cash flow suffers. Some hours never get billed because nobody remembers them.
The rate card leak
Partner-level work billed at senior rates. Senior work billed at analyst rates. Nobody catches it until the next QBR, when margins are already booked.
The visibility leak
Your data lives in spreadsheets, Toggl, Xero, and three Slack threads. Nobody trusts any single number. Every partner decision starts with a question, not an answer.
Each leak plugged by a module you already need — on one shared ledger.
HRMS, PSA, and Cash-Flow on one shared database. Each leak above maps to a capability below.
Live utilization tracking
Consultant-level utilization. Team allocation views. See bench time before it shows up in monthly numbers.
Engagement P&L with live margin
Project financials dashboard with live margins from invoices, POs, and timesheets. See the burn before month-end.
Timesheets that auto-invoice
Timesheets with bill rate per role. Hours flow directly from timesheets into client invoices. No copy-paste.
Rate cards by role and region
Bill rate by role and location. Auto-applied per timesheet entry. Approval flags on rate mismatches.
One source of truth
People, projects, and finances on one shared database. One view. One number. The Friday reconciliation, gone.
What 12 months on Juntrax looks like.
Modeled on the median Juntrax advisory customer. Your numbers will vary, but the direction won't.
From Friday reconciliation to live margin in one view .
A 45-consultant strategy firm with offices in NYC, London, and Singapore. Three currencies, four rate tiers, and a partner spending Fridays reconciling timesheets. After 12 months on Juntrax, utilization climbed 16 points, DSO was cut by more than half, and Friday reconciliations dropped from six hours to thirty minutes.
Before Juntrax, I'd spend Fridays reconciling timesheets and chasing invoices. Now I see utilization, margin, and AR aging in the same view. We stopped losing engagements to delayed invoicing the day we went live.
What 12 points of utilization is worth.
Drag the sliders. Watch the math. The numbers are conservative, based on what our customers actually see in their first 12 months on Juntrax.
Your firm
Advisory firm assumptions — adjust to your reality.
Everything a partner needs to see,
in one place.
Six capabilities your spreadsheet stack cannot give you, no matter how many tabs you add.
Live utilization tracking
Consultant-level utilization tracking. Team allocation views. See bench time and billable hours per consultant, on one dashboard.
Multi-engagement timesheets
Consultants split time across engagements, clients, and rate categories. Timesheets flow directly into client invoices.
Multi-currency billing
USD, EUR, GBP, INR, AED, SGD, JPY, AUD, CAD. Invoice clients in their currency. Manage receivables globally on one platform.
Bill rates by role and location
Partner, senior, manager, analyst. New York, London, Bengaluru, Dubai. Bill rates configured by role and location, auto-applied per timesheet entry.
Engagement P&L with live margins
Live margin per engagement, calculated from invoices, POs, and timesheets. Project financials dashboard across the portfolio.
Quotation and proposal management
Send quotations and proposals to clients. Convert won deals into engagements. Track the same client all the way through to invoices, on one platform.
Spreadsheets and point tools,
or one platform. Pick one.
The honest comparison. If you can do this in your current stack, you do not need Juntrax. Most advisory firms find they cannot.
| Capability | Spreadsheets | Generic ERPSAP / NetSuite / etc. | Juntrax |
|---|---|---|---|
| Real-time utilization | Stale by days | No roll-up | ✓ Live, firm-wide |
| Multi-engagement timesheets | Manual | No rate logic | ✓ With rate cards |
| Auto-invoicing from timesheets | Copy-paste | Integration glue | ✓ Native, 1 click |
| Multi-currency invoicing | Manual FX | Add-on module | ✓ 9 currencies |
| Rate cards by role & region | Lookup tables | Not supported | ✓ Native |
| Engagement P&L with live margin | Month-end only | Reporting lag | ✓ Real-time |
| Quotations through to invoices | Separate tools | Plus a CRM | ✓ Built-in |
| Annual cost · 25 consultants | $0 + 4 hrs / wk lost | $18K+ / yr | ✓ From $1.8K / yr |
Questions every advisory firm asks before they buy.
Short, honest answers. If yours isn't here, book a demo and ask the team directly.
Talk to consulting team →Yes. Rate cards are configured by role, region, and currency. Partners in New York, seniors in London, analysts in Bengaluru, each with their own rate. Auto-applied per timesheet entry, with approval flags on rate mismatches.
Yes, this is the default. Consultants log time across as many engagements as needed in a single day, with notes, tags, and billable / non-billable classification per entry. Rates apply automatically based on role and engagement.
USD, EUR, GBP, INR, AED, SGD, JPY, AUD, and CAD are supported natively. We can add more currencies on request. Invoices go out in the client's currency, and receivables are managed across all of them on one platform.
Two weeks for firms of 25 to 100 consultants. Three to four weeks for larger firms or multi-entity setups. White-glove onboarding included, no additional fees. Your data migration from spreadsheets, Toggl, Xero, or your current PSA is handled by our team.
Yes. Logo, colors, footer, payment instructions, all configurable. Multiple invoice templates supported, including milestone billing, time-and-materials, retainer, and fixed-fee formats.
SOC 2 Type II, ISO 27001, GDPR and CCPA compliant. Encryption at rest and in transit. Role-based access control. Data residency options in US, EU, and India. Daily backups with 30-day retention.
Stop the leaks. Start the engine.
Free 14-day trial. No credit card. White-glove onboarding for advisory firms of 25+.