From proposal to payment, one connected platform
Belvak gives consulting firms a single system for proposals, engagements, invoicing, and client relationships -- so your partners can focus on advising, not admin.
The problem
The consulting firm bottleneck
Your firm runs on expertise, but the business side still runs on disconnected spreadsheets and generic tools.
Proposals consume your senior partners
Every new engagement starts with a detailed proposal. Without templates and a structured pipeline, your best people spend more time writing proposals than advising clients.
Contract value gets lost between systems
The agreed fee lives in the proposal, but project tracking and invoicing happen elsewhere. Mismatches lead to under-billing and awkward client conversations.
Multiple engagements per client, zero overview
A single client might have three active projects and two pending proposals. Without a unified view, nothing connects and things slip through.
Revenue forecasting is guesswork
With proposals in email, projects in spreadsheets, and invoices in accounting software, predicting next quarter's revenue takes days, not seconds.
The solution
Every engagement, from pitch to payment
A connected workflow that mirrors how consulting firms actually win, deliver, and bill for work.
Proposal pipeline built for consulting
Create, track, and convert proposals in a structured pipeline. Every proposal carries its scope, pricing, and terms -- ready to become a project the moment the client says yes.
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Project management tied to contract value
Each project tracks its agreed contract value alongside progress, payments collected, and team assignments. Know exactly where every engagement stands financially.
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Connected invoicing with PDF export
Generate invoices from project data with customizable templates. Recurring billing handles retainer-based engagements automatically. Export professional PDFs in one click.
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Client management with full engagement history
See every proposal, project, invoice, and payment for each client on a single screen. Build deeper relationships with complete context at your fingertips.
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A day in the life
How a consulting firm uses Belvak daily
From the morning pipeline review to the afternoon partners meeting, every step happens in one place.
Review active engagements
Open the dashboard to see all consulting projects, their progress, and outstanding invoices across the firm.
Draft a strategy proposal
Use a saved template to create a detailed proposal for a new advisory engagement. Include scope, deliverables, and phased pricing.
Client approves -- convert to project
The client signs off on last week's proposal. Convert it to a project in one click with all details pre-filled.
Assign consultants to the engagement
Add team members to the new project. Everyone can see their assignments and the engagement scope.
Send a milestone invoice
Phase one of an ongoing project is complete. Generate an invoice linked to the project with the agreed amount.
Check firm-wide analytics
Review revenue by client, proposal conversion rates, and outstanding receivables to prepare for the partners meeting.
Our proposal win rate went up 20% after switching to Belvak -- not because the proposals themselves changed, but because we finally had a system that let us follow up on time, track every engagement properly, and invoice without delays. The partners actually enjoy the Monday pipeline review now.
Capabilities
Purpose-built for professional services
FAQ
Questions consulting firms ask
Can Belvak turn a proposal into a project?
Yes. Every proposal moves through Pending, Approved, and Rejected statuses, and once a client agrees you convert it to a project in one click. The scope, pricing, and terms carry over automatically, so nothing is retyped and the agreed contract value stays attached to the engagement.
How does Belvak handle multiple engagements for the same client?
Each client profile holds every proposal, project, invoice, and payment on a single screen. A client with three active projects and two pending proposals shows all of it in one place, along with the full payment history, so you always have the complete picture without stitching systems together.
Does it support milestone and recurring billing for retainers?
Yes. You can raise one-off invoices as each milestone is delivered, and set up recurring invoices for retainer engagements so ongoing work bills on schedule. Invoices are generated from project data with 12 templates and exported to PDF in one click.
Can I invoice international clients in different currencies?
Yes. Belvak supports billing in over 50 currencies, and each invoice keeps its own currency. Advisory firms working with clients across borders can bill each engagement in the currency the client expects.
Is Belvak a fit for a small consulting firm?
Belvak is built for service companies of 5 to 50 people, which covers most boutique strategy and advisory practices. It brings proposals, projects, invoicing, client records, and team management into one platform without the weight of enterprise tooling you would never use.
Does Belvak replace my accounting software?
No. Belvak handles invoicing and billing and tracks the payments you collect against each engagement, but it is not a full general-ledger accounting system. It works alongside your accountant's books, giving you a clear operational view of what has been billed and paid.
Run your consulting firm from one platform
Join advisory practices that streamlined proposals, projects, and billing into a single connected workflow. Start free to see it in action.